Legacy Housing

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus estimates across all key financial metrics. Revenue reached $66.3M vs. $66.25M expected (+0.14%), while Diluted EPS of $0.99 beat the $0.75 consensus by 32.0%. The top-line growth was driven by the commencement of a large workforce-housing contract contributing $25.5M, which offset a 73.6% YoY decline in inventory finance sales. Profitability benefited from a sharp reduction in effective tax rate (11.2% vs. 17.5% expected) due to energy tax credits and the reversal of uncertain tax positions.