Smith Douglas Homes Corp. Class A (SDHC)
NYSE:SDHC
Earnings Data
Report Date
May 20, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
0.3Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of constructive operational progress and meaningful near-term financial headwinds. Positives include record annual deliveries, expansion of communities and controlled lots, improved build times (notably in Houston), and a conservative balance sheet. Offsetting these strengths are significant margin compression and earnings declines driven by higher incentives, affordability pressures, and a choppy demand environment; Q1 margin guidance remains below recent levels. On balance, the lowlights around profitability and margin trends weigh more heavily than the operational gains.Company Guidance
Record Annual Deliveries
Delivered a company record 2,908 homes in FY2025, a 1% increase year-over-year, demonstrating volume growth despite a challenging demand environment.
Solid Q4 Revenue and Earnings
Fourth quarter revenue of $260 million and reported net income of $17.0 million ($0.39 per diluted share); full-year revenue of $971 million (essentially flat YoY) and full-year earnings of $1.19 per diluted share.
Order and Market Expansion
Net new home orders for the year were 2,726 homes, up 3% YoY. Active community count increased 28% to 100 communities and total controlled lots increased 14% to ~22,300 lots, reflecting continued geographic and footprint expansion.
Conservative Balance Sheet and Low Leverage
Ended year with $12.7 million cash, $44.1 million notes payable, total equity $444 million, debt-to-book capitalization of 9% and net debt to net book capitalization of 6.6%, indicating a conservative capital structure.
Operational Efficiency — Faster Build Times
Company-wide build times improved to 57 days for the quarter, with notable cycle-time improvements in the recently acquired Houston division, supporting the company’s fast-build, production-oriented model.
Adjusted Gross Margin and SG&A Leverage
Adjusted gross margin (ex-impairments and interest in cost of sales) was 21% in Q4 and 22.3% for FY2025. SG&A as a percentage of revenue improved in Q4 to 13.8% from 14.9% a year ago, showing operational expense discipline.
Positive Early Spring Demand Signals & Capital Flexibility
Management reported an encouraging uptick in traffic and order activity early in the spring selling season and reiterated disciplined capital allocation with opportunistic share repurchases when valuation is attractive.
Smith Douglas Homes Corp. Class A (SDHC) Earnings, Revenues Date & History
SDHC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SDHC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2026 | $13.43 | $11.88 | -11.54% |
Nov 05, 2025 | $17.41 | $17.91 | +2.87% |
Aug 06, 2025 | $20.10 | $19.36 | -3.68% |
May 14, 2025 | $20.77 | $20.18 | -2.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Smith Douglas Homes Corp. Class A (SDHC) report earnings?
Smith Douglas Homes Corp. Class A (SDHC) is schdueled to report earning on May 20, 2026, After Close (Confirmed).
What is Smith Douglas Homes Corp. Class A (SDHC) earnings time?
Smith Douglas Homes Corp. Class A (SDHC) earnings time is at May 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SDHC EPS forecast?
SDHC EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.