Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

TPH

Tri Pointe Homes Q1 2026 – Net Income Plummets, Home Sales Revenue Declines

Tri Pointe Homes reported first-quarter 2026 net income available to common stockholders of $6.8 million, down from $64.0 million a year earlier, with diluted earnings per share falling to $0.08 from $0.70.

Home sales revenue dropped to $506.5 million from $720.8 million in the first quarter of 2025, as home deliveries declined to 736 homes from 1,040. The average sales price of homes delivered edged down to $688,000 from $693,000.

Homebuilding gross margin narrowed to 18.8% from 23.9%. SG&A expense rose to 17.9% of home sales revenue from 14.0% a year ago.

Net new home orders were essentially flat at 1,234, compared with 1,238 in the prior-year quarter, while active selling communities increased to 158.0 from 145.5. Orders per average selling community slipped to 7.8 from 8.5, and the cancellation rate improved slightly to 9% from 10%.

Backlog at quarter-end fell to 1,360 homes from 1,715, and the dollar value of backlog declined to $989.9 million from about $1.3 billion. The average sales price of homes in backlog decreased to $728,000 from $763,000.

The company ended the quarter with total liquidity of $1.7 billion, including $847.9 million in cash and cash equivalents and $827.5 million available under its revolving credit facility. As a result of these announcements, the company's shares have moved 0.02% on the market, and are now trading at a price of $46.90. For the full picture, make sure to review Tri Pointe Homes's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS