View ValuationM/I Homes 향후 성장Future 기준 점검 1/6M/I Homes은 연간 수입과 매출이 각각 5.8%와 2.9% 증가할 것으로 예상되고 EPS는 연간 8.1%만큼 증가할 것으로 예상됩니다.핵심 정보5.8%이익 성장률8.07%EPS 성장률Consumer Durables 이익 성장13.4%매출 성장률2.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트27 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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.공시 • Apr 13M/I Homes, Inc., Annual General Meeting, May 13, 2026M/I Homes, Inc., Annual General Meeting, May 13, 2026.공시 • 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, 2026공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • Jun 30M/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic Index공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2023공시 • 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.공시 • Jan 26M/I Homes, Inc. Appoints Kevin Brown as Area PresidentM/I Homes, Inc. announced that Kevin Brown has been named Area President.공시 • 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.이익 및 매출 성장 예측LSE:0A8X - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20274,560393N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0A8X 의 연간 예상 수익 증가율(5.8%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: 0A8X 의 연간 수익(5.8%)이 UK 시장(11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 0A8X 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0A8X 의 수익(연간 2.9%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0A8X 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0A8X의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 09:23종가2026/05/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스M/I Homes, Inc.는 5명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jay McCanlessCitizens JMP Securities, LLCJay McCanlessGuggenheim Securities, LLCBuck HorneRaymond James & Associates2명의 분석가 더 보기
공시 • 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.
공시 • Apr 13M/I Homes, Inc., Annual General Meeting, May 13, 2026M/I Homes, Inc., Annual General Meeting, May 13, 2026.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • Jun 30M/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic IndexM/I Homes, Inc.(NYSE:MHO) dropped from Russell 2000 Dynamic Index
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • Jan 26M/I Homes, Inc. Appoints Kevin Brown as Area PresidentM/I Homes, Inc. announced that Kevin Brown has been named Area President.
공시 • 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.