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Guidance history, every release

Taylor Morrison Home (TMHC) · 8 releases, Jul 24, 2024 to Apr 22, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Jul 24, 2024 FY24 Q2	Oct 23, 2024 FY24 Q3	Feb 12, 2025 FY24 Q4	Apr 23, 2025 FY25 Q1	Jul 23, 2025 FY25 Q2	Oct 22, 2025 FY25 Q3	Feb 11, 2026 FY25 Q4	Apr 22, 2026 FY26 Q1
For FY2028
Home closings	—	—	—	New“20,000”	—	—	—	—
For FY2027
Stock repurchase program	—	—	—	—	—	—	New“$1 billion”	—
For FY2026
SG&A as a Percentage of Home Closings Revenue	—	—	—	—	—	—	New“Mid-10% range”	Reiterated“Mid-10% range”
SG&A as a Percentage of Home Closings Revenue	—	—	—	—	—	—	—	New“Not provided”
SG&A as a Percentage of Home Closings Revenue	—	—	—	—	—	—	New“Not provided”	—
Home Closings Gross Margin (excluding any inventory-related charges)	—	—	—	—	—	—	—	New“At least 20%”
Home Closings Gross Margin (excluding any inventory-related charges)	—	—	—	—	—	—	New“Not provided”	Reiterated“Not provided”
Home Closings Gross Margin (excluding any inventory-related charges)	—	—	—	—	—	—	New“Approximately 20%”	—
Average Closing Price	—	—	—	—	—	—	—	New“Approximately $575,000”
Average Closing Price	—	—	—	—	—	—	New“Between $580,000 to $590,000”	Reiterated“Between $580,000 to $590,000”
Average Closing Price	—	—	—	—	—	—	New“Approximately $580,000”	—
Average Diluted Share Count	—	—	—	—	—	—	—	New“Approximately 95 million”
Average Diluted Share Count	—	—	—	—	—	—	New“Approximately 98 million”	—
Average Diluted Share Count	—	—	—	—	—	—	New“Approximately 95 million”	—
Effective Tax Rate	—	—	—	—	—	—	—	New“Approximately 25.5%”
Effective Tax Rate	—	—	—	—	—	—	New“Approximately 25.0%”	Reiterated“Approximately 25.0%”
Effective Tax Rate	—	—	—	—	—	—	New“23.0% to 23.5%”	—
Ending Community Count	—	—	—	—	—	—	—	New“Around 370”
Ending Community Count	—	—	—	—	—	—	New“Between 365 to 370”	Reiterated“Between 365 to 370”
Ending Community Count	—	—	—	—	—	—	New“Around 360”	—
Home Closings	—	—	—	—	—	—	—	New“Between 2,500 to 2,600”
Home Closings	—	—	—	—	—	—	New“Approximately 11,000”	Reiterated“Approximately 11,000”
Home Closings	—	—	—	—	—	—	New“Approximately 2,200”	—
Homebuilding Land Investment	—	—	—	—	—	—	New“Approximately $2 billion”	Reiterated“Approximately $2 billion”
Homebuilding Land Investment	—	—	—	—	—	—	—	New“Not provided”
Homebuilding Land Investment	—	—	—	—	—	—	New“Not provided”	—
New Communities	—	—	—	—	—	—	—	New“more than 125”
Share repurchase authorization	—	New“up to $1 billion”	—	—	—	—	—	—
Share Repurchases	—	—	—	—	—	—	New“Approximately $400 million”	Reiterated“Approximately $400 million”
Share Repurchases	—	—	—	—	—	—	—	New“Not provided”
Share Repurchases	—	—	—	—	—	—	New“Not provided”	—
For FY2025
SG&A as a percentage of home closings revenue	—	—	New“mid-9% range”	Reiterated“mid-9% range”	Reiterated“mid-9% range”	Reiterated“mid-9% range”	—	—
Adjusted home closings gross margin excluding impairment and certain warranty charges	—	—	—	—	New“approximately 23%”	Reiterated“approximately 23%”	—	—
GAAP home closings gross margin	—	—	—	—	—	New“approximately 21.5%”	—	—
GAAP home closings gross margin	—	—	—	—	New“approximately 22%”	—	—	—
GAAP home closings gross margin including impairment and certain warranty charges	—	—	—	—	New“approximately 22.5%”	Reiterated“approximately 22.5%”	—	—
Home closings gross margin	—	—	—	New“approximately 23%”	—	—	—	—
Home closings gross margin	—	—	New“high-23% range”	—	—	—	—	—
Home closings gross margin	—	—	New“between 23% to 24%”	—	—	—	—	—
Average closing price	—	—	—	—	—	New“approximately $590,000”	—	—
Average closing price	—	—	—	—	New“approximately $600,000”	—	—	—
Average closing price	—	—	—	New“between $590,000 to $600,000”	Narrowed“between $595,000 to $600,000”	—	—	—
Average closing price	—	—	—	New“around $585,000”	—	—	—	—
Average closing price	—	—	New“between $590,000 to $600,000”	—	—	—	—	—
Diluted share count	—	—	—	—	—	New“approximately 99 million”	—	—
Diluted share count	—	—	New“approximately 102 million”	Lowered“approximately 101 million”	Reiterated“approximately 101 million”	Reiterated“approximately 101 million”	—	—
Diluted share count	—	—	—	—	New“approximately 100 million”	—	—	—
Diluted share count	—	—	—	New“approximately 102 million”	—	—	—	—
Diluted share count	—	—	New“approximately 104 million”	—	—	—	—	—
Effective tax rate	—	—	—	—	—	New“approximately 25%”	—	—
Effective tax rate	—	—	New“between 24.5% to 25%”	Reiterated“between 24.5% to 25.0%”	Reiterated“between 24.5% to 25.0%”	Reiterated“between 24.5% to 25%”	—	—
Effective tax rate	—	—	—	—	New“approximately 25%”	—	—	—
Effective tax rate	—	—	—	New“approximately 25%”	—	—	—	—
Effective tax rate	—	—	New“approximately 24%”	—	—	—	—	—
Ending active community count	—	—	—	—	—	New“approximately 345”	—	—
Ending active community count	—	—	—	—	New“between 340 to 345”	—	—	—
Ending active community count	—	—	New“at least 355”	Reiterated“at least 355”	Lowered“approximately 350”	—	—	—
Ending active community count	—	—	—	New“around 345”	—	—	—	—
Ending active community count	—	—	New“between 340 to 345”	—	—	—	—	—
Home closings	—	—	—	—	—	New“between 3,100 to 3,300”	—	—
Home closings	—	—	New“between 13,500 to 14,000”	Lowered“between 13,000 to 13,500”	Reiterated“between 13,000 to 13,500”	Lowered“between 12,800 to 13,000”	—	—
Home closings	—	—	—	—	New“between 3,200 to 3,300”	—	—	—
Home closings	—	—	—	New“approximately 3,200”	—	—	—	—
Home closings	—	—	New“approximately 2,900”	—	—	—	—	—
Homebuilding land acquisition and development investment	—	—	New“around $2.6 billion”	Lowered“around $2.4 billion”	Reiterated“around $2.4 billion”	Lowered“approximately $2.3 billion”	—	—
Returns on equity	—	—	—	—	New“mid-to-high teens”	—	—	—
Share repurchases	—	—	—	New“approximately $350 million”	Revised“at least $350 million”	Reiterated“at least $350 million”	—	—
Total deliveries	—	—	New“between 13,500 to 14,000 homes”	—	—	—	—	—
For FY2024
SG&A as a percentage of home closings revenue	New“high-9% range”	Reiterated“high-9% range”	—	—	—	—	—	—
Home closings gross margin	—	New“around 24.5%”	—	—	—	—	—	—
Home closings gross margin	—	New“approximately 24.3%”	—	—	—	—	—	—
Home closings gross margin	New“around 24%”	—	—	—	—	—	—	—
Annual home closings growth	New“10%-plus”	Reiterated“10%”	—	—	—	—	—	—
Average closing price	—	New“approximately $610,000”	—	—	—	—	—	—
Average closing price	New“around $600,000”	—	—	—	—	—	—	—
Average closing price	New“between $600,000 to $610,000”	—	—	—	—	—	—	—
Diluted share count	—	New“approximately 106 million”	—	—	—	—	—	—
Diluted share count	New“approximately 107 million”	Reiterated“approximately 107 million”	—	—	—	—	—	—
Diluted share count	New“approximately 106 million”	—	—	—	—	—	—	—
Effective tax rate	—	New“approximately 25%”	—	—	—	—	—	—
Effective tax rate	—	New“between 24.5% to 25.0%”	—	—	—	—	—	—
Effective tax rate	New“approximately 25%”	—	—	—	—	—	—	—
Ending active community count	—	New“between 330 to 340”	—	—	—	—	—	—
Ending active community count	New“between 330 to 340”	—	—	—	—	—	—	—
Home closings	—	New“approximately 3,400”	—	—	—	—	—	—
Home closings	New“approximately 3,200”	—	—	—	—	—	—	—
Home closings	New“between 12,600 to 12,800”	—	—	—	—	—	—	—
Land and development spend	New“between $2.3 billion to $2.5 billion”	Raised“around $2.5 billion”	—	—	—	—	—	—
Share repurchases	New“approximately $300 million”	Reiterated“approximately $300 million”	—	—	—	—	—	—
No period stated
Home closings gross margin	—	—	—	New“low-to-mid 20%”	—	—	—	—
Home closings gross margins	New“low-to-mid 20%”	Reiterated“low-to-mid 20%”	—	Reiterated“low-to-mid 20%”	—	—	—	—
Home closings gross margins	New“low-to-mid 20%”	Reiterated“low-to-mid 20%”	—	—	—	—	—	—
Absorption pace	—	New“annualized low-three”	—	—	—	—	—	—
Absorption pace	—	New“an annualized low-three absorption pace”	—	—	—	—	—	—
Annual home closings growth	New“10%-plus”	Reiterated“10%”	—	—	—	—	—	—
Annualized sales pace	New“low-three”	—	—	—	—	—	—	—
Return on equity	—	—	New“mid-to-high teen”	—	Reiterated“mid-to-high teens”	—	—	—
Returns on equity	New“mid-to-high teens”	Reiterated“mid-to-high teens”	Revised“sustainable mid-to-high teen”	Raised“high-teen”	—	—	—	—
Returns on equity	New“mid-to-high teens”	Reiterated“mid-to-high teens”	—	Raised“high-teen”	—	—	—	—
Sales pace	New“annualized low-three”	—	—	—	—	—	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.