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LELEGH

Legacy Housing Corporation

$LEGH·$687M·Residential Construction·Consumer Cyclical
$29.33+0.8%1Y+8.8%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 0 posts2026-08-11: 1 posts2026-08-12: 2 posts2026-08-13: 3 posts2026-08-14: 1 posts9+33%
Price updated 17h ago·X counts updated 15h ago
LELEGH
$LEGHLegacy Housing Corporation
$29.33+0.76%9 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $LEGH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

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

Texas-focused manufactured-home builder — Q2 EPS blew past consensus by 38%, riding the affordability squeeze in traditional housing.

Legacy Housing manufactures affordable homes and small living units for the southern U.S., plus provides floor-plan and consumer financing. It's the pure-play mid-cap way to own the manufactured-housing affordability trade, and Q2 was excellent.

  • Q2 EPS came in at $0.99 versus consensus $0.72 (38% beat) on revenue of $66.3M — that's roughly a 60% sequential revenue increase (from $34.4M in Q1) as the seasonal home-buying cycle plus improved factory utilization dropped through to the bottom line.
  • Trades at 13.4x TTM earnings on 10% ROE with essentially no debt (D/E 0.002) and a 6.4% FCF yield — a defensive, well-capitalized housing exposure at a valuation that's not demanding for a business benefiting from the largest housing-affordability gap in decades.
  • The tape confirms: at 80% of 52-week range and +11% above the 50-day, with volume near normal — orderly institutional accumulation after the Q2 print, not a squeeze setup, and Zacks added it to the Strong Buy list on July 1.
  • The bull case for the whole manufactured-housing segment is real: traditional-home affordability at 40-year worst levels, mortgage rates still elevated, so the manufactured-home price point (roughly $80-120K) is the accessible substitute — that's a durable structural tailwind.

What extends the move: the Nov 6 Q3 print sustaining the Q2 magnitude of beats and any commentary on order backlog for FY27 build slots — that combination defends the multiple at 15-16x forward and opens $35-40. What would invalidate accelerating: a Fed cut cycle that revives traditional-home demand and shifts the affordability arbitrage away from manufactured, or any weather-driven Texas Q3 disruption.

What to watch: Nov 6 Q3 earnings — order backlog for FY27 build slots and any commentary on average selling price sustainability. Also monitor Texas / southern U.S. housing-market data (particularly interest-rate trajectory) and peer Cavco (CVCO) for read-across.

On the calendar: 2026-11-06 — Q3 earnings

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Read the AI verdict + X sentiment for $LEGH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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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 — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+2.9%YTD
-9.8%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 5, 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 $0.55

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$191.9M$184.3M – $199.5M$2.16$2.05 – $2.271
FY27$189.6M$182.1M – $197.1M$2.15$2.04 – $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.0.7×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.85%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.+11.9%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.+31.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 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.

3New insider — initial holdingsFeb 233
+ 4 other (2 10-Qs · 1 earnings 8-K · 1 10-K) in window

Recent news

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

Legacy Housing Q2 Earnings Call Highlightsmarketbeat.com·9d agoLegacy Housing Corporation (LEGH) Q2 2026 Earnings Call Transcriptseekingalpha.com·9d agoLegacy Housing Corporation Announces Timing of Second Quarter 2026 Earnings Release and Conference Callglobenewswire.com·15d agoAre Investors Overlooking This Growing Housing Segment?fool.com·23d agoNew Strong Buy Stocks for July 1stzacks.com·45d 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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