WillScot Mobile Mini, Sterling, Herc, Kadant, and LGI Homes Stocks Trade Up, What You Need To Know
Several stocks, including WillScot Mobile Mini, Sterling, Herc, Kadant, and LGI Homes, saw a significant jump in their stock prices following a U.S. Supreme Court decision to strike down Trump-era tariffs. This ruling is expected to lower costs for manufacturing companies and could lead to accelerated interest rate cuts. The article also provides a deeper look into Herc's recent performance and volatility, noting its mixed Q4 2025 results and disappointing 2026 outlook despite the recent stock jump.
LGI Homes, Inc. SEC 10-K Report
LGI Homes, Inc. (LGIH) has released its 2025 10-K report, detailing a significant decline in financial metrics such as home sales revenues, gross margin, operating income, and net income, alongside a decrease in home closings. Despite these challenges, the company is pursuing strategic initiatives including a flexible land acquisition strategy, financing growth with a new revolving credit facility, and actively managing its capital through share repurchases and senior notes. The report also highlights various risks, including rising interest rates, intense competition, operational hurdles, and regulatory changes that could impact its future performance.
LGI Homes Tests Premium Terrata Brand With California Murieta Hills Launch
LGI Homes has launched Murieta Hills, its first Terrata Homes community in California, marking an expansion into higher-priced West Coast markets with a premium brand, diversifying its core affordable offerings. This move introduces a higher-end product mix, with homes priced from the US$800,000s, significantly above the company's average sales price guidance. Investors should monitor how this shift impacts pricing dynamics, community absorption, and overall returns, as it presents both opportunities for revenue growth and risks related to affordability and profit margins.
LGI Homes outlines 2026 guidance with 4,600–5,400 closings and stable pricing as affordability pressures persist
LGI Homes has released its 2026 financial guidance, projecting 4,600 to 5,400 home closings for the year. The company anticipates maintaining stable pricing strategies amidst ongoing affordability challenges in the housing market. This outlook reflects LGI Homes' approach to navigate persistent economic pressures affecting potential homebuyers.
LGI Homes, Inc. Misses Q4 Estimates, Sees Flat Home Closings in 2026
LGI Homes, Inc. (LGIH) reported Q4 2025 earnings that missed analyst estimates and provided 2026 guidance indicating flat home closings. The company faced challenges from affordability pressures, leading to increased incentives and elevated cancellation rates, impacting gross margins. Despite these headwinds, LGIH showed strong backlog growth and maintains a disciplined approach to lot inventory.
Toll Brothers, LGI Homes plan new projects in Rancho Murieta
Toll Brothers and LGI Homes have announced new single-family housing projects in the affluent Rancho Murieta community. This development highlights continued growth in the high-end real estate market. The Sacramento Business Journal is also recognizing outstanding real estate projects in the region for 2026.
LGI Homes: Industry Challenges And High Leverage Make This Prospect Scary (NASDAQ:LGIH)
LGI Homes (LGIH) faced a challenging Q4 2025 with revenue and EPS drops, high cancellation rates, and elevated leverage. Despite a backlog surge, much is linked to a single wholesale agreement, and 2026 guidance suggests further pressure. The author maintains a Sell rating due to unattractive valuation and significant balance sheet risk.
LGI Homes, Inc. (NASDAQ:LGIH) Q4 2025 Earnings Call Transcript
LGI Homes (NASDAQ:LGIH) reported Q4 2025 earnings, exceeding EPS expectations at $0.97 against a projected $0.96. The company navigated a challenging market with affordability pressures and rate volatility, focusing on disciplined execution and inventory management. LGI Homes provided a 2026 outlook expecting similar market conditions, with home closings between 4,600 and 5,400, an average selling price between $355,000 and $365,000, and a gross margin of 18-20%.
LGI Homes (LGIH) Margin Compression Reinforces Bearish Profitability Narratives
LGI Homes (LGIH) has reported its FY 2025 results, revealing a significant compression in net profit margins from 8.9% a year ago to 4.3%. This decline is driven by lower net income despite substantial trailing revenue and raises concerns among investors regarding the company's profitability trends amidst affordability strain and cost inflation. While bearish arguments highlight margin pressure and volatile earnings, bullish investors point to community expansion, efficiency efforts, and optimistic forecasts for future revenue and earnings growth.
LGIH Q4 Deep Dive: Incentives and Backlog Growth Define Performance Amidst Affordability Challenges
LGI Homes (LGIH) missed Q4 CY2025 revenue expectations due to persistent affordability pressures, leading to increased use of incentives and price discounts to move inventory. Despite missing revenue, the company beat adjusted EPS estimates. Management anticipates continued reliance on incentives and stable pricing in 2026, while also facing challenges like high cancellation rates and managing wholesale transactions amid potential policy changes.
LGI Homes: Q4 Earnings Snapshot
LGI Homes Inc. reported a net income of $17.3 million, or 75 cents per share, for its fourth quarter. Adjusted earnings for the entry-level homebuilder were 97 cents per share, with revenue reaching $474 million. For the full year, the company posted a profit of $72.6 million, or $3.12 per share, on revenues of $1.71 billion.
LGI Homes Inc Bottom Line Retreats In Q4
LGI Homes Inc reported a significant retreat in its fourth-quarter profit, with earnings falling to $17.32 million, or $0.75 per share, compared to $50.87 million, or $2.15 per share, in the prior year. Adjusted earnings for the period were $22.40 million or $0.97 per share. The company also experienced a 15.0% decrease in revenue, totaling $473.97 million for the quarter.
Why LGI Homes (LGIH) Stock Is Down Today
LGI Homes (LGIH) stock fell 7.5% today after the company reported disappointing fourth-quarter 2025 results. Revenue declined 15% year-over-year, missing analyst expectations, while adjusted earnings per share saw a steep drop despite beating estimates. Investor concerns were exacerbated by a significant contraction in both operating and gross margins, indicating shrinking profitability.
LGI Homes (LGIH) Q4 2025 Earnings Call Transcript
LGI Homes reported a 19.5% sequential revenue increase in Q4 2025, driven by targeted sales initiatives, despite a dip in gross and adjusted gross margins due to incentives and a higher wholesale mix. The company saw a 133% rise in its backlog, yet cancellation rates escalated to 43.3% due to affordability pressures and economic uncertainty, a trend expected to continue. LGI Homes provided full-year 2026 guidance, forecasting 4,600 to 5,400 home closings and gross margins between 18% and 20%, anticipating ongoing reliance on incentives and wholesale closings.
LGI Homes (NASDAQ:LGIH) Issues Earnings Results, Beats Estimates By $0.01 EPS
LGI Homes (NASDAQ:LGIH) reported Q4 earnings of $0.97 EPS, surpassing the consensus estimate by $0.01, though revenue missed expectations at $473.97 million. Following the announcement, shares rose by approximately 1.8%, trading near $60.83. The stock has significant institutional ownership, and analysts currently hold a "Hold" rating with a consensus price target of $76.70.
LGI HOMES ($LGIH) Releases Q4 2025 Earnings
LGI HOMES ($LGIH) reported disappointing Q4 2025 earnings, missing analyst estimates for both earnings per share and revenue. The company posted earnings of $0.97 per share against an estimated $0.98, and revenue of $473,970,000 compared to an estimated $489,957,000. Institutional investors showed mixed activity, with more institutions decreasing their positions than increasing, while Congressional trading indicated more purchases than sales in the last six months.
LGI Homes, Inc. Reports Fourth Quarter and Full Year 2025 Results and Issues Guidance for 2026
LGI Homes, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, with home sales revenues of $474.0 million and $1.7 billion respectively. The company reported 1,362 home closings in Q4 2025 and 4,788 for the full year. LGI Homes also provided guidance for 2026, projecting home closings between 4,600 and 5,400 at an average sales price of $355,000 to $365,000.
LGI Homes (NASDAQ:LGIH) Misses Q4 CY2025 Revenue Estimates
LGI Homes (NASDAQ:LGIH) missed revenue expectations in Q4 CY2025, with sales falling 15% year-on-year to $474 million, though its non-GAAP profit of $0.97 per share beat analyst estimates. The company's backlog grew significantly, suggesting strong demand, but long-term revenue and EPS trends have been declining. The stock traded down 3.1% immediately following the results.
Earnings Flash (LGIH) LGI Homes, Inc. Reports Q4 Revenue $474.0M, vs. FactSet Est of $489.4M
LGI Homes, Inc. (LGIH) announced its Q4 revenue of $474.0 million, falling short of the FactSet estimate of $489.4 million. This earnings flash indicates a revenue decline for the company during the fourth quarter. The report also mentions LGI Homes Q4 Adjusted Earnings have declined.
LGI Homes Posts 2025 Results, Issues Cautious 2026 Outlook
LGI Homes announced its full-year 2025 results, reporting $1.7 billion in revenue and 4,685 home closings, alongside a significant increase in its year-end backlog due to a wholesale agreement. The company issued a cautious outlook for 2026, targeting 4,600 to 5,400 home closings and adjusted gross margins of 21.0% to 23.0%, reinforcing its focus on affordable housing. TipRanks' AI Analyst, Spark, rates LGIH as Neutral, citing strong profitability and undervaluation alongside revenue decline and liquidity concerns.
Earnings Flash (LGIH) LGI Homes, Inc. Posts Q4 Adjusted EPS $0.97 per Share, vs. FactSet Est of $0.91
LGI Homes, Inc. (LGIH) has reported its Q4 adjusted EPS of $0.97 per share, surpassing the FactSet estimate of $0.91. This financial update indicates a positive performance for the homebuilding company relative to analyst expectations. The report was published on February 17, 2026, at 08:10 am EST.
LGI Homes, Inc. Reports Fourth Quarter and Full Year 2025 Results and Issues Guidance for 2026
LGI Homes, Inc. (LGIH) announced its financial results for the fourth quarter and full year ended December 31, 2025, and provided guidance for 2026. The company reported $474.0 million in home sales revenue for Q4 2025, with 1,301 home closings, and full-year revenue of $1.7 billion with 4,685 home closings. For 2026, LGI Homes projects 4,600 to 5,400 home closings, an average sales price between $355,000 and $365,000, and an adjusted gross margin between 21.0% and 23.0%.
LGI Homes: Q4 Earnings Snapshot
LGI Homes Inc. (LGIH) reported net income of $17.3 million for its fourth quarter, translating to 75 cents per share, or 97 cents per share when adjusted for one-time items. The entry-level homebuilder achieved revenues of $474 million in the quarter. For the full year, the company posted a profit of $72.6 million, or $3.12 per share, on revenues of $1.71 billion.
LGI Homes (LGIH) To Report Earnings Tomorrow: Here Is What To Expect
LGI Homes (LGIH) is set to report its earnings before market open tomorrow, Tuesday. Analysts are anticipating a 14.3% year-on-year revenue decline to $477.7 million and adjusted earnings of $0.91 per share. The company has a history of missing Wall Street's revenue estimates, doing so five times in the last two years.
LGI Homes (LGIH) Valuation Check As Murieta Hills Marks Terrata Brand’s California Debut
LGI Homes' luxury Terrata Homes brand has launched Murieta Hills in California, a premium community near Sacramento. While LGIH's shares have recently gained, longer-term returns have been negative, prompting a valuation check. The common narrative suggests LGIH is 9.9% undervalued, with a fair value of $67.50, driven by millennial/Gen Z homebuying demand and structural housing undersupply.
Are LGI Homes' (LGIH) January Closings and Monte Vista Launch Reinforcing Its Land-Light Strategy?
LGI Homes reported 218 closings in January 2026 and launched its Monte Vista Collection community, featuring new single-story home designs. These developments support the company's focus on entry-level housing and community expansion to drive consistent closings and earnings despite market headwinds. The Monte Vista launch, in particular, emphasizes LGI's strategy of entering new markets with upgraded, move-in-ready homes to attract cost-conscious buyers.
New Terrata homes near Sacramento start in $800s for one-day grand opening
LGI Homes announced the grand opening of Murieta Hills, its first Terrata Homes community in California, on February 14, 2026. Located in Rancho Murieta, southeast of Sacramento, homes range from 2,004–3,024 sq ft with three to five bedrooms and are priced from the $800s, including designer finishes at no extra cost. The event will offer exclusive one-day savings for attendees and private tours.
LGI Homes Opens First Terrata Community in California
LGI Homes has opened its first Terrata Homes community on the West Coast, Murieta Hills in Rancho Murieta, California, expanding its market presence. The new community features luxury homes ranging from 2,004 to 3,024 square feet, with a grand opening event on February 14th offering exclusive savings. LGI Homes, founded in 2003, has a strong track record of profitability and closing over 80,000 homes.
LGI Homes (LGIH) Expected to Announce Earnings on Tuesday
LGI Homes (NASDAQ:LGIH) is expected to announce its Q4 2025 earnings before market open on Tuesday, February 17th, with analysts forecasting earnings of $0.96 per share and revenue of $479.60 million. The article details the company's price performance, financial ratios, and recent analyst ratings, which currently average a "Hold" with a target price of $76.70. Institutional investors have also been actively adjusting their stakes in LGIH.
Citizens Sees Improving Visibility for LGI Homes, Inc. (LGIH) Ahead of Q4 Results
Citizens analyst James McCanless upgraded LGI Homes, Inc. (LGIH) with an Outperform rating and raised the price target to $95, citing improving visibility fueled by upcoming unit closing releases. Operational catalysts include the launch of a new community in Modesto, California, offering significant upgrades and energy-saving features to attract first-time and entry-level buyers. The company's focus on affordable, move-in-ready homes positions it well for long-term housing demand.
LGI Homes Closes 218 Homes in January 2026, Including 16 Rental Properties
LGI Homes closed 218 homes in January 2026, including 16 leased single-family rental properties, and currently operates 140 active selling communities. The company, headquartered in The Woodlands, Texas, was founded in 2003 and has since closed over 80,000 homes, consistently delivering profitable financial results. LGI Homes has received national recognition for its quality and customer service, including being named one of Newsweek’s World’s Most Trustworthy Companies and receiving the Top Workplaces USA 2025 Award.
LGI Homes, Inc. Reports January 2026 Home Closings
LGI Homes, Inc. announced its January 2026 home closings, totaling 218 homes, including 16 single-family rental homes. The company operated 140 active selling communities as of January 31, 2026. LGI Homes, headquartered in The Woodlands, Texas, is a homebuilding pioneer recognized for its innovative approach, quality construction, and customer service.
A Look At LGI Homes (LGIH) Valuation After Monte Vista Collection Launch In California
LGI Homes (LGIH) recently launched its Monte Vista Collection in Modesto, California, featuring upgraded single-story homes, drawing attention to its valuation. The company's stock has seen a significant 29.13% return in the last month and year-to-date, contrasting with a longer-term decline. Analysts suggest LGI Homes is undervalued with a fair value of $75.67, driven by strong demand from Millennials and Gen Z for entry-level homes, despite some potential pressure points like softer demand and a smaller lot pipeline.
Precision Trading with Lgi Homes Inc. (LGIH) Risk Zones
This article provides a precision trading analysis for Lgi Homes Inc. (LGIH), highlighting a near-term strong sentiment potentially challenging persistent mid and long-term weakness. It details institutional trading strategies, including long, momentum breakout, and short positions, along with multi-timeframe signal analysis for support and resistance levels. The analysis also emphasizes an exceptional risk-reward short setup and offers access to real-time AI-generated signals for informed trading decisions.
LGI Homes Announces New Community in the Modesto, California Market
LGI Homes announced Monte Vista Collection, a new community in the Modesto, California area, offering exceptional value for newly constructed homes. The community features five spacious floor plans, including four brand-new designs, ranging from 1,335 to 2,411 square feet, all with LGI Homes' CompleteHome Plus™ package and energy-saving solar systems included. Homes are now available starting from $599,900.
How Investors May Respond To LGI Homes (LGIH) Launching Upgrade‑Heavy Monte Vista Community in Modesto
LGI Homes announced its new Monte Vista Collection in Modesto, California, featuring upgrade-heavy single-story homes with energy-efficient features, smart home technology, and solar systems included. This launch aligns with LGI's strategy as an entry-level and first move-up builder focusing on value and efficient operations. Investors are encouraged to consider the company's ability to stabilize profitability, manage debt, and community turnover, alongside its valuation.
218 homes closed in January: LGI spans 140 communities
LGI Homes, Inc. (NASDAQ: LGIH) reported it closed 218 homes in January 2026, including 16 leased single-family rental homes, and operated 140 active selling communities as of January 31, 2026. The announcement positively impacted the company's stock, which gained 8.52% on the news, adding approximately $107 million to its valuation. This report focuses on operational metrics rather than financial results, highlighting the market's response to closing figures over other company news.
LGI Homes Tests Higher Spec Solar Community With Monte Vista Launch
LGI Homes has launched the Monte Vista Collection in Modesto, California, featuring new single-story homes with integrated solar energy systems and upgraded features at no additional cost. This initiative targets buyers seeking energy-efficient homes and predictable long-term ownership costs, broadening LGI Homes' portfolio beyond traditional entry-level offerings. The success of this higher-spec community will be watched by investors to assess market reception and its impact on LGI Homes' differentiation and financial performance.
LGI Homes Announces New Community in the Modesto, California Market
LGI Homes has announced the grand opening of its newest community, Monte Vista Collection, in the Modesto, California area. These new construction homes offer exceptional value, featuring five spacious floor plans ranging from 3 to 5 bedrooms, and include LGI Homes' CompleteHome Plus™ package with over $50,000 in upgrades and energy-saving solar systems at no additional cost. Located near Turlock with easy access to Highway 99, the community provides residents with a family-friendly atmosphere, various outdoor activities, and proximity to dining and shopping options.
New Modesto homes pack $50K+ in upgrades, solar from $599,900
LGI Homes announced the opening of its Monte Vista Collection, a new single-story community near Modesto/Turlock, California, featuring homes starting at $599,900. These homes include over $50,000 in upgrades with the CompleteHome Plus package and an energy-saving solar system as part of the purchase price. The community offers five floor plans, four of which are new designs, ranging from 1,335 to 2,411 sq ft.
LGI Homes Announces New Community in the Modesto, California Market
LGI Homes has announced the opening of its new Monte Vista Collection community in Modesto, California, offering newly constructed homes with exceptional value. The community features five spacious floor plans, all including LGI Homes’ CompleteHome Plus™ package with high-quality upgrades and energy-saving solar systems as standard. Homes are now available starting from $599,900, providing residents with easy access to local amenities and regional attractions.
LGI Homes launches new Monte Vista Collection near Modesto
LGI Homes has launched its new Monte Vista Collection near Modesto, California, featuring five single-story floor plans with included upgrades and energy-saving solar systems. Despite recent financial challenges, including a revenue decline and missed earnings forecasts, investor optimism is noted, and Citizens has raised its price target for the company. The new community offers homes starting at $599,900 and aims to attract buyers with its amenities and convenient location.
LGI Homes, Inc. Announces Monte Vista Collection Community Launch in Modesto, California
LGI Homes, Inc. has launched its new Monte Vista Collection community in Modesto, California, offering newly built single-story homes with extensive upgrades starting at $599,900. The development features five spacious floor plans, includes over $50,000 in upgrades, and an energy-saving solar system at no additional cost. Located near Turlock, the community provides a family-friendly environment with easy access to amenities and attractions.
LGI Homes Announces New Community in the Modesto, California Market
LGI Homes has announced Monte Vista Collection, a new community near Modesto, California, offering newly constructed homes with exceptional value. These homes feature five spacious floor plans ranging from 1,335 to 2,411 square feet, all including LGI Homes' CompleteHome Plus™ package with high-quality upgrades and an energy-saving solar system. Prices for these new homes start from $599,900.
LGI Homes, Inc. (NASDAQ:LGIH) Receives Consensus Rating of "Hold" from Brokerages
MarketBeat reports that LGI Homes, Inc. (NASDAQ:LGIH) has received a consensus "Hold" rating from six research firms, with an average 12-month price target of $76.70. Two analysts recommend "sell", one "hold", and three "buy". The company recently missed quarterly estimates, reporting $0.85 EPS against a $0.94 consensus and $396.6 million in revenue against $421.7 million, with the stock currently trading around $50.15.
LGI Homes (NASDAQ:LGIH) Finds Spotlight As Nasdaq 100 Composition Evolves
LGI Homes (NASDAQ:LGIH), a U.S.-based residential homebuilder specializing in affordable single-family homes and townhomes, is highlighted as its market presence influences the Nasdaq 100 composition. The article provides details on the company's focus, including move-in-ready homes and targeting growing suburban and regional markets.
LGI Homes Announces New Community in the Modesto, California Market
LGI Homes has announced Monte Vista Collection, a new community near Modesto, California, offering newly constructed homes with exceptional value. The community features five spacious floor plans, all including LGI Homes’ CompleteHome Plus™ package with high-quality upgrades and energy-saving solar systems in the purchase price. Homes are now available starting from $599,900, providing residents with a family-friendly environment and convenient access to local attractions and amenities.
Bear of the Day: LGI Homes (LGIH)
LGI Homes (LGIH) has been designated as the "Bear of the Day" due to its underperformance in the housing sector, driven by elevated interest rates and affordability pressures impacting first-time buyers. The company faces deteriorating sales trends, falling earnings estimates, and a persistent downtrend in its stock price, leading to a Zacks Rank #5 (Strong Sell) rating. Analysts expect further revenue decline, and the stock's technical indicators suggest vulnerability to lower support levels.
Assessing LGI Homes (LGIH) Valuation After Recent Share Price Weakness And Mixed Return Profile
LGI Homes (LGIH) has experienced mixed share performance recently, with short-term gains but longer-term declines. Despite a 31.8% discount to the average analyst price target, the market narrative suggests the stock is 32.3% undervalued at $75.67, driven by strong Millennial and Gen Z homebuying demand. However, this optimism could be challenged by elevated cancellation rates or limitations in lot inventory.
Bear of the Day: LGI Homes (LGIH)
LGI Homes (LGIH) has been designated as the "Bear of the Day" by Zacks Investment Research due to its poor performance in the housing sector, which is impacted by high interest rates and declining demand from first-time buyers. The company faces ongoing downward earnings revisions, a severe downtrend in sales, and an unfavorable technical outlook for its stock. Investors are advised to seek opportunities in other market areas until affordability improves and demand recovers.
