•
Mar 31, 2023

M/I Homes Q1 2023 Earnings Report

M/I Homes reported record revenue and income, driven by a 16% revenue increase and a 10% increase in homes delivered.

Key Takeaways

M/I Homes announced strong first quarter results with record revenue of $1.0 billion, a 16% increase, and record net income of $103.1 million, a 12% increase. Homes delivered increased by 10% to 2,007, and the average sales price increased by 6% to $486,000.

Revenue increased 16% to a first quarter record of $1.0 billion.

Pre-tax income increased 11% to a first quarter record of $136.0 million.

Net income increased 12% to a first quarter record of $103.1 million ($3.64 per diluted share).

Homes delivered increased 10% to 2,007 and average sales price increased 6% to $486,000.

Total Revenue
$1B
Previous year: $861M
+16.2%
EPS
$3.64
Previous year: $3.16
+15.2%
New Contracts
2.17K
Previous year: 2.51K
-13.6%
Backlog Units
1.73B
Previous year: 5.53K
+31215969.5%
Homes Delivered
2.01K
Previous year: 1.82K
+10.1%
Gross Profit
$235M
Previous year: $213M
+10.1%
Cash and Equivalents
$543M
Previous year: $219M
+148.2%
Free Cash Flow
$249M
Previous year: $68.1M
+266.1%
Total Assets
$3.76B
Previous year: $3.31B
+13.8%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

The company remains optimistic about the housing market due to strong fundamentals, favorable demographic trends, and an undersupply of housing. They are well-positioned with diverse markets and product offerings, a strong balance sheet, and low leverage.

Positive Outlook

  • Strong desire for home ownership remains.
  • Industry will continue to benefit from strong fundamentals.
  • Favorable demographic trends.
  • Undersupply of housing.
  • Well positioned with diverse markets and product offerings.

Challenges Ahead

  • Significantly higher interest rates.
  • Inflationary pressures.
  • Persistent uncertainty regarding the general economy.
  • New contracts decreased 14% to 2,171 contracts
  • Backlog sales value decreased to $1.7 billion compared to $2.8 billion a year-ago