MiddlebyTaylor Morrison

Middleby vs Taylor Morrison

This page compares Middleby Corp. and Taylor Morrison Home Corp., examining their business models, financial performance, and market context. It presents an impartial overview of how each company oper...

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The United States and Indonesia have announced a landmark trade agreement, eliminating tariffs on over 99% of U.S. exports. This deal creates a significant opportunity for American companies in the industrial, food, and technology sectors to expand into a large and growing market.

Published: July 23, 2025

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Creative Kitchen

Creative Kitchen

Invest in the innovators and providers that equip today's home chefs. This carefully selected portfolio spans pantry staples to premium appliances, representing companies that fuel our growing passion for creating delicious food at home.

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Investment Analysis

Middleby

Pros

  • Middleby beat Q3 2025 earnings estimates with adjusted EPS of $2.37, surpassing analyst expectations of $2.11.
  • The company achieved a modest revenue beat in Q3 2025 with $982.1 million, slightly above the $980.3 million consensus, supported by acquisitions and favourable FX.
  • Middleby is actively engaged in strategic initiatives including a review and planned spin-off of its food processing business plus ongoing share repurchases to enhance shareholder value.

Considerations

  • Organic net sales declined by 0.1% year-over-year in Q3 2025, despite overall sales growth being reported at 4.2%.
  • A significant non-cash impairment charge of $709.1 million related to the Residential Kitchen business caused a GAAP loss per share of $(10.15) in Q3 2025.
  • Middleby’s share price shows some volatility, trading with a beta of 1.59 and a 52-week range from $118.09 to $182.73, indicating risk from market fluctuations.
Taylor Morrison

Pros

  • Taylor Morrison is a well-diversified homebuilder with leadership in multiple segments including East, Central, West, and Financial Services focusing on high-growth residential markets.
  • The company has a strong market presence with a market cap around $6.9 billion and a P/E ratio near 8.66, indicating potentially reasonable valuation relative to earnings.
  • Taylor Morrison benefits from steady demand in entry-level to resort lifestyle housing, supported by its significant revenue generation especially from its East segment.

Considerations

  • Taylor Morrison’s stock price has shown volatility over the past year with a 52-week range from $37.23 to $65.53, reflecting sensitivity to housing market cycles and economic conditions.
  • The company does not currently pay dividends, which may reduce appeal for income-focused investors compared to some peers.
  • Exposure to cyclical risks in residential construction markets could impact revenue and margins due to changes in interest rates and housing demand dynamics.

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