Education
About Us
Working with TipRanks
Follow Us
Century Communities (CCS)
NYSE:CCS
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.59Last Year’s EPS
1.36Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced notable operational and financial progress against near-term market pressures. Highlights include record Q4 orders, meaningful operational efficiencies (shorter cycle times, lower construction costs, reduced spec inventory), strong cash generation ($153M operating cash) and a robust land position (61,000 lots) that provide optionality for ~10% annual delivery growth in 2026–2027. The company also strengthened its balance sheet, repurchased shares opportunistically, and achieved record mortgage capture rates. Lowlights center on elevated incentives (which compressed margins and reduced ASP), a Q4 inventory impairment ($10.9M), cautious early-2026 sales trends, and very low Q4 starts (29), leaving outcomes dependent on spring selling season and potential interest rate relief. On balance, the positive operational and balance-sheet developments outweigh the near-term margin and demand headwinds.Company Guidance
Record Q4 Orders and Strong Sales Pace
Q4 net new contracts of 2,702 homes (company record), up 10% year-over-year and up 13% sequentially; absorption averaged 2.9 homes per community in Q4, +12% YoY and +16% sequential.
High Delivery Volume — Q4 and Full Year
Q4 residential deliveries of 3,435 units (3,030 new homes, 105 previously leased rental homes, 300 multifamily via Century Living); full-year 2025 residential deliveries totaled 10,792 homes.
Operational Efficiency Gains
Reduced direct construction costs on starts by an average of $13,000 per home; cycle times shortened by 13 days to 114 calendar days (down ~10% from 127 days a year ago); finished spec inventory down nearly 30%; direct construction costs on homes delivered in Q4 declined 4% sequentially.
Solid Financial Results and Cash Generation
Q4 pretax income $47M, net income $36M ($1.21 diluted EPS), adjusted net income $47M ($1.59 diluted EPS); home sales revenues of $1.1B in Q4 (up 16% sequentially); generated cash flow from operations of $153M in 2025 (up from $126M in 2024); record book value per share of $89.21.
Balance Sheet Strength and Shareholder Returns
Net homebuilding debt to net capital improved to 25.9% (from 31.4% in prior quarter); ending stockholders' equity $2.6B and liquidity $1.1B; repurchased >7% of shares outstanding in 2025 (2.3M shares at average $63.32, ~29% discount to book value), repurchased 334k shares in Q4 for $20M (~33% discount), and returned a record $178M to shareholders via dividends and repurchases; maintained quarterly dividend of $0.29.
Attractive Land Position and Growth Optionality
Approximately 61,000 owned and controlled lots at year-end; spent ~$1.2B on land acquisition and development in 2025 (similar to 2024); ability to grow deliveries by ~10% annually in 2026 and 2027 based solely on existing lot count; 26,000 option lots secured by $74M in nonrefundable deposits; 43% of owned land in finished lots and 32% in land under development; expected finished lot costs only 2–3% higher in 2026 vs Q4 2025.
Strong Financial Services Performance and Mortgage Capture
Financial services revenues of $25M in Q4 and pretax income of $8M; mortgage capture rate was a record 84% in both Q4 2025 and full-year 2025, supporting ancillary profitability.
SG&A and Cost Control
SG&A excluding commissions and advertising decreased ~5% year-over-year; company expects SG&A as a percent of home sales revenue roughly ~13% for full-year 2026 (benefit from ongoing cost reductions).
CCS 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
CCS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $63.99 | $63.97 | -0.03% |
Oct 22, 2025 | $60.42 | $64.78 | +7.22% |
Jul 23, 2025 | $63.55 | $59.85 | -5.82% |
Apr 23, 2025 | $59.22 | $55.49 | -6.29% |
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 Century Communities (CCS) report earnings?
Century Communities (CCS) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Century Communities (CCS) earnings time?
Century Communities (CCS) earnings time is at Apr 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CCS EPS forecast?
CCS EPS forecast for the fiscal quarter 2026 (Q1) is 0.59.