Workflow
Taylor Morrison Home (TMHC) Q4 Earnings and Revenues Surpass Estimates
TMHCTaylor Morrison(TMHC) ZACKS·2025-02-12 13:26

Core Viewpoint - Taylor Morrison Home (TMHC) reported strong quarterly earnings, exceeding expectations and showing significant year-over-year growth in both earnings and revenues [1][2]. Financial Performance - Quarterly earnings were 2.64pershare,surpassingtheZacksConsensusEstimateof2.64 per share, surpassing the Zacks Consensus Estimate of 2.40 per share, and up from 2.05pershareayearago,representinga102.05 per share a year ago, representing a 10% earnings surprise [1] - Revenues for the quarter ended December 2024 were 2.36 billion, exceeding the Zacks Consensus Estimate by 10.53% and up from 2.02billionyearoveryear[2]ThecompanyhasconsistentlysurpassedconsensusEPSandrevenueestimatesoverthelastfourquarters[2]StockPerformanceandOutlookTaylorMorrisonshareshaveincreasedapproximately1.92.02 billion year-over-year [2] - The company has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Stock Performance and Outlook - Taylor Morrison shares have increased approximately 1.9% year-to-date, compared to a 3.2% gain in the S&P 500 [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is 1.85 on revenues of 1.83billion,andforthecurrentfiscalyear,itis1.83 billion, and for the current fiscal year, it is 9.32 on revenues of $8.56 billion [7] Industry Context - The Building Products - Home Builders industry is currently ranked in the bottom 3% of over 250 Zacks industries, which may impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can significantly affect stock performance [5][8]