NYSE$SDHC

Smith Douglas Homes Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Smith Douglas Homes reported Q4 2025 results with revenue of $260.4M and net income of $3.5M.

For the quarter ended December 31, 2025, Smith Douglas Homes generated revenue of $260.4 million with net income of $3.5 million as the Southeast-focused homebuilder managed orders and closings in a challenging housing market.

  • Q4 revenue $260.4M.
  • Net income $3.5M.
  • Southeast entry-level homebuilder focus.
  • Managing cycle-time and affordability.
  • Order backlog and community count key metrics.

Headline financials

Total Revenue

$260M

Previous: $287M-9.4%
Net Income

$3.52M

Previous: $28.8M-87.8%

Revenue & EPS history

Smith Douglas Homes Corp · Revenue · Quarterly

$260M

Q4 2025-9.4%vs Q4 2024
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Forward guidance

2026 outlook tied to mortgage rates and Southeast housing demand.

Tailwinds

  • Profitable Q4 despite market headwinds.

Headwinds

  • Housing affordability pressure on orders.
  • Interest rate sensitivity.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 8 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.8%

Avg return

Earnings day

-3.0%

Avg return

5 days after

-2.2%

Avg return

30 days after

38%

3 / 8 earnings

Positive

+6.4%

Q1 2026

Best reaction

-13.0%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.4%-2.3%-10.2%
Q4 2025-9.3%-1.1%+11.1%
Q3 2025+1.9%-0.2%+18.7%
Q1 2025-3.5%-12.6%-14.7%
Q4 2024-2.0%-8.4%-11.3%
Q3 2024-13.0%-14.4%-7.5%
Q2 2024+5.8%+14.1%+11.7%
Q1 2024-0.6%+0.7%-15.5%
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q3 2022
Q2 2022
Q1 2022

Discussion

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