Shares of Green Brick Partners, Inc. (NYSE: GRBK) plunged over 6% in after-hours trading on Monday after the homebuilder reported disappointing third-quarter results and provided a lackluster outlook for the housing market.
For the third quarter of 2024, Green Brick reported revenue of $523.66 million, up 25% year-over-year but missing analysts' estimates of $541.67 million. Net income came in at $89.11 million, or $1.98 per diluted share, compared to $72.16 million, or $1.56 per share, in the prior-year quarter. However, earnings per share missed the consensus estimate of $2.07.
The company's homebuilding gross margin declined to 32.7% from 33.3% a year ago, reflecting higher construction costs and pricing pressure. New home orders rose 11.3% to 877 units, but the cancellation rate increased to 8.5% from 6.1% in the year-ago period, reflecting softening demand.
In the earnings release, Green Brick cited ongoing challenges in the housing market, including rising mortgage rates, persistent inflation, and supply chain disruptions. The company warned that these headwinds could continue to weigh on demand and profitability in the coming quarters.
Furthermore, Green Brick's CEO Jim Brickman acknowledged that the company is facing a more challenging environment, stating, "We expect to achieve record revenue for fiscal year 2024. This is a testament to our team and their operational effectiveness both currently and for the years prior as we have built out Green Brick's foundation, including, at its core, our dedicated, experienced, and skilled employees." However, he also noted that the company remains committed to investing in its business and people to strengthen its platform and propel growth.
Green Brick Partners' stock has been under pressure in recent months, reflecting concerns about the broader housing market slowdown. Prior to the earnings release, the stock had fallen over 15% year-to-date. Analysts remain cautious on the stock, with several lowering their price targets and ratings following the Q3 results.
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