$25.87+0.8%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $211M | $179.3M | +17.71% |
| Profit | $130M | $105.1M | +23.74% |
| Profit per share | $0.78 | $0.63 | +23.81% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
“Millrose delivered a record third quarter, driven by disciplined underwriting and the resilience and adaptability of our platform in a challenging housing market,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Millrose (NYSE: MRP) is the premier homesite option platform for residential homebuilders. The company specializes in the acquisition and horizontal development of land to provide a predictable, just-in-time supply of finished homesites — the most scarce and mission-critical resource in the homebuilding industry. Unlike traditional land bankers, Millrose utilizes a proprietary technology platform that provides real-time feedback and data analytics to drive acquisition decisions. Every transaction in the Millrose portfolio undergoes rigorous independent due diligence to ensure attractive yields and long-term viability. By enabling an asset-light model, Millrose provides its diverse roster of homebuilder and developer partners with the strategic flexibility to maintain production volumes and optimize balance sheet efficiency across all market environments.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Millrose Properties, Inc.’s Item 2.02 8-K filed October 27, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Millrose Properties, Inc. has no earnings call transcript available.
Just reported
From Millrose Properties, Inc.'s results release of October 27, 2026; its quarterly report has since been filed.
Actual
$211M
+18% y/y
+7.2% q/q
Guided
—
No guide given
Actual
$0.78
+24% y/y
+2.6% q/q
Guided
—
No guide given
Actual
$180.5M
+18% y/y
+7.6% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.