Legacy Housing Corporation

NasdaqGS:LEGH Rapport sur les actions

Capitalisation boursière : US$546.4m

Legacy Housing Résultats passés

Passé contrôle des critères 1/6

Les bénéfices de Legacy Housing ont diminué à un taux annuel moyen de -0.2%, tandis que le secteur Consumer Durables a vu ses bénéfices augmenter de en à 1.2% par an. Les revenus ont augmenté de en baisse à un taux moyen de 4.5% par an. Le rendement des capitaux propres de Legacy Housing est 7.9% et ses marges nettes sont de 26%.

Informations clés

-0.19%

Taux de croissance des bénéfices

-0.046%

Taux de croissance du BPA

Consumer Durables Croissance de l'industrie24.52%
Taux de croissance des recettes-4.51%
Rendement des fonds propres7.88%
Marge nette26.01%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Seeking Alpha Dec 12

Legacy Housing Corporation: Future Growth Prospects Are Compelling

Summary 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. LEGH trades at compelling 2025 multiples (P/E 10.7x, EV/EBITDA 8.8x), with no debt and $13.6 million in cash, positioning it favorably versus peers. Read the full article on Seeking Alpha
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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 Alpha
Article d’analyse 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...
Article d’analyse 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 Alpha
Article d’analyse 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...
Article d’analyse 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...
User avatar
Nouveau récit 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 Alpha
Article d’analyse 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 Alpha
Article d’analyse 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 Alpha
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment Legacy Housing gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGS:LEGH Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 2616342290
31 Dec 2516542300
30 Sep 2518048260
30 Jun 2518455250
31 Mar 2517757230
31 Dec 2418462220
30 Sep 2416454240
30 Jun 2416954250
31 Mar 2418053250
31 Dec 2318954250
30 Sep 2323167250
30 Jun 2323866260
31 Mar 2325068260
31 Dec 2225768290
30 Sep 2223462300
30 Jun 2223360280
31 Mar 2221755270
31 Dec 2119850250
30 Sep 2119447200
30 Jun 2118142200
31 Mar 2117840190
31 Dec 2017738190
30 Sep 2017134220
30 Jun 2017032230
31 Mar 2016931250
31 Dec 1916929260
30 Sep 1916025260
30 Jun 1915925250
31 Mar 1915723230
31 Dec 1816222220
30 Sep 1816928210
31 Dec 1712926180
31 Dec 1611117150

Des revenus de qualité: LEGH a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de LEGH sont inférieures à celles de l'année dernière LEGH. (26%) sont inférieures à celles de l'année dernière (32.1%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de LEGH ont diminué de 0.2% par an au cours des 5 dernières années.

Accélération de la croissance: LEGH a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: LEGH a enregistré une croissance négative de ses bénéfices ( -25.2% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Consumer Durables ( -16.4% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de LEGH ( 7.9% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 10:43
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Legacy Housing Corporation est couverte par 3 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Rohit SethB. Riley Securities, Inc.
Timothy MooreD. Boral Capital LLC.
Mark SmithLake Street Capital Markets, LLC