Industry Sales:

• Residential construction: 100%

TOP 3 Markets:

1. California: 35%
2. Texas: 25%
3. Washington: 15%

Tri Pointe Homes, Inc. is primarily engaged in residential construction, with all revenue coming from this industry. The company's largest markets are California, Texas, and Washington, which together account for the majority of revenue. California is the leading market, driven by high demand for housing in the state. Texas and Washington follow, with both markets also benefiting from strong demand and favorable economic conditions.

Production Sites: USA (various regions)

Tri Pointe Homes, Inc. is a leading construction company in the United States specializing in the development and construction of residential properties. The company primarily produces its houses in several key regions within the USA, including California, Texas, and the East Coast.

The strategic distribution of production sites enables Tri Pointe Homes to respond to regional market needs and maximize logistical efficiency. This helps to shorten construction times and optimize costs.

Revenue Growth: Estimated 8-10% (2026)

Tri Pointe Homes, Inc. pursues a growth strategy focused on geographic expansion and product diversification. The company plans to strengthen its presence in high-growth regions of the USA, particularly in states with high population growth and economic expansion.

Another key focus is on developing sustainable and energy-efficient housing solutions to meet the increasing demands of environmentally conscious buyers. This includes investments in new construction methods and technologies aimed at reducing construction costs and the ecological footprint of projects.

In addition, Tri Pointe Homes is leveraging strategic acquisitions to increase its market share and capitalize on synergies resulting from integrating new companies. This strategy is intended to enhance competitiveness and ensure long-term growth.

Main raw materials: Wood, steel, concrete, glass

Countries of origin:

• Wood: Canada, Sweden
• Steel: China, South Korea
• Concrete: USA (local production)
• Glass: Germany, Mexico

Tri Pointe Homes, Inc. sources a variety of raw materials for the construction of residential properties. Wood is mainly imported from Canada and Sweden, as these countries are known for their sustainable forestry practices and high quality.

Steel is often imported from China and South Korea, as these countries offer competitive prices and high production capacity. Concrete is typically produced locally in the USA to minimize transportation costs and reduce environmental impact.

Glass is imported from Germany and Mexico, with Germany known for its high-quality glass products and Mexico being preferred due to geographical proximity and trade agreements.

Market share: Estimated at 2.5% (2026, based on historical data and market trends)

Gross margin: 21% (2025)

Return on equity (ROE): 13% (2025)

Tri Pointe Homes, Inc. is a significant player in the US housing construction market. The company's competitive advantage lies in its strong regional presence and ability to develop high-quality residential projects tailored to the needs of local markets.

Another advantage is the diversification of projects across multiple states, which mitigates the risk of market fluctuations. The 21% gross margin indicates that the company is able to efficiently manage its construction costs while still offering competitive prices.

The 13% return on equity suggests that Tri Pointe Homes effectively utilizes capital to generate profits, which is a sign of solid financial health. Overall, the company has a moderate competitive advantage supported by its strategic market position and operational efficiency.

Institutional Investor Share: approximately 95% (2026, estimated based on historical trends) Insider Buys/Sells: No significant transactions in the last year (2026, estimated)

Tri Pointe Homes, Inc. traditionally has a high institutional investor share, which is around 95%. This demonstrates the confidence of large investment firms in the company's stability and growth potential.

Regarding insider transactions, there were no significant buys or sells in the last year, which could indicate a stable confidence of the management in the company's future development.

Market share of Tri Pointe Homes, Inc.: Estimated around 2-3% (2026)

Top competitors and market shares:

1. D.R. Horton, Inc. (NYSE:DHI): around 10-12%
2. Lennar Corporation (NYSE:LEN): around 9-11%
3. PulteGroup, Inc. (NYSE:PHM): around 6-8%
4. NVR, Inc. (NYSE:NVR): around 4-6%
5. Toll Brothers, Inc. (NYSE:TOL): around 3-5%
6. KB Home (NYSE:KBH): around 2-4%
7. Tri Pointe Homes, Inc. (NYSE:TPH): around 2-3%

Tri Pointe Homes, Inc. has a relatively small market share compared to the industry's leading companies. The market for homebuilding companies in the USA is highly fragmented, making it challenging to gain a large market share.

Moat of Tri Pointe Homes:

Tri Pointe Homes, Inc. has some strategic advantages, such as a strong presence in high-growth regions and a diversified product portfolio targeting various customer segments. However, the moat is less pronounced compared to larger competitors like D.R. Horton or Lennar Corporation. These companies benefit from economies of scale, broader geographic coverage, and stronger brand recognition.

While Tri Pointe Homes may succeed in certain niche markets, the larger competitors have a significant advantage in terms of size and resources, which can be considered as a stronger moat.

Revenue Growth: 10% (2025) Profit Growth: 8% (2025) Market Share in Residential Construction: 3% (2025)

Tri Pointe Homes, Inc. recorded a revenue growth of 10% in 2025, attributed to solid demand in residential construction. Profit growth was at 8%, indicating efficient cost controls and improved operational performance.

The company holds a 3% market share in the US residential construction market, signaling a stable market presence. Strategic focus on high-growth regions and the introduction of new, attractive housing projects could further strengthen growth potential.

Overall, Tri Pointe Homes, Inc. demonstrates positive business development supported by a strong market position and solid financial results. Analysts may therefore have a positive outlook on the company's long-term investment prospects, especially if the residential construction market continues to remain robust.

Dividend payment: No dividend (as of 2023)

Tri Pointe Homes, Inc. has not paid any dividends to its shareholders in recent years. Instead, the company has focused on reinvesting its profits into the growth and expansion of its business.

The reliability of dividend payouts is therefore not relevant as there is currently no dividend policy being pursued. Investors in Tri Pointe Homes should focus more on capital growth rather than dividend yields.