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Dec 31, 2019

Taylor Morrison Q4 2019 Earnings Report

Taylor Morrison reported Q4 2019 earnings with sales orders up 42% and sales pace per community up more than 60% year-over-year.

Key Takeaways

Taylor Morrison reported strong Q4 2019 results, with sales orders increasing by 42% year-over-year. Adjusted diluted earnings per share were $2.98, and GAAP diluted earnings per share were $2.35. The company finished the year with significant sales momentum and a strong backlog.

Sales orders increased by 42% compared to the prior year quarter.

Sales pace per community for the quarter was 2.6, tying with Q2 for the highest pace of the year.

Strength in sales orders was consistent across all geographies and consumer groups.

The Company finished the year with 4,711 units in backlog, a year-over-year increase of 13 percent, with a sales value of approximately $2.3 billion.

Total Revenue
$1.47B
Previous year: $1.46B
+0.5%
EPS
$1.06
Previous year: $0.86
+23.3%
Total Net Sales Orders ASP
$454K
Gross Profit
$207M
Previous year: $217M
-4.7%
Cash and Equivalents
$326M
Previous year: $330M
-1.0%
Free Cash Flow
$228M
Previous year: $73.6M
+210.3%
Total Assets
$5.25B
Previous year: $5.26B
-0.4%

Taylor Morrison

Taylor Morrison

Taylor Morrison Revenue by Segment

Forward Guidance

The company provided its outlook for the first quarter of 2020, anticipating continued growth and the integration of William Lyon Homes.

Positive Outlook

  • Average active community count is expected to be between 320 and 330.
  • Home closings are expected to be between 2,100 and 2,200.
  • GAAP home closings gross margin is expected to be about 18 percent.
  • SG&A as a percentage of home closings revenue is expected to be in the mid 11 percent range.
  • Effective tax rate is expected to be about 23.5 percent.