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Jun 30, 2023

Meritage Homes Q2 2023 Earnings Report

Meritage Homes reported second quarter results, featuring record second quarter closing units and home closing revenue, alongside a 24.4% home closing gross margin.

Key Takeaways

Meritage Homes Corporation reported strong second quarter 2023 results, with home closings up 8% year-over-year, leading to a 10% increase in home closing revenue. The company's diluted EPS was $5.02, driven by a solid home closing gross margin of 24.4% and SG&A leverage of 9.6%.

Home closings increased by 8% year-over-year, reaching 3,490 units.

Home closing revenue rose by 10% year-over-year to $1.5 billion.

Diluted EPS for the quarter was $5.02.

The company invested $409 million in land acquisition and development, securing approximately 2,800 net new lots.

Total Revenue
$1.57B
Previous year: $1.41B
+11.0%
EPS
$2.51
Previous year: $3.39
-26.0%
Total Homes Backlog
3.77K
Total Value Backlog
$1.69B
Total Avg Sales Price Backlog
$447
Previous year: $480K
-99.9%
Gross Profit
$377M
Previous year: $449M
-16.1%
Cash and Equivalents
$1.16B
Previous year: $272M
+327.5%
Free Cash Flow
$219M
Previous year: -$225M
-197.2%
Total Assets
$6.07B
Previous year: $5.31B
+14.3%

Meritage Homes

Meritage Homes

Forward Guidance

Meritage Homes projects 13,300-13,800 home closings for full year 2023, which is anticipated to generate home closing revenue of $5.85-6.07 billion. Home closing gross margin is projected to be in the low 24% range. With an estimated effective tax rate of 22.5%, diluted EPS is expected to be in the range of $19.12-19.80 for full year 2023.

Positive Outlook

  • Projected home closings of 13,300-13,800 for full year 2023.
  • Anticipated home closing revenue of $5.85-6.07 billion for full year 2023.
  • Home closing gross margin projected in the low 24% range.
  • Estimated effective tax rate of 22.5%.
  • Diluted EPS expected to be in the range of $19.12-19.80 for full year 2023.