SDHC · Smith Douglas Homes Corp. · Earnings Call Transcripts & Audio
Market Cap
$510.32M
Shares
50.83M
Smith Douglas Homes Corp. Earnings Call Transcripts
Quarterly earnings calls for Smith Douglas Homes Corp. (SDHC), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
·
$217.33M
$29.68M
'23 Q4
24-03-20
▲12.5%
$189.21M
$2.97M
'24 Q1
24-05-14
▲21.7%
$220.93M
$3.65M
'24 Q2
24-08-14
▲40.6%
$277.83M
$5.35M
'24 Q3
24-11-12
▲32.3%
$287.49M
$4.11M
'24 Q4
25-03-12
▲18.8%
$224.72M
$2.68M
'25 Q1
25-05-14
▲1.4%
$223.92M
$2.37M
'25 Q2
25-08-06
▼5.7%
$262.04M
$2.13M
'25 Q3
25-11-05
▼9.4%
$260.43M
$3.52M
'25 Q4
26-03-11
▼8.1%
$206.44M
$565,000
'26 Q1
26-04-29
LATEST
▲21.9%
$273.03M
$246,000
'26 Q2
26-08-06
Earnings call
FY26 · Q2
2026-08-06
Smith Douglas Homes Corp. (SDHC) Q2 2026 Earnings Call Transcript
Positive tone
Affordability and incentive pressure on margins
Growth in orders and closings
Land strategy and lot discipline
Revenue
$273.03M
▲ 21.9% YoY Diluted EPS
$0.03
▼ 88.5% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-29
Smith Douglas Homes Corp. (SDHC) Q1 2026 Earnings Call Transcript
Positive tone
Gross margin and pricing flexibility
Earnings and revenue results
Geographic expansion and scale
Revenue
$206.44M
▼ 8.1% YoY Diluted EPS
$0.06
▼ 80% YoY Gross margin
19.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-03-11
Smith Douglas Homes Corp. (SDHC) Q4 2025 Earnings Call Transcript
Balanced tone
Discipline and sales pace management
Demand environment and affordability
Margins and incentives
Revenue
$260.43M*
▼ 9.4% YoY Gross margin
19.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-11-05
Smith Douglas Homes Corp. (SDHC) Q3 2025 Earnings Call Transcript
Positive tone
Pricing and incentives
Demand and orders
Operations and cycle times
Revenue
$262.04M
▼ 5.7% YoY Diluted EPS
$0.24
▼ 58.6% YoY Gross margin
21.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-06
Smith Douglas Homes Corp. (SDHC) Q2 2025 Earnings Call Transcript
Positive tone
Pricing and incentives
Geographic expansion (DFW and Gulf Coast/Alabama)
Balance sheet and capital allocation
Revenue
$223.92M
▲ 1.4% YoY Diluted EPS
$0.26
▼ 35% YoY Gross margin
23.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-14
Smith Douglas Homes Corp. (SDHC) Q1 2025 Earnings Call Transcript
Positive tone
Profitability and Margins
Full-Year 2025 Outlook
Affordability and Demand
Revenue
$224.72M
▲ 18.8% YoY Diluted EPS
$0.30
▼ 9.1% YoY Gross margin
23.8%
Rev · 7q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-12
Smith Douglas Homes Corp. (SDHC) Q4 2024 Earnings Call Transcript
Positive tone
Gross Margin Pressure
Mortgage Rates and Affordability
Community Count Expansion
Revenue
$287.49M*
▲ 32.3% YoY Gross margin
25.5%
Rev · 6q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Smith Douglas Homes Corp. (SDHC) Q3 2024 Earnings Call Transcript
Confident tone
Profitability and Margins
Buyer Demand and Market Conditions
Guidance and Outlook
Revenue
$277.83M
▲ 40.6% YoY Diluted EPS
$0.58
Gross margin
26.5%
Rev · 6q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-14
Smith Douglas Homes Corp. (SDHC) Q2 2024 Earnings Call Transcript
Confident tone
Backlog and pricing outlook
Operational execution and efficiency
Houston division integration and growth
Revenue
$220.93M
▲ 21.7% YoY Diluted EPS
$0.40
Gross margin
26.7%
Rev · 5q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-14
Smith Douglas Homes Corp. (SDHC) Q1 2024 Earnings Call Transcript
Confident tone
Houston/Devon Street integration
Sales incentives and affordability
Land-light lot strategy
Revenue
$189.21M
▲ 12.5% YoY Diluted EPS
$0.33
Gross margin
26.1%
Rev · 4q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-20
Smith Douglas Homes Corp. (SDHC) Q4 2023 Earnings Call Transcript
Positive tone
2023 financial performance
Houston acquisition and integration
Operational platform and cycle times
Revenue
$217.33M*
Gross margin
26.7%
Rev · 3q
Audio
Transcript
Slides
8-K10-K
Showing 1–11 of 11 earnings calls