Meritage Homes Corporation (MTH) Q2 2025 Earnings Call Transcript


Meritage Homes Corporation (NYSE:MTH) Q2 2025 Earnings Conference Call July 24, 2025 11:00 AM ET

Company Participants

Emily Tadano – Vice President of Investor Relations & ESG
Hilla Sferruzza – CFO & Executive VP
Phillippe Lord – CEO, Executive VP & Director
Steven J. Hilton – Executive Chairman

Conference Call Participants

Alan S. Ratner – Zelman & Associates LLC
Charles Perron-Piché – Goldman Sachs Group, Inc., Research Division
John Lovallo – UBS Investment Bank, Research Division
Michael Jason Rehaut – JPMorgan Chase & Co, Research Division
Rafe Jason Jadrosich – BofA Securities, Research Division
Stephen Kim – Evercore ISI Institutional Equities, Research Division
Trevor Scott Allinson – Wolfe Research, LLC

Operator

Greetings, and welcome to the Meritage Homes Second Quarter 2025 Analyst Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to our host, Emily Tadano, Vice President of Investor Relations and External Communications. Thank you. You may begin.

Emily Tadano

Thank you, operator. Good morning, and welcome to our analyst call to discuss our second quarter 2025 results. We issued the press release yesterday after the market closed. You can find it along with the slides we’ll refer to during this call on our website at investors.meritagehomes.com or by selecting the Investor Relations link at the bottom of our homepage.

Please refer to Slide 2, cautioning you that our statements during this call as well as in the earnings release and accompanying slides contain forward-looking statements. Those and any other projections represent the current opinions of management, which are subject to change at any time, and we assume no obligation to update them. Any forward-looking statements are inherently uncertain. Our actual results may be materially different than our expectations due to a wide variety of risk factors, which we have identified and listed on this slide as well



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