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TMTMHC

Taylor Morrison Home Corporation

$TMHC·$6.6B·Residential Construction·Consumer Cyclical
$72.14-0.0%YTD+22.7%1Y+14.5%
Mentions · last 7 days
2026-07-09: 0 posts2026-07-10: 1 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 0 posts3-73%
Price updated 1h ago·X counts updated 2d ago
TMTMHC
$TMHCTaylor Morrison Home Corporation
$72.15-0.05%3 posts-73%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $TMHC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Taylor Morrison at 98% of range with 10x earnings and 10.6% FCF yield — the specific homebuilder compounder.

Taylor Morrison Home is the specific national homebuilder whose specific move-up-buyer focus positions it as a specific housing-cycle beneficiary. The stock is at 98% of its 52-week range on the specific homebuilder compounder framing.

Why the setup reads clean:

  • The valuation is genuinely undemanding: 10x TTM P/E with a 10.6% free cash flow yield and 11% ROIC — the specific numbers that let Taylor Morrison earn a durable multiple in the homebuilder cycle.
  • Fundamentals reflect the specific mix: 22% gross margin at 13% operating margin — meaning the underlying homebuilder economics are healthy in the current cycle.
  • The tape confirms institutional positioning: sitting 8% above the 50-day and 15% above the 200-day at 98% of the 52-week range — the specific pattern of a stock in a defined breakout.
  • The specific BingX perpetual futures listing signal is a technical positive: meaning specific institutional-adjacent positioning is aligned.

July 22 earnings is the trigger. A number confirming continued closings volume plus specific commentary on order pace extends the leg; a specific soft closings print with muted order commentary is the specific setup that would compress the multiple.

Agrees with X sentimentX is bullish on the specific BingX perpetual futures listing signal, and the fundamentals genuinely support the compounder read — 10x P/E with 10.6% FCF yield is asymmetric. The gap the corpus isn't sizing is the specific homebuilder-cycle sensitivity.

What to watch: The July 22 print — closings volume, order pace commentary, and any FY guide change. Above-consensus closings extend the leg; a soft closings print activates compression risk.

On the calendar: 2026-07-22 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-07-02

Taylor Morrison TMHC added to BingX perpetual futures listings. Sentiment leans bullish.

Read the AI verdict + X sentiment for $TMHC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

US homebuilder developing single-family and master-planned communities across Sun Belt and other high-growth markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $TMHC.

Residential Construction · Consumer Cyclical

No material change from last week — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

What this means for $TMHC

Neutral — US homebuilder developing single-family and master-planned communities across Sun Belt and other high-growth markets; end markets and revenue mix have limited overlap with the housing supply deficit offsetting affordability compression at high rates.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+3.6%YTD
+5.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
10.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
10.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
10.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 22, 2026$1.03$0.82+25.6%
Q4 2025Feb 11, 2026$1.91$1.73+10.4%
Q3 2025Oct 22, 2025$2.11$1.93+9.3%
Q2 2025Jul 23, 2025$2.02$1.94+4.1%
Next earningsWed, Jul 22·consensus EPS $1.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B-26.8%21.0%10.2%$1.03$-20.4M
Q4 FY25$2.1B-10.9%22.0%12.8%$1.79$646.9M
Q3 FY25$2.1B-1.2%22.7%14.1%$2.05$216.8M
Q2 FY25$2.0B+2.0%23.6%14.5%$1.94$-133.6M

Forward consensus

2-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.6B$6.5B – $6.7B$5.29$5.28 – $5.395
FY27$7.1B$7.1B – $7.2B$6.54$6.33 – $6.725

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 92.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 30 other (13 awards · 10 exempts · 7 inkinds) in window

See when $TMHC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 18-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

TMHC (TMHC) disclosed a material definitive agreement under Item 1.01, reporting a merger or acquisition transaction involving growth company as defined in Rule. The deal is valued at approximately $0. Details of the transaction terms, consideration structure, and closing conditions are set forth in the full 8-K filing. Definitive merger agreements are among the most material events a public company can disclose, triggering regulatory review and shareholder vote requirements.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

TMHC (TMHC) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeMar 178-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 43
+ 24 other (15 proxys · 2 13Gs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Taylor Morrison Announces Consent Solicitationsprnewswire.com·1d agoTaylor Morrison Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Taylor Morrison Home Corporation - TMHCgurufocus.com·4d agoTaylor Morrison Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Taylor Morrison Home Corporation - TMHCbusinesswire.com·4d agoTaylor Morrison Ranks as Top Homebuilder on TIME's America's Best Companies 2026prnewswire.com·4d agoBerkshire Hathaway's $8.5 Billion Housing Bet Faces a Shareholder Vote on July 22. Here's What's at Stake.fool.com·6d ago

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Voices on X · last 7 days

No standout posts about $TMHC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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