Verified call record已核验电话会记录 · 2026-07-30

MTH · Meritage Homes Corporation Q2 FY2026 earnings call record财报电话会记录

Verbatim, receipt-bound excerpts from the earnings-call transcript. This is a source record, not a synthesized analysis or recommendation.来自财报电话会文字记录的原文、可追溯摘录。这是来源记录，不是综合分析或推荐。

Open ticker dossier打开个股档案MTH

12 exact excerpts 条原文摘录 31 numeric receipts 个数值回执 B governed source tier 治理来源层级 Transcript present电话会文本已具备

The record记录内容

Call language, kept intact.电话会表述，保持原貌。

The excerpts below are selected from the source record under the bounded evidence policy. Wording is not paraphrased; numbers remain the exact spans captured from the call.以下摘录按受限证据策略从来源记录中选出。文字未被改写；数字保持电话会中捕获的精确片段。

guidancemarginsrisksq_and_a

“Although this higher basis will continue to be a margin headwind in the near term, we anticipate some margin relief will start at the tail end of 2027 or early into 2028 as lower basis land begins to roll through our P&L, assuming the current impact from oil and gas price increases is not prolonged.”

Hilla Sferruzza · CEOclaim_bfd1c3b412c552a5b72a5a7e381d5182

Exact numeric spans精确数值片段20272028

guidanceperformanceq_and_a

“As of June 30, 2026, we owned or controlled a total of about 73,200 lots, equating to 5.2-year supply to last 12 months closings, slightly above our target of four to five-year supply, but reflective of the upcoming community count growth we expect over the next 18 months.”

Hilla Sferruzza · CEOclaim_66281ea7d751c094ee2f8a54c0d24d9d

Exact numeric spans精确数值片段30202673,2005.21218

Member evidence layer会员证据层

10 more verified excerpts continue below.条更多已核验摘录在下方继续。

You have the public source preview. Essential and Pro unlock the complete call record, every remaining numeric receipt, and the full audit table—without replacing source language with generated opinion.你正在阅读公开来源预览。Essential 与 Pro 可解锁完整电话会记录、全部剩余数值回执和完整审计表——不会用生成式观点替代来源原文。

Unlock full company intelligence解锁完整公司情报

2 public excerpts 条公开摘录10 member excerpts 条会员摘录31 total numeric receipts 个数值回执

Inspect the source receipts检查来源回执43 bound spans个已绑定片段

Each available row identifies the source body, transcript segment and byte span used to verify the visible text.每个可用行都标识用于核验可见文本的来源正文、电话会片段和字节范围。

Claim主张	Kind类型	Segment片段	Byte span字节范围	Text hash文本哈希
`claim_bfd1c3b412c552a5b72a5a7e381d5182`	quote	17	449–749	`a6d0d8bbbd2e1a…`
`claim_45296ffca8da8303af259d80b981ce10`	numeric	17	595–599	`5313e5bf17148d…`
`claim_24a8a113dfab44dfce9bac8b9ad84fc4`	numeric	17	614–618	`6ae9e4d22c4670…`
`claim_66281ea7d751c094ee2f8a54c0d24d9d`	quote	25	383–656	`9eb8536f8ba03f…`
`claim_bb2b9bcea43cd286fc99ae2347bb0c1a`	numeric	25	394–396	`624b60c58c9d8b…`
`claim_c4584d4b9e33922ec448aa00c52c236e`	numeric	25	398–402	`158a323a7ba448…`
`claim_f2599c44092b4b7bcdf214de8da851bb`	numeric	25	444–450	`d7969e097dfc9a…`
`claim_ab5d6f06f5b1c38b5b1ebdd26f5a49f5`	numeric	25	469–472	`6c6a464eca2301…`
`claim_464dad79109aed16f04e593297e5df9c`	numeric	25	493–495	`6b51d431df5d7f…`
`claim_682202aec6bf52df6b727e065aac2f56`	numeric	25	646–648	`4ec9599fc203d1…`