LGI Homes, Inc.

NasdaqGS:LGIH 주식 리포트

시가총액: US$1.1b

LGI Homes 경영진

경영진 기준 점검 2/4

LGI Homes CEO는 Eric Lipar, Jan2009 에 임명되었습니다 의 임기는 17.33 년입니다. 총 연간 보상은 $5.18M, 18.8% 급여 및 81.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $107.64M 가치에 해당하는 회사 주식의 10.05% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 16.3 년과 12.9 년입니다.

핵심 정보

Eric Lipar

최고경영자

US$5.2m

총 보수

CEO 급여 비율18.81%
CEO 재임 기간17.3yrs
CEO 지분 보유율10.0%
경영진 평균 재임 기간16.3yrs
이사회 평균 재임 기간12.9yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 02

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

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

LGIH: Expanded Communities And 2026 Guidance Will Support Future Upside

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

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

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

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

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

LGIH: Ongoing Community Expansion Will Struggle Against Constrained Margin Outlook

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

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

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

LGIH: Community Expansion Pipeline Will Support Future Upside Potential

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

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

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

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

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

LGIH: Community Expansion Pipeline Will Support Bullish Long Term Outlook

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

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

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

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

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

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

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

US Housing And Sun Belt Demand Will Rise Despite Pressures

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

US Housing And Sun Belt Demand Will Rise Despite Pressures

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

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

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

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

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

CEO 보수 분석

Eric Lipar의 보수는 LGI Homes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$71m

Dec 31 2025US$5mUS$975k

US$73m

Sep 30 2025n/an/a

US$106m

Jun 30 2025n/an/a

US$156m

Mar 31 2025n/an/a

US$183m

Dec 31 2024US$2mUS$975k

US$196m

Sep 30 2024n/an/a

US$197m

Jun 30 2024n/an/a

US$195m

Mar 31 2024n/an/a

US$189m

Dec 31 2023US$7mUS$975k

US$199m

Sep 30 2023n/an/a

US$181m

Jun 30 2023n/an/a

US$205m

Mar 31 2023n/an/a

US$275m

Dec 31 2022US$6mUS$975k

US$327m

Sep 30 2022n/an/a

US$404m

Jun 30 2022n/an/a

US$414m

Mar 31 2022n/an/a

US$409m

Dec 31 2021US$7mUS$950k

US$430m

Sep 30 2021n/an/a

US$455m

Jun 30 2021n/an/a

US$443m

Mar 31 2021n/an/a

US$381m

Dec 31 2020US$5mUS$850k

US$324m

Sep 30 2020n/an/a

US$252m

Jun 30 2020n/an/a

US$213m

Mar 31 2020n/an/a

US$203m

Dec 31 2019US$4mUS$825k

US$179m

보상 대 시장: Eric의 총 보수(USD5.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M)보다 높습니다.

보상과 수익: Eric의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Eric Lipar (54 yo)

17.3yrs
재임 기간
US$5,182,051
보수

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


리더십 팀

이름직위재임 기간보수지분
Eric Lipar
Chairman & CEO17.3yrsUS$5.18m10.05%
$ 107.6m
Michael Snider
President & COO17.3yrsUS$2.21m0.91%
$ 9.7m
Charles Merdian
CFO & Treasurer16.3yrsUS$2.06m0.70%
$ 7.5m
Scott Garber
General Counsel & Corporate Secretary8.1yrsUS$1.09m0.093%
$ 1.0m
Joshua Fattor
Vice President of Investor Relations & Capital Marketsno data데이터 없음데이터 없음
Rachel Eaton
Chief Marketing Officer12.9yrsUS$1.13m데이터 없음
Jack Lipar
Executive Vice President of Acquisitionsno dataUS$1.07m데이터 없음
Chris Kelly
Southwest Division Presidentno data데이터 없음데이터 없음
16.3yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: LGIH의 경영진은 노련하고 경험이 풍부합니다(평균 재임 16.3 년).


이사회 구성원

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

경험이 풍부한 이사회: LGIH의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12.9 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 06:10
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

LGI Homes, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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