Taylor Morrison Home (TMHC) reported $2.1 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 10.9%. EPS of $1.91 for the same period compares to $2.64 a year ago.
The reported revenue represents a surprise of +7.63% over the Zacks Consensus Estimate of $1.95 billion. With the consensus EPS estimate being $1.73, the EPS surprise was +10.56%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Taylor Morrison performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Ending Active Selling Communities: 341 compared to the 345 average estimate based on two analysts.
- Average sales price of homes closed: $596 thousand versus the two-analyst average estimate of $590 thousand.
- Homes Closed: 3,285 versus the two-analyst average estimate of 3,174.
- Net sales orders: 2,499 versus the two-analyst average estimate of 2,415.
- Revenue- Home closings: $1.96 billion versus the three-analyst average estimate of $1.87 billion. The reported number represents a year-over-year change of -9.7%.
- Revenue- Financial services revenue: $49.37 million versus the three-analyst average estimate of $47.84 million. The reported number represents a year-over-year change of -8.5%.
- Revenue- Land closings: $26.53 million compared to the $12.5 million average estimate based on two analysts. The reported number represents a change of -19.9% year over year.
- Revenue- Amenity and other revenue: $65.39 million compared to the $32.5 million average estimate based on two analysts. The reported number represents a change of -34.4% year over year.
View all Key Company Metrics for Taylor Morrison here>>>
Shares of Taylor Morrison have returned +1.8% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Taylor Morrison Home Corporation (TMHC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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