Added to YB: 2025-08-14
Pitch date: 2025-08-13
LGIH [neutral]
LGI Homes, Inc.
-23.82%
current return
Author Info
Buggy Whip Bargains has their heads stuck in 10Ks and 10Qs of 'old world' businesses trading below tangible book value. Opinions expressed here are not recommendations or advice. Do your own research. Sign up for the newsletter.
Company Info
LGI Homes, Inc. engages in the design, construction, and sale of homes in the United States. It markets and sells attached and detached entry-level homes and active adult offerings under the LGI Homes brand; and luxury homes under the Terrata Homes brand.
Market Cap
$1.2B
Pitch Price
$63.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.77
P/E
11.54
EV/Sales
1.62
Sector
Household Durables
Category
value
The Deep Value Week – 2025/32 - LGI Homes (LGIH) - Posts Q2 2025 Revenue Decline, Buybacks and Withdraws Full-Year Guidance
LGIH (earnings update): Q2 rev down to $483.5m from $602.5m YoY with 1,323 closings at $365K ASP. Gross margin up 190bps seq to 22.9% (25.5% adj). EPS $1.36 vs $58.6m YoY. Repurchased 367K shares for $20.6m. Net debt/cap 45%. Withdrew FY guidance citing Q4 uncertainty; Q3 guide: 1,100-1,300 closings, 21.5-22.5% margin. P/TB 0.64.
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