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Jun 30, 2022

Landsea Homes Q2 2022 Earnings Report

Expanded home sales revenue and increased net income

Key Takeaways

Landsea Homes reported a strong second quarter with a 46.4% increase in home sales revenue to $351 million and net income of $14.9 million, or $0.34 per diluted share. The company also saw a 35% increase in total homes delivered and a 31.2% increase in backlog.

Home sales revenue expanded by 46.4% to $351 million.

Net income for the second quarter was $14.9 million, or $0.34 per diluted share.

Total homes delivered increased 35% to 572 homes.

Backlog increased by 31.2% to 1,571 homes, totaling $902.1 million.

Total Revenue
$369M
Previous year: $250M
+47.3%
EPS
$0.71
Previous year: $0.38
+86.8%
Net New Home Orders
538
Previous year: 330
+63.0%
Total Lots Owned or Controlled
13.02K
Home Sales Gross Margin
21.3%
Previous year: 17%
+25.3%
Gross Profit
$78.1M
Previous year: $42.6M
+83.5%
Cash and Equivalents
$99.7M
Previous year: $147M
-32.3%
Total Assets
$1.39B
Previous year: $8.56K
+16293541.9%

Landsea Homes

Landsea Homes

Landsea Homes Revenue by Segment

Landsea Homes Revenue by Geographic Location

Forward Guidance

Landsea Homes anticipates new home deliveries to be in a range of 575 to 630 and delivery ASPs expected to be in a range of $550,000 to $575,000 for Q3 2022. For the full year 2022, new home deliveries are anticipated to be in a range of 2,500 to 2,700 and delivery ASPs expected to be in a range of $525,000 to $550,000. Home sales gross margin to be in a range of 20% to 22% on a GAAP basis, or 24% to 26% on an adjusted basis.

Positive Outlook

  • New home deliveries anticipated to be in a range of 575 to 630 for Q3 2022.
  • Delivery ASPs expected to be in a range of $550,000 to $575,000 for Q3 2022.
  • New home deliveries anticipated to be in a range of 2,500 to 2,700 for full year 2022.
  • Delivery ASPs expected to be in a range of $525,000 to $550,000 for full year 2022.
  • Home sales gross margin to be in a range of 20% to 22% on a GAAP basis for full year 2022.