Short answer
Taylor Morrison Home Corp (TMHC) filed its fiscal 2025 10-K annual report with the SEC on Feb 18, 2026. It reported revenue of $8.1B (−0.6% year over year) and net income of $783M.
- Top risk flagged: Key-person dependency in cybersecurity team, CIO with 25+ years IT experience and 20+ years at company leading risk and compliance
FY2025 key financial metrics · XBRL
- Revenue
- $8.1B
- −0.6% YoY
- Net income
- $783M
- −11.4% YoY
- Gross margin
- 23.0%
- −1.3 pp YoY
- EPS (diluted)
- $7.77
- −6.0% YoY
- ROE
- 12.4%
- −2.6 pp YoY
- Operating cash flow
- $817M
- +289.1% YoY
Source: XBRL data from the Taylor Morrison Home Corp (TMHC) FY2025 10-K on SEC EDGAR. USD.
Taylor Morrison Home Corp FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business model: Homebuilding and community development across multiple U.S. regions
- Increased risk exposure from severe weather events causing delays, higher costs, supply chain issues, and potential demand reduction
- Heightened emphasis on sustainability reporting and compliance raising ongoing operational costs and reputational risks
- Dependence on performance and surety bonds with credit rating and market conditions critical for growth financing
- Significant potential liabilities from home warranty and construction defect claims impacting financial condition
Management Discussion & Analysis
- Total investments in unconsolidated joint ventures $487M in 2025 vs $440M in 2024, up $47M
- Land purchase option contracts and land banking agreements purchase price $3.4B in 2025 vs $1.9B in 2024
- Largest joint venture segment Central $207M in 2025 vs $164M in 2024, best performing segment by investment growth
- Worst performing segment West $75M in 2025 vs $95M in 2024, decline in investments by $20M
- No revenue, profitability, cash flow, or forward-looking guidance disclosed in this excerpt
Risk Factors
- Key-person dependency in cybersecurity team, CIO with 25+ years IT experience and 20+ years at company leading risk and compliance
- Ongoing cybersecurity risk oversight tied to evolving cyber threats with quarterly risk reviews and mitigation budgets
- No specific regulatory, geopolitical, operational, competitive, or financial risks detailed in provided text
Generated from the filing text; verify against the original. How to read a 10-K
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