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Stock impact report

Meritage Homes (MTH) Q2 2025 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

Meritage Homes Corporation (MTH) 
Last meritage homes corporation earnings: 4/28 04:30 pm Check Earnings Report
US:NYSE Investor Relations: investors.meritagehomes.com
Chief Executive Officer — Phillippe Lord Executive Vice President and Chief Financial Officer — Hilla Sferruzza Vice President, Investor Relations — Emily Tadano TAKEAWAYS Home Closing Revenue -- $1.6 billion, a 5% decrease driven by increased financing incentives that lowered average sales price (ASP) to $387,000. Closing Volume -- 4,170 homes delivered, up 1% year over year despite market headwinds. Orders -- 3,914 net new home orders, a 3% rise enabled by a 7% higher average community count but offset by a 4% lower absorption pace. Adjusted Gross Margin -- 21.4% (excluding $4.2 million in terminated land deal charges), 460 basis points lower than the prior year. Diluted EPS -- $2.04, representing a 35% year-over-year drop from $3.15. SG&A Ratio -- 10.2% of home closing revenue, up from 9.3% due to higher commissions, marketing expense, and carry costs for greater spec inventory. Backlog Conversion Rate -- Above 200%, reducing ending backlog to 1,700 homes from Show less Read more
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