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 ...

Financial Data and Key Metrics Changes - The company reported a net income of $168 million or $1.334 per diluted share, marking a 54% year-over-year increase [21] - Home closings gross margin improved by 400 basis points year-over-year to 21.2%, exceeding prior guidance of approximately 20% [25][26] - The backlog at quarter end was 10,273 homes, representing a sales value of $6.1 billion, up 63% year-over-year [22] Business Line Data and Key Metrics Changes - The company delivered 3,327 homes in Q3, which was within prior guidance, but adjusted full-year home closings guidance to around 14,000 units, a 5% reduction [6][23] - The 55 plus active lifestyle segment represented 27% of total net sales orders, increasing by 700 basis points year-over-year [21] - Average net order price increased by 31% to $641,000 [21] Market Data and Key Metrics Changes - Demand remained healthy across consumer groups and geographies, with accelerating month-over-month sales momentum [8] - The company experienced a growing share of out-of-state buyers, particularly from high-cost markets like California and New York [12][63] - The company has approximately 78,000 lots under control, representing a strong land pipeline for future community growth [22][27] Company Strategy and Development Direction - The company is focused on operational and capital efficiency, aiming to leverage scale and improve construction efficiency [14][19] - A strategic emphasis on digitizing the home buying process has been implemented, allowing consumers to reserve homes online and design their homes virtually [17][69] - The company plans to continue expanding its premier lifestyle brand Esplanade to meet the growing demand in the 55 plus active lifestyle segment [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing supply chain challenges but expressed confidence in the strength of market fundamentals and operational execution [30] - The company expects to achieve a home closings gross margin in excess of 22% in 2022, reflecting operational enhancements and pricing power [20][68] - Management highlighted the importance of maintaining a disciplined approach to sales releases to manage backlog and maximize return potential [8][10] Other Important Information - The company repurchased approximately 8.6 million shares year-to-date, reflecting a commitment to returning excess capital to shareholders [20][29] - A new Chief Financial Officer, Lou Steffens, has been appointed to succeed Dave Cone following his retirement [31][32] Q&A Session Summary Question: Can you quantify any pressure on gross margins from supply chain constraints? - Management indicated low single-digit increases in direct build costs sequentially, with pricing power helping to offset cost increases [37] Question: Are you still capping sales to the same extent as earlier this year? - Management confirmed that approximately 70% of communities are still under sales restrictions to align with production [38] Question: What gives you confidence in your Q4 closing guidance amid supply constraints? - Management acknowledged material shortages but expressed confidence in their teams' ability to deliver homes, adjusting guidance to account for timing delays [46][47] Question: Can you elaborate on the growth in the 55 plus active lifestyle segment? - Management noted that growth is driven by both legacy and newer communities, with strong brand acceptance and urgency in consumer buying decisions [73] Question: How does the digitization of the home buying process impact consumer adoption? - Management reported strong consumer interest and adoption of digital tools, with conversion rates significantly higher than industry averages [69]

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 ...

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, 2020 or For the transition period from to . Commission File No. 001-35873 TAYLOR MORRISON HOME CORPORATION (Exact name of registrant as specified in its charter) Common Stock, $0.00001 par value TMHC New York Stock Exchange Securities registered pursuant to Section 12(g) of the Act: No ...

Taylor Morrison Home Corporation (NYSE:TMHC) Q4 2020 Earnings Conference Call February 10, 2021 8:30 AM ET Company Participants Mackenzie Aron – Vice President-Investor Relations Sheryl Palmer – Chairman and Chief Executive Officer Dave Cone – Executive Vice President and Chief Financial Officer Conference Call Participants Jack Micenko – SIG Carl Reichardt – BTIG Matthew Bouley – Barclays Ivy Zelman – Zelman & Associates Michael Rehaut – JP Morgan Jay McCanless – Wedbush Michael Dahl – RBC Capital Markets ...