NYSE$GRBK

Green Brick Partners Inc · Q1 2021 earnings

Q1 2021 earnings · · Investor relations

Briefing

Reported record first quarter results with a diluted earnings per share of $0.51, backlog of $995.7 million, net new home orders up 71.2%, home building gross margin up 230 bps, and lots owned and controlled up 118.1%.

Green Brick Partners reported record results for the first quarter ended March 31, 2021, with net income attributable to Green Brick growing to $123.7 million over the last twelve months, a 100% increase. The company's net new home orders and ending backlog reached all-time records, increasing by 28% and 45% over Q4 2020 levels, respectively.

  • Net income attributable to Green Brick grew to $123.7 million over the last twelve months, a 100% increase year-over-year.
  • Net new home orders reached 1,082, a record for any quarter since the Company’s inception.
  • Ending backlog reached $996 million, a record for the company.
  • Lots owned and controlled increased by 118% year-over-year.

Headline financials

Total Revenue

$234M

Previous: $213M+9.9%
EPS (adj)

$0.51

Previous: $0.31+64.5%
Net New Home Orders

1.1K

No prior period
New Homes Delivered

516

No prior period
Homes Under Construction

2.3K

No prior period
Total Lots Owned/Contracted

18.9K

No prior period
Capital Expenditures

-$730K

Previous: -$1.05M+30.7%
Free Cash Flow

$25.2M

Previous: $14.9M+69.8%
Net Income

$26M

Previous: $15.9M+63.2%
Operating Income

$29.5M

Previous: $22.1M+33.5%
Gross Profit

$59M

Previous: $49M+20.5%
Cash & Equivalents

$28.7M

Previous: $106M-72.9%
Total Assets

$1.08B

Previous: $975M+10.7%

Revenue & EPS history

Green Brick · Revenue · Quarterly

$234M

Q1 2021+9.9%vs Q1 2020
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Green Brick · $234M total across 2 segments · Q1 2021

  • Residential Units
    $217M+13.6%
  • Land and Lots
    $17.2M-22.0%

Forward guidance

Green Brick anticipates closings to grow substantially beginning in the second quarter of 2021.

Tailwinds

  • Company expects closings to grow substantially beginning in the second quarter of 2021.
  • Capacity to source highly profitable land.
  • Maintaining a low debt to capital ratio.
  • Company believes efforts will produce heightened earnings beginning next quarter and each successive quarter this year.
  • Expanding total lots owned and controlled.

Headwinds

  • Impacted by the coronavirus pandemic.
  • Experienced price increases.
  • Experienced shortages.
  • Experienced significant extensions to lead time for the delivery of materials such as lumber, appliances and windows.
  • Severe Texas snowstorm that impacted construction schedules, leading to the deferral of approximately 40 home closings into the second quarter.

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 Q1 2021

Historical avgQ1 2021

+0.7%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+3.9%

Avg return

30 days after

54%

34 / 63 earnings

Positive

+47.8%

Q3 2010

Best reaction

-26.5%

Q1 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025+4.0%-3.5%-16.8%
Q3 2025+2.8%-1.6%+5.4%
Q1 2025+3.1%+1.9%+0.2%
Q4 2024+5.8%+2.4%-0.2%
Q3 2024-8.6%-7.1%-5.3%
Q2 2024-2.5%-7.4%+5.4%
Q1 2024+1.7%+4.2%+0.9%
Q4 2023-4.3%-9.4%+5.5%
Q3 2023+8.4%+17.3%+24.0%
Q2 2023-9.2%-6.8%-10.8%
Q1 2023+24.6%+36.3%+39.2%
Q4 2022+3.7%+9.7%+13.3%
Q3 2022-11.3%-14.0%+4.0%
Q2 2022+13.7%+8.2%-9.0%
Q1 2022+12.0%+6.7%+20.5%
Q4 2021+3.1%-1.8%-14.8%
Q3 2021-6.5%-2.6%+2.4%
Q2 2021-3.9%-0.9%-1.0%
Q1 2021-11.3%-6.4%-17.0%
Q4 2020+0.3%+8.0%+25.6%
Q3 2020+3.0%+13.7%+29.7%
Q2 2020+6.3%+3.2%+5.2%
Q1 2020+2.1%+3.8%+26.3%
Q4 2019-2.3%-9.6%-39.8%
Q3 2019+4.1%+13.5%+16.6%
Q2 2019+5.5%+4.5%+1.7%
Q1 2019+1.6%+2.6%-2.6%
Q4 2018-3.1%-2.8%+1.4%
Q3 2018-2.0%-7.2%-15.7%
Q2 2018+5.9%+11.2%+7.4%
Q1 2018+2.4%+5.7%+14.4%
Q4 2017-0.9%-3.8%+0.9%
Q3 2017-0.5%+2.8%+1.8%
Q2 2017-6.7%-11.1%-18.2%
Q1 2017+0.5%+6.4%+4.7%
Q4 2016+1.6%+4.9%+9.9%
Q3 2016+4.5%+10.3%+25.2%
Q2 2016+3.9%+3.3%+8.8%
Q1 2016-1.1%
Q4 2015+16.2%
Q3 2015-4.2%
Q2 2015+6.2%
Q1 2015+0.5%
Q4 2014+5.0%
Q3 2014+2.8%
Q2 2014+4.3%
Q1 2014-14.3%
Q4 2013-10.8%
Q3 2013+6.2%
Q2 2013-12.0%
Q1 2013-2.7%
Q4 2012-1.4%
Q3 2012-12.3%
Q2 2012-8.4%
Q1 2012-26.5%
Q1 2011-26.5%
Q4 2011+6.9%
Q3 2011+47.8%
Q3 2010+47.8%
Q2 2011-5.3%
Q4 2010-6.0%
Q2 2010-5.9%
Q1 2010-15.4%

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