NYSE$CCS

Century Communities Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Century Communities' Q2 2023 financial performance was marked by sequential growth in key areas

Century Communities reported a net income of $51.4 million, or $1.60 per diluted share, with total revenues of $844.2 million. The company saw sequential increases in net new home contracts, deliveries, and gross margins. Increased full year guidance for home deliveries to be in the range of 8,300 to 9,000 homes and home sales revenues to be in the range of $3.1 billion to $3.4 billion.

  • Net income reached $51.4 million, translating to $1.60 per diluted share.
  • Total revenues amounted to $844.2 million, reflecting a 12% sequential increase.
  • Home deliveries increased to 2,235 homes, marking a 17% sequential increase.
  • Net new home contracts rose to 2,317, representing a 15% sequential increase.

Headline financials

Total Revenue

$844M

Previous: $1.17B-27.6%
EPS (adj)

$1.60

Previous: $4.78-66.5%
Total Residential Units Delivered

2.2K

Previous: 2.7K-17.6%
Net New Home Contracts

2.3K

Previous: 2.2K+3.8%
Homebuilding Gross Margin

19.7%

Previous: 28.2%-30.1%
Adjusted Homebuilding Gross Margin

21.0%

Previous: 29.4%-28.6%
Book Value per Share

$69.39

No prior period
Homebuilding Debt to Capital

31.2%

No prior period
Net Homebuilding Debt to Net Capital

22.3%

No prior period
Capital Expenditures

-$8.71M

Previous: -$8.79M+0.8%
Free Cash Flow

$42.7M

Previous: $150M-71.5%
Net Income

$51.4M

Previous: $159M-67.6%
Operating Income

$740M

Previous: $1.06B-30.1%
Gross Profit

$844M

Previous: $1.17B-27.6%
Cash & Equivalents

$350M

Previous: $78M+349.3%
Total Assets

$3.86B

Previous: $3.77B+2.2%
Stock-Based Comp

$8.93M

Previous: $5.73M+55.9%

Revenue & EPS history

Century Communities · Revenue · Quarterly

$844M

Q2 2023-27.6%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Century Communities · $843M total across 2 segments · Q2 2023

  • Home Sales Revenues
    $818M-27.9%
  • Financial Services Revenues
    $24.3M+6.6%

Forward guidance

The company increased full year 2023 guidance for home deliveries to be in the range of 8,300 to 9,000 homes and home sales revenues to be in the range of $3.1 billion to $3.4 billion

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 2023

Historical avgQ2 2023

+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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