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Jun 30, 2022

M/I Homes Q2 2022 Earnings Report

M/I Homes reported record second-quarter net income and revenue growth.

Key Takeaways

M/I Homes announced strong second-quarter results, with record net income of $137 million, a 27% increase year-over-year. Revenue also reached a second-quarter record of $1.0 billion, up 8% from the previous year. The company's backlog sales value increased by 9% to $2.7 billion, also a second-quarter record.

Revenue increased 8% to $1.0 billion, a second quarter record.

Pre-tax income increased 29% to $182 million, an all-time quarter record.

Net income increased 27% to $137 million ($4.79 per diluted share) from 2021’s $108 million ($3.58 per diluted share).

Backlog sales value increased 9% to $2.7 billion, a second quarter record.

Total Revenue
$1.04B
Previous year: $961M
+8.3%
EPS
$4.79
Previous year: $3.58
+33.8%
New Contracts
1.82K
Previous year: 2.27K
-19.7%
Backlog Units
5.21K
Previous year: 5.49K
-5.0%
Homes Delivered
2.13K
Previous year: 2.26K
-5.5%
Gross Profit
$284M
Previous year: $241M
+17.8%
Cash and Equivalents
$189M
Previous year: $372M
-49.2%
Free Cash Flow
$7.73M
Previous year: $97.8M
-92.1%
Total Assets
$3.49B
Previous year: $2.86B
+22.1%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

M/I Homes anticipates continued market uncertainty due to rising interest rates and inflation, but remains confident in its strong financial position, low debt levels, and diverse product offerings.

Positive Outlook

  • Strong financial condition with record shareholders’ equity of $1.8 billion.
  • Zero borrowings on $550 million credit facility.
  • Low homebuilding debt to capital ratio of 28%.
  • Housing fundamentals remain solid with an undersupply of available homes and favorable demographics.
  • Record backlog sales value.

Challenges Ahead

  • Moderation in demand due to the rapid rise in interest rates.
  • Continued inflationary pressures across the economy.
  • Growing uncertainty on a number of fronts.
  • Choppy market conditions may persist for some time.
  • Cancellation rate increased to 11% compared to 7% in the second quarter of 2021.