The earnings call highlighted strong operational performance, expansion into new markets, and improved cycle times, indicating positive developments for Smith Douglas Homes. However, these positives were balanced by challenges such as declining gross margins, increased SG&A expenses, and a challenging sales environment. The overall sentiment is mixed with both positive and negative aspects present.

Company Guidance -

Q3 2025

In the second quarter of 2025, Smith Douglas Homes reported robust financial performance, with pretax income of $17.2 million and earnings of $0.26 per diluted share. The company achieved home sales revenue of $224 million from 669 home closings, exceeding their previous guidance range. The gross margin on home closings reached the high end of expectations at 23.2%. Net new orders during the quarter totaled 736 homes. The average sales price of homes closed was $335,000. The company ended the quarter with 92 active communities, a 23% year-over-year increase, and improved its controlled lot count by 57% to nearly 25,000 lots. Smith Douglas Homes plans strategic expansions into the Dallas-Fort Worth and Gulf Coast of Alabama markets, aiming to leverage its asset-light operational model. The company's average cycle time, excluding Houston, was reduced to 54 days, down from 60 days a year earlier. The balance sheet remains strong, with a net debt to net book capitalization ratio of 12.1%, allowing flexibility for potential stock repurchases under a $50 million share repurchase authorization. The company's outlook remains optimistic, despite macroeconomic challenges, with a focus on maintaining affordability and improving build times.

Strong Operational Performance

Smith Douglas Homes reported pretax income of $17.2 million and earnings of $0.26 per diluted share. Home sales revenue was $224 million for the quarter on home closings of 669, exceeding previous guidance.

Expansion into New Markets

The company announced entry into the Dallas-Fort Worth and Gulf Coast of Alabama markets, securing several finished lot positions in DFW and planning communities for the second half of 2026 in Alabama.

Improved Cycle Times

The average cycle time was reduced to 54 days from 60 days in the second quarter of 2024, demonstrating improved construction efficiency.

Increased Controlled Lot Count

Controlled lot count increased by 57% compared to a year ago, reaching nearly 25,000 lots, with 96% of unstarted controlled lot count being option lots.

Balance Sheet Strength

Net debt to net book capitalization ratio stood at 12.1%, indicating financial strength and flexibility.

Smith Douglas Homes Corp. Class A (SDHC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SDHC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.29 / -	0.58	―	―	―
Aug 06, 2025	2025 (Q2)	0.25 / 0.26	0.4	-35.00% (-0.14)	―
May 14, 2025	2025 (Q1)	0.29 / 0.30	0.33	-9.09% (-0.03)	―
Mar 12, 2025	2024 (Q4)	0.45 / 0.46	0.43	6.98% (+0.03)	―
Nov 12, 2024	2024 (Q3)	0.47 / 0.58	0.5	16.00% (+0.08)	―
Aug 14, 2024	2024 (Q2)	0.37 / 0.40	0.599	-33.22% (-0.20)	―
May 14, 2024	2024 (Q1)	0.31 / 0.33	0.562	-41.28% (-0.23)	―
Mar 19, 2024	2023 (Q4)	0.40 / 0.43	0.806	-46.65% (-0.38)	―

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
Aug 06, 2025	$20.10	$19.36	-3.68%
May 14, 2025	$20.77	$20.18	-2.84%
Mar 12, 2025	$21.13	$20.70	-2.04%
Nov 12, 2024	$35.67	$33.11	-7.18%

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 Nov 18, 2025, 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 Nov 18, 2025, 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 SDHC EPS forecast?

SDHC EPS forecast for the fiscal quarter 2025 (Q3) is 0.29.

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