Overview
Homebuilder's Q4 revenue declined 5% but beat analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company repurchased $50 mln of stock in Q4
Result Drivers
NEW CONTRACTS INCREASE - M/I Homes reported a 9% increase in new contracts in Q4 2025 compared to the same period in 2024
INVENTORY AND WARRANTY CHARGES - The company incurred $51 mln in charges related to inventory and warranty in Q4 2025, affecting pre-tax income
ACTIVE COMMUNITIES GROWTH - M/I Homes increased its active communities to 232 by the end of Q4 2025, up from 220 a year ago
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $1.15 bln | $1.11 bln (3 Analysts) |
Q4 Adjusted EPS | Beat | $3.91 | $3.88 (3 Analysts) |
Q4 Net Income | $64 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the homebuilding peer group is "hold."
Wall Street's median 12-month price target for M/I Homes Inc is $155.00, about 20.5% above its January 27 closing price of $128.60
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago
Press Release: ID:nPnrp8m0a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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