NASDAQ$LEGH

Legacy Housing Corporation · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Legacy Housing reported an increase in revenue, operating income, and net income for Q3 2022.

Legacy Housing Corporation reported a revenue of $57.3 million, an increase of 1.5% compared to the third quarter of 2021. Net income for the third quarter of 2022 was $14.7 million, a 13.4% increase from the same period last year. The company's Board of Directors approved a stock repurchase program of up to $10,000,000.

  • Net revenue increased by 1.5% to $57.3 million compared to Q3 2021.
  • Operating income rose by 10.0% to $16.9 million compared to Q3 2021.
  • Net income increased by 13.4% to $14.7 million compared to Q3 2021.
  • Basic earnings per share increased by 11.1% to $0.60 compared to Q3 2021.

Headline financials

Total Revenue

$57.3M

Previous: $56.5M+1.5%
EPS (adj)

$0.58

Previous: $0.61-4.9%
Capital Expenditures

-$3.27M

Previous: -$4.6M+28.9%
Free Cash Flow

$11.5M

Previous: $10.1M+13.1%
Net Income

$14.7M

Previous: $14.7M+0.0%
Operating Income

$16.9M

Previous: $17.6M-4.3%
Gross Profit

$23.8M

Previous: $23.1M+3.2%
Cash & Equivalents

$11.3M

Previous: $853K+1221.0%
Total Assets

$418M

Previous: $349M+19.8%
Stock-Based Comp

$431K

Previous: $55K+683.6%

Revenue & EPS history

Legacy Housing · Revenue · Quarterly

$57.3M

Q3 2022+1.5%vs Q3 2021
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Forward guidance

Company's business continues to perform well despite a challenging macroeconomic environment and company is committed to delivering value to its shareholders.

Tailwinds

  • Business continues to perform well despite a challenging macroeconomic environment.
  • Margins and earnings demonstrate the resiliency of Legacy’s integrated business model.
  • Backlog remains strong across all manufacturing facilities.
  • Stock repurchase program is an important piece of the capital allocation strategy.
  • Legacy ended the third quarter in a net cash position providing the flexibility to adopt this program and continue to pursue growth opportunities.

Headwinds

  • Faced slower shipments and production from Eatonton, GA facility this quarter.
  • Challenging macroeconomic environment.
  • No specific negatives were detailed in the earnings report.
  • No specific negatives were detailed in the earnings report.
  • No specific negatives were detailed in the earnings report.

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 Q3 2022

Historical avgQ3 2022

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro