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TPH Earnings

Tri Pointe Homes Inc (Delaware)
$
35.630
+1.51(4.426%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Tri Pointe Homes Inc (Delaware)(TPH) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Tri Pointe Homes Inc (Delaware) earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-24Pre-Market0.66--806.70M884.01M+9.58-9.83-11.11
FY2025Q12025-04-24Pre-Market0.450.70+55.56712.67M723.43M+1.51-0.06-2.53
FY2024Q42025-02-18Pre-Market1.261.37+8.731.22B1.23B+1.29-10.88-13.17
FY2024Q32024-10-24Pre-Market1.021.18+15.691.05B1.13B+7.04-4.19-4.70
FY2024Q22024-07-25-1.031.25+21.361.07B1.14B+6.79-0.18-0.33
FY2024Q12024-04-25-0.691.03+49.28863.62M926.21M+7.25+1.80+3.54
FY2023Q42024-02-20-1.121.36+21.431.20B1.24B+3.99+0.03+0.26
FY2023Q32023-10-26-0.540.76+40.74760.23M827.76M+8.88+1.26+5.24
-2023-07-27-0.550.60+9.09----8.11-1.69
-2023-04-27-0.420.73+73.81---+3.07+10.25

TPH Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Tri Pointe Homes Inc (Delaware) reported performance for FY2025Q2, announced on 2025-07-24. The company achieved an EPS of , compared to analyst estimates of 0.66 by % . Revenue for the quarter reached 884.01M compared to expectations of 806.70M by 9.58% .
The stock price reacted with a -9.83% one-day change and a -11.11% five-day change following the earnings release. These movements reflect market reaction in Tri Pointe Homes Inc (Delaware) growth trajectory and strategic initiatives.

TPH Earnings Forecast

Looking ahead, Tri Pointe Homes Inc (Delaware)(TPH) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 782.22M and an EPS of 0.52.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -2.63%, while EPS estimates have been Revise Downward by -8.51%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Downward by -11.82% . These revisions correlate with a 14.20% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Tri Pointe Homes Inc (Delaware) long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between TPH's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
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-2.63%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
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-8.51%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Downward
down Image
-11.82%
In Past 3 Month
Stock Price
Go Up
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+14.20%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
--
Revenue Estimate-Annual FY 2025:3.40B
--
EPS Estimate-Annual FY 2025:2.78
Stock Price35.63

TPH Revenue and EPS Performance: A Historical Perspective

Tri Pointe Homes Inc (Delaware) revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-24,Pre-Market):
EPS: (Actual) vs.0.66 (Estimate) (%)
Revenue: 884.01M (Actual) vs. 806.70M (Estimate) (9.58%)
Price Reaction: -9.83%(1-Day), -11.11%(5-Day)
FY2025Q1 (2025-04-24,Pre-Market):
EPS: 0.70 (Actual) vs.0.45 (Estimate) (55.56%)
Revenue: 723.43M (Actual) vs. 712.67M (Estimate) (1.51%)
Price Reaction: -0.06%(1-Day), -2.53%(5-Day)
FY2024Q4 (2025-02-18,Pre-Market):
EPS: 1.37 (Actual) vs.1.26 (Estimate) (8.73%)
Revenue: 1.23B (Actual) vs. 1.22B (Estimate) (1.29%)
Price Reaction: -10.88%(1-Day), -13.17%(5-Day)
Earnings Reaction
The chart below shows how TPH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TPH sees a +2.36% change in stock price 10 days leading up to the earnings, and a +3.27% change 10 days following the report. On the earnings day itself, the stock moves by -2.71%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed -0.44% on the day following the earnings release and then changed by 3.34% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Tri Pointe Homes Inc (Delaware) (TPH) Q2 2025 Earnings Call Summary
Neutral
2025-07-24
The earnings call summary presents mixed signals. Financial performance and guidance are somewhat optimistic, with expected deliveries and gross margins, but the Q&A reveals concerns about market conditions, incentives, and impairments. The stock repurchase program is a positive, yet the choppy environment and wide margin range suggest uncertainty. The market cap indicates moderate volatility, leading to a neutral prediction. The overall sentiment is balanced, with positive aspects offset by uncertainties and risks.
Tri Pointe Homes Inc (Delaware) (TPH) Q1 2025 Earnings Call Summary
Neutral
2025-04-26
The earnings call shows a mix of positive and negative indicators. Strong financial performance with increased EPS and revenue, along with a substantial share repurchase program, are positives. However, the lowered full-year guidance and anticipated gross margin decline due to increased incentives and market expansion risks temper optimism. The Q&A reveals management's cautious stance and market uncertainties. Given the mid-sized market cap, these mixed signals suggest a neutral stock price movement, with potential fluctuations within a 2% range.
Tri Pointe Homes Inc (Delaware) (TPH) Q1 2025 Earnings Call Summary
Neutral
2025-04-24
The earnings call presents mixed signals. Strong financial performance with increased revenue, net income, and a solid liquidity position is positive. However, concerns arise from revised guidance due to slower market conditions, increased incentives affecting margins, and unclear management responses. Share repurchases and a conservative financial structure offer support, but trade tensions and supply chain challenges pose risks. The market cap suggests moderate sensitivity, leading to a neutral stock price prediction.
Tri Pointe Homes Inc (Delaware) (TPH) Q4 2024 Earnings Call Summary
Positive
2025-02-19
The earnings call summary reveals strong financial performance, with increased EPS, net income, and operating cash flow. The shareholder return plan is bolstered by significant share repurchases. Despite some political and supply chain challenges, the company's strategic market expansion and improved margins are positive indicators. The Q&A section raises some concerns about margin sustainability and management's clarity, but the overall sentiment remains positive given the robust financials and shareholder returns. The market cap suggests a moderate reaction, leading to a positive stock price prediction.
Tri Pointe Homes, Inc. (TPH) Q3 2024 Earnings Call Summary
Positive
2024-10-25
The earnings call reveals strong financial performance with significant year-over-year growth in deliveries, revenue, and earnings. The Q&A section highlights strategic decisions to defer community openings for future profitability, which may concern some investors but aligns with a focus on shareholder value. Despite some management evasiveness, the overall sentiment is positive due to strong financial metrics, optimistic guidance, and a robust share repurchase program. Given the market cap, the stock is likely to experience a positive reaction of 2% to 8% over the next two weeks.
Tri Pointe Homes, Inc. (TPH) Q2 2024 Earnings Call Summary
Positive
2024-07-25
The earnings call summary reveals strong financial performance, with a 38% increase in revenue, improved margins, and a 108% increase in EPS. The company has also reduced debt and increased liquidity. The Q&A section confirms healthy demand and strategic management of incentives. Although there are some regional weaknesses, overall guidance remains optimistic, with plans for community growth. The share repurchase and reduced interest expenses are positive indicators. Given the company's market cap, a positive stock price movement of 2% to 8% is expected.

FAQ

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What were the key highlights of TPH’s latest earnings report for FY2025Q2?

TPH reported its FY2025Q2 earnings on 2025-07-24, showcasing a revenue of 884.01M against an estimate of 806.70M, resulting in a 9.58% surprise. The EPS was 0, surpassing the expected 0.66 by 0% . The stock experienced a -9.83% price change on the earnings day and a -11.11% change over the next five days, reflecting market reactions to the results.
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How did TPH’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for TPH for 2025/Q3?

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How does TPH’s stock price correlate with earnings forecast revisions?

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What should investors expect from TPH’s next earnings report?

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What is the sentiment in Tri Pointe Homes Inc (Delaware) (TPH) Q2 2025 Earnings Call Summary?