Smith Douglas Homes Corporation (SDHC)
NYSE NYSE Primary 
Smith Douglas Homes Corp. (SDHC) Q2 2025 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Gregory S. Bennett - President, CEO & Vice Chairman Joe Thomas - Corporate Participant SVP of Accounting & Finance - Corporate Participant Russell Devendorf - Executive VP & CFO Conference Call Participants Alex Barrón - Housing Research Center, LLC Andrew Azzi - JPMorgan Chase & Co, Research Division Jay McCanless - Wedbush Securities Inc., Research Division Paul Allen Przybylski - Wolfe Research, LLC Rafe Jason Jadrosich - BofA Securities, Research Division Richard Samuel Reid - Wells Fargo Securities, LLC, Research Division Stephen Mea - RBC Capital Markets, Research Division Operator Hello, and welcome to Smith Douglas Homes Second Quarter 2025 Call and Webcast.
Smith Douglas Homes Corp. (SDHC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Smith Douglas Homes Corp. (SDHC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Smith Douglas Homes Corp. (SDHC) Reports Q2 Loss, Beats Revenue Estimates
Smith Douglas Homes Corp. (SDHC) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of $0.25. This compares to earnings of $0.4 per share a year ago.
Analysts Estimate Smith Douglas Homes Corp. (SDHC) to Report a Decline in Earnings: What to Look Out for
Smith Douglas Homes Corp. (SDHC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Smith Douglas Homes Corp.: Rating Downgrade On Poor Near-Term Setup
I downgrade SDHC to a sell as demand weakens, backlog erodes, and management pulls FY25 guidance amid growing uncertainty. Margin deterioration is accelerating due to heavy reliance on incentives and rising land costs, with no clear path to recovery. Despite headline revenue growth, underlying profitability is unsustainable as SDHC sacrifices margins to preserve volume.
Smith Douglas Homes Corp. (SDHC) Q1 2025 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q1 2025 Earnings Conference Call May 14, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting and Finance Greg Bennett - Vice Chairman and CEO Russ Devendorf - Executive Vice President and CFO Conference Call Participants Alex Isaac - JPMorgan Stephen Mea - RBC Capital Markets Jay McCanless - Wedbush Rafe Jadrosich - Bank of America Operator Thank you for standing by. My name is Tina, and I will be your conference operator today.
Smith Douglas Homes: Earnings Growth Outlook Has Gotten Worse (Rating Downgrade)
I downgrade Smith Douglas Homes Corp. to a hold rating due to worsening macroeconomic conditions and deteriorating fundamentals. Despite strong 4Q24 home closings, rising mortgage rates and land costs are negatively impacting SDHC's earnings growth outlook. SDHC's heavy use of incentives to capture demand is compressing margins, and affordability constraints are limiting effective demand.
Smith Douglas Homes Corp. (SDHC) Q4 2024 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q4 2024 Earnings Conference Call March 12, 2025 8:30 AM ET Company Participants Joe Thomas - Senior Vice President, Accounting & Finance Greg Bennett - Vice Chairman & Chief Executive Officer Russ Devendorf - Executive Vice President & Chief Financial Officer Conference Call Participants Andrew Ozzie - JPMorgan Sam Reid - Wells Fargo Trevor Allinson - Wolfe Research Jay McCanless - Wedbush Alex Barron - Housing Research Center Operator Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.
Homebuilders Brace For Tough 2025, Analyst Downgrades D.R. Horton And Smith Douglas Amid Market Pressures
BofA Securities analyst Rafe Jadrosich downgraded D.R. Horton, Inc. DHI and Smith Douglas Homes Corp. SDHC, citing a tough outlook for homebuilder stocks as the spring selling season approaches.
Smith Douglas Homes Corp (SDHC) Q3 2024 Earnings Call Transcript
Smith Douglas Homes Corp (NYSE:SDHC ) Q3 2024 Results Conference Call November 12, 2024 8:30 AM ET Company Participants Joe Thomas - SVP, Accounting & Finance Greg Bennett - Vice Chairman & Chief Executive Officer Russell Devendorf - Chief Financial Officer Conference Call Participants Mike Dahl - RBC Capital Markets Andrew Azzi - J.P. Morgan Sam Reid - Wells Fargo Jay McCanless - Wedbush Securities Rafe Jadrosich - Bank of America Alex Barron - Housing Research Center Operator Thank you for standing by.
Smith Douglas Homes Corp. (SDHC) Q2 2024 Earnings Call Transcript
Smith Douglas Homes Corp. (NYSE:SDHC ) Q2 2024 Earnings Conference Call August 14, 2024 8:30 AM ET Company Participants Joe Thomas - SVP, Accounting & Finance Greg Bennett - Vice Chairman & CEO Russ Devendorf - EVP & CFO Conference Call Participants Andrew Azzi - J.P. Morgan Rafe Jadrosich - Bank of America Mike Dahl - RBC Capital Markets Sam Reid - Wells Fargo Jay McCanless - Wedbush Securities.
