Meritage Homes Corporation (MTH) Q3 2026 Earnings Call Transcript

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.

Seeking Alpha • 3 hours ago

Meritage Homes reports third quarter 2026 results

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.

GlobeNewsWire • Oct 28, 2026

Meritage Homes (MTH) Lags Q3 Earnings and Revenue Estimates

Meritage Homes (MTH) came out with quarterly earnings of $1.11 per share, missing the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.39 per share a year ago.

Zacks Investment Research • Oct 29, 2026

Meritage (MTH) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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.

Zacks Investment Research • a day ago

Baron Real Estate Income Fund Q3 2026 Portfolio Activity

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.

Seeking Alpha • Oct 26, 2026

Baron Real Estate Fund Q3 2026 Portfolio Activity

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.

Seeking Alpha • Oct 26, 2026

Analysts Estimate Meritage Homes (MTH) to Report a Decline in Earnings: What to Look Out for

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 • Oct 21, 2026

Meritage Homes: Cheaper On Book Than Any Year-End In A Decade

Meritage Homes trades at 0.76x book, reflecting market fears of a permanent margin squeeze amid elevated mortgage rates. MTH's margins have reverted to pre-pandemic levels, yet the company boasts greater equity per share, lower leverage, and a robust buyback/dividend program. I see fair value for MTH at $70–$85 per share, or 18–44% above current levels, plus a 3.2% dividend yield.

Seeking Alpha • Oct 17, 2026

Wednesday's First Moves: JBHT Earnings Hit, Homebuilder PT Cuts, EPXE Downgrade

It's not just record diesel costs cutting into J.B. Hunt (JBHT) profits, according to the company.

Baron Real Estate Fund Q2 2026 Portfolio Activity

Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.

Seeking Alpha • Sep 16, 2026