
M/I Homes, Inc. (MHO) Q4 2025 Earnings Call Transcript
M/I Homes, Inc. (MHO) Q4 2025 Earnings Call Transcript
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M/I Homes, Inc. (MHO) Q4 2025 Earnings Call Transcript

M/I Homes (MHO) came out with quarterly earnings of $3.91 per share, beating the Zacks Consensus Estimate of $3.88 per share. This compares to earnings of $4.71 per share a year ago.

COLUMBUS, Ohio, Jan. 28, 2026 /PRNewswire/ -- M/I Homes, Inc. (NYSE: MHO) announced results for its fourth quarter and year ended December 31, 2025. 2025 Fourth Quarter Results: New contracts increased 9% to 1,921 Homes delivered decreased 4% to 2,301 Revenue declined 5% to $1.1 billion Pre-tax income of $81 million, including charges of $51 million consisting of $40 million of inventory charges and $11 million of certain warranty charges Gross margin of 18.1%; 22.6% excluding charges Net income of $64 million ($2.39 per diluted share; $3.91 per diluted share excluding charges) compared to $134 million ($4.71 per diluted share) in 2024 Ended the quarter with 232 communities versus 220 a year ago Repurchased $50 million of stock 2025 Full Year Results: New contracts decreased 4% to 8,199 Homes delivered decreased 1% to 8,921 Revenue decreased 2% to $4.4 billion Pre-tax income of $527 million; 12% of revenue; including charges of $59 million consisting of $48 million of inventory charges and $11 million of certain warranty charges Net income of $403 million ($14.74 per diluted share; $16.39 per diluted shares excluding charges) Shareholders' equity reached an all-time record of $3.2 billion, with book value per share of $123 Repurchased $202 million of stock Return on equity of 13% Homebuilding debt to capital ratio of 18% The Company reported pre-tax income of $80.6 million and net income of $64.0 million ($2.39 per diluted share) in the fourth quarter of 2025.

In the closing of the recent trading day, M/I Homes (MHO) stood at $133.45, denoting a -1.69% move from the preceding trading day.

The iShares U.S. Home Construction ETF began the 2025/2026 seasonal trade in a bear market, offering steep discounts versus the S&P 500. Recent policy pushes for housing affordability, a $200B Fannie/Freddie bond-buying directive, triggered ITB's sharp outperformance over the S&P 500 since late October. Despite analyst downgrades and volatile headlines, ITB's seasonal trade thesis remains intact, supported by stabilizing housing data and potential policy catalysts.

M/I Homes (NYSE: MHO) and D.R.

M/I Homes (MHO) closed the most recent trading day at $126.63, moving 1.6% from the previous trading session.

M/I Homes (MHO) closed the most recent trading day at $128.8, moving +1.35% from the previous trading session.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

M/I Homes (MHO) closed the most recent trading day at $133.26, moving 1.24% from the previous trading session.

COLUMBUS, Ohio , Dec. 10, 2025 /PRNewswire/ -- M/I Homes, Inc. (NYSE:MHO) announces the following Webcast: What: M/I Homes, Inc. Announces Fourth Quarter & Year-End Webcast When: January 28, 2026 @ 10:30AM Eastern Time Where: http://www.mihomes.com How: Live over the Internet -- Simply log on to the web at the address above Contact: Ann Marie Hunker, Vice President, Chief Accounting Officer, Controller of M/I Homes, Inc., amhunker@mihomes.com, or 614-418-8225 Mark Kirkendall, Vice President, Treasurer of M/I Homes, Inc., mkirkendall@mihomes.com, or 614-418-8021 If you are unable to participate during the live webcast, the call will be archived on the Web site http://www.mihomes.com The company is expected to report fourth quarter and year-end earnings before the market opens on Wednesday, January 28, 2026. M/I Homes, Inc. is one of the nation's leading homebuilders of single-family homes.

Donald Smith and CO. Inc. raised its position in shares of M/I Homes, Inc. (NYSE: MHO) by 9.8% in the undefined quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,408,390 shares of the construction company's stock after buying an additional 125,423 shares during the quarter.

Fisher Asset Management LLC lessened its stake in M/I Homes, Inc. (NYSE: MHO) by 62.6% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 12,975 shares of the construction company's stock after selling 21,762 shares during the period. Fisher Asset Management LLC's holdings in M/I Homes

Edgestream Partners L.P. increased its holdings in M/I Homes, Inc. (NYSE: MHO) by 95.5% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,483 shares of the construction company's stock after purchasing an additional 15,871 shares during the period. Edgestream Partners L.P. owned approximately

Advantage Alpha Capital Partners LP bought a new stake in shares of M/I Homes, Inc. (NYSE: MHO) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 27,344 shares of the construction company's stock, valued at approximately $3,066,000. Advantage

American Century Companies Inc. lifted its holdings in M/I Homes, Inc. (NYSE: MHO) by 10.7% during the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 844,865 shares of the construction company's stock after buying an additional 81,838 shares during the quarter. American

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

COLUMBUS, Ohio , Nov. 12, 2025 /PRNewswire/ -- M/I Homes, Inc. (NYSE: MHO) today announced that its Board of Directors approved a new share repurchase authorization, pursuant to which the Company may purchase up to $250 million of its common shares. The $250 million authorization replaces the Company's prior authorization (which had $80 million of remaining availability as of November 11, 2025).

/PRNewswire/ -- "I thought there should be a way to increase truck bed coverage and protection while still allowing a large trailer to be towed and pivoted for

M/I Homes remains a 'buy' despite recent underperformance, supported by strong long-term returns and a leading market presence. MHO faces near-term headwinds from high-interest rates, inflation, and a weakening housing market, impacting deliveries, pricing, and backlog. Shares trade at attractive valuations relative to peers, with MHO boasting the lowest leverage and strong balance sheet flexibility.