Taylor Morrison Home Corporation — Cyborg Score 7/10
Strong
Single-family and multifamily homebuilding
Strategic Profile
TMHC's diversified operations include the Taylor Morrison and Esplanade brand names, as well as the Build-to-Rent business under the Yardly brand. The company has invested in digital marketing and online sales tools, such as the redesigned Taylor Morrison website and AI-enhanced digital assistant, positioning TMHC to capitalize on the increasing trend of digital home shopping. Taylor Morrison maintains a solid financial position, characterized by a conservative balance sheet and strong liquidity.
Cyborg Score Rationale
As of Q1 2026, the company demonstrated resilience by exceeding analyst expectations for both revenue and earnings per share, despite a broader market slowdown. TMHC increased its backlog by 23% from year-end to 3,465 homes, indicating strong demand for to-be-built homes. However, recent governance concerns and market headwinds temper the outlook.
Top Insights
Q1 2026 home closings revenue of $1.3 billion with 2,268 closings at an average sales price of $578,000 and home closings gross margin of 20.6%.
TMHC has sustained its reputation as America's Most Trusted Homebuilder® for eleven consecutive years.
TMHC ended Q1 2026 with $1.6 billion in liquidity, including $653 million in cash and no outstanding borrowings on their revolving credit facility.
TMHC faced challenges with consumer confidence due to geopolitical turmoil and macroeconomic uncertainty, impacting sales momentum.
Named Competitors
D.R. Horton — Large-cap national homebuilder
PulteGroup — Diversified homebuilder with multiple brands
Toll Brothers — Luxury and mid-market homebuilder
Tri Pointe Homes — Regional and national homebuilder
Recent Developments
(June 2026) Proxy statement filed June 5, 2026, regarding shareholder voting and corporate governance matters
(April 2026) Reported Q1 2026 net income of $99 million ($1.01 per diluted share) with $1.3 billion in home closings revenue
(February 2026) Reported full year 2025 net income of $783 million ($7.77 per diluted share) with total revenue of $7.66 billion
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