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Dec 31, 2025
Taylor Morrison Q4 2025 Earnings Report
Taylor Morrison reported lower fourth quarter 2025 revenue and earnings year over year amid softer home closings and margins.
Key Takeaways
Taylor Morrison generated total revenue of 2099640000 in Q4 2025, with net income of 174016000 and diluted EPS of 1.76. Home closings revenue declined to 1958357000 on 3285 closings, with a 21.8% gross margin and continued disciplined capital management.
Total revenue was 2099640000, down 10.9% year over year.
Net income totaled 174016000 with diluted EPS of 1.76.
Home closings revenue was 1958357000 with a 21.8% gross margin.
Backlog ended at 2819 homes valued at 1856599000.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q1 2026 and full year 2026, the company expects approximately 11000 home closings, average closing prices between 580000 and 590000, continued land investment of approximately 2000000000, and approximately 400000000 in share repurchases.
Positive Outlook
- Full year 2026 closings expected around 11000 homes.
- Average closing price expected between 580000 and 590000.
- Approximately 2000000000 planned land investment.
- Approximately 400000000 planned share repurchases.
- Strong liquidity position of 1800000000.
Challenges Ahead
- Home closings revenue declined year over year.
- Gross margin decreased compared to prior year.
- Net sales orders declined 4.7%.
- Backlog homes declined 40.6% year over year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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