Legacy Housing Corporation

NasdaqGS:LEGH 株式レポート

時価総額:US$532.9m

Legacy Housing 将来の成長

Future 基準チェック /16

Legacy Housingは、10.4%と5.8%でそれぞれ年率10.4%で利益と収益が成長すると予測される一方、EPSはgrowで10.1%年率。

主要情報

10.4%

収益成長率

10.13%

EPS成長率

Consumer Durables 収益成長7.5%
収益成長率5.8%
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14 May 2026

今後の成長に関する最新情報

分析記事 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...

Recent updates

ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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
新しいナラティブ 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
分析記事 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
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...

業績と収益の成長予測

NasdaqGS:LEGH - 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
12/31/202718151N/AN/A2
12/31/202618552N/AN/A3
3/31/2026163423039N/A
12/31/2025165422837N/A
9/30/2025180481826N/A
6/30/2025184552233N/A
3/31/2025177572030N/A
12/31/2024184622736N/A
9/30/202416454920N/A
6/30/202416954-18N/A
3/31/202418053-80N/A
12/31/202318954-21-14N/A
9/30/202323167-13-8N/A
6/30/202323866-9-5N/A
3/31/202325068-7-3N/A
12/31/202225768-5-2N/A
9/30/202223462611N/A
6/30/2022233605661N/A
3/31/2022217555661N/A
12/31/2021198505460N/A
9/30/2021194475156N/A
6/30/202118142-6-1N/A
3/31/202117840-31N/A
12/31/202017738-5-2N/A
9/30/202017134-17-15N/A
6/30/202017032-16-13N/A
3/31/202016931-16-12N/A
12/31/201916929N/A-4N/A
9/30/201916025N/A6N/A
6/30/201915925N/A3N/A
3/31/201915723N/A2N/A
12/31/201816222N/A3N/A
9/30/201816928N/A-2N/A
12/31/201712926N/A4N/A
12/31/201611117N/A-2N/A

アナリストによる今後の成長予測

収入対貯蓄率: LEGHの予測収益成長率 (年間10.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: LEGHの収益 ( 10.4% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: LEGH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: LEGHの収益 ( 5.8% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: LEGHの収益 ( 5.8% ) 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: LEGH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

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2026/05/14 06:07
終値2026/05/14 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Legacy Housing Corporation 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。4

アナリスト機関
Rohit SethB. Riley Securities, Inc.
Daniel MooreCJS Securities, Inc.
Timothy MooreD. Boral Capital LLC.