/LEGHFinancial History
Annual Financials
| Fiscal Year | Revenue | Gross Profit | Gross Margin | Net Income | EPS (Diluted) | Total Assets | Total Equity |
|---|---|---|---|---|---|---|---|
| FY2025 | $165M | $32M | 19.5% | $42M | $1.74 | $580M | $529M |
| FY2024 | $184M | $39M | 21.3% | $62M | $2.48 | $534M | $494M |
| FY2023 | $189M | $45M | 24.0% | $54M | $2.17 | $507M | $437M |
| FY2022 | $257M | $72M | 28.0% | $68M | $2.74 | $437M | $382M |
| FY2021 | $166M | $52M | 31.3% | $50M | $1.57 | $367M | $309M |
| FY2020 | $148M | $38M | 25.9% | $38M | $1.18 | $339M | $259M |
| FY2019 | $143M | $36M | 25.1% | $29M | $1.07 | $284M | $222M |
Management Sentiment Analysis
Scored from earnings release language using ML analysis. Range: -1.0 (negative) to +1.0 (positive).
Current Posture
Q4 FY2025
Score: +0.10
Managed Services bookings declined 18.7% with revenue down 39%, reflecting exit of non-core customers and strategic repositioning, indicating weaker near-term demand.
Improved margin profile from exiting lower-margin customers and disciplined cost reductions led to a historic $18.9 million net profit swing and adjusted EBITDA improvement.
Targeted workforce reductions and lower employee-related expenses reduced costs, suggesting stable but lean labor conditions without reported shortages or wage pressures.
No direct commentary on land or lot supply; neutral as the business is not land-dependent but focused on enterprise accounts and technology.
Management expressed confidence in a leaner structure, strong leadership, and significant client opportunities, though cautious due to revenue declines and strategic shifts.
Risks include revenue declines, customer exits, and market repositioning challenges, with forward-looking statements highlighting inherent uncertainties and competitive pressures.
Recent Trend
Sentiment for Legacy Housing Corporation shifted from optimistic in Q2 FY2025 to cautiously optimistic by Q4, driven primarily by a steady focus on margin improvement and disciplined cost management. Demand sentiment weakened notably in Q4 due to strategic exits from non-core customers and declining bookings, while labor conditions remained stable with targeted workforce reductions throughout the period. Despite growing risks and revenue pressures, management maintained a cautiously confident outlook, emphasizing progress in transformation efforts and leadership strength.
Builder vs. Industry Sentiment
Orange = LEGH · Gray = Industry average (Q1 FY2026)