NASDAQ$LEGH

Legacy Housing Corporation · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Legacy Housing reported slight revenue growth and consistent net income compared to the same quarter last year.

Legacy Housing Corporation announced its financial results for the second quarter ended June 30, 2020, with revenue slightly increasing to $46.0 million from $45.8 million in the second quarter of 2019. Net income remained consistent at $8.6 million, and earnings per share increased to $0.36 from $0.35.

  • Revenue increased slightly to $46.0 million compared to $45.8 million in the second quarter of 2019.
  • Interest income increased by nearly 20% to $6.1 million from $5.1 million in the second quarter of 2019.
  • Net income remained consistent at $8.6 million compared to the second quarter of 2019.
  • Earnings per share increased to $0.36 from $0.35 for the comparable quarter in 2019.

Headline financials

Total Revenue

$46M

Previous: $45.8M+0.5%
EPS (adj)

$0.36

Previous: $0.35+2.9%
Capital Expenditures

-$782K

Previous: -$1.45M+46.2%
Free Cash Flow

$7.81M

Previous: $7.18M+8.8%
Net Income

$8.6M

Previous: $8.63M-0.4%
Operating Income

$11.2M

Previous: $11.5M-2.6%
Gross Profit

$15.4M

Previous: $17.9M-13.6%
Cash & Equivalents

$1.02M

Previous: $2.42M-57.7%
Total Assets

$312M

Previous: $252M+24.0%
Stock-Based Comp

$36K

Previous: $188K-80.9%

Revenue & EPS history

Legacy Housing · Revenue · Quarterly

$46M

Q2 2020+0.5%vs Q2 2019
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Forward guidance

The company took proactive steps during the first and second quarter of 2020 to navigate the COVID-19 environment by reducing costs and gaining operational flexibility in our manufacturing operations.

Tailwinds

  • Strong growth in financed sales to manufactured home parks
  • Proactive steps to navigate the COVID-19 environment
  • Reduced costs
  • Gained operational flexibility in manufacturing operations
  • Increased the tangible book value of the company by approximately 8% for our shareholders

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 Q2 2020

Historical avgQ2 2020

+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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