Taylor Wimpey plc (TWODY) Q4 2025 Sales/Trading Call January 15, 2026 4:00 AM EST
Company Participants
Jennie Daly – CEO & Executive Director
Chris Carney – Group Finance Director & Executive Director
Conference Call Participants
William Jones – Rothschild & Co Redburn, Research Division
Aynsley Lammin – Investec Bank plc, Research Division
Ami Galla – Citigroup Inc., Research Division
Christopher Millington – Deutsche Bank AG, Research Division
Allison Sun – BofA Securities, Research Division
Zaim Beekawa – JPMorgan Chase & Co, Research Division
Rebecca Parker – Goldman Sachs Group, Inc., Research Division
Samuel Cullen – Peel Hunt LLP, Research Division
Harry Goad – Joh. Berenberg, Gossler & Co. KG, Research Division
Presentation
Operator
Hello, everyone, and thank you for joining the Taylor Wimpey Trading Update. My name is Gabrielle, and I will be coordinating your call today. [Operator Instructions]
I will now hand over to your host, Jennie Daly. Please go ahead.
Jennie Daly
CEO & Executive Director
Thank you, Gabrielle. Well, good morning, everyone, and happy New Year to you. As usual, I’m here with Chris. I know that you will have seen today’s statement, but I’ll say just a few words before handing over for your questions. So there’s no doubt that 2025 was another challenging year for the industry. However, despite this, we delivered a robust performance. We are delivering on our strategy and remain confident about how the business is positioned for the medium term, but I’ll come back to this later.
So first, 2025 performance. We’ve spoken to you before about how the delayed budget impacted customer sentiment in the second half of the year. So I won’t labor this. But given the customer uncertainty that’s caused, I am very pleased with our robust closeout of the year. Our U.K. net private reservation rate for 2025 was 0.75 homes per outlet per week compared to 0.75 in 2024, with a
