Tri Pointe Homes Q4 revenue falls 23% on decline in home sales

Tri Pointe Homes (Delaware)

25/02/2026 11:09

Overview

U.S. homebuilder's Q4 home sales revenue fell 23% yr/yr

Adjusted EPS for Q4 beat analyst expectations

Company to be acquired by Sumitomo Forestry, pending approvals

Outlook

Company did not provide specific guidance for future quarters or years

Result Drivers

DECLINE IN HOME SALES - Home sales revenue fell 23% due to a decrease in new home deliveries and a slight drop in average sales price

GROSS MARGIN PRESSURE - Homebuilding gross margin percentage decreased to 19.3% from 23.3%, impacted by inventory-related charges

ADJUSTED EPS BEAT - Despite challenges, adjusted EPS beat analyst expectations, indicating effective cost management

Company press release: ID:nGNX9kncN5

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Home Sales Revenue
$945.90 mln
Q4 Adjusted EPS
Beat
$0.80
$0.78 (5 Analysts)
Q4 EPS
$0.70
Q4 Net Income
$60.20 mln
Q4 Homebuilding Gross Margin
19.30%
Q4 Homebuilding Adj. Gross Margin
20.60%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the homebuilding peer group is "buy."

Wall Street's median 12-month price target for Tri Pointe Homes Inc (Delaware) is $36.00, about 22.4% below its February 24 closing price of $46.37

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 13 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)