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Jun 30, 2021

LGI Homes Q2 2021 Earnings Report

LGI Homes reported record-breaking results, exceeding expectations with new company records for revenue, closings, absorptions, and profitability metrics.

Key Takeaways

LGI Homes reported a strong second quarter with a 64.3% increase in revenue to $791.5 million. Net income increased by 112.4% to $118.1 million, or $4.71 per diluted share. The company raised its full-year guidance, expecting to close between 10,000 and 10,500 homes.

Home sales revenues increased 64.3% to $791.5 million.

Home closings increased 42.4% to 2,856 homes.

Net income increased 112.4% to $118.1 million, or $4.71 diluted EPS.

Average sales price per home closed increased 15.4% to $277,140.

Total Revenue
$792M
Previous year: $482M
+64.3%
EPS
$4.73
Previous year: $2.21
+114.0%
Total Home Closings
2.86K
Previous year: 2.01K
+42.4%
Average Sales Price
$277K
Previous year: $240K
+15.4%
Community Count End Period
106
Previous year: 117
-9.4%
Gross Profit
$214M
Previous year: $118M
+81.5%
Cash and Equivalents
$112M
Previous year: $49.1M
+127.5%
Total Assets
$2.06B
Previous year: $1.64B
+25.8%

LGI Homes

LGI Homes

Forward Guidance

The Company is raising its full year guidance. They now expect to close between 10,000 and 10,500 homes at a higher expected average selling price of $285,000 to $295,000. Based on continued success at passing through price increases and the recent abatement in some raw material costs, they are increasing guidance on gross margin to a range between 26.0% and 28.0% and adjusted gross margin to a range between 27.5% and 29.5%.

Positive Outlook

  • Home closings between 10,000 and 10,500.
  • Active selling communities at the end of 2021 between 112 and 120.
  • Average sales price per home closed between $285,000 and $295,000.
  • Gross margin as a percentage of home sales revenues between 26.0% and 28.0%.
  • Adjusted gross margin as a percentage of home sales revenues between 27.5% and 29.5%.