Meritage Homes Corporation

Meritage Homes Corporation, together with its subsidiaries, designs and builds single-family homes in the United States. The company operates through two segments, Homebuilding and Financial Services. It acquires and develops land; and constructs, markets, and sells homes for first-time and first move-up buyers. The company also offers title insurance and closing/settlement services to its homebuyers. It builds and sells homes in Texas, Arizona, California, Colorado, Florida, North Carolina, South Carolina, Georgia, and Tennessee under the Meritage Homes brand name. Meritage Homes Corporation was founded in 1985 and is based in Scottsdale, Arizona.

Meritage Homes Corporation trades as MTH on NYSE. The company is classified in Consumer Cyclical / Residential Construction and reports in USD.

The current profile places the business in Residential Construction. This section is intended to summarize the operating segments, products, geographies, and main revenue lines from official filings.

Latest available fiscal data shows $5.86B of revenue and $453.01M of net income.

Use this area for management strategy, capital allocation priorities, target markets, and measurable goals from the latest annual report or investor presentation.

The app now provides the structure, but exact strategic claims should come from official company documents before being treated as a finished investment thesis.

Meritage Homes Corporation can be compared against peers such as Asbury Automotive Group, Inc., Cavco Industries, Inc., Brinker International, Inc., Graphic Packaging Holding Company, Green Brick Partners, Inc., KB Home.

A complete thesis should compare growth, margins, balance-sheet risk, valuation multiples, and market position against direct competitors.

Current signals to investigate include market capitalization of $4.56B, beta of 1.41, and return on equity of +8.7%.

This section should be validated with evidence such as durable margins, brand strength, regulation, switching costs, cost advantage, distribution, or technology.

Key risks should include financial leverage, cyclicality, customer concentration, regulatory exposure, currency risk, and execution risk.

MTH currently shows total debt of $1.89B and beta of 1.41. Missing data should be treated as a research gap, not as low risk.

Production-capacity detail is not available as structured data yet. For industrial, defense, semiconductor, or real-estate companies, this should be reviewed from annual reports and investor presentations.

No structured backlog field is available yet. If the company reports backlog, review the relevant filing section before adding it to the thesis.

Use this section for major contracts, product launches, construction projects, acquisitions, or strategic programs that can materially affect valuation.

Recent filings to review: 8-K (2026-05-21 00:00:00), 4 (2026-05-13 00:00:00), 4 (2026-05-13 00:00:00), SC 13G (2026-04-30 00:00:00).

Customer concentration is not available as structured data here. Add it from official filings when a company discloses material customers or revenue concentration.

Supplier concentration and critical supply-chain dependencies are not available as structured data here. This should be researched from annual reports and risk disclosures.

Company website: https://www.meritagehomes.com

For US-listed stocks, verify the thesis against official filings, earnings call transcripts, and company investor relations materials.