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Jun 30, 2024

Landsea Homes Q2 2024 Earnings Report

Reported strong top-line growth and increased home sales revenue by 43.5%.

Key Takeaways

Landsea Homes reported a strong second quarter in 2024, with a significant increase in home sales revenue and net new home orders. The company's strategic efforts to expand and achieve economies of scale have contributed to substantial growth in sales and closings.

Home sales revenue increased by 43.5% to $418.2 million.

Net new home orders increased by 34.5% to 760 homes.

Net income was reported at $2.9 million, or $0.08 per share.

Adjusted net income increased by 9% to $13.3 million, or $0.36 per share.

Total Revenue
$431M
Previous year: $293M
+47.0%
EPS
$0.36
Previous year: $0.33
+9.1%
Average Sales Price
$550K
Previous year: $541K
+1.7%
Monthly Absorption Rate
3
Home Sales Gross Margin
14.9%
Gross Profit
$64.2M
Previous year: $50.7M
+26.7%
Cash and Equivalents
$82.2M
Previous year: $74.2M
+10.7%
Total Assets
$1.74B
Previous year: $1.41B
+23.9%

Landsea Homes

Landsea Homes

Landsea Homes Revenue by Segment

Forward Guidance

Landsea Homes provided the following outlook for the third quarter of 2024:

Positive Outlook

  • New home deliveries are anticipated to be in the range of 625 to 700.
  • Delivery ASPs are expected to be in the range of $495,000 to $510,000.
  • Adjusted home sales gross margin is expected to be between 20% and 21%.
  • Home sales gross margin is expected to be approximately 15%.