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.
Meritage's top line is contracting sharply, with revenue down 18.0% year over year in 2026Q3 to $1.2B and gross margin compressed from 26.1% in 2024Q2 to 17.4%, suggesting incentive spending is eroding profitability.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $1.11-5.1% vs $1.17 | $1.2B-9.7% vs $1.3B |
Q3 2026 Jul 29, 2026 | $1.42+10.1% vs $1.29 | $1.4B-2.0% vs $1.4B |
Q2 2026 Apr 22, 2026 | $0.86-11.9% vs $0.98 | $1.1B-5.1% vs $1.2B |
Q1 2026 Jan 28, 2026 | $1.67+7.7% vs $1.55 | $1.4B-5.5% vs $1.5B |
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.
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.
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.
Benchmark MTH against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Meritage Homes Corporation (MTH)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $68.05 | $4.54B | 14.88 | -8.4% | 5.73% | 5.84% | 2.51% | |
| $152.28 | $42.59B | 14.65 | -3.52% | 8.74% | 11.93% | 1.18% | |
| $88.74 | $22.03B | 16.09 | -3.54% | 4.1% | 5.99% | 2.28% | |
| $132.49 | $25.57B | 13.85 | -3.54% | 11.24% | 13.8% | 0.67% | |
| $6298.29 | $17B | 16.71 | -2.08% | 11.23% | 29.53% | — | |
| $152.56 | $14.26B | 12.17 | 1.11% | 11.14% | 14.21% | 0.64% |
Meritage Homes Corporation (MTH) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Meritage Homes Corporation (MTH) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 28, 2026·SEC
Jul 29, 2026·SEC
Jun 29, 2026·SEC
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Meritage Homes Corporation (MTH) stock FAQ — growth, dividends, profitability & financials explained
Meritage Homes Corporation (MTH) reported $5.20B in revenue over the trailing twelve months. Revenue was $5.86B in fiscal year 2025. That is 266156% more than the $2.2M of fiscal year 1996.
Meritage Homes Corporation (MTH) revenue fell by 14.0% over the trailing twelve months, compared with the twelve months before.
Yes. Meritage Homes Corporation (MTH) earned $297.8M in net income over the trailing twelve months (a 5.7% net margin).
Yes. Meritage Homes Corporation (MTH) pays a dividend that yields 2.51% at the current price, a moderate yield.
Meritage Homes Corporation (MTH) had a return on equity (ROE) of 5.8% over the trailing twelve months. That is below the market's typical 10-15%.
Meritage Homes Corporation (MTH) generated $483.7M in free cash flow over the trailing twelve months.