Meritage Homes CORP
Meritage Homes designs and builds single-family homes in twelve U.S. states, primarily targeting entry-level and first-time move-up buyers with affordable, energy-efficient properties. The company operates through three regional segments and also provides title, escrow, mortgage, and insurance services to its homebuyers.
Meritage Homes CORP is a Consumer Cyclical company operating in Residential Construction with a $5.06B market cap.
Most recent reported earnings: Q2 FY2026 (Jul 21, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Spoken Alpha tracks MTH's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 6/10 quarters but stock falls 80% of the time
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for MTH.
$ curl https://api.spokenalpha.com/v1/companies/MTHFAQ
Spoken Alpha indexes MTH's earnings call transcripts at https://spokenalpha.com/companies/MTH. Each call links to attributed speakers and parsed analyst Q&A. Meritage Homes CORP's own investor relations page is at https://investors.meritagehomes.com/.
Meritage Homes CORP (MTH) held its most recent earnings call on 2026-04-23, covering fiscal Q1 2026.
Meritage Homes CORP (MTH) operates in the Consumer Cyclical sector (Residential Construction industry).
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-07-21 | — | $1.30 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-20 | $0.86 | $1.34 | -35.8% | $1.12B | — | — | EODHD |
| Q4 FY2025 | 2026-01-26 | $1.20 | $1.57 | -23.6% | $1.44B | — | — | EODHD |
| Q3 FY2025 | 2025-10-27 | $1.55 | $1.72 | -9.9% | $1.42B | — | — | EODHD |
| Q2 FY2025 | 2025-07-22 | $2.04 | $1.97 | +3.5% | $1.63B | — | — | EODHD |
| Q1 FY2025 | 2025-04-22 | $1.69 | $1.68 | +0.6% | $1.36B | — | — | EODHD |
| Q4 FY2024 | 2025-01-28 | $4.72 | $2.20 | +100.0% | $1.62B | — | — | EODHD |
| Q3 FY2024 | 2024-10-28 | $2.67 | $2.49 | +7.2% | $1.60B | — | — | EODHD |
| Q2 FY2024 | 2024-07-23 | $6.31 | $5.18 | +21.8% | $1.70B | — | — | EODHD |
| Q1 FY2024 | 2024-04-23 | $5.06 | $3.52 | +43.8% | $1.47B | — | — | EODHD |
| Q4 FY2023 | 2024-01-30 | $5.38 | $5.17 | +4.1% | $1.66B | — | — | EODHD |
| Q3 FY2023 | 2023-10-30 | $6.00 | $5.14 | +16.7% | $1.62B | — | — | EODHD |
| Q2 FY2023 | 2023-07-26 | $5.02 | $3.49 | +43.8% | $1.57B | — | — | EODHD |
| Q1 FY2023 | 2023-04-25 | $3.54 | $2.64 | +34.1% | $1.29B | — | — | EODHD |
| Q4 FY2022 | 2023-01-31 | $7.09 | $7.00 | +1.3% | $2.00B | — | — | EODHD |
| Q3 FY2022 | 2022-10-25 | $7.10 | $6.45 | +10.1% | $1.58B | — | — | EODHD |
| Q2 FY2022 | 2022-07-26 | $6.77 | $5.87 | +15.3% | $1.42B | — | — | EODHD |
| Q1 FY2022 | 2022-04-26 | $5.79 | $4.69 | +23.4% | $1.29B | — | — | EODHD |
| Q4 FY2021 | 2022-01-25 | $6.25 | $6.03 | +3.6% | $1.50B | — | — | EODHD |
| Q3 FY2021 | 2021-10-26 | $5.25 | $4.45 | +18.0% | $1.27B | — | — | EODHD |
Source: EODHD. MTH reported actuals as published; sparse fields render as —.
When a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.78 | $0.82 | -5.2% | -9.3% | -11.5% |
| Q4 FY2026 | $0.78 | $0.78 | +0.4% | -6.1% | -6.3% |
| Q3 FY2026 | $0.89 | $0.89 | +0.5% | -1.3% | -1.9% |
| Q2 FY2026 | $0.91 | $0.90 | +0.7% | +0.7% | -1.1% |
| Q1 FY2025 | $0.89 | $0.85 | +4.5% | +1.5% | +1.6% |
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q2 FY2026
| Q4 FY2025 |
| $0.87 |
| $0.84 |
| +3.0% |
| -3.9% |
| -4.3% |
| Q3 FY2025 | $0.96 | $0.99 | -3.1% | -2.0% | -2.2% |
| Q2 FY2025 | $0.98 | $0.99 | -0.8% | -4.0% | -2.9% |
| Q1 FY2024 | $0.76 | $0.83 | -8.1% | -4.6% | -4.2% |
| Q4 FY2024 | $1.01 | $0.98 | +3.2% | -6.7% | -4.8% |