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MRP · Millrose Properties, Inc.

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$30.33 +0.09 (+0.30%) At close · Aug 14
Market Cap
$5.04B
Shares
166.05M

Millrose Properties, Inc. Earnings Call Transcripts

Every quarterly earnings call for Millrose Properties, Inc. (MRP) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Earnings call
FY26 · Q2
2026-08-04
Q2 2026 Earnings Call
Confident tone Underwriting discipline and portfolio durability Capital deployment and recycling AFFO and dividend
Revenue
$196.85M
▲ 32.1% YoY
Diluted EPS
$0.76
▲ 11.8% YoY
Rev · 5q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Millrose Properties, Inc. Q1 FY2026 Earnings Call
Confident tone Homebuilder demand and counterparties Capital deployment and platform growth Capital efficiency and homebuilder pain points
Revenue
$194.93M
▲ 135.7% YoY
Diluted EPS
$0.74
▲ 89.7% YoY
Rev · 4q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Millrose Properties, Inc. Q4 FY2025 Earnings Call
Confident tone Counterparty relationships and diversification Capital structure and balance sheet discipline Housing affordability and supply impact
Revenue
$189.50M*
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-10-23
Millrose Properties, Inc. Q3 FY2025 Earnings Call
Confident tone Homebuilder partnerships expansion Technology and data platform Balance sheet and liquidity
Revenue
$179.26M
Diluted EPS
$0.63
Rev · 3q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-07-31
Millrose Properties, Inc. Q2 FY2025 Earnings Call
Revenue
$149.00M
Diluted EPS
$0.68
Rev · 2q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-05-14
Millrose Properties, Inc. Q1 FY2025 Earnings Call
Confident tone Dividend policy and REIT structure Lennar relationship and capital recycling Raised full-year guidance
Revenue
$82.70M
Diluted EPS
$0.39
Audio Transcript Slides 8-K10-Q
Showing 1–6 of 6 earnings calls
Key facts CIK 2017206 CUSIP 601137102 13F (30d) 483 filings 473 filers Visit website Investor relations