| 1001 MILLSTONE BY TQLL BROTHERS | CARY, NC FIRST QUARTER 2026 COMPANY OVERVIEW m VI d ш > O > N √ d W O C 9 Z O Z l O STATEMENT OF FORWARD-LOOKING INFORMATION Information presented herein for the first quarter ended January 31, 2026 is subject to finalization of the Company's requlatory filings, related financial and accounting reporting procedures and external auditor procedures. This release contains or may contain forward-looking statements within the meaning of the Private Securities Litigation Reform ...

Core Insights - Taylor Morrison launches a new brand platform, "Homes Built for Real Life," focusing on authentic, everyday moments rather than idealized portrayals of homeownership [1] - The campaign reflects consumer preferences for relatable content and aims to resonate with younger generations, particularly Gen Z and Millennials [1] Consumer Preferences - Third-party research indicates a strong preference for honest, everyday moments over staged content [1] - Gen Z homebuyers increased from 6% in 2024 to 9% in 2025, highlighting a growing market segment [1] - Millennials, the largest demographic for Taylor Morrison, comprised approximately 30% of U.S. social media users in 2025, with nearly 70% using platforms like Instagram, Facebook, and TikTok daily [1] Design Philosophy - Taylor Morrison's home designs are informed by customer research and over a century of experience, featuring flexible layouts that adapt to real-life routines [1] - Kitchens are designed for gathering, and floor plans reflect natural movement throughout the day, aligning with the brand's commitment to supporting everyday living [1] Company Overview - Taylor Morrison is a leading homebuilder and developer in the U.S., serving a diverse range of consumers, including first-time buyers and luxury homebuyers [1] - The company has been recognized as America's Most Trusted® Builder since 2016, emphasizing its commitment to sustainable operations [1]

Forbes House of the Week: In this edition, we continue to explore best practices in American homebuilding through a recently completed restoration/addition in Connecticut.See inside the New England renewal: https://t.co/D2V9XT3RDb📸: Robert Benson https://t.co/46yr1sERny ...

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Core Insights - The homebuilder reported a quarterly profit of $210.9 million, which represents an increase from $177.7 million in the same quarter of the previous year [1] Financial Performance - Quarterly profit increased by $33.2 million year-over-year, reflecting a growth of approximately 18.7% [1]

Market Overview - U.S. equity markets ended a volatile session on February 17th, 2026, with major indexes achieving modest gains despite significant intraday fluctuations, driven by optimism in financial sectors and concerns over the sustainability of the AI boom [1] - The S&P 500 rose 7.05 points (0.1%) to 6,843.22, the Dow Jones Industrial Average added 32.26 points (0.1%) to 49,553.19, and the Nasdaq Composite gained 31.71 points (0.1%) to 22,578.38 [2] Market Volatility - The CBOE Volatility Index (VIX) declined by 1.1% to 20.60, indicating elevated volatility compared to earlier in the year, with trading volume slightly below the 20-session average, reflecting caution among institutional investors ahead of key earnings reports [3] Corporate News and Stock Movements - Nvidia (NVDA) had a volatile session but stabilized after Citi reiterated its "Buy" rating ahead of its earnings release on February 25th [4] - Alphabet (GOOGL) fell 1.2% due to concerns about AI disrupting traditional software and search markets [4] - General Mills (GIS) shares dropped 7% after the company warned of increasing consumer unease due to inflation, cutting its 2026 profit forecast [5] - Genuine Parts (GPC) plunged 14.6% following a disappointing quarterly report and plans to split into two publicly traded companies by early 2027 [5] - Paramount Global (PARA) rose 4.9% amid M&A activity, while Warner Bros. Discovery (WBD) shares gained 2.7% as Paramount was allowed to submit a counter bid against Netflix [6] - Albemarle (ALB) saw an increase after Bank of America upgraded the lithium producer to "Buy," citing stabilized spot prices for lithium [6] Economic Data - The Consumer Price Index (CPI) rose 0.2% in January, slightly better than the 0.3% consensus estimate, with year-over-year inflation at 2.4% [7] - Food inflation spiked 7.3% in January, continuing to pressure consumer sentiment, while the Homebuilders Confidence survey improved to 38 for February, still below historical averages [7] Upcoming Events - Investors are monitoring upcoming earnings reports from Palo Alto Networks (PANW) and Toll Brothers (TOL), with Walmart (WMT) set to report on Thursday, which will provide insights into consumer health [8] - The market is also awaiting the Personal Consumption Expenditures (PCE) price index, which is expected to influence future interest rate policy decisions [8]

Toll Brothers fell short of analysts’ estimates for quarterly orders, signaling that fewer people are signing contracts to build homes as high prices and economic uncertainty hold some buyers back https://t.co/6Cq2TJ5K0N ...

Operational focus has shifted toward capital discipline, evidenced by a 14.2% year-over-year reduction in controlled lots to align with current absorption rates.The company's self-development land strategy remains a core structural advantage, with finished lot costs averaging approximately $70,000, or 21% of the average selling price.LGI is maintaining a high-volume 'gross sale' strategy, intentionally writing more contracts to capture a larger pool of qualified buyers despite the higher resulting cancellat ...

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US homebuilders’ confidence slipped again this month, bogged down by persistent worries over affordability and high construction costs. https://t.co/7WeYthMJRl ...