Taylor Morrison Home Corporation · NYSE:TMHC
Taylor Morrison Home — Q3 2018 Earnings Presentation
7 slides from Taylor Morrison Home's earnings presentation, Oct 31, 2018
Slide 1: Q3 2018 Earnings Call
Q3 2018 EARNINGS CALL October 31, 2018 Exhibit 99.2
Slide 2: Disclaimer
Disclaimer The statements made by representatives of the Company during the course of this presentation that are not historical facts are forward-looking statements. Although the Company believes that the assumptions underlying these statements are reasonable, individuals considering such statements
Slide 3: Results 2018 Q3 Overview
Results 2018 Q3 Overview Q3 2018 Q3 2017 GROWTH GUIDANCE
Slide 4: AV Homes Acquisition Overview
Paid Book Value Attractive Price Pro forma combined annualized company revenue ~$5 billion Pro forma 59,000 owned and controlled lots Increased Scale Increased exposure to first time buyers and active adult Expanded Offering Corporate and division overheads Increased purchasing power and rebate oppo
Slide 5: Detailed Results 2018 Q3 Details
Detailed Results 2018 Q3 Details Q3 2018 Q3 2017 GROWTH Q3 2018 Q3 2017 GROWTH Note: $$ in millions except EPS
Slide 6: Corporate Reorganization
Corporate Reorganization PRE-REORGANIZATION POST-REORGANIZATION Taylor Morrison Communities, Inc. TMM Holdings II LP (New TMM) Taylor Morrison Holdings, Inc. (U.S.) Taylor Morrison Holdings II, Inc. (Canada) Second Half 2018 Mergerco Inc. <1% of LP units >99% of LP units Class B Common Stock paired
Slide 7: Fourth Quarter 2018 Guidance
Guidance Fourth Quarter 2018 Guidance AV Homes Acquisition Additional Fourth Quarter One-Time Expenses 2018 Q4 Guidance