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Mar 31, 2024

M/I Homes Q1 2024 Earnings Report

M/I Homes reported record first quarter results driven by increased new contracts and home deliveries.

Key Takeaways

M/I Homes announced record first quarter results with a 5% increase in revenue to $1.05 billion and a 34% increase in net income to $138.1 million, driven by a 17% increase in new contracts and an 8% increase in homes delivered. The company's financial condition remains strong, with record shareholders' equity and substantial cash reserves.

New contracts increased by 17% to 2,547.

Homes delivered increased by 8% to a record 2,158.

Revenue increased by 5% to a record $1.05 billion.

Net income increased by 34% to a record $138.1 million, or $4.78 per diluted share.

Total Revenue
$1.05B
Previous year: $1B
+4.6%
EPS
$4.78
Previous year: $3.64
+31.3%
New Contracts
2.55K
Previous year: 2.17K
+17.3%
Backlog Units
3.39K
Previous year: 1.73B
-100.0%
Homes Delivered
2.16K
Previous year: 2.01K
+7.5%
Gross Profit
$283M
Previous year: $235M
+20.8%
Cash and Equivalents
$870M
Previous year: $543M
+60.4%
Free Cash Flow
$115M
Previous year: $249M
-53.7%
Total Assets
$4.21B
Previous year: $3.76B
+11.9%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

M/I Homes is positioned for a strong 2024 due to its first quarter performance, diverse product offerings, and well-located communities.

Positive Outlook

  • Exceptional first quarter performance with records in homes delivered, revenue, and income.
  • New contracts increased by 17%, indicating strong demand.
  • Gross margins improved by 360 basis points to 27%.
  • Pre-tax income increased by 33% to a first quarter record of $180.2 million.
  • Strong financial condition with record shareholders’ equity and substantial cash reserves.

Challenges Ahead

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