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Dec 31, 2019

M/I Homes Q4 2019 Earnings Report

M/I Homes reported record revenue, new contracts, homes delivered, and pre-tax income.

Key Takeaways

M/I Homes reported a strong fourth quarter and year-end results for 2019. Fourth-quarter revenue increased by 3% to $742 million, and net income increased by 29% to $41.8 million, or $1.44 per diluted share. The company achieved record revenue of $2.5 billion for the full year, a 9% increase, and record homes delivered of 6,296, also a 9% increase.

New contracts increased 43% to a fourth quarter record of 1,677 contracts.

Backlog sales value increased 18% to a fourth quarter record $1.1 billion, and backlog units increased 22%.

Revenue increased 3% to a fourth quarter record of $742 million.

Homes delivered increased 5% to an all-time quarterly record 1,921 homes.

Total Revenue
$742M
Previous year: $722M
+2.7%
EPS
$1.57
Previous year: $1.32
+18.9%
New Contracts
1.68K
Previous year: 1.17K
+43.0%
Backlog Units
2.67K
Previous year: 2.19K
+21.7%
Homes Delivered
1.92K
Previous year: 1.83K
+5.3%
Gross Profit
$143M
Previous year: $130M
+9.8%
Cash and Equivalents
$6.08M
Previous year: $21.5M
-71.7%
Free Cash Flow
$62.8M
Previous year: $69M
-9.1%
Total Assets
$2.11B
Previous year: $2.02B
+4.2%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

Housing market conditions remain strong, and the company is well-positioned for a very good 2020, given the strength of the record backlog and solid competitive position across each of the 15 markets.

Positive Outlook

  • Strength of record backlog
  • Solid competitive position across each of our 15 markets
  • Housing market conditions remain strong
  • Shareholders’ equity reached a record level of $1.0 billion at year-end
  • Book value per share above $35