Taylor Morrison Home Corporation (TMHC)

Taylor Morrison Home Corp. (TMHC) is one of the nation’s leading homebuilders and developers, operating across 20 markets in 12 states. Led by Chairman and CEO Sheryl Palmer, Taylor Morrison’s mission is to "Build sustainable communities in which homebuyers aspire to live." The company holds a strategic industry position by targeting a diverse buyer mix, ranging from entry-level to resort-style "Kidult" and 55+ communities. By late 2025, TMHC stock has hit a record trailing 12-month revenue of $8.38 billion, reflecting its strength in high-growth corridors like Arizona and Florida. Its vision is to be the most customer-centric homebuilder in the U.S. through its digital-first buying experience.

The business operations of Taylor Morrison are divided into the East, Central, West, and Financial Services segments. The core growth driver in 2025 has been the "Build-to-Rent Pivot," where the company partnered with institutional investors to manage specialized residential rental communities. In late 2025, TMHC reported a robust EBITDA of $1.2 billion and a stable cash position, allowing for strategic asset purchases in the Phoenix and Fort Myers markets. The 2026 strategic roadmap focuses on "The Sustainable Living Initiative," aiming to make solar-ready homes a standard across its premium portfolios. By utilizing its "Land Inventory Moat"—owning or controlling over 75,000 lots in prime coastal and Sunbelt locations—the company ensures a multi-year runway for development. This "Asset Richness" is a primary driver for the TMHC stock price. The company’s Financial Services segment, providing in-house title and mortgage support, has also captured a significant share of the buyer ecosystem, providing a high-margin service stream for TMHC stock holders.