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Group 1 - Tri Pointe Homes (TPH) experienced a significant decline in share price, closing down 9.8% on July 24th following the announcement of its second-quarter financial results [1] - The company is part of the homebuilding sector, which is currently facing challenges reflected in the stock performance [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and growth potential [1] - The service includes a stock model account and in-depth cash flow analyses of exploration and production (E&P) firms [2]

Tri Pointe Homes (TPH -9.83%), a leading U.S. homebuilder focused on high-growth metropolitan areas, announced its Q2 FY2025 financial results on July 24, 2025. The company reported non-GAAP earnings per share (EPS) of $0.77, topping the analyst consensus estimate of $0.68 (non-GAAP). Revenue landed at $879.8 million, beating the expected $806.7 million (GAAP). Despite these headline beats, the results reflected clear signs of a market slowdown, with GAAP revenue and profits both down year over year, and ne ...

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, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Fo ...

Tri Pointe Homes, Inc. (NYSE:TPH) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company Participants David C. Lee - VP, General Counsel & Secretary Douglas F. Bauer - CEO & Non-Independent Director Glenn J. Keeler - CFO, Chief Accounting Officer & Treasurer Linda Helen Mamet - Executive VP & Chief Marketing Officer Thomas J. Mitchell - President & COO Conference Call Participants Alan S. Ratner - Zelman & Associates LLC Alex Barrón - Housing Research Center, LLC Jay McCanless - Wedbush Securities Inc., Re ...

Tri Pointe Homes (TPH) Q2 2025 Earnings Call July 24, 2025 10:00 AM ET Company ParticipantsDavid Lee - VP, General Counsel & Corporate SecretaryDouglas Bauer - CEO & DirectorGlenn Keeler - CFO & Chief Accounting OfficerTrevor Allinson - Director - Equity ResearchStephen Kim - Senior MDTom Mitchell - Chief Operating Officer and PresidentAlan Ratner - Managing DirectorLinda Mamet - EVP & Chief Marketing OfficerJay McCanless - MD - Equity ResearchAlex Barron - President & FounderConference Call ParticipantsMik ...

Financial Data and Key Metrics Changes - In Q2 2025, the company delivered 1,326 homes at an average sales price of $664,000, generating $880 million in home sales revenue [4][12] - Adjusted net income was $69 million, or $0.77 per diluted share, reflecting a disciplined pricing strategy and cost control [5][13] - Homebuilding gross margin, adjusted to exclude an inventory-related charge, was 22.1% [4][13] - The company ended the quarter with $1.4 billion in total liquidity, including $623 million in cash [6][15] Business Line Data and Key Metrics Changes - The company generated 1,131 net new home orders in the quarter, with a monthly absorption rate of 2.5 homes per average selling community [5][12] - The absorption pace varied by region, with the East showing a stronger pace of 3.1 homes per community per month, while the Central region had a pace of 2.3 [14][15] Market Data and Key Metrics Changes - The company noted that several markets are experiencing rising housing inventory levels and a softer pricing environment, particularly in Sacramento and Arizona [5][14] - In contrast, the Inland Empire, San Diego, and Seattle markets showed stronger demand [14][61] Company Strategy and Development Direction - The company is focusing on balancing pace and price on a community-by-community basis, moderating its start pace to normalize spec inventory [6][10] - New market expansions in Utah, Florida, and the Coastal Carolinas are expected to contribute to meaningful growth over time [10] - The company plans to continue favoring price over pace, citing consumer confidence as a critical factor [49][50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term fundamentals of the housing market, driven by favorable demographics and a persistent supply-demand imbalance [19][20] - The near-term environment remains challenging due to policy uncertainty and geopolitical tensions affecting buyer confidence [5][10] Other Important Information - The company returned $100 million to shareholders through share repurchases, reducing its share count by 3.5% in Q2 [8][9] - The company has a disciplined land investment strategy, focusing on opportunities that yield the strongest returns in core markets [7][10] Q&A Session Summary Question: Confidence in hitting fourth-quarter volume guidance - Management indicated confidence in meeting the implied fourth-quarter volume guidance, stating they have sufficient move-in ready and spec homes [22][23] Question: Expectations for incentives and gross margin - Incentives were 7.1% in Q2 and are expected to trend slightly up, which is factored into the gross margin guidance [24][26] Question: Details on the impairment charge - The $11 million impairment charge was related to a challenging Bay Area project, with a watch list for projects with margins around 10% [30][31][32] Question: Absorption trends throughout the quarter - Absorption started strong in April, peaked in May, and trended down in June, following seasonal patterns [38] Question: Strategic approach to pace and price - The company will continue to favor price over pace, citing consumer confidence as a driving force [49][50] Question: Current build time and improvement opportunities - The average build time is currently 115 working days, with ongoing initiatives to reduce cycle times [92][93]

Second Quarter 2025 Performance - Orders decreased by 32% from 1,651 in 2Q24 to 1,131 in 2Q25[20] - Deliveries decreased by 22% from 1,700 in 2Q24 to 1,326 in 2Q25[20] - Home sales revenue decreased by 22% from $1,133 million in 2Q24 to $880 million in 2Q25[20] - Net income available to common stockholders decreased by 49% from $118 million in 2Q24 to $61 million in 2Q25[20] - Diluted EPS decreased by 46% from $1.25 in 2Q24 to $0.68 in 2Q25[20] Backlog and Active Communities - Backlog units decreased by 44% from 2,692 in 2Q24 to 1,520 in 2Q25[20] - Backlog dollar value decreased by 41% from $2 billion in 2Q24 to $1.2 billion in 2Q25[20] - Ending active selling communities decreased by 1% from 153 in 2Q24 to 151 in 2Q25[20] Financial Metrics - Homebuilding gross margin decreased by 280 bps to 20.8% in 2Q25[20] - Adjusted homebuilding gross margin decreased by 190 bps to 25.2% in 2Q25[20] - SG&A expense as a percentage of home sales revenue increased by 160 bps to 12.6% in 2Q25[20] Land Supply - Total lots owned or controlled as of June 30, 2025, were 34,025, with 16,523 owned (49%) and 17,502 controlled (51%)[62,72]

Exhibit 99.1 TRI POINTE HOMES, INC. REPORTS 2025 SECOND QUARTER RESULTS AND ANNOUNCES $50 MILLION INCREASE TO ITS STOCK REPURCHASE PROGRAM -New Home Deliveries of 1,326- -Home Sales Revenue of $879.8 Million- -Repurchased $100 Million of Common Stock- -Homebuilding Debt-to-Capital Ratio of 21.7%- -Increased Credit Facility to a Total of $850 Million and Extended Revolver Maturity to 2030- INCLINE VILLAGE, Nev., July 24, 2025 / Tri Pointe Homes, Inc. (the "Company") (NYSE:TPH) today announced results for the ...

-New Home Deliveries of 1,326--Home Sales Revenue of $879.8 Million--Repurchased $100 Million of Common Stock--Homebuilding Debt-to-Capital Ratio of 21.7%--Increased Credit Facility to a Total of $850 Million and Extended Revolver Maturity to 2030- INCLINE VILLAGE, Nev., July 24, 2025 (GLOBE NEWSWIRE) -- Tri Pointe Homes, Inc. (the “Company”) (NYSE:TPH) today announced results for the second quarter ended June 30, 2025. The Company also announced that its Board of Directors has authorized the repurchase of ...