M/I Homes, Inc.

NYSE:MHO 株式レポート

時価総額:US$3.3b

M/I Homes 過去の業績

過去 基準チェック /26

M/I Homesは、平均年間5.3%の収益成長を遂げていますが、 Consumer Durables業界の収益は、年間 成長しています。収益は、平均年間2.7% 4.9%収益成長率で 成長しています。 M/I Homesの自己資本利益率は11.3%であり、純利益率は8.2%です。

主要情報

5.30%

収益成長率

6.66%

EPS成長率

Consumer Durables 業界の成長24.52%
収益成長率4.90%
株主資本利益率11.26%
ネット・マージン8.24%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

MHO: Discount Rate Shift And Buybacks Will Support Future Upside

Analysts have adjusted their price target on M/I Homes to $165, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E following the recent downgrade at Seaport Research. Analyst Commentary Bullish analysts are focusing on how the revised $165 price target lines up with their updated assumptions on discount rate, revenue trajectory, profit margins, and the future P/E multiple.

M/I Homes Q1 Review: The Inflection Point May Have Moved

Apr 22

MHO: Share Repurchases And Execution Discipline Will Support Future Upside

Analysts have kept their $165 price target for M/I Homes unchanged, reflecting a slightly higher discount rate and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent research that includes a downgrade at Seaport Research. Analyst Commentary Recent research signals a mixed but still constructive tone around M/I Homes, with the unchanged $165 target framed against tweaks to modeling inputs such as discount rate, revenue, margins, and future P/E assumptions.

MHO: Affordable Heartland Focus Will Support Returns Despite Near Term Margin Concerns

Analysts have modestly raised their price target on M/I Homes to $165, citing the company's exposure to relatively more affordable Midwest and Plains markets and the contribution of its Smart Series entry level product to gross margins. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s focus on relatively more affordable Midwest and Plains markets, which they view as attractive for sustaining demand in entry level housing.

MHO: Affordable Midwest Markets Will Support Future Upside Potential

Analysts have reaffirmed their $165 price target on M/I Homes, pointing to the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series as key supports for the valuation. Analyst Commentary Bullish analysts highlight that the reiterated US$165 price target reflects confidence in M/I Homes’ positioning in more affordable Midwest and Plains markets, which they see as a key support for valuation.

MHO: Affordable Heartland Exposure And Buybacks Will Balance Margin Risks

Analysts have kept their fair value estimate for M/I Homes steady at $157, while nudging assumptions such as the discount rate and future P/E slightly as they weigh near term margin caution against potential catalysts tied to the company’s exposure to relatively more affordable Midwest and Plains markets and its Smart Series entry level product line. Analyst Commentary Bullish Takeaways Bullish analysts see the US$165 price target as supported by the company’s positioning in relatively more affordable Midwest and Plains markets, which they view as helpful for sustaining demand at current valuation levels.

MHO: Affordable Heartland Focus And Buybacks Will Temper Margin Uncertainty

Analysts modestly raised their price target on M/I Homes to $165, citing updated assumptions for revenue growth and P/E, along with continued confidence in the company's exposure to more affordable Midwest and Plains markets and its higher margin Smart Series entry level product. Analyst Commentary Bullish Takeaways Bullish analysts point to the new US$165 price target as reflecting confidence that current P/E assumptions are reasonable given the company’s positioning in more affordable Midwest and Plains markets.

MHO: Affordable Midwest Exposure Will Drive Future Upside Potential

Narrative Update: M/I Homes Price Target Reset Analysts have updated their outlook on M/I Homes with a revised price target of US$165, down from US$185, citing more cautious assumptions on discount rate, revenue growth, profit margins and future P/E. They are still highlighting potential catalysts in the company's exposure to comparatively affordable Midwest and Plains markets, as well as its higher margin Smart Series entry level offering.

MHO: Affordable Heartland Exposure And Repurchases Will Support Future Upside

Analysts lifted their price target on M/I Homes from US$153 to US$157, citing the company’s exposure to relatively more affordable Midwest and Plains markets, as well as the contribution from its entry level Smart Series line, as key supports for the updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to the US$165 price target as reflecting confidence that the current valuation leaves room for further execution on the existing business mix.

M/I Homes' (NYSE:MHO) Returns Have Hit A Wall

Jan 09
M/I Homes' (NYSE:MHO) Returns Have Hit A Wall

MHO: Ongoing Share Repurchases Will Support Upside Despite Softer Revenue Outlook

Analysts have kept their fair value estimate for M/I Homes steady at $153.00, citing only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than any major shift in the underlying outlook. What's in the News M/I Homes, Inc.

MHO: Share Repurchases Will Support Upside Despite Softer Revenue Outlook

Analysts have trimmed their price target on M/I Homes by approximately 6 percent from about 162 dollars to 153 dollars, citing expectations for softer revenue growth, compressed profit margins, and a higher valuation multiple. Together, these factors warrant a more conservative fair value outlook.

Improved Earnings Required Before M/I Homes, Inc. (NYSE:MHO) Shares Find Their Feet

Oct 13
Improved Earnings Required Before M/I Homes, Inc. (NYSE:MHO) Shares Find Their Feet

Is Now The Time To Look At Buying M/I Homes, Inc. (NYSE:MHO)?

Sep 09
Is Now The Time To Look At Buying M/I Homes, Inc. (NYSE:MHO)?

Investors Will Want M/I Homes' (NYSE:MHO) Growth In ROCE To Persist

Jul 21
Investors Will Want M/I Homes' (NYSE:MHO) Growth In ROCE To Persist

Here's Why We Think M/I Homes (NYSE:MHO) Might Deserve Your Attention Today

Jul 07
Here's Why We Think M/I Homes (NYSE:MHO) Might Deserve Your Attention Today

Why Investors Shouldn't Be Surprised By M/I Homes, Inc.'s (NYSE:MHO) Low P/E

May 13
Why Investors Shouldn't Be Surprised By M/I Homes, Inc.'s (NYSE:MHO) Low P/E

What Does M/I Homes, Inc.'s (NYSE:MHO) Share Price Indicate?

Apr 30
What Does M/I Homes, Inc.'s (NYSE:MHO) Share Price Indicate?

Earnings Report: M/I Homes, Inc. Missed Revenue Estimates By 13%

Apr 30
Earnings Report: M/I Homes, Inc. Missed Revenue Estimates By 13%

M/I Homes Q1: There May Be A Lot More Pain Ahead

Apr 23

M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

Apr 13
M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

Estimating The Fair Value Of M/I Homes, Inc. (NYSE:MHO)

Apr 01
Estimating The Fair Value Of M/I Homes, Inc. (NYSE:MHO)

Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?

Feb 16
Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?

M/I Homes: Homebuilders Face Greatest Crisis Since 2008

Feb 11

M/I Homes Earnings: Margin Pressure And Demand Challenges Mar The Outlook (Downgrade)

Jan 30

With EPS Growth And More, M/I Homes (NYSE:MHO) Makes An Interesting Case

Jan 16
With EPS Growth And More, M/I Homes (NYSE:MHO) Makes An Interesting Case

There's No Escaping M/I Homes, Inc.'s (NYSE:MHO) Muted Earnings

Jan 01
There's No Escaping M/I Homes, Inc.'s (NYSE:MHO) Muted Earnings

Returns On Capital Are Showing Encouraging Signs At M/I Homes (NYSE:MHO)

Nov 16
Returns On Capital Are Showing Encouraging Signs At M/I Homes (NYSE:MHO)

M/I Homes: Riding The Housing Rebound With Strong Earnings And Growth Outlook

Nov 03

Here's Why M/I Homes (NYSE:MHO) Can Manage Its Debt Responsibly

Oct 20
Here's Why M/I Homes (NYSE:MHO) Can Manage Its Debt Responsibly

Is Now The Time To Put M/I Homes (NYSE:MHO) On Your Watchlist?

Sep 23
Is Now The Time To Put M/I Homes (NYSE:MHO) On Your Watchlist?
User avatar

Millennial And Gen Z Demand Fuels Growth Amid Financial Stability And Market Challenges

Increasing demand from millennials and Gen Z indicates a promising future customer base for revenue growth.

M/I Homes: A Great Home For Your Cash

Aug 24

Estimating The Intrinsic Value Of M/I Homes, Inc. (NYSE:MHO)

Aug 14
Estimating The Intrinsic Value Of M/I Homes, Inc. (NYSE:MHO)

Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 01
Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

M/I Homes, Inc. (NYSE:MHO) Shares Fly 32% But Investors Aren't Buying For Growth

Jul 26
M/I Homes, Inc. (NYSE:MHO) Shares Fly 32% But Investors Aren't Buying For Growth

M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

Jul 21
M/I Homes (NYSE:MHO) Might Have The Makings Of A Multi-Bagger

M/I Homes: Economic Data Indicates Homebuilding Cycle Is Past Its Peak

Jun 13

M/I Homes: Strong Foundations Will Allow It To Continue Growing

Apr 28

Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Apr 26
Earnings Beat: M/I Homes, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?

Apr 18
Does M/I Homes (NYSE:MHO) Have A Healthy Balance Sheet?

M/I Homes: 3 Reasons To Continue To Fade The Rally

Apr 09

M/I Homes (NYSE:MHO) Is Experiencing Growth In Returns On Capital

Mar 31
M/I Homes (NYSE:MHO) Is Experiencing Growth In Returns On Capital

収支内訳

M/I Homes の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:MHO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 264,3623604560
31 Dec 254,4184034530
30 Sep 254,4764724540
30 Jun 254,4875114480
31 Mar 254,4345374290
31 Dec 244,5055644400
30 Sep 244,2725364360
30 Jun 244,1755294320
31 Mar 244,0805004420
31 Dec 234,0344653870
30 Sep 234,2784904270
30 Jun 234,2444834220
31 Mar 234,2715024160
31 Dec 224,1314914060
30 Sep 223,9664744000
30 Jun 223,8584333920
31 Mar 223,7784043900
31 Dec 213,7463973910
30 Sep 213,6013643930
30 Jun 213,5443463950
31 Mar 213,2972933770
31 Dec 203,0462403570
30 Sep 202,8822023380
30 Jun 202,6871663190
31 Mar 202,5971423110
31 Dec 192,5001283020
30 Sep 192,4811182960
30 Jun 192,3951102880
31 Mar 192,3301072850
31 Dec 182,2861082810
30 Sep 182,185912770
30 Jun 182,094812670
31 Mar 181,993692580
31 Dec 171,962662550
30 Sep 171,864702450
30 Jun 171,830612390
31 Mar 171,774592310
31 Dec 161,691522200
30 Sep 161,637442120
30 Jun 161,558492040
31 Mar 161,480471960
31 Dec 151,418471880
30 Sep 151,317451800
30 Jun 151,285431760

質の高い収益: MHOは 高品質の収益 を持っています。

利益率の向上: MHOの現在の純利益率 (8.2%)は、昨年(12.1%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: MHOの収益は過去 5 年間で年間5.3%増加しました。

成長の加速: MHOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: MHOは過去 1 年間で収益成長率がマイナス ( -33% ) となったため、 Consumer Durables業界平均 ( -20% ) と比較することが困難です。


株主資本利益率

高いROE: MHOの 自己資本利益率 ( 11.3% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/04 14:42
終値2026/05/04 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

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, LLC
Jay McCanlessGuggenheim Securities, LLC
Buck HorneRaymond James & Associates