THM Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strategic Acquisition & ScaleThe completed Berkshire Hathaway acquisition is a structural change that places Taylor Morrison under a deep-capital parent and integrates it with Clayton Properties Group. That scale and capital support reduce public-market volatility, enable longer-term land and product investments, and enhance competitive positioning across segments.
Improved Leverage And Cash GenerationSustained mid-teens gross margins and improved leverage materially strengthen balance-sheet resilience for a cyclical builder. Strong trailing free cash flow and high cash conversion give durable funding for land investment, working capital, dividends/buybacks, and cyclical cushions without needing immediate external financing.
Backlog Rebuild, Mix Shift And Digital EfficiencyA larger backlog and higher to‑be‑built mix pivot sales toward higher-margin, build‑to‑order product and reduce speculative risk. Combined with significant digital/AI adoption that boosts online reservations and conversion, this structural shift should support more stable margins, faster absorption, and lower carrying costs over coming quarters.
Bears Say
Revenue And Profit NormalizationMeaningful year‑over‑year declines in closings and net income signal a normalization in demand and pricing power. This reduces operating leverage, pressures SG&A as a percentage of revenue, and can persist through housing cycles, making near‑term profit recovery dependent on market reacceleration rather than internal fixes alone.
Slower Orders And AbsorptionWeaker order flow and slower absorption extend inventory holding periods and delay revenue realization. Persistently softer demand reduces velocity of returns on land and capital, pressures working capital needs, and can keep margin recovery elusive until local market absorption improves materially.
Land / Lot Control Below TargetA lower-than-target controlled‑lot ratio increases reliance on owned land and financed positions, reducing flexibility to scale openings and raising financing exposure. In a higher‑rate environment this can boost interest expense and capital intensity, pressuring margins and returns over the medium term.
Taylor Morrison News
THM FAQ
What was Taylor Morrison’s price range in the past 12 months?
Currently, no data Available
What is Taylor Morrison’s market cap?
Taylor Morrison’s market cap is CHF5.38B.
When is Taylor Morrison’s upcoming earnings report date?
Taylor Morrison’s upcoming earnings report date is Oct 28, 2026 which is in 86 days.
How were Taylor Morrison’s earnings last quarter?
Currently, no data Available
Is Taylor Morrison overvalued?
According to Wall Street analysts Taylor Morrison’s price is currently Undervalued.
Does Taylor Morrison pay dividends?
Taylor Morrison does not currently pay dividends.
What is Taylor Morrison’s EPS estimate?
Taylor Morrison’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Taylor Morrison have?
Currently, no data Available
What happened to Taylor Morrison’s price movement after its last earnings report?
Currently, no data Available
Which hedge fund is a major shareholder of Taylor Morrison?
Currently, no hedge funds are holding shares in CH:THM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Taylor Morrison Stock Smart Score
Neutral
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Analyst Consensus
Hold
Average Price Target:
CHF59.55 (― Upside)
CHF59.55 (― Upside)
Blogger Sentiment
Bullish
CH:THM Sentiment 100%
Sector Average ―
Sector Average ―
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
4.13%
Trailing 12-Months
Company Description
Taylor Morrison
Taylor Morrison Home Corporation functions as a publicly listed residential construction enterprise within the United States. The company's core business involves the design, development, and sale of various housing types, including both single and multi-family units, offered as detached or attached homes. Additionally, it specializes in creating comprehensive lifestyle and master-planned communities. Expanding its portfolio, Taylor Morrison also undertakes the construction and development of mixed-use properties, which integrate commercial, retail, and multi-family spaces, marketed under its Urban Form brand. Complementing its building activities, the firm provides ancillary services such as title insurance, closing settlement solutions, and financial products. The company's diverse housing offerings are presented through key brands like Taylor Morrison, William Lyon Signature, and Darling Homes, serving clients across a wide geographical area including Arizona, California, Colorado, Florida, Georgia, Nevada, North Carolina, South Carolina, Oregon, Texas, and Washington. Founded in 1936, Taylor Morrison Home Corporation is headquartered in Scottsdale, Arizona.
THM Company Deck
THM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a balanced mix of operational progress and near‑term challenges. Positive developments include a meaningful backlog rebuild (+23%), a shift toward higher‑margin to‑be‑built sales (to 38% from 28%), strong liquidity ($1.6B), record digital/AI adoption, disciplined land and inventory management (finished specs down 30%), and the reaffirmation of full‑year guidance. Offsetting these positives are material year‑over‑year declines in revenue and profitability (Q1 revenue down from $1.8B to ~$1.3B; adjusted net income and EPS roughly halved versus prior year), margin compression versus last year (down ~420 bps), lower orders (‑14% YoY), and continued incentive and rate pressure that could weigh on near‑term margins. Management emphasized discipline, technology‑led efficiency and a plan to scale community openings to drive reacceleration in 2027, but substantial YoY earnings declines and macro/rate headwinds temper the tone.View all CH:THM earnings summariesTHM Revenue Breakdown
36.06% East
35.12% West
26.48% Central
2.16% Financial services revenue
