MTH

Meritage Homes Corporation ( MTH ) Q3 2026 Earnings Call October 29, 2026 11:00 AM EDT Company Participants Emily Tadano - Vice President of Investor Relations & ESG Steven Hilton - Executive Chairman Phillippe Lord - CEO, Executive VP & Director Hilla Sferruzza - CFO & Executive VP Conference Call Participants Trevor Allinson - Wolfe Research, LLC Alan Ratner - Zelman & Associates LLC Stephen Kim - Evercore ISI Institutional Equities, Research Division John Lovallo - UBS Investment Bank, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Rafe Jadrosich - BofA Securities, Research Division Jonathan Bettenhausen - Truist Securities, Inc., Research Division Michael Rehaut - Melius Research LLC Jay McCanless - Citizens JMP Securities, LLC, Research Division Presentation Operator Greetings, and welcome to the Third Quarter 2026 Meritage Homes Analyst Call. [Operator Instructions] Please be advised that today's conference is being recorded.

The headline numbers for Meritage (MTH) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

SCOTTSDALE, Ariz., Oct. 28, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth-largest U.S. homebuilder, reported third quarter results for the period ended September 30, 2026.

Shares of Airbnb, Inc. performed well in the quarter following strong second quarter results that exceeded expectations and a confident outlook for sustained growth acceleration. Shares of Mohawk contributed to performance this quarter, driven by optimism around the company's leadership transition as well as strong second quarter earnings results. Following strong share price performance in the first six months of 2026 when its shares gained 38% through June 30, 2026, the shares of PENN Entertainment, Inc. detracted from performance during the quarter amid broad weakness in gaming stocks.

Baron Real Estate Income Fund decreased 7.58% (Institutional Shares) in the third quarter, underperforming the MSCI US REIT Index, which decreased 6.33%. Welltower is a leading owner and operator of senior housing communities across the U.S., Canada, and the U.K., and is the largest health care REIT by market capitalization. We initiated a position in AAON, Inc., following a disappointing second quarter earnings result.

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.

SCOTTSDALE, Ariz., Sept. 10, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH), the fifth largest public homebuilder in the U.S., plans to release the Company's third quarter 2026 results on Wednesday, October 28, 2026 after the market closes. Management will host a conference call to discuss the results at 8:00 a.m. Pacific Time (11:00 a.m. Eastern Time) on Thursday, October 29, 2026.

Meritage (MTH) reported earnings 30 days ago. What's next for the stock?

SCOTTSDALE, Ariz., Aug. 25, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today published its 2025 Sustainability and Corporate Responsibility Data Update (the “2025 S&CR Data Update”), providing key performance data for the past year, including Task Force on Climate-related Financial Disclosures (TCFD) metrics and the Sustainability Accounting Standards Board (SASB) index, while outlining an updated approach to future reporting.

SCOTTSDALE, Ariz., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Meritage Homes Corporation (NYSE: MTH, “Meritage” or the “Company”), the fifth-largest homebuilder in the U.S., today announced that its Board of Directors has declared a quarterly dividend of $0.48 per share.