NASDAQ$LEGH

Legacy Housing Corporation · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Legacy Housing reported an increase in revenue and net income for Q4 2020.

Legacy Housing Corporation reported a revenue of $48.7 million for the fourth quarter of 2020, a 12.5% increase compared to the fourth quarter of 2019. Net income for the quarter was $10.5 million, a 52.9% increase compared to the same period last year, with diluted earnings per share of $0.44.

  • Net revenue increased by 12.5% to $48.7 million compared to Q4 2019.
  • Interest revenue from consumer and mobile home park portfolios increased by 10.0% to $6.4 million compared to Q4 2019.
  • Selling, general and administrative expenses decreased by 20.9% to $4.9 million compared to Q4 2019.
  • Net income increased by 52.9% to $10.5 million compared to Q4 2019.

Headline financials

Total Revenue

$48.7M

Previous: $43.3M+12.5%
EPS (adj)

$0.44

Previous: $0.28+57.1%
Capital Expenditures

$689K

Previous: -$272K+353.3%
Free Cash Flow

$5.62M

Previous: -$7M+180.3%
Net Income

$10.5M

Previous: $6.9M+52.2%
Operating Income

$13.1M

Previous: $8.92M+46.9%
Gross Profit

$17.4M

Previous: $15.7M+10.8%
Cash & Equivalents

$768K

Previous: $1.72M-55.5%
Total Assets

$339M

Previous: $284M+19.4%
Stock-Based Comp

$49K

Previous: $108K-54.6%

Revenue & EPS history

Legacy Housing · Revenue · Quarterly

$48.7M

Q4 2020+12.5%vs Q4 2019
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

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 Q4 2020

Historical avgQ4 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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