Legacy Housing Corporation (LEGH)
Earnings Estimates Moving Higher for Legacy Housing (LEGH): Time to Buy?
Legacy Housing (LEGH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Legacy Housing Q1 Earnings Call Highlights
Legacy Housing NASDAQ: LEGH reported first-quarter 2026 results that showed modest revenue pressure but improved profitability, helped by lower operating expenses and a favorable tax rate. Management also pointed to a meaningful mix shift in sales channels, a growing contribution from its loan portfolio, and a pipeline of workforce housing orders that it expects will begin shipping in the second quarter.
Legacy Housing Corporation (LEGH) Q1 2026 Earnings Call Transcript
Legacy Housing Corporation (LEGH) Q1 2026 Earnings Call Transcript
Legacy Housing (LEGH) Q1 Earnings Surpass Estimates
Legacy Housing (LEGH) came out with quarterly earnings of $0.46 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.41 per share a year ago.
Wall Street Analysts See a 26.14% Upside in Legacy Housing (LEGH): Can the Stock Really Move This High?
The mean of analysts' price targets for Legacy Housing (LEGH) points to a 26.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Legacy Housing Corporation: Low Multiples, High Earnings Yield, Growth Priced At Zero
Legacy Housing Corporation is rated buy, trading below book value and at a depressed P/E, offering a compelling risk-reward profile. LEGH's recent EPS and revenue declines are viewed as cyclical, not structural, with long-term fundamentals and balance sheet strength intact. The company's integrated financing model generates high-quality interest income, with lending assets comprising over half its balance sheet and yields above 8-13%.
Legacy Housing Q4 Earnings Call Highlights
Legacy Housing (NASDAQ: LEGH) reported lower revenue and earnings for the fourth quarter and full year 2025, as demand from mobile home park operators slowed and the company absorbed higher costs and a larger loan loss provision. Management emphasized that affordability tailwinds for manufactured housing remain intact, but said tariffs, labor inefficiency, and limited available home
Legacy Housing Corporation (LEGH) Q4 2025 Earnings Call Transcript
Legacy Housing Corporation (LEGH) Q4 2025 Earnings Call Transcript
Legacy Housing Corporation: Future Growth Prospects Are Compelling
Legacy Housing Corporation remains a "Buy" despite recent revenue and profit declines, supported by a strong balance sheet and attractive valuation. LEGH's Q3 results showed unit sales dropping from 475 to 420, but average revenue per unit rose to $68,500, reflecting pricing power amid industry headwinds. Growth prospects are underpinned by recent acquisitions (AmeriCasa, FutureHomeX, Houston lot), expected to boost retail unit sales by 50%–60% next year.
Legacy Housing Corporation (LEGH) Q3 2025 Earnings Call Transcript
Legacy Housing Corporation ( LEGH ) Q3 2025 Earnings Call November 10, 2025 11:30 AM EST Company Participants Curtis Hodgson - Co-Founder & Executive Chairman Ronald Arrington - Interim CFO, Principal Financial & Accounting Officer Conference Call Participants Dan Moore - CJS Securities, Inc. Alexander Rygiel - Texas Capital Securities, Research Division Mark Smith - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Legacy Housing Corporation Third Quarter 2025 Earnings Conference Call.
Legacy Housing (LEGH) Lags Q3 Earnings and Revenue Estimates
Legacy Housing (LEGH) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $0.64 per share a year ago.
Legacy Housing: More Upside Is Warranted
Legacy Housing remains a soft 'buy' due to strong revenue growth, driven by higher unit sales and increased average pricing. Texas is a key market, with expansion at Falcon Ranch promising further revenue upside as additional lots are developed. Despite a dip in net income, cash flow and EBITDA improved, and the company's net cash position provides resilience in a tough housing market.
