Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 001-35873 TAYLOR MORRISON HOME CORPORATION (Exact name of registrant as specified in its charter) Delaware 83-2026677 (State or oth ...

Financial Data and Key Metrics Changes - In Q4 2021, the company reported net income of $273 million, or $2.19 per diluted share, representing a 204% year-over-year increase [46] - The pre-tax income margin improved by 610 basis points to 13.7% [46] - Home closing revenue increased by 61% year-over-year to $2.4 billion, driven by an average selling price of $558,000 [47] - The gross margin for home closings improved by 330 basis points year-over-year to 21.6% [50] - The company expects a gross margin of at least 23.5% for the full year 2022, up from 20.3% in 2021 [51][62] Business Line Data and Key Metrics Changes - Home closings increased by 9% to 13,699 homes in 2021, with revenue from home closings expanding by 22% to nearly $7.2 billion [11] - The gross margin for home closings improved by 370 basis points to 20.3% in 2021 [11] - The company plans to deliver between 14,000 to 15,000 homes in 2022, with a gross margin of at least 23.5% [14] Market Data and Key Metrics Changes - The move-up segment represented slightly more than half of total sales, showing year-over-year growth in both net orders and absorption pace [22] - The 55-plus Active Lifestyle segment continued to show strong momentum, with consistent monthly sales pace [23] - Approximately 75% of communities needed sales activity during Q4, contributing to a 23% increase in average net order price [24] Company Strategy and Development Direction - The company is focused on operational and capital efficiency, with a strategic emphasis on enhancing gross margins and asset efficiency [15][20] - The introduction of the Canvas option program aims to streamline production and improve profitability [18] - The company is expanding its Build-to-Rent operations, targeting a significant portion of its overall business [34][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant growth in revenue and profitability in 2022 despite supply chain challenges [13] - The company anticipates strong demand supported by demographic trends and limited availability of new and resale supply [23] - Management remains cautious about the impact of rising home prices and interest rates on affordability, particularly for first-time homebuyers [30][32] Other Important Information - The company was recognized as the only homebuilder on Bloomberg's Gender-Equality Index for the fourth consecutive year [32] - The company has a robust pipeline of approximately 77,000 owned and controlled homebuilding lots, representing 5.6 years of total supply [57] Q&A Session Summary Question: Mix and Community Count Adjustments - Management expects a slight increase in first-time buyer communities over the next quarters, with regional variations in buyer demographics [68] Question: Build Cycle Time Improvements - Early data indicates a 20-day improvement in cycle time for Canvas packages compared to traditional builds [71] Question: Gross Margin Confidence - Confidence in achieving a gross margin of 23.5% is supported by a backlog of over 9,100 sold homes and strong pricing visibility [79] Question: Buyer Preferences and Affordability - No significant changes in buyer preferences have been observed, although first-time buyers are experiencing more affordability pressure [82] Question: Bulk Sales and Build-to-Rent - Bulk sales will be on the balance sheet for Taylor Morrison, leveraging the Christopher Todd brand for build-to-rent projects [94] Question: Cancellation Rates - The cancellation rate in Q4 was 8.2%, slightly up from 7.9% in the previous year, indicating strong pre-qualification processes [98] Question: Lot Count and Land Acquisition - The average lot count in new contracts is up about 25%, with a focus on core locations for land acquisition [99]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35873 TAYLOR MORRISON HOME CORPORATION (Exact name of registrant as specified in its Charter) Delaware 83 ...

Taylor Morrison Home Corporation (NYSE:TMHC) Q3 2021 Earnings Conference Call October 27, 2021 8:30 AM ET Company Participants Mackenzie Aron - VP, IR Sheryl Palmer - Chairman and CEO Dave Cone - EVP and CFO Conference Call Participants Ashley Kim - Barclays Unidentified Analyst - J.P. Morgan Paul Przybylski - Wolfe Research Carl Reichardt - BTIG Alex Rygiel - B. Riley Jay McCanless - Wedbush Securities Alan Ratner - Zelman & Associates Ryan Frank - RBC Capital Markets Alex Barron - Housing Research Operato ...

Investor Presentation Third Quarter 2021 TaylorMorrison. 2 Q3 2021 | --- | --- | --- | --- | --- | |-------|-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------|-----------------------|---------------------| | | | | | | | | | | | | | | Highlights | | Closings Gross Margin | Average Order Price | | | | | | % | | • | Home closings gross mar ...

Taylor Morrison Home Corporation (NYSE:TMHC) Q2 2021 Earnings Conference Call July 29, 2021 8:30 AM ET Company Participants Mackenzie Aron - Vice President of Investor Relations Sheryl Palmer - Chairman and Chief Executive Officer Dave Cone - Executive Vice President and Chief Financial Officer Conference Call Participants Carl Reichardt - BTIG Ashley Kim - Barclays Paul Przybylski - Wolfe Research Jay McCanless - Wedbush Alex Rygiel - B. Riley Alan Ratner - Zelman & Associates Deepa Raghavan - Wells Fargo ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Delaware 83-2026677 (State or other jurisdiction of incorporation or organization) 4900 N. Scottsdale Road, Suite 2000 85251 Scottsdale, A ...

Financial Data and Key Metrics Changes - The company generated net income of $98 million or $0.75 per diluted share compared to a net loss of $31 million or $0.26 per diluted share in Q1 2020 [24] - Net sales orders increased 30% year-over-year to 4,492, the highest quarterly level in company history [24] - Monthly absorption pace increased 42% year-over-year to 4.3 net sales orders per community, also an all-time company high [24][25] - Ending backlog increased 54% year-over-year to 10,074 homes, representing a sales value of $5.3 billion [26] Business Line Data and Key Metrics Changes - The home closings gross margin was 18.6%, up 320 basis points from Q1 2020 [30] - The average community count was 345, with expectations to moderate to approximately 330 for the full year [28] - The production pace of 4.1 starts per community was up more than 70% year-over-year [22] Market Data and Key Metrics Changes - The central region, including Texas and Colorado, experienced the strongest year-over-year increase in monthly absorption pace [17] - Active adult segment drove the highest year-over-year gains in net sales orders and absorption pace [18] - The company reported a significant influx of homebuyers from California, with their share of Texas sales orders doubling pre-COVID levels [17] Company Strategy and Development Direction - The company aims to improve gross margins, increase asset efficiency, and optimize the balance sheet [8] - Expansion of the Esplanade brand into new markets, including California and North Carolina, is expected to enhance profitability [19] - The company is focused on maintaining a diverse mix of homebuyers while managing affordability risks [14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strength in consumer demand for housing, supported by historically low interest rates [13] - The company anticipates a significant ramp in deliveries in the second half of the year, driving full-year deliveries to the range of 14,500 to 15,000 [29] - Management acknowledged challenges in the supply chain, including labor shortages and material allocations, but expressed confidence in navigating these issues [73] Other Important Information - The company invested approximately $552 million in land acquisition and development in Q1 2021, up from $317 million in Q1 2020 [33] - The total liquidity at quarter-end was $1.1 billion, including $393 million in cash [36] - The company repurchased 1.4 million shares for $38 million, bringing cumulative repurchases to approximately $690 million since 2015 [37] Q&A Session Summary Question: Can you talk about your estimates around cost inflation and what assumptions on pricing and costs you're embedding in the gross margin guide? - Management indicated that cost increases for the rest of the year are expected to be around 400 basis points, with pricing expected to stay ahead of costs [44][45] Question: How do you expect the community count to change between different product types and geographies? - Management noted that there would not be a dramatic change in consumer groups, but some geographic shifts are occurring, particularly in Texas [49][51] Question: Can you discuss the land market and pricing trends? - Management observed erratic pricing in some markets but emphasized a disciplined approach to land acquisition, focusing on key locations [52][54] Question: Can you elaborate on the average order price increase and its impact on gross margin? - Management confirmed that the average order price increased by 18% year-over-year, with expectations for further pricing power in the back half of the year [56][60] Question: What are the expectations for G&A expense moving forward? - Management indicated that G&A expenses were impacted by timing and lower closings, but they expect to end the year in the mid-9% range [78] Question: How does the active adult expansion impact buyer types? - Management expects the active adult segment to grow in line with the rest of the business, maintaining a buyer mix of 15% to 20% [72][73]

Investor Presentation First Quarter 2021 TaylorMorrison. | --- | --- | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------|-------|-------| | | | | | | | | | Headquartered in Scottsdale, Arizona, Taylor Morrison is a leading homebuilder and developer. | | | | | | | | We serve a broad array of consumers from coast to coast, including first-time ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 For the transition period from to Commission File Number: 001-35873 TAYLOR MORRISON HOME CORPORATION (Exact name of registrant as specified in its Charter) Delaware 83-2026677 (State or other jurisdiction of incorporation or organization) 4900 N. Scottsdale Road, S ...