LGIHLGI Homes, Inc.
Operative Builders
- Revenue
- $1.7B
- 23% YoY
- Operating margin
- 4.7%
- 51% YoY
- EBITDA
- $84M
- 61% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 19.1×
- $1.6B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-193% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear-17% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.1B | $2.3B | $2.4B | $2.2B | $1.7B | 23% |
| Operating income | $548M | $390M | $233M | $212M | $80M | 62% |
| Net income | $430M | $327M | $199M | $196M | $73M | 63% |
| Operating cash flow | $22M | −$370M | −$57M | −$144M | −$140M | 2.6% |
| Capex | — | $1M | $1M | $2M | $924K | 53% |
| Stock-based comp | $14M | $9M | $9M | $10M | $6M | 43% |
| Buybacks | $194M | $95M | $0 | $31M | $24M | 24% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.