Meritage Homes Corporation

NYSE:MTH Aktierapport

Börsvärde: US$4.5b

Meritage Homes Tidigare resultatutveckling

Tidigare kriterier kontrolleras 1/6

Meritage Homes s intäkter har minskat med en genomsnittlig årlig takt på -4.4%, medan Consumer Durables -branschen såg intäkter på växande på 2.7% årligen. Intäkterna har varit växande med en genomsnittlig takt på 4.1% per år. Meritage Homes s avkastning på eget kapital är 7.6% och den har en nettomarginal på 6.9%.

Viktig information

-4.36%

Tillväxttakt i vinsten

-3.36%

Tillväxttakt för EPS

Consumer Durables Tillväxt i branschen24.52%
Intäkternas tillväxttakt4.07%
Avkastning på eget kapital7.57%
Nettomarginal6.86%
Senaste uppdateringen av resultatet31 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

MTH: Margin Pressures And Lower Sector Multiples Will Constrain Future Upside

Analysts have trimmed their average price target on Meritage Homes by several dollars, reflecting updated views on profit margins, future P/E assumptions and recent sector research that has generally lowered price objectives across homebuilders. Analyst Commentary Recent Street research on Meritage Homes has centered on a series of price target reductions, even as some firms had previously been constructive on the company and the broader U.S. homebuilding group.

MTH: Spec Model And Dividend Yield Will Shape Future Margin Resilience

Analysts have trimmed their average price targets on Meritage Homes by single-digit dollar amounts, with updates such as $8, $6, and $2 cuts. They continue to highlight efficiencies from the company's 100% spec approach as a key support for long-term volume potential and margins.

MTH: Spec Model And Dividend Yield Will Frame Future Margin Trade Off

Analysts have adjusted their average price targets on Meritage Homes toward the $90 range. This reflects mixed views that balance concerns about margin pressure with interest in the company's 100% spec strategy and current dividend yield.

MTH: Spec Build Model And Incentives Will Shape Future Margin Resilience

Analysts have kept their average price target for Meritage Homes broadly in line with prior levels, with recent changes centered around the $90 to $104 range as they weigh the company's 100% spec build approach, comments on margin risk and housing demand, and views on its dividend yield and valuation. Analyst Commentary Recent research on Meritage Homes reflects a mix of supportive and cautious views, with attention fixed on how the 100% spec build model, pricing incentives, and margin trends could affect the stock's risk and reward profile.

MTH: Elevated Incentives And Margin Pressure Will Constrain Future Share Returns

Analysts have trimmed their blended price target on Meritage Homes by a few dollars, citing a mix of lower targets tied to margin and demand concerns, along with higher targets around $90 to $104 that reflect views of relatively inexpensive valuation and potential for steadier longer term housing conditions. Analyst Commentary Recent Street research on Meritage Homes shows a split view, with some firms lifting targets into the $90 to $104 range while several bearish analysts trim expectations on margins, demand, and earnings power.

MTH: Margin Pressures And Incentives Will Limit Future Upside Potential

Analysts have reduced their fair value estimate for Meritage Homes from $74.00 to $62.00, citing recent cuts to Street price targets and concerns around margin risk, even as some still point to relatively low P/E assumptions and income support from the dividend. Analyst Commentary Recent research has highlighted a mix of caution and support around Meritage Homes, with several bearish analysts trimming price targets or cutting ratings while others still point to income and valuation support.

Meritage Homes Corporation: Demand Is Still The Problem

Feb 11

MTH: Buybacks And Dividend Yield Will Support Future Housing Upside

Analysts have trimmed their implied fair value estimate for Meritage Homes to US$95.00 from about US$103.57. This reflects more cautious assumptions on revenue growth, profit margins and future P/E, even as recent research shows a mix of lower and higher price targets alongside differing views on housing demand and builder profitability.

MTH: Share Repurchases And Dividend Yield Will Support Future Upside

Analysts have modestly raised their implied fair value estimate for Meritage Homes to about $104 from roughly $100, reflecting slightly higher assumed revenue growth and P/E multiples, partially offset by more cautious profit margin expectations following recent research highlighting pressure on builder incentives and gross margins. Analyst Commentary Recent Street research on Meritage Homes has been mixed, but there are clear pockets of optimism that support the modestly higher fair value estimate.

MTH: Share Repurchases And EPS Outlook Will Support Upside Potential

Analysts have trimmed their price target for Meritage Homes from US$107.00 to about US$99.88, reflecting updated assumptions around revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News From July 1, 2025 to September 30, 2025, Meritage Homes repurchased 772,010 shares for US$55 million, equal to 1.08% of its shares.

MTH: Higher Margins And Buybacks Will Drive Stronger Future Upside

Analysts have raised their price target on Meritage Homes from approximately $60.00 to $74.00 per share, citing expectations for stronger profit margins and a modestly higher future earnings multiple, despite slightly slower projected revenue growth and a marginally higher discount rate. What's in the News Meritage Homes completed a share repurchase tranche between July 1, 2025 and September 30, 2025, buying back 772,010 shares, or 1.08% of outstanding shares, for $55 million under its ongoing authorization (company filing).

MTH: Fed Cut And Share Buybacks Will Support Earnings Strength Ahead

Analysts have nudged their price target on Meritage Homes slightly higher, from about $82.63 to roughly $83.13, citing updated homebuilder valuations and the view that the recent Fed cut will not significantly alter the near term housing market trajectory. Analyst Commentary Recent commentary from bullish analysts highlights a constructive view on Meritage Homes, reflected in modestly higher price targets and a continued positive stance on the company’s execution and positioning within the housing cycle.

MTH: Recent Market Supply Dynamics Will Support Earnings Strength Ahead

Analysts have increased their price target for Meritage Homes from $79 to $85, citing expectations that a recent Fed rate cut will have a limited immediate impact on the housing market's trajectory. Analyst Commentary Bullish analysts point to several factors driving optimism about Meritage Homes' prospects following the price target adjustment.

MTH: Future Profit Margins Will Drive Positive Sentiment Among Market Participants

Analysts have increased their price target for Meritage Homes from $79 to $85, citing improved revenue growth and profit margins, even though there was only a modest adjustment to fair value estimates. Analyst Commentary Recent updates from Street research provide insights into the revised outlook for Meritage Homes.

Sun Belt Homebuilders Will See Continued Demand Amid Rate and Margin Pressures

Analyst Price Target Update for Meritage Homes Analysts have slightly increased their price target for Meritage Homes from $79 to $85. They cite updated sector coverage and note that recent shifts in interest rates are not expected to significantly affect the housing market outlook in the near term.

Sun Belt Demand Will Spur Homebuilding Growth Despite Margin Risks

Narrative Update on Meritage Homes Analysts have modestly increased their price target for Meritage Homes from $79 to $85, supported by updates to industry expectations and the view that recent macroeconomic shifts are unlikely to significantly alter housing market trends in the short term. Analyst Commentary Bullish and bearish analyst perspectives highlight key factors affecting Meritage Homes' valuation and near-term outlook.

Slowing Rates Of Return At Meritage Homes (NYSE:MTH) Leave Little Room For Excitement

Sep 24
Slowing Rates Of Return At Meritage Homes (NYSE:MTH) Leave Little Room For Excitement

When Should You Buy Meritage Homes Corporation (NYSE:MTH)?

Jul 12
When Should You Buy Meritage Homes Corporation (NYSE:MTH)?

Is There Now An Opportunity In Meritage Homes Corporation (NYSE:MTH)?

Apr 13
Is There Now An Opportunity In Meritage Homes Corporation (NYSE:MTH)?

Meritage Homes Corporation's (NYSE:MTH) Price Is Right But Growth Is Lacking

Mar 26
Meritage Homes Corporation's (NYSE:MTH) Price Is Right But Growth Is Lacking

Returns At Meritage Homes (NYSE:MTH) Are On The Way Up

Mar 11
Returns At Meritage Homes (NYSE:MTH) Are On The Way Up

Meritage Homes (NYSE:MTH) Has A Pretty Healthy Balance Sheet

Feb 05
Meritage Homes (NYSE:MTH) Has A Pretty Healthy Balance Sheet

Meritage Homes: Strong Execution And Resilient Demand Fuel Growth

Feb 05

There Is A Reason Meritage Homes Corporation's (NYSE:MTH) Price Is Undemanding

Dec 18
There Is A Reason Meritage Homes Corporation's (NYSE:MTH) Price Is Undemanding

Meritage Homes: Favourable Macro Backdrop And A Right Strategy In Place

Dec 14

Are Meritage Homes Corporation (NYSE:MTH) Investors Paying Above The Intrinsic Value?

Dec 05
Are Meritage Homes Corporation (NYSE:MTH) Investors Paying Above The Intrinsic Value?

Meritage Homes (NYSE:MTH) Strong Profits May Be Masking Some Underlying Issues

Nov 07
Meritage Homes (NYSE:MTH) Strong Profits May Be Masking Some Underlying Issues

Is Meritage Homes (NYSE:MTH) Using Too Much Debt?

Nov 04
Is Meritage Homes (NYSE:MTH) Using Too Much Debt?

Is Now An Opportune Moment To Examine Meritage Homes Corporation (NYSE:MTH)?

Oct 18
Is Now An Opportune Moment To Examine Meritage Homes Corporation (NYSE:MTH)?

Meritage Homes: Expect Value To Keep Building

Oct 13

Returns At Meritage Homes (NYSE:MTH) Are On The Way Up

Oct 03
Returns At Meritage Homes (NYSE:MTH) Are On The Way Up

Why Investors Shouldn't Be Surprised By Meritage Homes Corporation's (NYSE:MTH) Low P/E

Sep 16
Why Investors Shouldn't Be Surprised By Meritage Homes Corporation's (NYSE:MTH) Low P/E
User avatar

Aggressive Expansion And Narrow Market Focus Risk Eroding Future Profits

Focusing on move-in ready homes and rapid community expansion may narrow market appeal and increase operational risks, impacting earnings.

Meritage Homes Corporation: Staying Buy Rated As Demand Outlook Remains Positive

Jul 30

Is Meritage Homes (NYSE:MTH) Using Too Much Debt?

Jul 27
Is Meritage Homes (NYSE:MTH) Using Too Much Debt?

Is It Too Late To Consider Buying Meritage Homes Corporation (NYSE:MTH)?

Jul 11
Is It Too Late To Consider Buying Meritage Homes Corporation (NYSE:MTH)?

Fördelning av intäkter och kostnader

Hur Meritage Homes tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.

Resultat- och intäktshistorik

NYSE:MTH Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 265,6163865950
31 Dec 255,8584536160
30 Sep 256,0445426400
30 Jun 256,2166386460
31 Mar 256,2857236390
31 Dec 246,3957866400
30 Sep 246,4348126430
30 Jun 246,4568386480
31 Mar 246,3287936390
31 Dec 236,1387396170
30 Sep 236,4778026080
30 Jun 236,4428435720
31 Mar 236,2869065410
31 Dec 226,2929925160
30 Sep 225,7989674770
30 Jun 225,4799064670
31 Mar 225,3448234670
31 Dec 215,1417374670
30 Sep 215,0536534700
30 Jun 214,9315614680
31 Mar 214,6854844570
31 Dec 204,5014234470
30 Sep 204,2273754270
30 Jun 204,0293354140
31 Mar 203,8602954020
31 Dec 193,6672503930
30 Sep 193,5392223870
30 Jun 193,4822063830
31 Mar 193,4942093830
31 Dec 183,5292273800
30 Sep 183,4661873710
30 Jun 183,3871763620
31 Mar 183,3111643510
31 Dec 173,2411433460
30 Sep 173,1751603420
30 Jun 173,1211543400
31 Mar 173,1171523410
31 Dec 163,0421503390
30 Sep 162,9421513240
30 Jun 162,8591443150
31 Mar 162,6581333030
31 Dec 152,5791293010
30 Sep 152,4971253000
30 Jun 152,3831272920

Kvalitetsintäkter: MTH har inkomster av hög kvalitet.

Växande vinstmarginal: MTH s nuvarande netto vinstmarginaler (6.9%) är lägre än förra året (11.5%).

Fritt kassaflöde vs resultatanalys

Analys av tidigare vinsttillväxt

Resultatutveckling: MTH s intäkter har minskat med 4.4% per år under de senaste 5 åren.

Accelererande tillväxt: MTH s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: MTH hade negativ intäktstillväxt ( -46.7% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Consumer Durables ( -20% ).

Avkastning på eget kapital

Hög ROE: MTH s avkastning på eget kapital ( 7.6% ) anses vara låg.

Avkastning på tillgångar

Avkastning på sysselsatt kapital

Upptäck starka bolag som tidigare presterat bra

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 08:19
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Meritage Homes Corporation bevakas av 20 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Stephen KimBarclays
Rafe JadrosichBofA Global Research
Tyler BatoryBrean Capital Historical (Janney Montgomery)