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Dec 31, 2021

Taylor Morrison Q4 2021 Earnings Report

Taylor Morrison reported strong Q4 2021 results, highlighted by a 204% year-over-year increase in diluted earnings per share.

Key Takeaways

Taylor Morrison reported a strong fourth quarter with a 204% increase in diluted earnings per share. The company's performance was driven by margin improvements and SG&A leverage, offsetting inflationary pressures and supply chain constraints. Net income increased 189% compared to the prior-year quarter.

Homes closed increased 39% to 4,283 homes, with a 61% increase in value to $2.4 billion.

Home closings gross margin improved 330 basis points to 21.6%.

Net sales orders and monthly sales per community declined 16% to 3,124 and six percent to 3.2, respectively.

Backlog increased nine percent to 9,114 sold homes with an average sales price of $632,000, up 26 percent.

Total Revenue
$2.51B
Previous year: $1.56B
+60.8%
EPS
$2.19
Previous year: $0.87
+151.7%
Gross Profit
$552M
Previous year: $293M
+88.8%
Cash and Equivalents
$833M
Previous year: $533M
+56.3%
Free Cash Flow
$475M
Previous year: $313M
+51.8%
Total Assets
$8.73B
Previous year: $7.74B
+12.8%

Taylor Morrison

Taylor Morrison

Taylor Morrison Revenue by Segment

Forward Guidance

Taylor Morrison provided guidance for the first quarter and full year of 2022, including expectations for active community count, home closings, gross margin, tax rate, and diluted share count.

Revenue & Expenses

Visualization of income flow from segment revenue to net income