Tri Pointe Homes, Inc.

NYSE:TPH 주식 리포트

시가총액: US$4.0b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

Tri Pointe Homes 과거 순이익 실적

과거 기준 점검 1/6

Tri Pointe Homes의 수입은 연평균 -7.8%의 비율로 감소해 온 반면, Consumer Durables 산업은 수입이 연평균 1.2% 증가했습니다. 매출은 연평균 0.1%의 비율로 증가해 왔습니다. Tri Pointe Homes의 자기자본이익률은 5.6%이고 순이익률은 5.7%입니다.

핵심 정보

-7.76%

순이익 성장률

-2.39%

주당순이익(EPS) 성장률

Consumer Durables 산업 성장률24.52%
매출 성장률0.14%
자기자본이익률5.56%
순이익률5.65%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Apr 27

TPH: $47 Cash Offer Will Shape Returns As Deal Closure Risks Persist

Analysts have aligned Tri Pointe Homes' price target at $47, with recent Street research tying this to Sumitomo Forestry's agreed acquisition price of $47 per share and to a view that the deal has a high likelihood of completion. Analyst Commentary Recent research on Tri Pointe Homes clusters around the agreed US$47 per share acquisition price, with analysts adjusting ratings and targets to reflect that reference point rather than independent long term growth assumptions.
내러티브 업데이트 Apr 12

TPH: $47 Cash Offer Will Anchor Returns As Deal Approval Risks Persist

Analysts have reset their price target on Tri Pointe Homes to $47.00, aligning it with the agreed $47 per share cash offer from Sumitomo Forestry and citing a high perceived likelihood that the acquisition will close. Analyst Commentary Street research around the Sumitomo Forestry cash offer has become tightly focused on the US$47 per share deal price, with recent rating and target changes largely reflecting that reference point rather than new views on Tri Pointe Homes as an independent business.
내러티브 업데이트 Mar 29

TPH: $47 Cash Offer Will Define Returns As Housing Cycle Risks Persist

Analysts have aligned their price targets for Tri Pointe Homes at $47, citing the agreed acquisition by Sumitomo Forestry at $47 per share and a high perceived likelihood that the deal will be completed. Analyst Commentary Recent research around Tri Pointe Homes centers almost entirely on the agreed cash acquisition at $47 per share, with analysts adjusting ratings and targets to reflect that deal price rather than underlying long term housing fundamentals.
내러티브 업데이트 Mar 13

TPH: $47 Cash Acquisition Will Balance Deal Certainty Against Housing Cycle Risks

Analysts have raised their price target on Tri Pointe Homes to $47 per share, aligning it with the announced all cash $47 per share acquisition by Sumitomo Forestry and reflecting the view that this deal has a high likelihood of closing. Analyst Commentary Recent research around Tri Pointe Homes has shifted quickly toward the implications of the proposed all cash acquisition at US$47 per share, with most commentary now focused on deal completion rather than long term standalone growth.
내러티브 업데이트 Feb 26

TPH: $47 Cash Deal Will Test Resilience To Housing Cycle Risks

Analysts have lifted their price target on Tri Pointe Homes to $47 from $38.20 after the announced $47 per share cash acquisition by Sumitomo Forestry. The updated assumptions reflect a slightly lower discount rate, a less steep revenue decline, modestly higher profit margins, and a higher forward P/E multiple.
Seeking Alpha Feb 12

Tri Ponte Homes: Q4 May Represent A Bottom, But Valuations Still Look Concerning

Summary Despite being well exposed to the premium move-up home market, which is facing less price competition, Tri Ponte Homes has underperformed peers over the past year, returning less than 4% vs. ~15% for homebuilders. TPH is due to announce Q4 results on the 25th of February, and while most trends are likely to remain weak, this quarter could potentially represent the worst. Cash flow should pick up and help ameliorate the damp 9M performance, but it is still unlikely to be strong enough to overshadow what was seen in FY24. TPH's valuations look unappealing relative to its own history as well as other mid-cap home builders, while the risk-reward on the weekly charts does not look attractive. Read the full article on Seeking Alpha
내러티브 업데이트 Feb 11

TPH: Customer Mix And Buybacks Will Balance Affordability And Sector Risks

Analysts now peg their average price target for Tri Pointe Homes at $31, down $6 from $37. This reflects cautious views on housing affordability, mixed nonresidential demand, sector volatility, and a contrastingly more positive stance from others who highlight the company’s less rate sensitive customer mix and ongoing share repurchases.
새로운 내러티브 Jan 29

Premium Community Expansion And Margin Pressure Will Shape A Cautious Long Term Outlook

Catalysts About Tri Pointe Homes Tri Pointe Homes is a U.S. homebuilder focused on premium move up buyers across Western, Central and Eastern regions. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jan 28

TPH: Active Adult Expansion And Buybacks Will Support Future Resilience

Narrative Update: Tri Pointe Homes Analyst Price Target Shift Analysts have reset their view on Tri Pointe Homes with a wider range of price targets, from US$31 at the cautious end to US$46 on the bullish side. This reflects differing opinions on housing affordability risks, volatility in the sector, and potential benefits from the company’s customer mix and share repurchase activity.
내러티브 업데이트 Jan 11

TPH: Active Adult Expansion And Buybacks Are Expected To Support Execution

Analysts now estimate fair value for Tri Pointe Homes at about $38.20, up from roughly $37.75. This reflects a blend of more cautious housing sector views from some firms, alongside supportive arguments related to the company’s customer mix, active share repurchases, and updated P/E expectations.
내러티브 업데이트 Dec 19

TPH: Active Adult Expansion Is Expected To Drive Future Upside

Analysts have modestly reduced their price target on Tri Pointe Homes to approximately $37.75 from about $38.60, citing slightly higher discount rate assumptions and softer profit margin expectations, partially offset by an improved revenue growth outlook and a marginally higher future earnings multiple. What's in the News Tri Pointe Homes Raleigh division has broken ground on the 8,000 square foot Altis at Serenity clubhouse, the centerpiece of its first 55+ lifestyle community in Fuquay Varina, with opening targeted for fall 2026 and extensive indoor and outdoor resort style amenities planned (Key Developments).
분석 기사 Dec 15

At US$33.74, Is It Time To Put Tri Pointe Homes, Inc. (NYSE:TPH) On Your Watch List?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it saw a decent share price growth of...
내러티브 업데이트 Oct 23

Analysts Weigh Discounted Tri Pointe Homes Valuation Against Growth Slowdown and Conservative Strategy

Analysts have left their price target for Tri Pointe Homes unchanged at $38.60. They cite expectations of near-term earnings declines as the company reduces the number of spec builds, despite its shares' discounted valuation.
내러티브 업데이트 Oct 09

US Housing Demand Will Spur Growth Amid Challenges

The analyst price target for Tri Pointe Homes was lowered from $39.40 to $38.60. This change reflects concerns among analysts about near-term earnings declines following the company's reduced speculative home builds.
분석 기사 Sep 08

At US$37.14, Is Tri Pointe Homes, Inc. (NYSE:TPH) Worth Looking At Closely?

Tri Pointe Homes, Inc. ( NYSE:TPH ), is not the largest company out there, but it led the NYSE gainers with a...
분석 기사 Jul 13

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 29

Tri Pointe Homes, Inc.'s (NYSE:TPH) Low P/E No Reason For Excitement

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
분석 기사 May 14

The Return Trends At Tri Pointe Homes (NYSE:TPH) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Apr 29

Tri Pointe Homes, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Investors in Tri Pointe Homes, Inc. ( NYSE:TPH ) had a good week, as its shares rose 2.5% to close at US$30.31...
분석 기사 Apr 23

A Look At The Fair Value Of Tri Pointe Homes, Inc. (NYSE:TPH)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Tri Pointe Homes fair value estimate is US$33.10 Current share...
분석 기사 Mar 19

Tri Pointe Homes (NYSE:TPH) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Feb 20

Things Look Grim For Tri Pointe Homes, Inc. (NYSE:TPH) After Today's Downgrade

Market forces rained on the parade of Tri Pointe Homes, Inc. ( NYSE:TPH ) shareholders today, when the analysts...
Seeking Alpha Feb 18

Tri Pointe Homes: Things Get Tougher From Here

Summary Tri Pointe Homes just reported fourth quarter results.  The home builder faces challenges from high mortgage rates and housing affordability, despite posting impressive FY 2024 earnings and revenue growth. The company's Q4 results showed mixed performance, with a slight revenue decline, decreased home deliveries, and a significant drop in order backlog. An updated analysis around Tri Pointe Homes follows in the paragraphs below. Read the full article on Seeking Alpha
분석 기사 Feb 13

When Should You Buy Tri Pointe Homes, Inc. (NYSE:TPH)?

Tri Pointe Homes, Inc. ( NYSE:TPH ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Jan 28

Tri Pointe Homes, Inc.'s (NYSE:TPH) Earnings Are Not Doing Enough For Some Investors

Tri Pointe Homes, Inc.'s ( NYSE:TPH ) price-to-earnings (or "P/E") ratio of 7.8x might make it look like a strong buy...

매출 및 비용 세부 내역

Tri Pointe Homes가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:TPH 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 263,2511844170
31 Dec 253,4712414270
30 Sep 253,7523104460
30 Jun 254,0423664610
31 Mar 254,2944234750
31 Dec 244,4934584760
30 Sep 244,4994624650
30 Jun 244,1934254460
31 Mar 243,8753684190
31 Dec 233,7153444050
30 Sep 233,9784144040
30 Jun 234,2124884000
31 Mar 234,3925633980
31 Dec 224,3495763900
30 Sep 224,0365213780
30 Jun 223,9975043790
31 Mar 223,9984863810
31 Dec 213,9824693820
30 Sep 213,8334373830
30 Jun 213,6323823650
31 Mar 213,3843213510
31 Dec 203,2602823520
30 Sep 203,3412853530
30 Jun 203,2572693580
31 Mar 203,1852393600
31 Dec 193,0832073550
30 Sep 193,0741893520
30 Jun 193,1011903480
31 Mar 193,1742273450
31 Dec 183,2632703420
30 Sep 183,2592453220
30 Jun 183,2012533050
31 Mar 183,0012222890
31 Dec 172,8101872750
30 Sep 172,4561712640
30 Jun 172,3201342610
31 Mar 172,3741752580
31 Dec 162,4051952520
30 Sep 162,5122222530
30 Jun 162,5782382460
31 Mar 162,4482192370
31 Dec 152,4012052340
30 Sep 152,1561622180
30 Jun 151,9861232100

양질의 수익: TPH는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: TPH의 현재 순 이익률 (5.7%)은 지난해 (9.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: TPH의 수익은 지난 5년 동안 연평균 7.8% 감소했습니다.

성장 가속화: TPH은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: TPH은 지난 1년 동안 수익이 감소(-56.5%)하여 Consumer Durables 업계 평균(-16.4%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: TPH의 자본 수익률(5.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 02:54
종가2026/05/13 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Tri Pointe Homes, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tyler BatoryBrean Capital Historical (Janney Montgomery)
Alexander RygielB. Riley Securities, Inc.
Jay McCanlessCitizens JMP Securities, LLC