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Mar 31, 2025
Tri Pointe Q1 2025 Earnings Report
Tri Pointe reported Q1 2025 results with solid earnings, disciplined execution, and stable margins despite a year-over-year decline in revenue and home deliveries.
Key Takeaways
Tri Pointe Homes delivered 1,040 homes in Q1 2025, generating $720.8 million in revenue and $64 million in net income. The company maintained a strong homebuilding gross margin of 23.9%, even as demand faced seasonal and macroeconomic pressures.
Delivered 1,040 homes in Q1 2025 compared to 1,393 in Q1 2024.
Achieved $720.8 million in home sales revenue.
Reported net income of $64 million and EPS of $0.70.
Homebuilding gross margin was stable at 23.9%.
Revenue by Geographic Location
Forward Guidance
Tri Pointe expects to deliver 1,100 to 1,200 homes in Q2 2025 at an average sales price of $680,000 to $690,000. Margins are anticipated to slightly contract, with SG&A and tax rates remaining stable.
Positive Outlook
- Home deliveries forecasted to rise to up to 1,200 units.
- Average sales prices expected to remain near Q1 levels.
- Continued strong liquidity position with $1.5B in total liquidity.
- Operational efficiency remains a strategic focus.
- Stable tax rate guidance around 27%.
Challenges Ahead
- Expected contraction in gross margin to 21.5%–22.5%.
- SG&A expense projected to increase slightly as a percentage of revenue.
- Ongoing trade tensions and tariffs impacting buyer confidence.
- Continued softness in demand due to macroeconomic uncertainty.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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