$MRP (Millrose Properties) — 8-K: MRP Q3 FY26: Adj EPS $0.80 Beats Street by $0.03 (+3.5%); Q4 Guide Raised to $0.82–$0.84

Millrose printed Q3 FY26 adjusted EPS of $0.80, beating the $0.77 consensus by $0.03 (+3.5%). Revenue came in at $211M, up 11.3% YoY, with net income of $130M. Management raised Q4 FY26 adjusted EPS guidance to $0.82–$0.84, citing disciplined underwriting and platform resilience in a challenging housing market. The quarter also featured a new $250M share repurchase authorization and expanded counterparty diversification to 22 homebuilder and developer relationships.

Millrose printed Q3 FY26 adjusted EPS of $0.80, beating the $0.77 consensus by $0.03 (+3.5%). Revenue came in at $211M, up 11.3% YoY, with net income of $130M. Management raised Q4 FY26 adjusted EPS g