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Sep 30, 2023

M/I Homes Q3 2023 Earnings Report

M/I Homes reported record third quarter revenue and net income, driven by a significant increase in new contracts and home deliveries.

Key Takeaways

M/I Homes announced strong third quarter results, featuring record revenue of $1.0 billion, a 50% increase in new contracts, and a record net income of $139.0 million. The company's performance was supported by a solid 23% return on equity and a strong financial position, ending the quarter with record shareholders’ equity and substantial cash reserves.

New contracts increased by 50% to 2,021 contracts.

Homes delivered increased by 3% to 2,096 homes.

Revenue increased by 3% to a record $1.0 billion.

Net income increased by 6% to a record $139.0 million, or $4.82 per diluted share.

Total Revenue
$1.05B
Previous year: $1.01B
+3.3%
EPS
$4.82
Previous year: $4.67
+3.2%
New Contracts
2.02K
Previous year: 1.35K
+49.8%
Backlog Units
3.43K
Previous year: 4.54K
-24.3%
Homes Delivered
2.1K
Previous year: 2.03K
+3.5%
Gross Profit
$282M
Previous year: $272M
+3.6%
Cash and Equivalents
$736M
Previous year: $67.8M
+986.5%
Free Cash Flow
$77.1M
Previous year: -$93.9M
-182.1%
Total Assets
$4B
Previous year: $3.59B
+11.6%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

M/I Homes is positioned to have a very strong 2023, given its performance through three quarters of this year, along with the strength of its balance sheet, low debt levels, diverse product offerings and well-located communities.