Legacy Housing (LEGH) Resumen de Acciones
Legacy Housing Corporation se dedica a la construcción, venta y financiación de casas prefabricadas y minicasas principalmente en el sur de Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en LEGH a partir de nuestros controles de riesgos.
LEGH Community Fair Values
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Analyst Price Targets
Competidores de Legacy Housing Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$26.33 |
| Máximo en las últimas 52 semanas | US$29.45 |
| Mínimo de 52 semanas | US$18.29 |
| Beta | 0.78 |
| Cambio en 1 mes | 6.04% |
| Variación en 3 meses | 24.79% |
| Cambio de 1 año | 11.28% |
| Variación en 3 años | 13.00% |
| Variación en 5 años | 63.44% |
| Variación desde la OPV | 118.87% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 07
LEGH: Fair Outlook Balances Margin Recovery With Ongoing Share Repurchases
Legacy Housing's analyst price target has increased from $21 to $24, with analysts citing expectations for gross margins moving toward 30% and additional workforce housing unit shipments as key drivers behind the revised view. What's in the News Legacy Housing has updated its share repurchase activity, completing the buyback of 30,740 shares, representing 0.13% of the company, for US$0.57 million under the program announced on May 7, 2026.
Actualización de narrativa • Jun 23
LEGH: Margin Recovery And Buybacks Will Support Balanced Future Returns
Legacy Housing's analyst price target has shifted to $24 from $21, with analysts pointing to expectations for base business gross margin recovery toward about 30% and additional workforce housing unit shipments in FY26-FY27 as key drivers behind the update. What’s in the News for Legacy Housing Legacy Housing has reported completing the repurchase of 30,740 shares, representing 0.13% of its stock, for a total of US$0.57 million under a buyback that was announced on May 7, 2026.Seeking Alpha • Jun 18
Legacy Housing Continues To Stand Out, Cheap Enough To Buy
Summary Legacy Housing Corporation remains a soft "Buy" as its affordable homes gain appeal amid persistent housing affordability gaps. LEGH’s Q1 2026 saw revenue dip to $34.4 million, but net income rose to $10.9 million and EBITDA to $13.1 million, reflecting improved profitability. Management’s channel shift toward direct sales and strong nontraditional demand (e.g., data centers, oilfields) supports optimism despite weak traditional housing markets. LEGH trades at attractive valuation multiples, boasts a net cash position, and has production capacity largely committed through late summer. Read the full article on Seeking AlphaActualización de narrativa • Jun 06
LEGH: Margin Recovery And Workforce Housing Shipments Will Support Balanced Future Returns
Analysts have nudged their price target for Legacy Housing to $24, with the updated fair value estimate moving to $26.00 as they factor in expectations for gross margin recovery toward 30% and additional workforce housing unit shipments in FY26 to FY27. What's in the News Legacy Housing Corporation announced a share repurchase program authorizing the company to buy back up to US$10 million of its stock, with the program running through February 28, 2029.Actualización de narrativa • May 16
LEGH: Margin Recovery And Workforce Housing Shipments Will Support Future Upside
Legacy Housing's analyst price target has moved from $25.67 to $26.67, with analysts pointing to expectations for gross margin levels near 30% and potential earnings support from workforce housing unit shipments in the FY26 to FY27 period. Analyst Commentary Bullish analysts point to the recent price target reset as reflecting a view that Legacy Housing’s earnings profile could be supported by a combination of gross margin trends and expected demand for workforce housing units through FY26 to FY27.Recent updates
Actualización de narrativa • Jul 07
LEGH: Fair Outlook Balances Margin Recovery With Ongoing Share Repurchases
Legacy Housing's analyst price target has increased from $21 to $24, with analysts citing expectations for gross margins moving toward 30% and additional workforce housing unit shipments as key drivers behind the revised view. What's in the News Legacy Housing has updated its share repurchase activity, completing the buyback of 30,740 shares, representing 0.13% of the company, for US$0.57 million under the program announced on May 7, 2026.Actualización de narrativa • Jun 23
LEGH: Margin Recovery And Buybacks Will Support Balanced Future Returns
Legacy Housing's analyst price target has shifted to $24 from $21, with analysts pointing to expectations for base business gross margin recovery toward about 30% and additional workforce housing unit shipments in FY26-FY27 as key drivers behind the update. What’s in the News for Legacy Housing Legacy Housing has reported completing the repurchase of 30,740 shares, representing 0.13% of its stock, for a total of US$0.57 million under a buyback that was announced on May 7, 2026.Seeking Alpha • Jun 18
Legacy Housing Continues To Stand Out, Cheap Enough To Buy
Summary Legacy Housing Corporation remains a soft "Buy" as its affordable homes gain appeal amid persistent housing affordability gaps. LEGH’s Q1 2026 saw revenue dip to $34.4 million, but net income rose to $10.9 million and EBITDA to $13.1 million, reflecting improved profitability. Management’s channel shift toward direct sales and strong nontraditional demand (e.g., data centers, oilfields) supports optimism despite weak traditional housing markets. LEGH trades at attractive valuation multiples, boasts a net cash position, and has production capacity largely committed through late summer. Read the full article on Seeking AlphaActualización de narrativa • Jun 06
LEGH: Margin Recovery And Workforce Housing Shipments Will Support Balanced Future Returns
Analysts have nudged their price target for Legacy Housing to $24, with the updated fair value estimate moving to $26.00 as they factor in expectations for gross margin recovery toward 30% and additional workforce housing unit shipments in FY26 to FY27. What's in the News Legacy Housing Corporation announced a share repurchase program authorizing the company to buy back up to US$10 million of its stock, with the program running through February 28, 2029.Actualización de narrativa • May 16
LEGH: Margin Recovery And Workforce Housing Shipments Will Support Future Upside
Legacy Housing's analyst price target has moved from $25.67 to $26.67, with analysts pointing to expectations for gross margin levels near 30% and potential earnings support from workforce housing unit shipments in the FY26 to FY27 period. Analyst Commentary Bullish analysts point to the recent price target reset as reflecting a view that Legacy Housing’s earnings profile could be supported by a combination of gross margin trends and expected demand for workforce housing units through FY26 to FY27.Actualización de narrativa • Mar 11
LEGH: New CFO Appointment Will Support Future Upside Potential
Analysts have maintained their $25.67 price target for Legacy Housing, citing largely unchanged assumptions around fair value, revenue growth, profit margins, and future P/E, with only a small adjustment to the discount rate. What's in the News Legacy Housing appointed Jon Langbert, age 60, as Chief Financial Officer effective December 18, 2025, bringing experience in advisory work and early stage company investing.Actualización de narrativa • Feb 24
LEGH: New CFO Appointment Will Support Future Upside Potential
Analysts kept Legacy Housing's fair value estimate steady at about $25.67 per share, citing essentially unchanged assumptions around the discount rate, revenue growth, profit margins and future P/E as the basis for maintaining their price target in line with prior views. What's in the News Legacy Housing appointed Jon Langbert, age 60, as Chief Financial Officer, effective December 18, 2025, following his prior advisory work with early stage companies and leadership roles in hospitality, financial services, and gaming equipment operations (Key Developments).Actualización de narrativa • Feb 10
LEGH: Zero Debt And Founder Return Will Support Future Upside Potential
Narrative Update on Legacy Housing Analysts have trimmed their price target on Legacy Housing to $21 from $26, citing Q3 results that missed expectations, leadership changes, and ongoing operational and market uncertainties. They also point to the zero debt balance sheet and founder involvement as support near $20 per share.Actualización de narrativa • Jan 26
LEGH: Founder Return And Zero Debt Will Support Future Rebound After Q3 Miss
Analysts have trimmed their 12 month price target for Legacy Housing from $26 to $21, citing the Q3 miss, management changes, and nearer term operational and market uncertainties, despite the support provided by the firm's zero debt balance sheet and founder involvement. Analyst Commentary Bullish Takeaways Some bullish analysts point to the zero debt balance sheet as a source of financial flexibility, which they see as helping to support the share price near the low $20 range.Actualización de narrativa • Jan 11
LEGH: Founder Return And Zero Debt Will Support Upside Despite Q3 Setback
Analysts have reduced their price target on Legacy Housing to $21 from $26, citing the recent Q3 earnings miss, executive turnover, and limited near-term upside, despite the support they see from the company’s zero-debt balance sheet and founder involvement. Analyst Commentary Bullish Takeaways Bullish analysts see the zero-debt balance sheet as an important cushion for equity holders, which they view as helping to support the stock price around the US$20 level.Artículo de análisis • Jan 10
Are Investors Undervaluing Legacy Housing Corporation (NASDAQ:LEGH) By 21%?
Key Insights The projected fair value for Legacy Housing is US$27.17 based on 2 Stage Free Cash Flow to Equity Current...Actualización de narrativa • Dec 26
LEGH: Founder Return And Debt-Free Balance Sheet Will Support Future Upside
Analysts have trimmed their price target on Legacy Housing by approximately $5 per share to about $21, citing weaker than expected Q3 results, recent executive turnover, and heightened operational and market uncertainty that limits near term upside, despite the company's debt free balance sheet and founder involvement. Analyst Commentary Street research reflects a more cautious stance on Legacy Housing, with price targets reset to better align with reduced growth expectations and near term execution risk.Actualización de narrativa • Dec 11
LEGH: Founder Return And Debt-Free Balance Sheet Will Support Future Upside Potential
Analysts have trimmed their price target on Legacy Housing to approximately $21.00 from about $26.00, citing Q3 earnings disappointments, recent executive turnover, and limited near term upside despite a solid balance sheet and founder involvement. Analyst Commentary Analyst reactions to Legacy Housing's latest results highlight a mixed setup, with support from the company’s financial position offset by execution and market risks that cap near term upside.Actualización de narrativa • Nov 27
LEGH: Founder’s Return and Debt-Free Position Will Support Stock Resilience
Analysts have reduced their fair value price target for Legacy Housing from $27.67 to $25.67. This adjustment is attributed to weaker revenue growth, a lower profit margin outlook, and recent operational uncertainties following third-quarter results.Actualización de narrativa • Nov 12
LEGH: Gross Margins Will Sustain Momentum Despite Near-Term Market Volatility
Legacy Housing's analyst price target has been revised downward from $30.67 to $27.67 per share, as analysts adjusted expectations based on a recent revenue miss and a more cautious outlook following a downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts highlight Legacy Housing’s core business strength, noting its sustained demand within the affordable housing sector.Seeking Alpha • Mar 22
Legacy Housing: Moving On Up
Summary Legacy Housing Corp. shares gained 2.8%, outperforming the S&P 500's -7.4% decline, driven by unlocking 'hidden' assets and improved financial performance. Despite a 2.6% revenue decline in 2024, Q4 revenue surged 60.7% Y/Y, breaking a seven-quarter negative growth streak, with EPS beating estimates. The lending business expanded significantly, contributing over 20% to revenue, while net income margins rose to 33.5%, far above the sector median. LEGH remains a strong buy with a high Seeking Alpha Quant score of 4.74/5, indicating robust growth potential and undervaluation. Read the full article on Seeking AlphaArtículo de análisis • Feb 12
Estimating The Intrinsic Value Of Legacy Housing Corporation (NASDAQ:LEGH)
Key Insights Legacy Housing's estimated fair value is US$28.89 based on 2 Stage Free Cash Flow to Equity Legacy...Artículo de análisis • Jan 18
Is Legacy Housing (NASDAQ:LEGH) Using Too Much Debt?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • Dec 11
Legacy Housing: Unlocking The Value Of Hidden Assets
Summary Legacy Housing shares have outperformed the market, with a 27.7% return, despite a housing downturn, confirming limited downside risk. Q3 2024 results showed a revenue decline but beat EPS expectations; company-owned store sales and lending business are key growth areas. Legacy Housing is unlocking hidden asset value, including mobile home parks and land sales, aiming for significant future growth and improved occupancy rates. I now rate LEGH stock a Buy, anticipating a new growth phase driven by increased orders, production, and asset monetization. Read the full article on Seeking AlphaArtículo de análisis • Nov 15
Legacy Housing Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year
Legacy Housing Corporation ( NASDAQ:LEGH ) shareholders are probably feeling a little disappointed, since its shares...Artículo de análisis • Nov 08
Legacy Housing's (NASDAQ:LEGH) Returns Have Hit A Wall
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Nueva narrativa • Sep 18
Embracing Technology And Critical Financial Moves Propel Market Growth
Embracing technology and expanding production capabilities are key strategies for boosting revenue and sales volumes.Seeking Alpha • Sep 03
Legacy Housing: Little Homes Offer Solid Potential
Summary Legacy Housing Corporation, a top manufacturer of tiny homes, faces fluctuating financial performance but remains attractive due to low debt and strong profit margins. Despite recent revenue and unit sales declines, the company's homes are significantly cheaper, appealing to buyers with annual incomes under $75,000. With interest in tiny homes remaining elevated and potential benefits from future interest rate declines, Legacy Housing is rated a soft 'buy'. This is especially the case when you consider that its stock is attractively priced compared to similar firms. Read the full article on Seeking AlphaArtículo de análisis • Aug 07
Little Excitement Around Legacy Housing Corporation's (NASDAQ:LEGH) Earnings
With a price-to-earnings (or "P/E") ratio of 11.8x Legacy Housing Corporation ( NASDAQ:LEGH ) may be sending bullish...Seeking Alpha • Jun 13
Legacy Housing: An Affordable High-Quality Manufactured Home Builder
Summary Legacy Housing is a low-price manufactured home builder in an industry that itself is an affordable alternative to site-built housing. LEGH, with its vertically integrated operations, operates with higher margins and trades at a lower multiple compared to its peers. The company has a healthy portfolio of loans that protects the downside. Read the full article on Seeking AlphaArtículo de análisis • May 11
Investors Met With Slowing Returns on Capital At Legacy Housing (NASDAQ:LEGH)
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Seeking Alpha • Apr 14
Legacy Housing: Getting Ready For A Comeback
Summary Legacy Housing Corp. has experienced a drop in share price after a disappointing financial report and Wall Street downgrades. The company reported a decline in product sales but highlighted areas of financial growth and strategic plans for expansion. Legacy Housing's loan portfolio remains healthy, with an increase in consumer and community operator loans, indicating the importance of this segment for the company's revenue. Read the full article on Seeking AlphaArtículo de análisis • Nov 12
Return Trends At Legacy Housing (NASDAQ:LEGH) Aren't Appealing
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Artículo de análisis • Sep 09
What Does Legacy Housing Corporation's (NASDAQ:LEGH) Share Price Indicate?
While Legacy Housing Corporation ( NASDAQ:LEGH ) might not be the most widely known stock at the moment, it saw a...Artículo de análisis • Jun 08
Returns On Capital At Legacy Housing (NASDAQ:LEGH) Have Hit The Brakes
If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Rentabilidad de los accionistas
| LEGH | US Consumer Durables | Mercado US | |
|---|---|---|---|
| 7D | -0.2% | -4.2% | -0.4% |
| 1Y | 11.3% | 1.4% | 18.4% |
Rentabilidad vs. Industria: LEGH superó a la industria US Consumer Durables, que obtuvo un rendimiento del 1.4% el año pasado.
Rentabilidad vs. Mercado: LEGH obtuvo unos resultados inferiores a los del mercado US, que fueron del 18.4% el año pasado.
Volatilidad de los precios
| LEGH volatility | |
|---|---|
| LEGH Average Weekly Movement | 5.4% |
| Consumer Durables Industry Average Movement | 7.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: LEGH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LEGH (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2005 | 592 | Kenny Shipley | www.legacyhousing.com |
Legacy Housing Corporation se dedica a la construcción, venta y financiación de casas prefabricadas y minicasas principalmente en el sur de Estados Unidos. La empresa fabrica y se encarga del transporte de casas móviles, de 1 a 5 dormitorios con 1 a 3 1/2 baños; y ofrece financiación al por mayor a distribuidores y parques de casas móviles, así como financiación al por menor a consumidores. También proporciona financiación de inventario para sus minoristas independientes; financiación al consumidor para sus productos; y financiación a propietarios de comunidades de viviendas prefabricadas que compran o alquilan sus productos para utilizarlos en sus comunidades de viviendas de alquiler.
Resumen de fundamentos de Legacy Housing Corporation
| Estadísticas fundamentales de LEGH | |
|---|---|
| Capitalización bursátil | US$604.53m |
| Beneficios(TTM) | US$42.46m |
| Ingresos (TTM) | US$163.26m |
14.7x
Ratio precio-beneficio (PE)3.8x
Ratio precio-ventas (PS)¿Está LEGH sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LEGH | |
|---|---|
| Ingresos | US$163.26m |
| Coste de los ingresos | US$84.98m |
| Beneficio bruto | US$78.28m |
| Otros gastos | US$35.82m |
| Beneficios | US$42.46m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.79 |
| Margen bruto | 47.95% |
| Margen de beneficio neto | 26.01% |
| Ratio deuda/patrimonio | 0.2% |
¿Cómo se ha desempeñado LEGH a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/09 03:07 |
| Precio de las acciones al final del día | 2026/07/09 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Legacy Housing Corporation está cubierta por 3 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rohit Seth | B. Riley Securities, Inc. |
| Timothy Moore | D. Boral Capital LLC. |
| Mark Smith | Lake Street Capital Markets, LLC |