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Dec 31, 2023

M/I Homes Q4 2023 Earnings Report

M/I Homes reported a decrease in revenue and net income for Q4 2023, but new contracts increased significantly.

Key Takeaways

M/I Homes reported a decrease in revenue and net income for the fourth quarter of 2023, while new contracts saw a significant increase. The company's backlog decreased slightly, and the average sales price in backlog also declined. Despite these challenges, M/I Homes ended the year in a strong financial position with record shareholders' equity.

New contracts increased 61% to 1,588.

Backlog sales value decreased to $1.6 billion compared to $1.7 billion last year.

Homes delivered decreased 15% to 2,019.

Revenue decreased 20% to $972.6 million.

Total Revenue
$973M
Previous year: $1.22B
-20.1%
EPS
$3.66
Previous year: $5.15
-28.9%
New Contracts
1.59K
Previous year: 985
+61.2%
Backlog Units
3K
Previous year: 3.14K
-4.3%
Homes Delivered
2.02K
Previous year: 2.38K
-15.3%
Gross Profit
$248M
Previous year: $275M
-9.8%
Cash and Equivalents
$733M
Previous year: $312M
+135.2%
Free Cash Flow
$53.7M
Previous year: $193M
-72.1%
Total Assets
$4.02B
Previous year: $3.71B
+8.3%

M/I Homes

M/I Homes

M/I Homes Revenue by Segment

Forward Guidance

M/I Homes is well positioned to continue delivering strong results given the strength of their balance sheet, diverse product offerings, and well-located communities. The company believes the industry will continue to benefit from strong fundamentals, including favorable demographic trends and an undersupply of housing.

Positive Outlook

  • Strong balance sheet
  • Diverse product offerings
  • Well-located communities
  • Favorable demographic trends
  • Undersupply of housing