StrategemOps/CCS

Century Communities, Inc.

NYSE:CCS
Home
Builder 100 Rank: #9Traditional BuilderGreenwood Village, COFY ends: 12-31CIK: 0001576940

Financial History

Annual Financials

Fiscal YearRevenueGross ProfitGross MarginNet IncomeEPS (Diluted)Total AssetsTotal Equity
FY2025$4.1B$725M17.6%$148M$4.86$4.5B$2.6B
FY2024$4.4B$1.2B26.4%$334M$10.40$4.5B$2.6B
FY2023$3.7B$854M23.1%$259M$8.05$4.1B$2.4B
FY2022$4.5B$1.1B24.5%$525M$15.92$3.8B$2.2B
FY2021$4.2B$1.2B27.5%$499M$14.47$3.5B$1.8B
FY2020$3.2B$693M21.9%$206M$6.13$2.8B$1.3B
FY2019$2.5B$449M17.7%$113M$3.62$2.5B$1.1B
FY2018$2.1B$376M17.5%$96M$3.17$2.3B$859M
FY2017$1.4B$254M18.0%$50M$2.03$1.7B$735M
FY2016$994M$196M19.7%$50M$2.33$1.0B$474M
FY2015$734M$148M20.2%$40M$1.88$918M$409M
FY2014$362M$75M20.8%$20M$1.03$676M$365M

Builder Operating KPIsExtracted from earnings releases

PeriodOrdersClosingsCancel %BacklogBacklog $ASPCommunitiesLots OwnedLots CtrlInventorySpecs
Q4 FY20252,7023,030789$284M$367K30534,80060,916
Q3 FY20252,3862,4861,117$417M$384K32136,48362,239
Q2 FY20252,5462,5871,217$466M$378K32737,41968,701
Q1 FY20252,6922,2841,258$521M$387K31835,89779,014
Q4 FY20242,4673,198850$351M$391K32235,75680,632
Q3 FY20242,5632,8341,580$671M$394K30535,68680,121
Q2 FY20242,7802,6171,753$755M$382K26632,77778,097
Q1 FY20242,8662,3581,590$667M$391K25531,71075,089
Q4 FY20232,3403,15716.6%1,070$401M$377K23730,62373,720
Q3 FY20232,1492,26416.2%1,887$707M$382K25230,23768,570
Q2 FY20232,3172,23514.0%2,002$750M$366K23330,97157,775
Q1 FY20232,0221,91216.0%1,920$714M$385K22331,36651,614
Q4 FY20222,0082,90321.0%1,810$671M$415K20632,11253,119
Q3 FY20221,3182,63031.0%3,455$1.4B$425K21734,47762,778
Q2 FY20222,2332,7134,767$2.0B$418K21335,13375,551
Q1 FY20222,9442,3485,247$2.2B$421K20234,81185,577
Q4 FY20212,7002,9154,651$1.9B$370K18632,85579,859
Q3 FY20212,7422,3224,866$1.9B$395K18624,99575,537
Q2 FY20213,1202,4804,446$1.8B$363K18422,56165,610
Q1 FY20213,4552,7974,097$1.6B$343K18820,50657,536

Source: SEC 8-K earnings releases, extracted via regex with provenance tracking. Showing most recent 20 quarters.

Note: Century Communities, Inc. does not disclose Completed Spec Homes in their SEC earnings releases. This is a company disclosure choice, not a data gap.

Management Sentiment Analysis

Scored from earnings release language using ML analysis. Range: -1.0 (negative) to +1.0 (positive).

Current Posture

Q4 FY2025

Optimistic

Score: +0.45

Demand+0.65

Net new home contracts and deliveries increased sequentially by 13% and 22%, indicating strong order growth and pent-up demand despite economic caution.

Margin+0.40

Homebuilding gross margins remained solid at 15.4% (adjusted 18.3%) with reductions in construction costs and expenses, showing effective cost management.

Labor+0.10

No explicit labor issues mentioned; operational improvements imply stable labor availability and manageable wage dynamics.

Land+0.30

Company delivered new multi-family community and increased open communities mid-single digits, suggesting steady land pipeline and entitlement progress.

Confidence+0.55

Management raised guidance for 2026 deliveries and revenues, highlighted record book value per share, and expressed confidence in future growth.

Risk-0.10

Acknowledged economic uncertainty and potential headwinds like interest rates and inflation, but risks appear manageable and factored into outlook.

Recent Trend

Sentiment for Century Communities, Inc. evolved from cautious optimism in Q2 and Q3 FY2025 to a more optimistic stance in Q4, driven by a notable rebound in demand with sequential increases in new home contracts and deliveries. Margins stabilized and improved through effective cost management despite earlier compression, while labor conditions remained steady and manageable throughout the period. Confidence strengthened significantly by year-end, supported by a robust land pipeline and raised guidance, even as management continued to acknowledge economic and interest rate risks as ongoing but manageable challenges.

Builder vs. Industry Sentiment

Orange = CCS · Gray = Industry average (Q1 FY2026)