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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tri Pointe Homes
Tri Pointe Homes (TPH) investor relations material
Tri Pointe Homes has been acquired by Sumitomo Forestry Co Ltd
Tri Pointe Homes Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary13 Aug, 2026
Executive summary
Completed merger with Sumitomo Forestry on May 14, 2026; company became a wholly owned subsidiary and stock was delisted from NYSE.
Reported a net loss of $157.7 million for Q2 2026, driven by $196.8 million in merger-related charges and $19.7 million in inventory-related impairments.
Delivered 1,013 new homes at an average sales price of $676,000 in Q2 2026, down from 1,326 homes and $664,000 year-over-year.
Net new home orders increased 1% year-over-year to 1,147, with a 10% increase in average selling communities.
Loss before income taxes was $165.3 million, compared to income of $84.4 million in the prior year.
Financial highlights
Q2 2026 home sales revenue: $685.1 million, down 22% year-over-year from $879.8 million.
Homebuilding gross margin: 18.0% (down from 20.8% in Q2 2025); adjusted gross margin: 24.0%.
SG&A expense rose to 32.5% of home sales revenue, mainly due to $122.1 million in merger-related costs; adjusted SG&A was 14.7%.
Adjusted EBITDA for the quarter was $83.1 million, down from $139.3 million year-over-year.
Financial services income before taxes: $2.4 million, down from $4.3 million year-over-year.
Outlook and guidance
Near-term market conditions remain uncertain due to elevated mortgage rates, inflation, and geopolitical risks.
Long-term outlook remains positive, supported by demographic trends and housing supply-demand imbalance.
Company expects to benefit from enhanced strategic resources and disciplined growth under Sumitomo Forestry.
Forward-looking statements highlight risks from economic conditions, interest rates, supply chain, and integration with Sumitomo Forestry.
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Latest events from Tri Pointe Homes
- Earnings and revenue dropped as home deliveries fell, with the Sumitomo merger progressing.TPH
Q1 2026 - Shareholders to vote on $47.00 per share cash merger, with board unanimous in support.TPHProxy Filing
- Board recommends approval of all proposals, emphasizing pay-for-performance and strong governance.TPHProxy Filing
- Proxy statement details annual meeting agenda, voting matters, and shareholder rights.TPHProxy Filing
- Shareholders to vote on $47.00 per share cash merger; board unanimously recommends approval.TPHProxy Filing
- 2025 saw lower revenue, earnings, and orders, with a pending acquisition by Sumitomo Forestry.TPHQ4 2025
- Merger with Sumitomo Forestry proposed, pending shareholder approval and regulatory review.TPHProxy Filing
- Home sales and net income fell sharply in Q3 2025, but liquidity and outlook remain solid.TPHQ3 2025
- Q3 2024 delivered 32% more homes, 35% revenue growth, and record low debt-to-capital ratio.TPHQ3 2024
Tri Pointe Homes
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Frequently asked questions
Tri Pointe Homes, Inc. engages in the design, construction, and sale of single-family attached and detached homes in the United States. It operates through Homebuilding Southern California, Homebuilding Northern California, Homebuilding Colorado, Homebuilding Carolinas, and Corporate and Other segments. The company offers its products under the Tri Pointe Homes brand name; and Paige Cole Active Adult brand name for customers age 55 years and older. It sells its homes through its sales representatives.