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Jun 30, 2022

Taylor Morrison Q2 2022 Earnings Report

Reported record earnings per diluted share

Key Takeaways

Taylor Morrison reported strong second-quarter results, including record earnings per diluted share of $2.45. Home closings revenue increased 15% to $1.9 billion, and home closings gross margin improved 750 basis points to 26.6%. The company repurchased 6.8 million shares outstanding for $172 million.

Home closings revenue increased 15 percent to $1.9 billion.

Home closings gross margin improved 750 basis points to 26.6 percent.

SG&A as a percentage of home closings revenue improved 140 basis points to 8.8 percent.

Repurchased 6.8 million shares outstanding for $172 million.

Total Revenue
$2B
Previous year: $1.72B
+16.1%
EPS
$2.27
Previous year: $0.95
+138.9%
Gross Profit
$541M
Previous year: $329M
+64.7%
Cash and Equivalents
$378M
Previous year: $366M
+3.3%
Free Cash Flow
$131M
Previous year: $34M
+284.0%
Total Assets
$8.65B
Previous year: $8.14B
+6.3%

Taylor Morrison

Taylor Morrison

Taylor Morrison Revenue by Segment

Forward Guidance

Taylor Morrison provided guidance for the third quarter and full year of 2022. The company expects home closings to be between 3,200 and 3,400 in the third quarter and around 13,500 for the full year. GAAP home closings gross margin is expected to be consistent with the second quarter for Q3 and between 25 percent and 26 percent for the full year.

Positive Outlook

  • Ending active community count is expected to be between 315 to 325 for Q3.
  • Home closings are expected to be between 3,200 and 3,400 for Q3.
  • GAAP home closings gross margin is expected to be consistent with the second quarter for Q3.
  • Effective tax rate is expected to be approximately 25 percent for Q3.
  • Diluted share count is expected to be approximately 115 million for Q3.

Revenue & Expenses

Visualization of income flow from segment revenue to net income