Meritage Homes Corporation: Demand Is Still The Problem

Meritage Homes remains a hold as management guides for flat FY2026 revenue and home closing volume, with no near-term recovery in demand. Community count hit an all-time high, and inventory management improved, reducing downside risk and limiting forced discounting pressures. MTH is shifting to a more disciplined incentive strategy, prioritizing margin protection over chasing volume in weaker markets.

Seeking Alpha • 2 hours ago

Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript

Meritage Homes Corporation (MTH) Q4 2025 Earnings Call Transcript

Seeking Alpha • Jan 29, 2026

Meritage Homes reports fourth quarter 2025 results

Reported home closing gross margin of 16.5% and adjusted of 19.3% excluding non-recurring charges Reported home closing gross margin of 16.5% and adjusted of 19.3% excluding non-recurring charges

GlobeNewsWire • Jan 28, 2026

Meritage Homes (MTH) Q4 Earnings Surpass Estimates

Meritage Homes (MTH) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.55 per share. This compares to earnings of $4.72 per share a year ago.

Zacks Investment Research • Jan 28, 2026

Compared to Estimates, Meritage (MTH) Q4 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Meritage (MTH) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Jan 29, 2026

Meritage Homes Remains A Top Tier Play

Meritage Homes (MTH) remains a 'strong buy' due to absolute valuation and robust balance sheet, despite ongoing industry headwinds and declining fundamentals. MTH's net leverage ratio of 1.82 and 69% owned lot portfolio provide resilience and long-term positioning as the housing cycle turns. Recent results show revenue and profit declines, but net new orders are rising and cancellation rates remain contained compared to peers.

Seeking Alpha • Jan 26, 2026

Earnings Preview: Meritage Homes (MTH) Q4 Earnings Expected to Decline

Meritage (MTH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jan 21, 2026

Meritage Homes: Attractive Valuation As Green Shoots Begin To Emerge

Meritage Homes faces near-term headwinds from high mortgage rates and incentives but trades at a significant discount to tangible book value. MTH is expanding its community count, positioning for strong growth as rates fall and affordability improves. Management is leveraging faster build times, realtor incentives, and rebidding land development to mitigate margin pressures and prepare for a housing recovery.

Seeking Alpha • Jan 9, 2026

5 Stocks to Sell as Homebuilder Slump Deepens

The housing market continues to limp toward the finish in 2025, as high rates have stymied potential buyers and sellers are pulling back rather than lowering asking prices.

Benzinga • Dec 24, 2025

Meritage Homes Fourth Quarter 2025 Earnings Conference Call and Webcast Scheduled for January 29, 2026

SCOTTSDALE, Ariz., Dec. 17, 2025 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's fourth quarter 2025 results on Wednesday, January 28, 2026 after the market closes. Management will host a conference call to discuss the results at 8:00 a.m. Mountain Standard Time (10:00 a.m. Eastern Standard Time) on Thursday, January 29, 2026.

GlobeNewsWire • Dec 17, 2025