View ValuationM/I Homes 将来の成長Future 基準チェック /16M/I Homesは、5.8%と2.9%でそれぞれ年率5.8%で利益と収益が成長すると予測される一方、EPSはgrowで8.1%年率。主要情報5.8%収益成長率8.07%EPS成長率Consumer Durables 収益成長12.2%収益成長率2.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日27 Apr 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 10M/I Homes, Inc. to Report Q2, 2026 Results on Jul 29, 2026M/I Homes, Inc. announced that they will report Q2, 2026 results on Jul 29, 2026お知らせ • May 20M/I Homes, Inc. Announces Board ChangesM/I Homes, Inc. announced that Eugene D. Smith, formerly Senior Vice President and Director of Athletics at The Ohio State University and currently President of Gene Smith Consulting, LLC, was elected to the Company's Board of Directors at its 2026 Annual Meeting of Shareholders held on May 13, 2026. As President of Gene Smith Consulting, LLC, Mr. Smith provides leadership training services, with a particular focus on assisting athletic conference commissioners, athletic directors and coaches in the collegiate environment. Prior to founding Gene Smith Consulting, LLC, Mr. Smith was Director of Athletics at The Ohio State University, Arizona State University, Iowa State University and Eastern Michigan University. Mr. Smith currently serves as a director of Under Armour, Inc. In addition, he serves on the boards of the Big Ten Network, Arizona Sports Foundation, National Football Foundation and National Coalition of Minority Football Coaches. Mr. Smith succeeds Norman L. Traeger, who retired from the Board at the Annual Meeting.New Risk • Apr 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (8.2% net profit margin). Significant insider selling over the past 3 months (US$6.6m sold).Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$2.61 (vs US$4.07 in 1Q 2025)First quarter 2026 results: EPS: US$2.61 (down from US$4.07 in 1Q 2025). Revenue: US$920.7m (down 5.7% from 1Q 2025). Net income: US$67.8m (down 39% from 1Q 2025). Profit margin: 7.4% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.お知らせ • Apr 13M/I Homes, Inc., Annual General Meeting, May 13, 2026M/I Homes, Inc., Annual General Meeting, May 13, 2026.お知らせ • Mar 11M/I Homes, Inc. to Report Q1, 2026 Results on Apr 22, 2026M/I Homes, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 22, 2026お知らせ • Mar 05M/I Homes, Inc. Announces Retirement of Board Member Norman L. Traeger, Effective May 2026M/I Homes, Inc. announced that Norman L. Traeger, an independent member of the Company's Board of Directors, has informed the Company of his decision to retire from the Board upon the expiration of his term in May 2026. Norman has served as a member of the Board since 1997.Recent Insider Transactions • Feb 24Chairman recently sold US$526k worth of stockOn the 18th of February, Robert Schottenstein sold around 4k shares on-market at roughly US$146 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$2.7m.Recent Insider Transactions • Feb 16Chairman recently sold US$2.2m worth of stockOn the 12th of February, Robert Schottenstein sold around 15k shares on-market at roughly US$147 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$2.6m.Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$15.07 (vs US$20.30 in FY 2024)Full year 2025 results: EPS: US$15.07 (down from US$20.30 in FY 2024). Revenue: US$4.42b (down 1.9% from FY 2024). Net income: US$402.9m (down 28% from FY 2024). Profit margin: 9.1% (down from 13% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Dec 10M/I Homes, Inc. to Report Q4, 2025 Results on Jan 28, 2026M/I Homes, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026お知らせ • Nov 13M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The authorization has no expiration date and may be modified, discontinued or suspended at any time.New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$4.01 (vs US$5.26 in 3Q 2024)Third quarter 2025 results: EPS: US$4.01 (down from US$5.26 in 3Q 2024). Revenue: US$1.13b (down 1.0% from 3Q 2024). Net income: US$106.5m (down 27% from 3Q 2024). Profit margin: 9.4% (down from 13% in 3Q 2024). Revenue is expected to decline by 3.1% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 12M/I Homes, Inc. to Report Q3, 2025 Results on Oct 22, 2025M/I Homes, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 22, 2025Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Director Yvette McGee Brown was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$4.52 (vs US$5.26 in 2Q 2024)Second quarter 2025 results: EPS: US$4.52 (down from US$5.26 in 2Q 2024). Revenue: US$1.16b (up 4.8% from 2Q 2024). Net income: US$121.2m (down 17% from 2Q 2024). Profit margin: 10% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 30M/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic Indexお知らせ • Jun 13M/I Homes, Inc. to Report Q2, 2025 Results on Jul 23, 2025M/I Homes, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 23, 2025お知らせ • May 17M/I Homes, Inc. Elects Yvette McGee Brown as Director, Effective May 14, 2025M/I Homes, Inc. at its Annual Meeting of Shareholders held on May 14, 2025, elected Yvette McGee Brown as director of the Company to serve until the Company’s 2028 Annual Meeting of Shareholders and until their successors are duly elected and qualified or until their earlier death, resignation, or removal.Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: US$4.07 (vs US$4.92 in 1Q 2024)First quarter 2025 results: EPS: US$4.07 (down from US$4.92 in 1Q 2024). Revenue: US$976.1m (down 6.7% from 1Q 2024). Net income: US$111.2m (down 19% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Mar 25Now 22% overvaluedOver the last 90 days, the stock has fallen 12% to US$120. The fair value is estimated to be US$98.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.お知らせ • Mar 15M/I Homes, Inc. Announces the Retirement of Friedrich K.M. Böhm as Independent MemberM/I Homes, Inc. announced that Friedrich K.M. Böhm, an independent member of the Company's Board of Directors since 1994, has informed the Company of his decision to retire from the Board upon the expiration of his term, and not stand for re-election, at the Company's 2025 Annual Meeting of Shareholders. The Company will identify the Board of Directors' nominee to serve on the Board as Mr. Böhm's successor in the Company's Proxy Statement for its 2025 Annual Meeting of Shareholders. Mr. Böhm has served on the M/I Homes Board of Directors for over 30 years, including periods as the Lead Director, as well as the Chair of both the Audit Committee and the Compensation Committee.お知らせ • Mar 11M/I Homes, Inc. to Report Q1, 2025 Results on Apr 23, 2025M/I Homes, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 23, 2025Buy Or Sell Opportunity • Mar 06Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to US$120. The fair value is estimated to be US$99.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.Buy Or Sell Opportunity • Feb 16Now 21% overvaluedOver the last 90 days, the stock has fallen 23% to US$120. The fair value is estimated to be US$99.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.Recent Insider Transactions • Feb 14Chairman recently sold US$1.7m worth of stockOn the 12th of February, Robert Schottenstein sold around 15k shares on-market at roughly US$116 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$11m.お知らせ • Feb 12M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The authorization has no expiration date and may be modified, discontinued or suspended at any time.Reported Earnings • Jan 29Full year 2024 earnings released: EPS: US$20.30 (vs US$16.76 in FY 2023)Full year 2024 results: EPS: US$20.30 (up from US$16.76 in FY 2023). Revenue: US$4.50b (up 12% from FY 2023). Net income: US$563.7m (up 21% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 10M/I Homes, Inc. to Report Q4, 2024 Results on Jan 29, 2025M/I Homes, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 29, 2025Recent Insider Transactions • Nov 28Chairman recently sold US$645k worth of stockOn the 25th of November, Robert Schottenstein sold around 4k shares on-market at roughly US$172 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$4.1m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$9.4m.Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: US$5.26 (vs US$4.98 in 3Q 2023)Third quarter 2024 results: EPS: US$5.26 (up from US$4.98 in 3Q 2023). Revenue: US$1.14b (up 9.2% from 3Q 2023). Net income: US$145.4m (up 4.6% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Oct 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$167. The fair value is estimated to be US$138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.お知らせ • Oct 08M/I Homes, Inc. to Report Q3, 2024 Results on Oct 30, 2024M/I Homes, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 30, 2024Buy Or Sell Opportunity • Sep 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to US$166. The fair value is estimated to be US$138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.Recent Insider Transactions • Aug 30Chairman recently sold US$1.2m worth of stockOn the 27th of August, Robert Schottenstein sold around 7k shares on-market at roughly US$164 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$4.6m.Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$5.26 (vs US$4.25 in 2Q 2023)Second quarter 2024 results: EPS: US$5.26 (up from US$4.25 in 2Q 2023). Revenue: US$1.11b (up 9.4% from 2Q 2023). Net income: US$146.7m (up 24% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$137, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 141% over the past three years.お知らせ • Jul 09M/I Homes, Inc. to Report Q2, 2024 Results on Jul 30, 2024M/I Homes, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024お知らせ • May 16M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its own shares. The authorization has no expiration date.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$4.92 (vs US$3.73 in 1Q 2023)First quarter 2024 results: EPS: US$4.92 (up from US$3.73 in 1Q 2023). Revenue: US$1.05b (up 4.6% from 1Q 2023). Net income: US$138.1m (up 34% from 1Q 2023). Profit margin: 13% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 11M/I Homes, Inc., Annual General Meeting, May 13, 2024M/I Homes, Inc., Annual General Meeting, May 13, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and elect three directors to serve until the Company's 2027 Annual Meeting of Shareholders; to consider and vote upon a non-binding, advisory resolution to approve the compensation of the Company's named executive officers; to consider and vote upon a proposal to ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2024 fiscal year; and to consider other business matters.お知らせ • Apr 10M/I Homes, Inc. to Report Q1, 2024 Results on Apr 24, 2024M/I Homes, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 24, 2024Recent Insider Transactions • Feb 22Chairman recently sold US$399k worth of stockOn the 21st of February, Robert Schottenstein sold around 3k shares on-market at roughly US$120 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$16.76 (vs US$17.60 in FY 2022)Full year 2023 results: EPS: US$16.76 (down from US$17.60 in FY 2022). Revenue: US$4.03b (down 2.4% from FY 2022). Net income: US$465.4m (down 5.2% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Jan 11M/I Homes, Inc. to Report Q4, 2023 Results on Jan 31, 2024M/I Homes, Inc. announced that they will report Q4, 2023 results Pre-Market on Jan 31, 2024Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$95.43, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 131% over the past year.Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$4.98 (vs US$4.77 in 3Q 2022)Third quarter 2023 results: EPS: US$4.98 (up from US$4.77 in 3Q 2022). Revenue: US$1.05b (up 3.3% from 3Q 2022). Net income: US$139.0m (up 5.6% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Oct 05M/I Homes, Inc. to Report Q3, 2023 Results on Oct 25, 2023M/I Homes, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 25, 2023Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Lead Independent Director Bruce Soll was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$4.25 (vs US$4.88 in 2Q 2022)Second quarter 2023 results: EPS: US$4.25 (down from US$4.88 in 2Q 2022). Revenue: US$1.01b (down 2.6% from 2Q 2022). Net income: US$118.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 13% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat.お知らせ • Jul 08M/I Homes, Inc. to Report Q2, 2023 Results on Jul 26, 2023M/I Homes, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 26, 2023お知らせ • Jun 25M/I Homes, Inc.(NYSE:MHO) dropped from Russell Small Cap Comp Growth IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell Small Cap Comp Growth IndexRecent Insider Transactions • May 02Executive VP recently sold US$579k worth of stockOn the 28th of April, Phillip Creek sold around 9k shares on-market at roughly US$67.00 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.0m. Phillip has been a net seller over the last 12 months, reducing personal holdings by US$2.3m.Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: US$3.73 (vs US$3.23 in 1Q 2022)First quarter 2023 results: EPS: US$3.73 (up from US$3.23 in 1Q 2022). Revenue: US$1.00b (up 16% from 1Q 2022). Net income: US$103.1m (up 12% from 1Q 2022). Profit margin: 10% (in line with 1Q 2022). Revenue is expected to fall by 8.2% p.a. on average during the next 2 years compared to a 1.6% decline forecast for the Consumer Durables industry in the United Kingdom.Buying Opportunity • Apr 21Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be US$81.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 11% in 2 years. Earnings is forecast to decline by 30% in the next 2 years.Recent Insider Transactions • Feb 10Executive VP recently sold US$249k worth of stockOn the 7th of February, Phillip Creek sold around 4k shares on-market at roughly US$62.00 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Phillip's only on-market trade for the last 12 months.Reported Earnings • Feb 03Full year 2022 earnings released: EPS: US$17.60 (vs US$13.64 in FY 2021)Full year 2022 results: EPS: US$17.60 (up from US$13.64 in FY 2021). Revenue: US$4.13b (up 10% from FY 2021). Net income: US$490.7m (up 24% from FY 2021). Profit margin: 12% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 11% p.a. on average during the next 2 years compared to a 1.5% decline forecast for the Consumer Durables industry in the United Kingdom.お知らせ • Jan 26M/I Homes, Inc. Appoints Kevin Brown as Area PresidentM/I Homes, Inc. announced that Kevin Brown has been named Area President.お知らせ • Jan 11M/I Homes, Inc. to Report Q4, 2022 Results on Feb 01, 2023M/I Homes, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$4.77 (vs US$3.11 in 3Q 2021)Third quarter 2022 results: EPS: US$4.77 (up from US$3.11 in 3Q 2021). Revenue: US$1.01b (up 12% from 3Q 2021). Net income: US$131.6m (up 45% from 3Q 2021). Profit margin: 13% (up from 10% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$4.88 (vs US$3.68 in 2Q 2021)Second quarter 2022 results: EPS: US$4.88 (up from US$3.68 in 2Q 2021). Revenue: US$1.04b (up 8.3% from 2Q 2021). Net income: US$136.8m (up 27% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 12% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$39.67, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 8x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 37% over the past year.Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$3.23 (vs US$2.93 in 1Q 2021)First quarter 2022 results: EPS: US$3.23 (up from US$2.93 in 1Q 2021). Revenue: US$860.8m (up 3.9% from 1Q 2021). Net income: US$91.8m (up 8.2% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in the United Kingdom.Board Change • May 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$13.64 (up from US$8.38 in FY 2020). Revenue: US$3.75b (up 23% from FY 2020). Net income: US$396.9m (up 65% from FY 2020). Profit margin: 11% (up from 7.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 11%, compared to a 7.4% growth forecast for the industry in the United Kingdom.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$3.11 (vs US$2.57 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$904.3m (up 6.7% from 3Q 2020). Net income: US$91.0m (up 24% from 3Q 2020). Profit margin: 10% (up from 8.7% in 3Q 2020). The increase in margin was driven by higher revenue.Executive Departure • Oct 07Executive Vice President J. Mason has left the companyOn the 30th of September, J. Mason's tenure as Executive Vice President ended after less than a year in the role. We don't have any record of a personal shareholding under Mason's name. Mason is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.21 years.Recent Insider Transactions • Sep 02Independent Director recently sold US$66k worth of stockOn the 30th of August, Norman Traeger sold around 1k shares on-market at roughly US$66.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.8m more than they bought in the last 12 months.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$3.68 (vs US$1.91 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$961.0m (up 35% from 2Q 2020). Net income: US$107.6m (up 97% from 2Q 2020). Profit margin: 11% (up from 7.6% in 2Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • May 08Executive VP recently sold US$177k worth of stockOn the 5th of May, J. Mason sold around 2k shares on-market at roughly US$72.60 per share. In the last 3 months, there was an even bigger sale from another insider worth US$1.7m. Insiders have been net sellers, collectively disposing of US$4.3m more than they bought in the last 12 months.業績と収益の成長予測LSE:0A8X - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20274,560393N/AN/A312/31/20264,143330N/AN/A23/31/20264,362360209208N/A12/31/20254,418403135137N/A9/30/20254,476472250250N/A6/30/20254,487511140139N/A3/31/20254,434537127129N/A12/31/20244,505564179180N/A9/30/20244,272536130130N/A6/30/20244,175529276278N/A3/31/20244,080500430416N/A12/31/20234,034465557552N/A9/30/20234,278490696695N/A6/30/20234,244483524523N/A3/31/20234,271502356366N/A12/31/20224,131491175184N/A9/30/20223,966474-123N/A6/30/20223,858433-128-112N/A3/31/20223,778404-38-23N/A12/31/20213,746397-27-17N/A9/30/20213,601364-61-63N/A6/30/20213,544346257259N/A3/31/20213,297293265268N/A12/31/20203,046240161168N/A9/30/20202,882202252262N/A6/30/20202,687166133138N/A3/31/20202,5971426064N/A12/31/20192,500128N/A66N/A9/30/20192,481118N/A74N/A6/30/20192,395110N/A29N/A3/31/20192,330107N/A7N/A12/31/20182,286108N/A-3N/A9/30/20182,18591N/A-62N/A6/30/20182,09481N/A-35N/A3/31/20181,99369N/A-62N/A12/31/20171,96266N/A-53N/A9/30/20171,86470N/A-58N/A6/30/20171,83061N/A-46N/A3/31/20171,77459N/A10N/A12/31/20161,69152N/A34N/A9/30/20161,63744N/A39N/A6/30/20161,55849N/A5N/A3/31/20161,48047N/A-52N/A12/31/20151,41847N/A-82N/A9/30/20151,31745N/A-121N/A6/30/20151,28543N/A-112N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0A8Xの予測収益成長率 (年間5.8% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0A8Xの収益 ( 5.8% ) UK市場 ( 11.5% ) よりも低い成長が予測されています。高成長収益: 0A8Xの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 0A8Xの収益 ( 2.9% ) UK市場 ( 4.6% ) よりも低い成長が予測されています。高い収益成長: 0A8Xの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0A8Xの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 13:27終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋M/I Homes, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Jay McCanlessCitizens JMP Securities, LLCJay McCanlessGuggenheim Securities, LLCBuck HorneRaymond James & Associates2 その他のアナリストを表示
お知らせ • Jun 10M/I Homes, Inc. to Report Q2, 2026 Results on Jul 29, 2026M/I Homes, Inc. announced that they will report Q2, 2026 results on Jul 29, 2026
お知らせ • May 20M/I Homes, Inc. Announces Board ChangesM/I Homes, Inc. announced that Eugene D. Smith, formerly Senior Vice President and Director of Athletics at The Ohio State University and currently President of Gene Smith Consulting, LLC, was elected to the Company's Board of Directors at its 2026 Annual Meeting of Shareholders held on May 13, 2026. As President of Gene Smith Consulting, LLC, Mr. Smith provides leadership training services, with a particular focus on assisting athletic conference commissioners, athletic directors and coaches in the collegiate environment. Prior to founding Gene Smith Consulting, LLC, Mr. Smith was Director of Athletics at The Ohio State University, Arizona State University, Iowa State University and Eastern Michigan University. Mr. Smith currently serves as a director of Under Armour, Inc. In addition, he serves on the boards of the Big Ten Network, Arizona Sports Foundation, National Football Foundation and National Coalition of Minority Football Coaches. Mr. Smith succeeds Norman L. Traeger, who retired from the Board at the Annual Meeting.
New Risk • Apr 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.2% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (8.2% net profit margin). Significant insider selling over the past 3 months (US$6.6m sold).
Reported Earnings • Apr 22First quarter 2026 earnings released: EPS: US$2.61 (vs US$4.07 in 1Q 2025)First quarter 2026 results: EPS: US$2.61 (down from US$4.07 in 1Q 2025). Revenue: US$920.7m (down 5.7% from 1Q 2025). Net income: US$67.8m (down 39% from 1Q 2025). Profit margin: 7.4% (down from 11% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 3.6% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
お知らせ • Apr 13M/I Homes, Inc., Annual General Meeting, May 13, 2026M/I Homes, Inc., Annual General Meeting, May 13, 2026.
お知らせ • Mar 11M/I Homes, Inc. to Report Q1, 2026 Results on Apr 22, 2026M/I Homes, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on Apr 22, 2026
お知らせ • Mar 05M/I Homes, Inc. Announces Retirement of Board Member Norman L. Traeger, Effective May 2026M/I Homes, Inc. announced that Norman L. Traeger, an independent member of the Company's Board of Directors, has informed the Company of his decision to retire from the Board upon the expiration of his term in May 2026. Norman has served as a member of the Board since 1997.
Recent Insider Transactions • Feb 24Chairman recently sold US$526k worth of stockOn the 18th of February, Robert Schottenstein sold around 4k shares on-market at roughly US$146 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$2.2m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$2.7m.
Recent Insider Transactions • Feb 16Chairman recently sold US$2.2m worth of stockOn the 12th of February, Robert Schottenstein sold around 15k shares on-market at roughly US$147 per share. This transaction amounted to 4.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$2.6m.
Reported Earnings • Jan 29Full year 2025 earnings released: EPS: US$15.07 (vs US$20.30 in FY 2024)Full year 2025 results: EPS: US$15.07 (down from US$20.30 in FY 2024). Revenue: US$4.42b (down 1.9% from FY 2024). Net income: US$402.9m (down 28% from FY 2024). Profit margin: 9.1% (down from 13% in FY 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 2 years compared to a 5.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Dec 10M/I Homes, Inc. to Report Q4, 2025 Results on Jan 28, 2026M/I Homes, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026
お知らせ • Nov 13M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The authorization has no expiration date and may be modified, discontinued or suspended at any time.
New Risk • Oct 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: US$4.01 (vs US$5.26 in 3Q 2024)Third quarter 2025 results: EPS: US$4.01 (down from US$5.26 in 3Q 2024). Revenue: US$1.13b (down 1.0% from 3Q 2024). Net income: US$106.5m (down 27% from 3Q 2024). Profit margin: 9.4% (down from 13% in 3Q 2024). Revenue is expected to decline by 3.1% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to grow by 5.7%. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 12M/I Homes, Inc. to Report Q3, 2025 Results on Oct 22, 2025M/I Homes, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 22, 2025
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Director Yvette McGee Brown was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Jul 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 24Second quarter 2025 earnings released: EPS: US$4.52 (vs US$5.26 in 2Q 2024)Second quarter 2025 results: EPS: US$4.52 (down from US$5.26 in 2Q 2024). Revenue: US$1.16b (up 4.8% from 2Q 2024). Net income: US$121.2m (down 17% from 2Q 2024). Profit margin: 10% (down from 13% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 30M/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic Index
お知らせ • Jun 13M/I Homes, Inc. to Report Q2, 2025 Results on Jul 23, 2025M/I Homes, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 23, 2025
お知らせ • May 17M/I Homes, Inc. Elects Yvette McGee Brown as Director, Effective May 14, 2025M/I Homes, Inc. at its Annual Meeting of Shareholders held on May 14, 2025, elected Yvette McGee Brown as director of the Company to serve until the Company’s 2028 Annual Meeting of Shareholders and until their successors are duly elected and qualified or until their earlier death, resignation, or removal.
Reported Earnings • Apr 23First quarter 2025 earnings released: EPS: US$4.07 (vs US$4.92 in 1Q 2024)First quarter 2025 results: EPS: US$4.07 (down from US$4.92 in 1Q 2024). Revenue: US$976.1m (down 6.7% from 1Q 2024). Net income: US$111.2m (down 19% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 7.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Mar 25Now 22% overvaluedOver the last 90 days, the stock has fallen 12% to US$120. The fair value is estimated to be US$98.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.
お知らせ • Mar 15M/I Homes, Inc. Announces the Retirement of Friedrich K.M. Böhm as Independent MemberM/I Homes, Inc. announced that Friedrich K.M. Böhm, an independent member of the Company's Board of Directors since 1994, has informed the Company of his decision to retire from the Board upon the expiration of his term, and not stand for re-election, at the Company's 2025 Annual Meeting of Shareholders. The Company will identify the Board of Directors' nominee to serve on the Board as Mr. Böhm's successor in the Company's Proxy Statement for its 2025 Annual Meeting of Shareholders. Mr. Böhm has served on the M/I Homes Board of Directors for over 30 years, including periods as the Lead Director, as well as the Chair of both the Audit Committee and the Compensation Committee.
お知らせ • Mar 11M/I Homes, Inc. to Report Q1, 2025 Results on Apr 23, 2025M/I Homes, Inc. announced that they will report Q1, 2025 results Pre-Market on Apr 23, 2025
Buy Or Sell Opportunity • Mar 06Now 21% overvaluedOver the last 90 days, the stock has fallen 24% to US$120. The fair value is estimated to be US$99.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.
Buy Or Sell Opportunity • Feb 16Now 21% overvaluedOver the last 90 days, the stock has fallen 23% to US$120. The fair value is estimated to be US$99.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to decline by 4.5% in the next 2 years.
Recent Insider Transactions • Feb 14Chairman recently sold US$1.7m worth of stockOn the 12th of February, Robert Schottenstein sold around 15k shares on-market at roughly US$116 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$11m.
お知らせ • Feb 12M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its shares. The authorization has no expiration date and may be modified, discontinued or suspended at any time.
Reported Earnings • Jan 29Full year 2024 earnings released: EPS: US$20.30 (vs US$16.76 in FY 2023)Full year 2024 results: EPS: US$20.30 (up from US$16.76 in FY 2023). Revenue: US$4.50b (up 12% from FY 2023). Net income: US$563.7m (up 21% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 10M/I Homes, Inc. to Report Q4, 2024 Results on Jan 29, 2025M/I Homes, Inc. announced that they will report Q4, 2024 results Pre-Market on Jan 29, 2025
Recent Insider Transactions • Nov 28Chairman recently sold US$645k worth of stockOn the 25th of November, Robert Schottenstein sold around 4k shares on-market at roughly US$172 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$4.1m. Robert has been a net seller over the last 12 months, reducing personal holdings by US$9.4m.
Reported Earnings • Oct 31Third quarter 2024 earnings released: EPS: US$5.26 (vs US$4.98 in 3Q 2023)Third quarter 2024 results: EPS: US$5.26 (up from US$4.98 in 3Q 2023). Revenue: US$1.14b (up 9.2% from 3Q 2023). Net income: US$145.4m (up 4.6% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Oct 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to US$167. The fair value is estimated to be US$138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
お知らせ • Oct 08M/I Homes, Inc. to Report Q3, 2024 Results on Oct 30, 2024M/I Homes, Inc. announced that they will report Q3, 2024 results Pre-Market on Oct 30, 2024
Buy Or Sell Opportunity • Sep 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 35% to US$166. The fair value is estimated to be US$138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 11% in the next 2 years.
Recent Insider Transactions • Aug 30Chairman recently sold US$1.2m worth of stockOn the 27th of August, Robert Schottenstein sold around 7k shares on-market at roughly US$164 per share. This transaction amounted to 1.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Robert has been a net seller over the last 12 months, reducing personal holdings by US$4.6m.
Reported Earnings • Jul 31Second quarter 2024 earnings released: EPS: US$5.26 (vs US$4.25 in 2Q 2023)Second quarter 2024 results: EPS: US$5.26 (up from US$4.25 in 2Q 2023). Revenue: US$1.11b (up 9.4% from 2Q 2023). Net income: US$146.7m (up 24% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jul 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$137, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 141% over the past three years.
お知らせ • Jul 09M/I Homes, Inc. to Report Q2, 2024 Results on Jul 30, 2024M/I Homes, Inc. announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024
お知らせ • May 16M/I Homes, Inc. (NYSE:MHO) announces an Equity Buyback for $250 million worth of its shares.M/I Homes, Inc. (NYSE:MHO) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of its own shares. The authorization has no expiration date.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: US$4.92 (vs US$3.73 in 1Q 2023)First quarter 2024 results: EPS: US$4.92 (up from US$3.73 in 1Q 2023). Revenue: US$1.05b (up 4.6% from 1Q 2023). Net income: US$138.1m (up 34% from 1Q 2023). Profit margin: 13% (up from 10% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 11M/I Homes, Inc., Annual General Meeting, May 13, 2024M/I Homes, Inc., Annual General Meeting, May 13, 2024, at 09:00 US Eastern Standard Time. Agenda: To consider and elect three directors to serve until the Company's 2027 Annual Meeting of Shareholders; to consider and vote upon a non-binding, advisory resolution to approve the compensation of the Company's named executive officers; to consider and vote upon a proposal to ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the 2024 fiscal year; and to consider other business matters.
お知らせ • Apr 10M/I Homes, Inc. to Report Q1, 2024 Results on Apr 24, 2024M/I Homes, Inc. announced that they will report Q1, 2024 results Pre-Market on Apr 24, 2024
Recent Insider Transactions • Feb 22Chairman recently sold US$399k worth of stockOn the 21st of February, Robert Schottenstein sold around 3k shares on-market at roughly US$120 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Feb 01Full year 2023 earnings released: EPS: US$16.76 (vs US$17.60 in FY 2022)Full year 2023 results: EPS: US$16.76 (down from US$17.60 in FY 2022). Revenue: US$4.03b (down 2.4% from FY 2022). Net income: US$465.4m (down 5.2% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Jan 11M/I Homes, Inc. to Report Q4, 2023 Results on Jan 31, 2024M/I Homes, Inc. announced that they will report Q4, 2023 results Pre-Market on Jan 31, 2024
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$95.43, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Consumer Durables industry in the United Kingdom. Total returns to shareholders of 131% over the past year.
Reported Earnings • Oct 26Third quarter 2023 earnings released: EPS: US$4.98 (vs US$4.77 in 3Q 2022)Third quarter 2023 results: EPS: US$4.98 (up from US$4.77 in 3Q 2022). Revenue: US$1.05b (up 3.3% from 3Q 2022). Net income: US$139.0m (up 5.6% from 3Q 2022). Profit margin: 13% (in line with 3Q 2022). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Oct 05M/I Homes, Inc. to Report Q3, 2023 Results on Oct 25, 2023M/I Homes, Inc. announced that they will report Q3, 2023 results Pre-Market on Oct 25, 2023
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Lead Independent Director Bruce Soll was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 27Second quarter 2023 earnings released: EPS: US$4.25 (vs US$4.88 in 2Q 2022)Second quarter 2023 results: EPS: US$4.25 (down from US$4.88 in 2Q 2022). Revenue: US$1.01b (down 2.6% from 2Q 2022). Net income: US$118.0m (down 14% from 2Q 2022). Profit margin: 12% (down from 13% in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat.
お知らせ • Jul 08M/I Homes, Inc. to Report Q2, 2023 Results on Jul 26, 2023M/I Homes, Inc. announced that they will report Q2, 2023 results Pre-Market on Jul 26, 2023
お知らせ • Jun 25M/I Homes, Inc.(NYSE:MHO) dropped from Russell Small Cap Comp Growth IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell Small Cap Comp Growth Index
Recent Insider Transactions • May 02Executive VP recently sold US$579k worth of stockOn the 28th of April, Phillip Creek sold around 9k shares on-market at roughly US$67.00 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$1.0m. Phillip has been a net seller over the last 12 months, reducing personal holdings by US$2.3m.
Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: US$3.73 (vs US$3.23 in 1Q 2022)First quarter 2023 results: EPS: US$3.73 (up from US$3.23 in 1Q 2022). Revenue: US$1.00b (up 16% from 1Q 2022). Net income: US$103.1m (up 12% from 1Q 2022). Profit margin: 10% (in line with 1Q 2022). Revenue is expected to fall by 8.2% p.a. on average during the next 2 years compared to a 1.6% decline forecast for the Consumer Durables industry in the United Kingdom.
Buying Opportunity • Apr 21Now 20% undervaluedOver the last 90 days, the stock is up 21%. The fair value is estimated to be US$81.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to decline by 11% in 2 years. Earnings is forecast to decline by 30% in the next 2 years.
Recent Insider Transactions • Feb 10Executive VP recently sold US$249k worth of stockOn the 7th of February, Phillip Creek sold around 4k shares on-market at roughly US$62.00 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Phillip's only on-market trade for the last 12 months.
Reported Earnings • Feb 03Full year 2022 earnings released: EPS: US$17.60 (vs US$13.64 in FY 2021)Full year 2022 results: EPS: US$17.60 (up from US$13.64 in FY 2021). Revenue: US$4.13b (up 10% from FY 2021). Net income: US$490.7m (up 24% from FY 2021). Profit margin: 12% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue is expected to fall by 11% p.a. on average during the next 2 years compared to a 1.5% decline forecast for the Consumer Durables industry in the United Kingdom.
お知らせ • Jan 26M/I Homes, Inc. Appoints Kevin Brown as Area PresidentM/I Homes, Inc. announced that Kevin Brown has been named Area President.
お知らせ • Jan 11M/I Homes, Inc. to Report Q4, 2022 Results on Feb 01, 2023M/I Homes, Inc. announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 01, 2023
Reported Earnings • Oct 26Third quarter 2022 earnings released: EPS: US$4.77 (vs US$3.11 in 3Q 2021)Third quarter 2022 results: EPS: US$4.77 (up from US$3.11 in 3Q 2021). Revenue: US$1.01b (up 12% from 3Q 2021). Net income: US$131.6m (up 45% from 3Q 2021). Profit margin: 13% (up from 10% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in the United Kingdom are expected to remain flat.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: US$4.88 (vs US$3.68 in 2Q 2021)Second quarter 2022 results: EPS: US$4.88 (up from US$3.68 in 2Q 2021). Revenue: US$1.04b (up 8.3% from 2Q 2021). Net income: US$136.8m (up 27% from 2Q 2021). Profit margin: 13% (up from 11% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 12% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$39.67, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 8x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 37% over the past year.
Reported Earnings • May 03First quarter 2022 earnings released: EPS: US$3.23 (vs US$2.93 in 1Q 2021)First quarter 2022 results: EPS: US$3.23 (up from US$2.93 in 1Q 2021). Revenue: US$860.8m (up 3.9% from 1Q 2021). Net income: US$91.8m (up 8.2% from 1Q 2021). Profit margin: 11% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 10% growth forecast for the industry in the United Kingdom.
Board Change • May 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 04Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Kumi Walker was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$13.64 (up from US$8.38 in FY 2020). Revenue: US$3.75b (up 23% from FY 2020). Net income: US$396.9m (up 65% from FY 2020). Profit margin: 11% (up from 7.9% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 11%, compared to a 7.4% growth forecast for the industry in the United Kingdom.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS US$3.11 (vs US$2.57 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$904.3m (up 6.7% from 3Q 2020). Net income: US$91.0m (up 24% from 3Q 2020). Profit margin: 10% (up from 8.7% in 3Q 2020). The increase in margin was driven by higher revenue.
Executive Departure • Oct 07Executive Vice President J. Mason has left the companyOn the 30th of September, J. Mason's tenure as Executive Vice President ended after less than a year in the role. We don't have any record of a personal shareholding under Mason's name. Mason is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 5.21 years.
Recent Insider Transactions • Sep 02Independent Director recently sold US$66k worth of stockOn the 30th of August, Norman Traeger sold around 1k shares on-market at roughly US$66.01 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.8m more than they bought in the last 12 months.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS US$3.68 (vs US$1.91 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$961.0m (up 35% from 2Q 2020). Net income: US$107.6m (up 97% from 2Q 2020). Profit margin: 11% (up from 7.6% in 2Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • May 08Executive VP recently sold US$177k worth of stockOn the 5th of May, J. Mason sold around 2k shares on-market at roughly US$72.60 per share. In the last 3 months, there was an even bigger sale from another insider worth US$1.7m. Insiders have been net sellers, collectively disposing of US$4.3m more than they bought in the last 12 months.