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 19 ...

Tri Pointe Homes, Inc. (NYSE:TPH) Q3 2021 Earnings Conference Call October 21, 2021 10:00 AM ET Company Participants David Lee - VP, General Counsel & Secretary Douglas Bauer - CEO Glenn Keeler - CFO, CAO & Treasurer Linda Mamet - CMO Thomas Mitchell - President & COO Conference Call Participants Stephen Kim - Evercore ISI Truman Patterson - Wolfe Research Tyler Batory - Janney Montgomery Scott Alexander Rygiel - B. Riley Securities Michael Dahl - RBC Capital Markets Carl Reichardt - BTIG Ivy Zelman - Zelma ...

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 Fo ...

Tri Pointe Homes, Inc. (NYSE:TPH) Q2 2021 Earnings Conference Call July 22, 2021 10:00 AM ET Company Participants David Lee - VP, General Counsel & Secretary Douglas Bauer - CEO Glenn Keeler - CFO, CAO & Treasurer Linda Mamet - CMO Thomas Mitchell - President & COO Conference Call Participants Stephen Kim - Evercore ISI Truman Patterson - Wolfe Research Alexander Rygiel - B. Riley Securities Tyler Batory - Janney Montgomery Scott Jay McCanless - Wedbush Securities Michael Dahl - RBC Capital Markets Alan Rat ...

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

Tri Pointe Homes, Inc. (NYSE:TPH) Q1 2021 Earnings Conference Call April 22, 2021 10:00 AM ET Company Participants David Lee - General Counsel Doug Bauer - CEO Glenn Keeler - CFO Tom Mitchell - COO &President Linda Mamet - CMO Conference Call Participants Alan Ratner - Zelman & Associates Jay McCanless - Wedbush Securities Stephen Kim - Evercore ISI Mike Dahl - RBC Capital Markets Tyler Batory - Janney Capital Markets Truman Patterson - Wolfe Research Deepa Raghavan - Wells Fargo Carl Reichardt - BTIG Alex ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________________________________________________________ FORM 10-K _______________________________________________________________________________________________________________________ Commission File Number 1-35796 Tri Pointe Homes, Inc. (Exact name of registrant as specified in its charter) _________________________________________________________________________________ ...

2020 Fourth Quarter February 18, 2021 & Full Year Results Forward-Looking Statements 2 Various statements contained in this presentation, including those that express a belief, expectation or intention, as well as those that are not statements of historical fact, are forward-looking statements. These forward-looking statements may include, but are not limited to, statements regarding our strategy, projections and estimates concerning the timing and success of specific projects and our future production, lan ...

Financial Data and Key Metrics Changes - TRI Pointe Homes reported a net income of $115 million or $0.92 per diluted share for Q4 2020, with a year-over-year homebuilding gross margin expansion of 130 basis points to 23.2% [7][25] - The company experienced a 14% growth in net new orders and a 69% increase in unit backlog [7][32] - For the full year 2020, the company generated $588 million in positive cash flow from operations and ended the year with over $1 billion in liquidity [28] Business Line Data and Key Metrics Changes - The absorption rate for homes was four homes per community per month in Q4 2020, representing a 38% increase compared to the prior year [22] - The average selling price for homes delivered in Q4 2020 was $640,000, with expectations for a decrease to approximately $600,000 in 2021 and $550,000 in 2022 [24] - The gross margins outside of California exceeded 20% in Q4 2020, with pre-tax income increasing by 88% compared to the prior year [26] Market Data and Key Metrics Changes - The company noted that 60% of its customers in 2020 were first-time home buyers, with millennials making up 50% of deliveries processed through TRI Pointe Connect [9] - The company anticipates opening approximately 160 new communities over the next eight quarters, starting with 112 active selling communities [23] Company Strategy and Development Direction - TRI Pointe Homes is focusing on improving return on equity through strategic initiatives such as increasing scale and margin contribution from early-stage divisions and enhancing operational efficiencies [11] - The company has formalized its move to operate nationally as one unified brand, TRI Pointe Homes, to concentrate sales and marketing efforts [10] - The company aims to control 40% of its lots through option agreements, having increased its option percentage to 37% by the end of 2020 [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2021, citing favorable market conditions such as limited housing supply and low mortgage rates [10] - The company expects to deliver between 5,700 and 6,000 homes in 2021, with a gross margin forecast of 21% to 22% [30] - Management highlighted the importance of adapting to the pandemic and the strong demand for home ownership, particularly among first-time buyers [8][9] Other Important Information - The company repurchased over 15 million shares in 2020, reducing the year-end share count by approximately 10% [19] - TRI Pointe Homes plans to open 22 new communities in Q1 2021 and expects to end the quarter with between 120 and 125 active selling communities [23][29] Q&A Session Summary Question: Pricing environment and gross margin guidance - Management noted that price increases ranged from 6% to 12% in 2020, with cost increases expected to be 8% to 12% in 2021 [38] Question: Mortgage market and buyer behavior - Buyers are eager to lock in rates, understanding the current environment and delivery timelines [41] Question: Order growth expectations for 2021 - Management indicated that order growth may be flat to down due to lower community counts, but they remain optimistic about the spring selling season [80] Question: Impact of Texas weather events on closings - Management is assessing the situation but noted significant weather events could impact delivery timelines [75] Question: Out-of-state buyer trends - There has been an increase in out-of-state buyers in certain markets, but local supply and demand conditions primarily drive pricing [104]

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, 2020 or Not Applicable (Former name, former address and former fiscal year, if changed since las ...