Taylor Morrison: Attractive Valuation And Order Rebound Should Drive Good 2026 Upside
2025-11-24 20:51:34 ET
Executive Summary
Taylor Morrison ( TMHC ) is well-positioned to see significant growth as the interest rate cycle reverses and the housing market turns. With mortgage rates starting to decline, order activity should pick up in 2026. The company is also opening more than 100 new communities next year, most of which are scheduled for the spring selling season, which is usually peak season for home sales. This should help it capture demand and market share. The company has also improved its operational flexibility, shortening construction cycle times by approximately 30 days compared to the same period last year and 90 days compared to two years ago, allowing TMHC to bring inventory to market faster as demand improves. The company’s premium Esplanade segment is also showing resilience with flat orders last quarter despite tough macros, showing the homebuyer interest remains high on the premium side....
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Taylor Morrison: Attractive Valuation And Order Rebound Should Drive Good 2026 Upside
NASDAQ: TMHC
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