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Mar 31, 2021

Landsea Homes Q1 2021 Earnings Report

Reported financial results, experiencing revenue growth and increased home deliveries, while backlog expanded.

Key Takeaways

Landsea Homes reported an 18% increase in total revenue to $160.4 million and an 11% increase in total homes delivered to 301 homes for the first quarter of 2021. The company's backlog grew 39% to 875 homes, and they are raising their full-year outlook, expecting revenue between $925 to $980 million.

Total revenue increased 18% to $160.4 million compared to the first quarter of 2020.

Total homes delivered increased 11% to 301 homes with an average sales price of $514,000.

Total homes in backlog increased 39% to 875 homes with a dollar value of $492.7 million.

The company now expects to report approximately $925 to $980 million in total revenue for 2021.

Total Revenue
$160M
Previous year: $136M
+17.7%
EPS
$0.03
Previous year: -$0.0779
-138.5%
Homes Delivered
301
Previous year: 270
+11.5%
Average Sales Price
$514K
Previous year: $505K
+1.8%
Net New Home Orders
426
Gross Profit
$18.8M
Previous year: $16.7M
+12.4%
Cash and Equivalents
$191M
Total Assets
$988M

Landsea Homes

Landsea Homes

Landsea Homes Revenue by Segment

Forward Guidance

Landsea Homes now expects to report approximately $925 to $980 million in total revenue for 2021, with total homes delivered expected to be 1,930 to 2,030 at an average sales price of $450,000 to $495,000. Adjusted net income attributable to Landsea Homes is expected to be approximately $46 million to $56 million.

Positive Outlook

  • Expecting higher levels of organic growth.
  • Benefits from the acquisition of Vintage Estate Homes.
  • Total revenue for 2021 expected between $925 to $980 million.
  • Total homes delivered is now expected to be 1,930 to 2,030.
  • Adjusted net income attributable to Landsea Homes of approximately $46 million to $56 million.