Executive readout · one minute
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MRP
$30.33
+0.30%
MRP · Millrose Properties, Inc.
$30.33
+0.09 (+0.30%)
At close · Aug 14
View the 10-K filed Mar 2, 2026
Customer concentration
— top customer 88% of revenue
One customer — 88% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company derived from Lennar approximately 84% of the Company's total revenues and 88% of the Company's total option fee revenues.”
One customer — 85% of revenue (the year ended December 31, 2025)
“Revenues earned under the Master Program Agreement with Lennar represented 85% of the Company's total option fee revenues.”
One customer — 84% of revenue (the year ended December 31, 2025)
“For the year ended December 31, 2025, the Company derived from Lennar approximately 84% of the Company's total revenues and 88% of the Company's total option fee revenues.”
Market Cap
$5.04B
Shares
166.05M
All earnings calls
Earnings call · FY2025 Q2
Millrose Properties, Inc. Q2 FY2025 Earnings Call
Millrose Properties, Inc. Q2 FY2025 Earnings Call
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Revenue
$149.00M
Diluted EPS
$0.68
Net income
$112.76M
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Quarter detail
How the reported period landed and where the business moved.
SEC filing · Item 2.02
8-K earnings release
Filed Jul 31, 2025 · complete as-filed document
SEC periodic report
10-Q report
Filed Jul 31, 2025 · complete as-filed document