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Mar 31, 2020

Meritage Homes Q1 2020 Earnings Report

Reported strong revenue and earnings growth driven by increased home closings and improved gross margins.

Key Takeaways

Meritage Homes reported a significant increase in net earnings and revenue for Q1 2020. Net earnings increased by 180% and revenue grew by 27%. The company's diluted EPS also saw a substantial increase, rising by 182%.

Net earnings increased 180% year-over-year.

Home closing revenue increased 27% year-over-year.

Home closing gross margin improved to 20.0% from 16.7% a year ago.

Total orders for the first quarter of 2020 increased 23% year-over-year, driven by a 35% year-over-year increase in absorptions.

Total Revenue
$901M
Previous year: $708M
+27.2%
EPS
$0.92
Previous year: $0.33
+178.8%
Total Homes Backlog
3.57K
Previous year: 3.2K
+11.6%
Total Value Backlog
$1.39B
Previous year: $1.3B
+7.2%
Total Avg Sales Price Backlog
$389
Previous year: $405
-4.0%
Gross Profit
$179M
Cash and Equivalents
$797M
Previous year: $327M
+143.5%
Free Cash Flow
$38.6M
Previous year: $27M
+42.8%
Total Assets
$3.91B
Previous year: $3.4B
+15.3%

Meritage Homes

Meritage Homes

Meritage Homes Revenue by Geographic Location

Forward Guidance

Due to the lack of visibility at this time, the company withdrew its previous guidance and will plan to provide future guidance at a more appropriate time.

Revenue & Expenses

Visualization of income flow from segment revenue to net income