Taylor Morrison Home Corp

Taylor Morrison Home Corp is a U.S. homebuilder that develops, constructs, and sells single-family homes and related residential communities through regional operating divisions. Its business spans land acquisition, community development, home construction, and home closings across multiple U.S. housing markets.

23,0 %

9,6 %

−0,6 %

— Taylor Morrison Home Corp
%
Home closings revenue85% Revenue from completed homes delivered to buyers at closing.
Land and lot development10% Acquisition, entitlement, and development of land for future communities.
Options and upgrades3% Buyer-selected lot premiums, design options, and upgrade features.
Other homebuilding services2% Ancillary homebuilding-related revenue and adjustments.

The company sells homes to individual buyers purchasing primary residences, move-up homes, and second homes in U.S...

  • Primary homebuyersprimary

    Buyers purchasing homes for owner-occupied living in company communities.

  • Move-up buyersprimary

    Existing homeowners trading up to larger or newer homes.

  • First-time buyerssecondary

    Entry-level buyers seeking affordability, financing support, and community amenities.

  • Lifestyle and second-home buyerssecondary

    Buyers in selected markets seeking vacation or retirement-oriented homes.

Taylor Morrison operates across multiple U.S. regions, with reported home closings in the East, Central, and West...

  • •Operations are organized into East, Central, and West divisions
  • •Home closings are concentrated in U.S. housing markets
  • •Regional mix affects average selling prices and margins
  • •Land positions and local supply conditions vary by market
  • •Construction cycle times influence regional delivery timing

The company focuses on managing its land pipeline, community count, and product mix to match local housing demand...

01
Optimize land and community pipelinemedium-term

Homebuilders need controlled land investment to support future closings without overextending capital.

02
Improve sales conversion through quick-move-in inventoryshort-term

Move-in-ready homes can reduce buyer wait times and support faster closings.

03
Refine regional product mix and pricingmedium-term

Different markets support different price points, incentives, and margin profiles.

Taylor Morrison is exposed to cyclical U.S. housing demand, mortgage-rate sensitivity, and local market volatility, all...

high

Mortgage-rate and affordability sensitivity

Higher borrowing costs reduce buyer purchasing power and can slow new-home demand.

Scope
U.S. residential homebuyers
Materiality
high
high

Cancellations and order volatility

Home purchases are often contingent on financing and buyer confidence, making orders less predictable.

Scope
Net sales and backlog
Materiality
high
high

Land and inventory impairment

Homebuilders carry land and work-in-process inventory that may need write-downs if market conditions weaken.

Scope
Community land positions and unsold inventory
Materiality
high
medium

Construction cycle and labor disruption

Delays in labor, materials, or permitting can push out closings and raise costs.

Scope
Regional operations
Materiality
medium
medium

Regional market concentration

Performance depends on local housing conditions in the East, Central, and West divisions.

Scope
U.S. regional housing markets
Materiality
medium
Revenue recognition at closing
Affects reported home closings revenue and backlog conversion
Inventory and land impairment
Can materially affect gross margin and earnings
Warranty reserves
Affects cost of sales and adjusted margin measures
Capitalized interest
Influences gross margin and inventory carrying values

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: 29/04/2026