LGI Homes

Q3 FY2026 EarningsQ3 FY26 results significantly beat consensus on the bottom line, with Diluted EPS of $1.05 versus $0.71 expected (+47.9%). Total revenue of $444.5M exceeded the $436.6M estimate, driven by a 10.4% YoY increase in closings. Gross margin reached 20.2%, surpassing the 19.25% consensus. Management narrowed full-year closings guidance to 4,600-4,800 units, reflecting late-quarter affordability pressures, while maintaining strong margin and SG&A targets.