LGI Homes, Inc. (LGIH) Q2 2025 Earnings Call

Concluded Aug 5, 2025

Aug 5, 2025 0 turns

Period: FY2025 Q2
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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Gross margin and cost management 23 Backlog growth 13 Land pipeline 12 Inventory age and spec strategy 11 Pricing and affordability 11 Wholesale channel 3

Management tone

Positive

Net tone +25 · moderate hedging

Grounding quotes

“The first quarter played out largely as we expected, reflecting disciplined execution across the organization and steady demand for our homes.”
“Our gross margin before inventory related charges of 20.2% and adjusted gross margin of 23.4% were both modestly above the high end of our full year outlook”
“Adjusted EBITDA increased 30% to $24.4 million”
“our backlog at quarter end was 1,699 homes, which represents a 63% increase year-over-year, a 22% increase sequentially, and marks the highest number of units in backlog since the first quarter of 2022”

Research coverage

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Revenue $488.24M -19% YoY

Diluted EPS $1.36 -45.2% YoY

Net income $31.53M -46.2% YoY

Research materials

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8-K earnings release Filed Aug 5, 2025 10-Q report Filed Aug 5, 2025

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Southeast Reportable Segment$150.11M +10.8% YoY

Central Reportable Segment$115.92M -33.2% YoY

West Reportable Segment$100.34M -21.7% YoY

Florida Reportable Segment$66.57M -31.6% YoY

Northwest Reportable Segment$55.30M -18.8% YoY

Capital returned

Buybacks · derived: $20.59M
Shares repurchased: 367,568

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