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Jun 30, 2024

LGI Homes Q2 2024 Earnings Report

LGI Homes reported solid results, driven by community growth and outstanding profitability metrics.

Key Takeaways

LGI Homes announced strong second-quarter results with home sales revenues of $602.5 million, 1,655 home closings, and an average sales price of $364,047. The company's profitability metrics exceeded guidance, with a gross margin of 25.0% and adjusted gross margin of 27.0%.

Home sales revenues reached $602.5 million.

Closed 1,655 homes with an average sales price of $364,047.

Gross margin was 25.0%, and adjusted gross margin was 27.0%.

Diluted earnings per share increased by 10.2% to $2.48.

Total Revenue
$602M
Previous year: $645M
-6.6%
EPS
$2.48
Previous year: $2.25
+10.2%
Total Home Closings
1.66K
Previous year: 1.85K
-10.7%
Average Sales Price
$364K
Previous year: $348K
+4.6%
Community Count End Period
128
Previous year: 102
+25.5%
Gross Profit
$151M
Previous year: $142M
+6.3%
Cash and Equivalents
$51.1M
Previous year: $43.3M
+17.9%
Total Assets
$3.7B
Previous year: $3.14B
+17.9%

LGI Homes

LGI Homes

Forward Guidance

LGI Homes updated its full-year 2024 guidance, now expecting to close between 6,400 and 7,200 homes at an average selling price of $360,000 to $370,000. The company also increased its gross margin guidance range to between 23.5% and 24.5% and adjusted gross margin to between 25.5% and 26.5%.

Positive Outlook

  • Expects to close between 6,400 and 7,200 homes in 2024.
  • Anticipates average sales price per home closed between $360,000 and $370,000.
  • Gross margin expected to be between 23.5% and 24.5%.
  • Adjusted gross margin projected between 25.5% and 26.5%.
  • Targeting approximately 150 active selling communities by the end of 2024.

Challenges Ahead

  • Guidance assumes general economic conditions, including input costs, remain similar to those experienced to date in 2024.
  • Guidance assumes construction costs and land availability remain consistent with recent experience.
  • Guidance assumes governmental regulations relating to land development and home construction are similar to those currently in place.
  • Forward-looking statements are subject to risks, uncertainties, and assumptions.
  • Actual results could differ materially from those expressed in forward-looking statements.