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LELEGH

Legacy Housing Corporation

$LEGH·$697M·Residential Construction·Consumer Cyclical
$28.93-0.6%YTD+48.0%1Y+6.5%
Price updated 11m ago·X counts updated 2d ago
LELEGH
$LEGHLegacy Housing Corporation
$28.93-0.64%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $LEGH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LEGH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Legacy Housing +49% YTD; Q2 EPS $0.99 vs $0.72 (+38%); BlackRock $16.71M new investment.

LEGH is the manufactured-housing quality-value name executing on beats + BlackRock accumulation.

  • Tape: +48.9% YTD, +8.5% t12m; 84% of 52w range, +5.2% vs 50-day, +24.9% vs 200-day.
  • Q2 EPS $0.99 vs $0.72 (+37.5%); Q3 EPS estimate $0.74.
  • FY26 est $2.68 → FY27 $2.26 EPS.
  • 13.4x P/E, 10.6x EV/EBITDA, 3.83x P/S (high growth), 6.4% FCF yield, ROIC 8.8%, ROE 9.5%.
  • D/E 0.002 (essentially debt-free); op margin 33%, gross margin 49% — best-in-class manufactured-housing economics.
  • BlackRock made new $16.71M investment.
  • SA: 'Strong Macro Drivers For Manufactured Homes.'
  • Beta 0.77; float 8.67M (tiny); volume 2.19x average.
  • Annual Meeting 10/28.

Watch 11/6 print for Q3 unit sales and any commentary on affordable-housing demand.

What to watch: 11/6 earnings, Q3 unit sales, manufactured-housing demand dynamics, and any additional institutional accumulation.

On the calendar: 2026-11-06

sentiment missing

Read the AI verdict on $LEGH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactured home builder and lender selling modular homes in the southern US with in-house financing for land-lease and retailer customers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $LEGH.

Residential Construction · Consumer Cyclical

No material change from last week — Mortgage rates pushing back above 7% are crystallizing into actual earnings misses — Lennar's Q3 miss signals the rate headwind is no longer just a sentiment risk.

What this means for $LEGH

Neutral — Manufactured home builder and lender selling modular homes in the southern US with in-house financing for land-lease and retailer customers.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
-8.2%YTD
-17.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
32.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.99$0.72+37.5%
Q1 2026May 7, 2026$0.46$0.42+9.5%
Q4 2025Mar 12, 2026$0.37$0.45-17.8%
Q3 2025Nov 7, 2025$0.35$0.57-38.6%
Next earningsFri, Nov 6·consensus EPS $0.74

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$219.1M$219.1M – $219.1M$2.68$2.68 – $2.681
FY27$201.7M$201.7M – $201.7M$2.26$2.26 – $2.261

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.83%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+23.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 8.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 188-K — Item 5.02: Officer or director change
AI summary

Legacy Housing Corporation (LEGH) filed an 8-K under Item 5.02, disclosing a change in executive officers or directors effective August 13, 2026. No specific names or roles were available in the excerpt. Legacy Housing is a manufacturer and retailer of manufactured homes.

8-KOfficer or director changeJul 228-K — Item 5.02: Officer or director change
AI summary

LEGH (LEGH) disclosed an officer or director change (Item 5.02) on 2026-07-22. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

+ 6 other (2 10-Qs · 1 ARS · 1 proxy · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

BlackRock Inc. Makes New $16.71 Million Investment in Legacy Housing Corporation $LEGHdefenseworld.net·26d agoLegacy Housing: Strong Macro Drivers For Manufactured Homesseekingalpha.com·29d agoLegacy Housing Q2 Earnings Call Highlightsmarketbeat.com·54d agoLegacy Housing Corporation (LEGH) Q2 2026 Earnings Call Transcriptseekingalpha.com·54d agoLegacy Housing Corporation Announces Timing of Second Quarter 2026 Earnings Release and Conference Callglobenewswire.com·60d ago

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Voices on X · last 7 days

No standout posts about $LEGH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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