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Jun 30, 2021

Landsea Homes Q2 2021 Earnings Report

Reported strong second quarter results with a significant year-over-year increase in total home sales and backlog.

Key Takeaways

Landsea Homes reported a strong second quarter in 2021, with total revenue increasing by 163% to $250.3 million and total home sales increasing by 152% to $239.6 million. Net income attributable to Landsea Homes increased to $10.7 million, or $0.23 per diluted share. The company's backlog expanded to the largest level in its history with 1,197 homes.

Total revenue increased 163% to $250.3 million compared to the second quarter of 2020.

Total home sales increased 152% to $239.6 million compared to the second quarter of 2020.

Total homes delivered increased 79% to 425 homes with an average sales price of $564,000.

Net income attributable to Landsea Homes increased to $10.7 million, or $0.23 per diluted share.

Total Revenue
$250M
Previous year: $95.1M
+163.3%
EPS
$0.38
Previous year: -$0.7
-154.3%
Homes Delivered
425
Previous year: 237
+79.3%
Average Sales Price
$564K
Previous year: $401K
+40.6%
Net New Home Orders
330
Gross Profit
$42.6M
Previous year: $5.74M
+641.8%
Cash and Equivalents
$147M
Previous year: $80.2M
+83.7%
Total Assets
$8.56K
Previous year: $141M
-100.0%

Landsea Homes

Landsea Homes

Landsea Homes Revenue by Segment

Forward Guidance

Landsea Homes raised its full year outlook for 2021 and now expects to report approximately $960 million to $1.02 billion in total revenue. Total homes delivered is now expected to be 1,930 to 2,030 at an average sales price of $497,000 to $529,000. The Company now expects to report adjusted net income attributable to Landsea Homes of approximately $53 million to $61 million in 2021.

Positive Outlook

  • Total revenue expected to be between $960 million and $1.02 billion.
  • Home sales gross margin is expected to be 16.9% to 17.8%.
  • Adjusted home sales gross margin is expected to be 21.9% to 22.5%.
  • Total homes delivered is now expected to be 1,930 to 2,030 at an average sales price of $497,000 to $529,000.
  • Adjusted net income attributable to Landsea Homes expected to be $53 million to $61 million.