NYSE$CCS

Century Communities Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported record earnings per share and pre-tax income while maintaining record return on equity.

Century Communities reported record second-quarter results, with net income increasing by 35% to $158.7 million and earnings per diluted share reaching $4.78. The company's return on equity was 33.7%, and total revenues increased to a second-quarter record of $1.2 billion.

  • Net income increased 35% to $158.7 million, or $4.78 per diluted share, both second quarter records.
  • Pre-tax income improved 40% to a Company record $213.6 million.
  • Total revenues increased to a second quarter record $1.2 billion.
  • Return on equity improved by 610 basis points to 33.7%, equaling a Company record.

Headline financials

Total Revenue

$1.17B

Previous: $1.04B+11.8%
EPS (adj)

$4.78

Previous: $3.47+37.8%
Total Residential Units Delivered

2.7K

Previous: 2.8K-2.1%
Net New Home Contracts

2.2K

Previous: 3.1K-28.4%
Homebuilding Gross Margin

28.2%

Previous: 23.9%+18.0%
Adjusted Homebuilding Gross Margin

29.4%

No prior period
Capital Expenditures

-$8.79M

Previous: -$4.41M-99.4%
Free Cash Flow

$150M

Previous: $114M+32.0%
Net Income

$159M

Previous: $118M+34.6%
Operating Income

$1.06B

Previous: $944M+12.1%
Gross Profit

$1.17B

Previous: $1.04B+11.8%
Cash & Equivalents

$78M

Previous: $419M-81.4%
Total Assets

$3.77B

Previous: $2.89B+30.4%
Stock-Based Comp

$5.73M

Previous: $4.19M+36.6%

Revenue & EPS history

Century Communities · Revenue · Quarterly

$1.17B

Q2 2022+11.8%vs Q2 2021
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Century Communities · $1.17B total across 3 segments · Q2 2022

  • Home Sales Revenues
    $1.13B+12.9%
  • Financial Services Revenues
    $22.8M-23.7%
  • Land Sales and Other Revenues
    $8.81M+6.7%

Forward guidance

Given the industry-wide slowdown in current activity, the company is reducing its full-year home delivery guidance to 10,750 to 11,750 homes. They are reaffirming full year home sales revenues to be in the range of $4.3 billion to $4.9 billion, and depending on market conditions, they expect year end selling communities to be in the range of 240 to 250.

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 2022

Historical avgQ2 2022

+2.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+2.9%

Avg return

30 days after

65%

31 / 48 earnings

Positive

+20.9%

Q4 2020

Best reaction

-9.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-7.7%-7.4%-18.6%
Q4 2025-0.2%+2.6%+5.1%
Q3 2025+7.2%+5.0%+0.5%
Q2 2025+0.2%-2.6%+3.2%
Q1 2025-6.1%-10.3%-11.7%
Q4 2024+4.8%+2.4%-6.9%
Q3 2024+1.5%-1.3%-4.1%
Q2 2024+0.4%+3.5%+4.5%
Q1 2024-6.5%-3.9%+0.1%
Q4 2023+5.2%+1.4%-1.5%
Q3 2023+3.2%+3.3%+21.2%
Q2 2023+3.0%+3.0%-5.0%
Q1 2023+0.2%-0.5%-2.8%
Q4 2022+0.9%-1.3%-1.6%
Q3 2022-9.8%-5.7%+1.2%
Q2 2022-2.5%-2.4%-6.4%
Q1 2022+4.5%+5.2%+5.1%
Q4 2021-3.0%-6.9%-1.4%
Q3 2021+4.4%+5.2%+10.4%
Q2 2021+10.6%+14.5%+14.4%
Q1 2021+13.6%+14.5%+23.4%
Q4 2020+20.9%+22.7%+19.4%
Q3 2020-0.1%-1.8%+9.5%
Q2 2020+1.1%-4.0%+1.5%
Q1 2020+11.8%+10.7%+54.2%
Q4 2019+11.4%+18.6%+5.2%
Q3 2019-7.5%-8.0%-12.7%
Q2 2019+2.9%+1.5%+3.3%
Q1 2019+12.3%+11.0%+6.2%
Q4 2018-3.2%+3.8%+0.3%
Q3 2018+1.7%-5.3%-8.9%
Q2 2018-1.0%-5.2%-5.3%
Q1 2018-0.7%-0.2%-2.6%
Q4 2017+8.5%+12.3%+4.3%
Q3 2017+1.6%-1.6%+5.7%
Q2 2017-4.2%-7.7%-14.0%
Q1 2017-1.3%-0.4%-4.8%
Q4 2016+3.3%+1.8%+12.2%
Q3 2016-2.5%+0.8%+3.0%
Q2 2016+12.7%+14.3%+12.2%
Q1 2016+0.9%
Q4 2015+1.1%
Q3 2015-3.0%
Q2 2015+7.3%
Q1 2015+0.5%
Q4 2014+7.8%
Q3 2014-9.3%
Q2 2014+1.0%
Q1 2014
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

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