LGI Homes, Inc.

Report azionario NasdaqGS:LGIH

Capitalizzazione di mercato: US$1.1b

LGI Homes Gestione

Criteri Gestione verificati 2/4

LGI Homes Il CEO è Eric Lipar, nominato in Jan2009, e ha un mandato di 17.33 anni. la retribuzione annua totale è $ 5.18M, composta da 18.8% di stipendio e 81.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 10.05% delle azioni della società, per un valore di $ 107.64M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 16.3 anni e 12.9 anni.

Informazioni chiave

Eric Lipar

Amministratore delegato

US$5.2m

Compenso totale

Percentuale dello stipendio del CEO18.81%
Mandato del CEO17.3yrs
Proprietà del CEO10.0%
Durata media del management16.3yrs
Durata media del Consiglio di amministrazione12.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 02

LGIH: New Community Expansion And 2026 Guidance Will Drive Long-Term Upside

Analysts have reset their price target for LGI Homes to $93.00, reflecting updated assumptions for revenue growth of 11.93%, a profit margin of 4.81%, and a future P/E of 25.71x. Together, these factors reshape expectations for the stock’s return profile.
Aggiornamento della narrazione Apr 18

LGIH: Expanded Communities And 2026 Guidance Will Support Future Upside

Analysts have maintained their $65.50 price target for LGI Homes, noting minor revisions to their assumptions for revenue growth, profit margins, and future P/E that together leave their overall valuation view unchanged for now. What's in the News LGI Homes issued 2026 guidance, expecting home closings between 4,600 and 5,400 and an average sales price per home closed between US$355,000 and US$365,000 (Corporate guidance).
Aggiornamento della narrazione Apr 03

LGIH: New Master-Planned Communities Will Drive Long-Term Upside Potential

The analyst price target for LGI Homes has shifted slightly, with fair value moving from $95.00 to $93.00 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News LGI Homes opened Eldorado in Bremerton, its largest Seattle area community to date, with 491 homesites and more than ten acres of amenities valued at about US$3 million, including trails, recreational fields and picnic areas, with homes starting in the low US$500,000s (Key Developments).
Aggiornamento della narrazione Mar 20

LGIH: New Community Openings And 2026 Outlook Will Support Future Upside

Analysts have adjusted the LGI Homes price target from $67.50 to $65.50 as they balance higher modeled revenue growth with lower profit margin assumptions and a higher future P/E multiple. What's in the News Grand opening of Evergreen Ridge in Colorado Springs, offering 138 upgraded, low maintenance townhomes starting from $399,900 with CompleteHome Plus packages and community park amenities planned, in a location close to major outdoor attractions and city centers (Key Developments).
Aggiornamento della narrazione Mar 06

LGIH: Ongoing Community Expansion Will Struggle Against Constrained Margin Outlook

Analysts are keeping their price target for LGI Homes steady at $38.00, reflecting small revisions to assumptions for discount rate, revenue growth, profit margin, and future P/E that offset each other in their updated models. What's in the News LGI Homes announced the Grand Opening of Meadow Brook in Puyallup, Washington, a 53 home community with three to five bedroom floor plans and its CompleteHome Plus package included at no extra cost.
Aggiornamento della narrazione Feb 20

LGIH: Lower Margin Outlook Will Pressure Shares Despite New Community Openings

Analysts have reduced their price target on LGI Homes from $40 to $38, citing updated assumptions that combine higher modeled revenue growth with lower profit margins and a higher future P/E. What's in the News LGI Homes issued earnings guidance for 2026, projecting home closings between 4,600 and 5,400 and an average sales price per home between $355,000 and $365,000 (Corporate guidance).
Aggiornamento della narrazione Feb 05

LGIH: Community Expansion Pipeline Will Support Future Upside Potential

Analysts have lowered their price target on LGI Homes from about $75.67 to $67.50 as they adjust for updated assumptions on discount rate, revenue growth, profit margin, and a higher future P/E multiple. What's in the News Announced the Monte Vista Collection near Modesto, California, a new single story community offering five floor plans from 1,335 to 2,411 square feet, with CompleteHome Plus packages that include stainless steel appliances, granite countertops, luxury vinyl plank flooring, energy efficient features and smart home technology (Key Developments).
Aggiornamento della narrazione Jan 22

LGIH: Slower Revenue Outlook Will Weigh On Shares Despite New Communities

Analysts have kept their fair value estimate for LGI Homes steady at $40.00 while updating their assumptions around discount rate, revenue growth, profit margin, and future P/E. This reflects a refined view of the company’s risk profile and earnings potential without shifting the overall price target.
Seeking Alpha Jan 10

LGI Homes Has A 'Lot' Of Problems (Rating Downgrade)

Summary LGI Homes is downgraded to a ‘sell’ due to high leverage, falling revenues, and expensive valuation. LGIH faces a challenging housing market, with a 39% revenue decline and net income dropping from $69.6M to $19.7M year-over-year. A net leverage ratio of 11.48 is far above peers, driven by ballooning real estate inventory rather than buybacks or dividends. Political developments could provide upside, but current risks and valuation outweigh potential catalysts for LGIH. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jan 08

LGIH: Community Expansion Pipeline Will Support Bullish Long Term Outlook

Analysts have updated their price framework for LGI Homes, maintaining fair value at US$95.00 while revising key inputs. These include a higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E, which together explain the change in their target rationale.
Aggiornamento della narrazione Dec 15

LGIH: Higher Discount Rate Will Pressure Shares Despite Stronger Expansion Plans

Analysts have trimmed their price target on LGI Homes from approximately $47.00 to $40.00 per share. This reflects the application of a higher discount rate and a lower forward valuation multiple, which more than offset stronger revenue growth assumptions and only modestly softer profit margins.
Articolo di analisi Nov 30

LGI Homes, Inc.'s (NASDAQ:LGIH) Share Price Boosted 27% But Its Business Prospects Need A Lift Too

LGI Homes, Inc. ( NASDAQ:LGIH ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Articolo di analisi Nov 07

LGI Homes, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Shareholders of LGI Homes, Inc. ( NASDAQ:LGIH ) will be pleased this week, given that the stock price is up 13% to...
Aggiornamento della narrazione Aug 28

US Housing And Sun Belt Demand Will Rise Despite Pressures

Analysts have raised LGI Homes' price target to $75.67, citing the company's effective inventory and leverage management in a challenging demand environment, despite margin pressures and competitive headwinds. Analyst Commentary Bullish analysts believe LGI Homes is effectively managing lower demand through reducing standing spec inventory and targeting leverage near 40% by early 2026, which should support profitability.
Aggiornamento della narrazione Aug 08

US Housing And Sun Belt Demand Will Rise Despite Pressures

LGI Homes’ consensus price target has been markedly reduced to $72.33, primarily due to sharply lower revenue growth forecasts and a decline in expected valuation multiples. What's in the News LGI Homes continues to expand with multiple new community openings and product launches across key US markets, including significant offerings in North Carolina, South Carolina, Texas, Florida, Arizona, Nevada, and California.
Articolo di analisi Jul 17

LGI Homes, Inc.'s (NASDAQ:LGIH) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 6.6x LGI Homes, Inc. ( NASDAQ:LGIH ) may be sending very bullish signals...
Articolo di analisi May 20

LGI Homes (NASDAQ:LGIH) Could Be Struggling To Allocate Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Eric Lipar rispetto agli utili di LGI Homes?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$71m

Dec 31 2025US$5mUS$975k

US$73m

Sep 30 2025n/an/a

US$106m

Jun 30 2025n/an/a

US$156m

Mar 31 2025n/an/a

US$183m

Dec 31 2024US$2mUS$975k

US$196m

Sep 30 2024n/an/a

US$197m

Jun 30 2024n/an/a

US$195m

Mar 31 2024n/an/a

US$189m

Dec 31 2023US$7mUS$975k

US$199m

Sep 30 2023n/an/a

US$181m

Jun 30 2023n/an/a

US$205m

Mar 31 2023n/an/a

US$275m

Dec 31 2022US$6mUS$975k

US$327m

Sep 30 2022n/an/a

US$404m

Jun 30 2022n/an/a

US$414m

Mar 31 2022n/an/a

US$409m

Dec 31 2021US$7mUS$950k

US$430m

Sep 30 2021n/an/a

US$455m

Jun 30 2021n/an/a

US$443m

Mar 31 2021n/an/a

US$381m

Dec 31 2020US$5mUS$850k

US$324m

Sep 30 2020n/an/a

US$252m

Jun 30 2020n/an/a

US$213m

Mar 31 2020n/an/a

US$203m

Dec 31 2019US$4mUS$825k

US$179m

Compensazione vs Mercato: La retribuzione totale di Eric ($USD 5.18M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.70M ).

Compensazione vs guadagni: La retribuzione di Eric è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Eric Lipar (54 yo)

17.3yrs
Mandato
US$5,182,051
Compensazione

Mr. Eric Thomas Lipar has been the Chairman of LGI Homes, Inc. since July 2013 and has been its Chief Executive Officer since 2009. Mr. Lipar served as the President of LGI Homes, Inc. from 2003 to 2009. M...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Eric Lipar
Chairman & CEO17.3yrsUS$5.18m10.05%
$ 107.6m
Michael Snider
President & COO17.3yrsUS$2.21m0.91%
$ 9.7m
Charles Merdian
CFO & Treasurer16.3yrsUS$2.06m0.70%
$ 7.5m
Scott Garber
General Counsel & Corporate Secretary8.1yrsUS$1.09m0.093%
$ 1.0m
Joshua Fattor
Vice President of Investor Relations & Capital Marketsno dataNessun datoNessun dato
Rachel Eaton
Chief Marketing Officer12.9yrsUS$1.13mNessun dato
Jack Lipar
Executive Vice President of Acquisitionsno dataUS$1.07mNessun dato
Chris Kelly
Southwest Division Presidentno dataNessun datoNessun dato
16.3yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di LGIH è esperto e expertise (durata media dell'incarico 16.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Eric Lipar
Chairman & CEO12.9yrsUS$5.18m10.05%
$ 107.6m
Maria Sharpe
Independent Director4.3yrsUS$250.01k0.028%
$ 302.9k
Robert Vahradian
Independent Director12.9yrsUS$230.01k0.11%
$ 1.2m
Steven Smith
Independent Director12.9yrsUS$245.01k0.095%
$ 1.0m
Bryan Sansbury
Lead Independent Director12.9yrsUS$255.01k0.49%
$ 5.2m
Ryan Edone
Independent Director11.5yrsUS$250.01k0.17%
$ 1.8m
Shailee Parikh
Independent Director4.4yrsUS$230.01k0.024%
$ 256.8k
12.9yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di LGIH è composto da personale esperto e esperto (durata media dell'incarico 12.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 07:12
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

LGI Homes, Inc. è coperta da 10 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Michael RoxlandBofA Global Research
Aaron HechtCitizens JMP Securities, LLC
Jay McCanlessCitizens JMP Securities, LLC