Feb. 27 at 7:32 PM
Taylor Morrison Remains A Solid Candidate For The Seasonal Trade On Home Builders
https://seekingalpha.com/article/4875181?gt=883c8956eaaead83
* Taylor Morrison remains range-bound, offering attractive risk/reward for seasonal trades despite tepid 2026 guidance and challenging market conditions.
* TMHC projects 2026 home closings down 15% and revenue down ~17%, yet maintains industry-high margins and a
$400M buyback commitment.
* Management is retrenching to core markets, limiting land investment in price-sensitive submarkets to protect margins amid elevated inventory and high incentives.
* TMHC’s strong balance sheet, 1.0x book value, and relative peer outperformance support a covered call strategy or opportunistic share accumulation near
$58.
$TMHC $SPY #earnings #homebuilders #housingwatch