Taylor Wimpey (TWN) AI Stock Analysis
Taylor Wimpey
(BMV:TWN)
No summary available
Taylor Wimpey Business Overview & Revenue Model
Company Description
Taylor Wimpey Plc operates as a residential developer. It engages in land acquisition, home and community design, urban regeneration and the development of supporting infrastructure. It operates through the United Kingdom and Housing Spain segments....
Taylor Wimpey Earnings Call Summary
The call balanced clear operational progress — outlet growth, planning momentum, WIP improvements, disciplined procurement and a resilient balance sheet — against notable near-term headwinds: margin and profit declines, pricing weakness, rising build cost inflation, a reduced shareholder distribution policy and a downgraded completions range. Management emphasized disciplined execution and capital efficiency to preserve value and position the business for a medium-term recovery, but near-term financial metrics remain under pressure.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
The company updated guidance that U.K. completions are now expected to be 10,600–10,800 homes, with blended U.K. average selling prices ~1% ahead of last year (affordable c.21% of completions) even as underlying pricing runs c.2% below prior year and was c.1.5% down in H1; build cost inflation is now expected to be c.3–4% for the full year (2.5% in H1). H1 financials included group revenue £1.68bn, gross profit £254m (15.1% gross margin, -200bps), adjusted operating profit £130m (7.7% margin, -200bps), and an H1 order book of £1.9bn (6,882 homes). Operational and balance-sheet metrics/guidance include average outlets 219 in H1 (39 openings vs 32 last year), WIP per outlet down 6% to c.£9.3m, net private sales rate 0.75/site/week (vs 0.79, -5%), cancellation rate 14%, H1 cash generation from adjusted operating profit £130m and cash from operations £52m, net cash down to £169m at H1 and expected to reach ~£250m year‑end (assuming ~£100m cladding outflows), JV profit guidance £4m for the year, remediation spend expected ~£100m (H1 £36m), and a revised distribution policy of 4% of NAV (2% ordinary dividend plus 2% buybacks/incrementals) down from 7.5%.
Taylor Wimpey Peers Comparison
Overall Rating
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.