Skip to content
Palanor is in early release, with our founding customers.Become a founding customer →
The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.09Palanor: Geopolitical Stress60.0-2.16Palanor: Liquidity57.9-0.79Palanor: Capital Tightness47.5+0.91Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression53.4+0.29Palanor: Consumer Confidence48.6+0.50Palanor: US Dollar Strength46.50.00Palanor: Labor Heat63.2-0.01Palanor: Recession Vocabulary28.1+0.54Palanor: Uncertainty Index53.4+1.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.0-0.52Palanor: Reshoring Sentiment22.8+0.54Palanor: AI Substitution28.4-0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.4-0.45Palanor: Quit Pressure37.6+0.42The Mania Index88.00.00The Palanor Index57.1-0.51Cost Disease Spread33.20.00Palanor: US vs China49.5-0.17Rise of Socialism Index40.8-0.26The Bubble Memory79.90.00Palanor: Steward Confidence50.8+0.13The Long Watch90.30.00The Reshoring Index55.2+0.00The Capital Return Index81.0-0.75The Discourse Index72.4+1.83The Hesitation Index30.8-6.58Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index78.4+1.36The Boardroom Index82.5-0.00The Layoff Cycle Index32.8-2.51Capital Deployment Posture Index62.3+1.26The Consumer Health Index41.7-2.96Labor Hours Composite44.40.00The Dollar Erosion Index66.6+0.14Palanor: Risk Appetite36.2+0.83
PalanorPalanor

Company Dossier · Consumer Discretionary

Millrose Properties

MRPNYSEHomebuildingUSMid cap
  • Russell 1000

What Millrose Properties is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to June 30, 2026: $0.76 billion.SEC EDGAR filings (XBRL)
  • Long-term debt issued in the fiscal year to December 31, 2025: $2.00 billion.SEC EDGAR filings (10-K)
  • Latest earnings call or results release (August 4, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
  • Latest annual report (filed March 2, 2026): 11 risk factors added, 6 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net buyers in Q3 2026: $0.1 million on the open market.SEC Form 4
  • 522 institutional managers reported a position at June 30, 2026 (+37 on the quarter before).SEC Form 13F

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

No bond term sheets or tagged debt on file for Millrose Properties yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

Millrose Properties: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Millrose Properties: revenue, trailing twelve months

$ billions, from SEC filings

$0.76BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Millrose Properties: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Millrose Properties: debt maturity schedule, latest annual report

Scheduled repayments of long-term debt principal by year from the fiscal year end, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Millrose Properties: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Millrose Properties: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

4.1Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Millrose Properties: guidance raised minus lowered

Guidance Ledger statements by quarter

2.0Data to Dec 2025
ImageDataGuidance Ledger by Palanor · source: SEC EDGAR
Business

Millrose Properties: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.30Data to Aug 2026
ImageDataPalanor calculation
Business

Millrose Properties: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.70Data to Aug 2026
ImageDataPalanor calculation
Business

Millrose Properties: risk factors added per annual report

New Item 1A risk factors in each 10-K

11.0Data to Mar 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Millrose Properties: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

$0.1MData 22 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Millrose Properties: institutional holders

Managers reporting a position on Form 13F, by quarter

522.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 6, 20268-K
    Material agreement signedItem 1.01
  2. Sep 21, 20268-K
    Material agreement signedItem 1.01
  3. Sep 1, 20268-K
    Material agreement signedItem 1.01
  4. Aug 5, 20268-K
    Material agreement signedItem 1.01
  5. May 19, 20268-K
    Shareholder vote resultsItem 5.07
  6. Mar 27, 20268-K
    Material agreement signedItem 1.01
  7. Mar 2, 202610-K
    Annual report (10-K)11 risk factors added, 6 removed
  8. Sep 12, 20258-K
    Material agreement signedItem 1.01
  9. Sep 12, 20258-K
    Material agreement terminatedItem 1.02
  10. Aug 8, 20258-K
    Material agreement signedItem 1.01
  11. Aug 4, 20258-K
    Material agreement signedItem 1.01
  12. Jun 26, 20258-K
    Material agreement signedItem 1.01
  13. Mar 31, 202510-K
    Annual report (10-K)
  14. Feb 11, 20258-K
    Material agreement signedItem 1.01
  15. Feb 11, 20258-K
    Acquisition or sale completedItem 2.01
  16. Feb 7, 20258-K
    Material agreement signedItem 1.01
  17. Feb 7, 20258-K
    Change in controlItem 5.01
  18. Feb 7, 20258-K
    Director or officer changeItem 5.02

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
NVR, Inc. NVR$9.5B$1.1BJun 30, 2026
Toll Brothers TOL$10.8B$1.1BJul 31, 2026
PulteGroup PHM$16.4B$1.5BJun 30, 2026
Lennar LEN$32.0B$0.7BAug 31, 2026
D. R. Horton DHI$33.4B$3.2BJun 30, 2026
Wingstop WING$0.7B$0.1BJun 27, 2026
Grand Canyon Education LOPE$1.1B$0.2BJun 30, 2026
Duolingo DUOL$1.1B$0.4BJun 30, 2026

Identity

SEC CIK
2017206

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

Cookies

We only use essential cookies to keep you signed in and remember your theme. No analytics, no tracking, no ads. See the Privacy Policy for the full read.