Taylor Morrison Home Corp

Taylor Morrison Home Corporation is a homebuilder and developer. The Company's principal business is residential homebuilding and the development of lifestyle communities with operations across 12 states. The Company provides an assortment of homes across a range of price points to appeal to an array of consumer groups. It designs, builds and sells single and multi-family detached and attached homes in traditionally high growth markets for entry level, move-up, and resort lifestyle buyers. It operates under various brand names, including Taylor Morrison, Darling Homes Collection by Taylor Morrison, and Esplanade. It also has a Build-to-Rent homebuilding business which operates under the Yardly brand name. It owns and operates commercial space, retail, and multi-family properties under the Urban Form brand name. The Company, through its subsidiaries, provides financial services and title services. The Company, through its insurance agency, provides homeowner’s insurance policies.

• Mortgage rate / 30y fixed (leading (-))
• Housing starts / permits (leading)
• Buyer foot traffic / order trends (leading)
• Backlog months (coincident)
• Home-price-to-income ratios by metro (trend)

• Lumber tariffs (Canada/US softwood) · exposure: medium
• Immigration policy → labor supply · exposure: medium-high
• Local zoning + permit reform · exposure: high regional variance

• Closings per quarter / backlog — core volume
• ASP (avg selling price) — mix shift indicator
• Gross margin — 22-28% healthy
• Cancellation rate — 8-12% normal; >18% red flag
• Months of inventory — 4-6 healthy

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.