Tri Pointe Homes Inc 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March31, 2026or☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File Number 1-35796_____________________________________________________________________________________________ Tri Pointe Homes, Inc. (Exact Name of Registrant as Specified in Its Charter)_____________________________________________________________________________________________ 940 Southwood Blvd, Suite200Incline Village, Nevada 89451(Address of principal executive offices) (Zip Code)Registrant’s telephone number, including area code (775)413-1030Not Applicable(Former name, former address and former fiscal year, if changed since last report)____________________________________________________________________________________________________ Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d) of the Securities Exchange Act of 1934 during the preceding12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T(§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule12b-2 of theExchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒85,163,883 shares of the registrant’s common stock were issued and outstanding as of April 15, 2026. EXPLANATORY NOTE As used in this quarterly report on Form 10-Q, references to “Tri Pointe”, “the Company”, “we”, “us”, or “our” (including in theconsolidated financial statements and related notes thereto in this annual report on Form 10-Q) refer to Tri Pointe Homes, Inc., a Delawarecorporation, and its consolidated subsidiaries. TRI POINTE HOMES, INC.QUARTERLY REPORT ON FORM 10-QINDEXMarch31, 2026 PART I.FINANCIAL INFORMATION Item 1.Financial Statements3Consolidated Balance Sheets as ofMarch 31, 2026(unaudited) and December 31, 20253Consolidated Statements of Operations for the Three Months Ended March 31, 2026 and 2025(unaudited)4Consolidated Statements of Equity for the Three Months Ended March 31, 2026 and 2025(unaudited)5Consolidated Statements of Cash Flows for the Three Months Ended March 31, 2026 and 2025(unaudited)6Notes to Consolidated Financial Statements (unaudited)7Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations28Item 3.Quantitative and Qualitative Disclosures About Market Risk40Item 4.Controls and Procedures40 Part II.OTHER INFORMATION Item1.Legal Proceedings42Item1A.Risk Factors42Item 2.Unregistered Sales of Equity Securities, Use of Proceeds, and Issuer Purchases of Equity Securities42Item 5.Other Information42Item6.Exhibits43 TRI POINTE HOMES, INC.CONSOLIDATED BALANCE SHEETS(in thousands, except share and per share amounts) TRI POINTE HOMES, INC.CONSOLIDATED STATEMENTS OF OPERATIONS(unaudited)(in thousands, except share and per share amounts) TRI POINTE HOMES, INC.CONSOLIDATED STATEMENTS OF EQUITY(unaudited)(in thousands, except share amounts) TRI POINTE HOMES, INC.CONSOLIDATED STATEMENTS OF CASH FLOWS(unaudited)(in thousands) TRI POINTE HOMES, INC.CONDENSED NOTES TO CONSOLIDATED FINANCIAL STATEMENTS(unaudited) 1.Organization, Basis of Presentation and Summary of Significant Accounting Policies Organization Tri Pointe is engaged in the design, construction and sale of innovative single-family attached and detached homes across twelvestates, including Arizona, California, Colorado, Florida, Maryland, Nevada, North Carolina, South Carolina, Texas, Virginia, Utah andWashington, and the District of Columbia. In April 2024, we announced our expansion into the Coastal Carolinas region, which includesparts of South Carolina and Georgia. While we have an established presence in South Carolina, we have not yet commenced operations inGeorgia as of March31, 2026. On February 13, 2026, the Company entered into the Agr