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TMHC

Taylor Morrison Home Corporation

TMHC

NYSE·Consumer Cyclical·Residential Construction·Mkt cap $6.6B

$71.86

+0.18%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$54.15 - $72.50

P/E

10.73

Fwd P/E

13.57

Beta

1.48

Div Yield

0.00%

Avg Vol

2.7M

Shares Out

93.4M

Mkt Cap

$6.6B

Price action

Price chart

Up 10.5% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Multi-brand portfolio (Taylor Morrison, William Lyon Signature, Darling Homes) targeting diverse market segments
  • Geographic diversification across 10 high-growth states including Arizona, California, Texas, Florida, and Colorado
  • Integrated service offerings including title insurance and financial services creating customer stickiness
  • Established 88-year operating history with strong brand recognition and market presence
  • Urban Form mixed-use development capability differentiating from pure-play homebuilders

Bear Case

1 risk

  • Average volatility.

Growth

Mild headwinds expected

Rising housing demand driven by population growth and demographic shifts toward homeownership

Value

Attractively priced below Homebuilders peer average

Momentum

Hot

+23.6% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 21, 2026

Q2 26 RECAP

APR 22, 2026

Reported EPS of $1.03 vs $0.82 consensus (+25.6% surprise). Revenue of $1.4B vs $1.3B expected (+5.0%). Beat on both top and bottom lines.

EPS beat +25.6%
Rev beat +5.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+25.6%

Next: Apr 21, 2026

Revenue trend · last 8Q

+17%

+12%

+2%

-1%

-11%

-27%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$2.0B

$2.1B

$2.4B

$1.9B

$2.0B

$2.1B

$2.1B

$1.4B

Margins · last 8Q

Gross

21.0%

Operating

10.2%

Profit

7.2%

Wall Street consensus

6 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

33%

Hold

3

50%

Sell

1

17%

Median Price Target

$72.50

+0.9% vs $71.86

Low $69.00
Median $72.50
High $80.00

Latest: Raymond James · Jun 26, 2026

3 analysts covering

vs Industry

How TMHC stacks vs Residential Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.