As the final weeks of 2025 unfold, the U.S. residential construction sector finds itself at a critical crossroads. After a year defined by fluctuating raw material costs and a "rebalancing" housing market, major developers are grappling with a complex equation: how to maintain profitability while offering the aggressive financial
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on.
But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 17.3% gain over the past six months, beating the S&P 500 by 4.2 percentage points.
Looking back on home builders stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Taylor Morrison Home (NYSE:TMHC) and its peers.
Taylor Morrison Home Corp (TMHC) appears undervalued with a low P/E ratio, strong financial health, and high profitability, making it a compelling value stock.
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Taylor Morrison Home’s third quarter proved challenging, as the market responded negatively to the company’s results despite exceeding Wall Street’s revenue and non-GAAP profit expectations. Management cited persistent affordability concerns and macroeconomic uncertainty as continued headwinds, leading to a pronounced drop in backlog and a decline in operating margin. CEO Sheryl Palmer emphasized the company’s strategy of tailoring pricing and incentives by community and consumer segment, while maintaining a focus on operational efficiency and cost management to help offset the effects of softening demand.
Homebuilder Taylor Morrison Home (NYSE:TMHC) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 1.2% year on year to $2.10 billion. Its non-GAAP profit of $2.11 per share was 9.8% above analysts’ consensus estimates.
Shares of homebuilder Taylor Morrison Home (NYSE:TMHC)
fell 1.9% in the morning session after its third-quarter earnings report revealed a significant decline in its future order backlog, despite the company beating revenue and profit estimates.
Homebuilder Taylor Morrison Home (NYSE:TMHC) reported Q3 CY2025 results topping the market’s revenue expectations, but sales fell by 1.2% year on year to $2.10 billion. Its non-GAAP profit of $2.11 per share was 9.8% above analysts’ consensus estimates.
Homebuilder Taylor Morrison Home (NYSE:TMHC)
will be announcing earnings results this Wednesday before market hours. Here’s what investors should know.
A company that generates cash isn’t automatically a winner.
Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Taylor Morrison (TMHC) presents a strong value investing case with a low P/E ratio of 7.32, solid profitability, and healthy financials, suggesting it may be undervalued.
A number of stocks fell in the afternoon session after investors grew anxious as the U.S. government shutdown extended into its seventh day, creating widespread uncertainty.
Los Angeles, CA – October 7, 2025 – KB Home (NYSE: KBH), a prominent player in the U.S. homebuilding industry, is currently facing significant investor scrutiny following a series of stock downgrades from leading analyst firms. The latest adjustment occurred today, October 7, 2025, when Evercore ISI Group moved KB Home's
Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending.
As a result, the industry has posted a 28.1% gain over the past six months, beating the S&P 500 by 9.5 percentage points.
The U.S. housing market is experiencing a significant resurgence as a recent decline in mortgage rates has ignited buyer demand, propelling purchase applications to their highest year-over-year growth rate in over four years. This unexpected shot in the arm for the real estate sector signals a potential pivot from
