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Sep 30, 2024

Taylor Morrison Q3 2024 Earnings Report

Taylor Morrison's financial performance improved with increased EPS and net sales orders.

Key Takeaways

Taylor Morrison reported a strong third quarter in 2024, with net income of $251 million and diluted EPS of $2.37, driven by top-line growth and improved margins. Net sales orders increased by 9%, and home closings revenue reached $2.0 billion.

Diluted EPS increased 54% to $2.37.

Net sales orders increased 9% to 2,830.

Home closings revenue reached $2.0 billion with 3,394 closings.

Home closings gross margin improved to 24.8%.

Total Revenue
$2.12B
Previous year: $1.68B
+26.6%
EPS
$2.37
Previous year: $1.62
+46.3%
Total Net Sales Orders ASP
$2.83K
Previous year: $623K
-99.5%
Gross Profit
$531M
Previous year: $392M
+35.6%
Cash and Equivalents
$257M
Previous year: $614M
-58.1%
Free Cash Flow
$127M
Previous year: -$82.5M
-253.9%
Total Assets
$9.3B
Previous year: $8.44B
+10.2%

Taylor Morrison

Taylor Morrison

Taylor Morrison Revenue by Segment

Taylor Morrison Revenue by Geographic Location

Forward Guidance

Taylor Morrison provided guidance for the fourth quarter and full year 2024, anticipating continued growth and strong financial performance.

Positive Outlook

  • Home closings are expected to be approximately 3,400 in Q4 2024.
  • Average closing price is expected to be approximately $610,000 in Q4 2024.
  • Home closings gross margin is expected to be around 24.5% in Q4 2024.
  • Ending active community count is expected to be between 330 to 340 in Q4 2024.
  • Home closings are now expected to be approximately 12,725 for full year 2024.

Challenges Ahead

  • Effective tax rate is expected to be approximately 25% in Q4 2024.
  • Diluted share count is expected to be approximately 106 million in Q4 2024.
  • Average closing price is now expected to be approximately $600,000 for full year 2024.
  • Home closings gross margin is now expected to be approximately 24.3% for full year 2024.
  • Effective tax rate is now expected to be between 24.5% to 25.0% for full year 2024.

Revenue & Expenses

Visualization of income flow from segment revenue to net income