TMHC earnings at a glance
The options market is pricing a move of about ±7.0% after the report, a range of roughly $67.40 to $77.50 from today's $72.45. Over its last 2 reports the stock rose the next day 0 times and fell 2, moving ±2.9% on average; after the most recent report on Jul 23, 2025 it moved -3.8%. That means options currently expect more movement than TMHC has typically delivered. TMHC beat the consensus EPS estimate in 2 of its last 2 reported quarters. Implied volatility is currently 31%. The share price of $72.45 sits near its 52-week high.
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Overview
Earnings trends
Earnings history
| Date | Period | Actual EPS | Est | Surprise | YoY %Δ | Day react | Source |
|---|---|---|---|---|---|---|---|
| Tue Mar 31, 2026 | Mar 2026 | $1.01 | — | — | — | — | financials |
| Tue Sep 30, 2025 | Sep 2025 | $2.01 | — | — | — | — | financials |
| Wed Jul 23, 2025 | Jun/2025 | $2.02 | $1.94 | +4.1% | — | -3.8% | earnings |
| Wed Apr 23, 2025 | Mar/2025 | $2.18 | $1.85 | +17.8% | — | -2.0% | earnings |
| Mon Sep 30, 2024 | Sep 2024 | $2.37 | — | — | — | — | financials |
| Sun Jun 30, 2024 | Jun 2024 | $1.86 | — | — | — | — | financials |
| Sun Mar 31, 2024 | Mar 2024 | $1.75 | — | — | — | — | financials |
| Sat Sep 30, 2023 | Sep 2023 | $1.54 | — | — | — | — | financials |
| Fri Jun 30, 2023 | Jun 2023 | $2.12 | — | — | — | — | financials |
Financials
Income statement (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Cost of revenue | $1.10B | — | $1.62B | $1.56B | $1.43B | — | $1.59B | $1.52B |
| Gross profit | $291M | — | $477M | $467M | $463M | — | $531M | $472M |
| Operating income | — | — | — | — | — | — | — | — |
| Net income | $99M | — | $201M | $194M | $213M | — | $251M | $199M |
| EPS (diluted) | $1.01 | — | $2.01 | $1.92 | $2.07 | — | $2.37 | $1.86 |
Balance sheet (quarterly)
| Metric | Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 |
|---|---|---|---|---|---|---|---|---|
| Cash & equivalents | $653M | $850M | $371M | $130M | $378M | $487M | $256M | $247M |
| Inventory | $4.76B | $4.66B | $4.57B | $4.58B | $4.48B | $4.48B | $4.39B | $4.31B |
| Total current assets | — | — | — | — | — | — | — | — |
| Total assets | $9.77B | $9.84B | $9.63B | $9.45B | $9.38B | $9.30B | $9.30B | $9.10B |
| Long-term debt | $2.34B | $2.29B | $2.19B | $2.10B | $2.08B | $2.12B | $2.14B | $2.15B |
| Total liabilities | $3.52B | $3.53B | $3.43B | $3.39B | $3.43B | $3.42B | $3.58B | $3.57B |
| Total equity | — | — | — | — | — | — | — | — |
Implied volatility — last 90 days
Sector peers
TMHC earnings FAQ
What is TMHC's expected move for earnings?
Options currently price a move of about ±7.0%, or $5.05 per share either way from $72.45.
How does TMHC stock usually react to earnings?
Across the last 2 reports the average next-day move was ±2.9%, up 0 times and down 2 times.
What is TMHC's implied volatility?
TMHC's at-the-money implied volatility is about 31% based on the latest options snapshot.