NASDAQ$LEGH

Legacy Housing Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Legacy Housing reported Q1 2026 net revenue of $34.4M (-4% YoY) with net income of $10.9M and basic EPS of $0.46.

For the quarter ended March 31, 2026, Legacy Housing reported total net revenue of $34.4 million versus $35.7 million a year ago, as unit volume declined 10.9% to 312 homes. Net income was $10.9 million, or $0.46 per basic share, compared with $10.3 million in Q1 2025.

  • Net revenue $34.4M; product sales $21.6M.
  • Net income $10.9M; basic EPS $0.46.
  • Unit sales 312 vs 350 prior year.
  • Consumer loan interest revenue $11.3M.

Headline financials

Total Revenue

$34.4M

Previous: $35.7M-3.7%
EPS (adj)

$0.46

Previous: $0.41+12.2%
Capital Expenditures

-$1.53M

Previous: -$1.26M-21.3%
Net Income

$10.9M

Previous: $10.3M+6.3%
Operating Income

$12.4M

Previous: $11.6M+6.8%

Revenue & EPS history

Legacy Housing · Revenue · Quarterly

$34.4M

Q1 2026-3.7%vs Q1 2025
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Forward guidance

Management discusses housing demand, retail expansion, and workforce-housing deposits without numeric guidance.

Tailwinds

  • Maintained profitability despite lower volume.
  • Higher other revenue including land sales.

Headwinds

  • Revenue and unit volume declined year over year.
  • Manufactured housing cycle sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+3.0%

Avg return

Earnings day

+4.6%

Avg return

5 days after

+5.9%

Avg return

30 days after

59%

19 / 32 earnings

Positive

+32.9%

Q4 2021

Best reaction

-15.0%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%+3.0%+10.3%
Q4 2025+1.7%+4.9%+15.3%
Q3 2025-5.9%-9.9%-12.1%
Q1 2025-7.9%-8.3%-13.1%
Q4 2024+2.7%+4.8%-3.6%
Q3 2024-3.6%-4.9%-5.7%
Q2 2024-1.3%-2.3%-3.2%
Q1 2024+11.4%+13.7%+8.1%
Q4 2023-15.0%-15.8%-18.7%
Q3 2023+19.0%+24.6%+22.0%
Q2 2023-2.5%-5.4%-6.7%
Q1 2023+0.8%-1.4%-7.5%
Q4 2022+13.2%+7.0%+10.2%
Q3 2022+2.7%+4.3%+12.2%
Q2 2022-0.6%+0.0%-3.8%
Q1 2022+1.8%+5.1%-2.4%
Q4 2021+32.9%+31.1%+26.7%
Q3 2021+18.4%+28.8%+22.1%
Q2 2021+4.4%+2.8%+5.0%
Q1 2021-6.8%-0.5%-2.7%
Q4 2020+0.7%+9.0%+13.7%
Q3 2020+5.4%+6.4%+6.3%
Q2 2020+6.4%+8.7%+1.2%
Q1 2020+18.7%+14.3%+32.3%
Q4 2019-3.5%-10.4%+10.0%
Q3 2019-0.6%+11.8%+1.6%
Q3 2018-0.6%+11.8%+1.6%
Q2 2018-2.1%-0.8%+21.5%
Q2 2019+1.4%+0.7%+22.7%
Q4 2018+2.5%+6.1%+7.2%
Q1 2018+2.5%+3.3%+8.4%
Q1 2019+1.6%+5.0%+9.9%
Q4 2017

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