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Taylor Wimpey FY2025 Profit Meets Guidance Amid Market Challenges

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Taylor Wimpey reported full-year 2025 adjusted operating profit of £420.6 million, meeting its guidance and analyst expectations as the UK homebuilder delivered 10,614 completions, up 6.4% from the prior year. Revenue rose 13.0% to £3,844.6 million driven by higher volumes and a 5.0% increase in average selling price to £335,000.

However, adjusted operating profit margin declined to 10.9% from 12.2% year-over-year, reflecting softer pricing and low single-digit build cost inflation. The company increased its cladding fire safety provision by £225.8 million during the year, primarily for cavity barrier remediation. Exceptional costs totaled £243.8 million, including commitments to the Competition and Markets Authority.

The company announced an updated distribution policy maintaining total returns at 7.5% of net assets or at least £250 million annually. Taylor Wimpey declared a final dividend of 2.95 pence per share, totaling approximately £105 million, alongside a £52 million share buyback to be completed by end-June 2026.