LEGH Consumer Cyclical

Legacy Housing Corporation

$30.57-4.94%

Price as of close on Nov 3, 2026 · Financials updated Oct 9, 2026

Basics

Sector: Consumer Cyclical
Industry: Residential Construction
Country: United States
Market cap: 727.0M USD
Enterprise value: 699.2M USD
Full-time employees: 592

Overall health

Strength: lower risk than most peers: more short-term liquidity and less debt relative to equitylower risk: more liquidity and less debt vs equity
Drawback: growing more slowly than most peersgrowing more slowly than peers
About average: valuation

Ranks #402 of 1,502 consumer cyclical companies (top 27%)

See how it ranks against its peers

Worth knowing

Investment surge. Capital spending 5.5% of revenue, up from 1.5% in 2022.
Legacy Housing is spending 5.5% of revenue on facilities and equipment, up from 1.5% in 2022. That weighs on free cash flow today; whether it pays off depends on the returns those investments earn.
Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.
Legacy Housing's fiscal-year revenue declined in each of the three years to 2025.
Profitable, but revenue is shrinking. More profitable than most peers, but revenue fell 2.6% in the 12 months to June 2026 vs the 12 months before.
Legacy Housing is more profitable than most peers, yet revenue fell 2.6% in the 12 months to June 2026 vs the 12 months before.
Wide margins. Operating margin 33% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 33% vs peers 6.4%.
Legacy Housing keeps 33% of revenue as operating profit, more than 95% of peers (median 6.4%).

StockQuotient Score

62/ 100▼ 1 since Oct 27 close

Oct 5 63 → Nov 4 62 (-1)

Valuation

Is the price right?

55/100

Moderate▼ 3 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why it changed since the Oct 27, 2026 close: Score 58 → 55

Share price +7.1%-4
Peer companies moved+1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Helped by:

▲ Earnings yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield7.0%

SEC filings · 12 months to Jun 2026Reported value30% base weight · Z-score 0.81Sector median: 0.0439 · MAD: 0.0329

EBITDA yield8.8%

Yahoo Finance fallback · SEC enterprise value unavailable (debt or EBITDA not reported in standard form) · trailing 12 monthsReported value50% base weight · Z-score -0.00Sector median: 0.0877 · MAD: 0.0461

Free cash flow yield5.3%

SEC filings · 12 months to Jun 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.15Sector median: 0.0614 · MAD: 0.0545

Other data (not scored)

Book yield77.3%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.5650 · MAD: 0.3500

Growth

Is it growing?

19/100

Weak

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

12-month revenue up 9.9%

Why

Weaker than most peers on:

▼ 3-yr revenue
▼ Revenue growth
▼ EPS growth

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth-7.0%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.44Sector median: 0.0420 · MAD: 0.2537

3-year revenue growth-9.0%

SEC filings · 3 years to Jun 2026Reported value33% base weight · Z-score -2.09Sector median: 0.0425 · MAD: 0.0636

Revenue growth-2.6%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score -0.97Sector median: 0.0373 · MAD: 0.0653

Profitability

Does it earn well?

86/100

Strong

3/3 inputs reported · High confidence

Since last quarter: ▲ Stronger

Operating margin rose 2.7 points to 32.8%

Why

Stronger than most peers on:

▲ Operating margin
▲ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin32.8%

SEC filings · 12 months to Jun 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score 3.74Sector median: 0.0638 · MAD: 0.0461

Return on assets8.3%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 1.97Sector median: 0.0331 · MAD: 0.0254

Return on invested capital8.7%

SEC filings · 12 months to Jun 2026Reported value33% base weight · Z-score 0.23Sector median: 0.0733 · MAD: 0.0600

Other data (not scored)

Gross margin49.8%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.3025 · MAD: 0.1399

Return on equity9.1%

SEC filings · 12 months to Jun 2026Reported valueInformational · 0% composite weightSector median: 0.0746 · MAD: 0.0674

Risk

Debt, liquidity, price swings

Lower

Lower relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ Debt / equity
▲ Current ratio

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta0.75

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score -0.38Sector median: 0.6345 · MAD: 0.2980

Current ratio3.56×

SEC filings · latest balance sheetReported value33% base weight · Z-score 3.73Sector median: 1.4800 · MAD: 0.5570

Debt / equity<0.01×

Yahoo Finance fallback · no standard SEC debt tagOutlier capped at sector 5th/95th percentile33% base weight · Z-score 1.27Sector median: 0.4646 · MAD: 0.3556

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about Legacy Housing

Is Legacy Housing getting weaker?: Its latest SEC filing (Sep 18, 2026) got stronger: operating margin rose 2.7 points to 32.8%. Its overall score is 62/100, down 1 since Oct 28, 2026.
How is Legacy Housing valued vs its peers?: Priced about in line with its peers. Valuation scores 55/100 against 1,612 consumer cyclical peers. Earnings yield 7.0% vs a peer median of 4.4% (stronger than 73% of peers).Earnings yield 7.0% vs peers 4.4% (stronger than 73% of peers).
Is Legacy Housing growing?: More slowly than most of its peers. Growth scores 19/100 against 1,612 consumer cyclical peers. 3-year revenue growth -9.0% vs a peer median of 4.3% (weaker than 91% of peers).3-year revenue growth -9.0% vs peers 4.3% (weaker than 91% of peers).
How profitable is Legacy Housing?: More profitable than most of its peers. Profitability scores 86/100 against 1,612 consumer cyclical peers. Operating margin 32.8% vs a peer median of 6.4% (stronger than 95% of peers).Operating margin 32.8% vs peers 6.4% (stronger than 95% of peers).
How risky is Legacy Housing?: Lower risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity <0.01× vs a peer median of 0.46× (stronger than 95% of peers).Debt / equity <0.01× vs peers 0.46× (stronger than 95% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jun 30, 2026 · filed Sep 18, 2026 · compared with the quarter ended Mar 31, 2026

Got stronger

Operating margin rose 2.7 points to 32.8%

	Previous quarter	Latest quarter	Change
Revenue (12 months)	163.3M USD	179.4M USD	+9.9%
Net income (12 months)	42.5M USD	51.2M USD	+20.7%
Operating margin	30.1%	32.8%	+2.7 pts
Free cash flow (12 months)	29.9M USD	38.6M USD	+28.9%
Cash	14.1M USD	29.0M USD	+105.3%
Shares outstanding	23.8M	23.8M	0.0%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Consumer Cyclical · 182 companies

Valuations in Consumer Cyclical are within their usual range since 2016.

36% of months since 2016 were valued lower than now.
15% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +0% and earnings +10% (medians): prices and earnings moved broadly together.
Median price-to-sales is −55% vs the whole market, against a usual −41%.

2016Shaded: most expensive fifth of its range2026

Shown for Consumer Cyclical: too few Residential Construction companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Change
Gross margin	42.3%	41.6%	47.3%	51.1%	48.5%	▼ 2.6 pts
Operating margin	29.8%	30.4%	34.1%	34.5%	29.4%	▼ 5.1 pts
Net margin	25.3%	26.4%	28.8%	33.5%	25.4%	▼ 8.1 pts
Return on assets (ROA)	13.6%	15.5%	10.7%	11.5%	7.2%	▼ 4.3 pts
Return on equity (ROE)	16.1%	17.7%	12.5%	12.5%	7.9%	▼ 4.6 pts
Free cash flow margin	27.5%	-2.1%	-11.2%	14.5%	17.1%	▲ 2.6 pts
Current ratio	2.21×	2.58×	3.10×	3.80×	3.51×	▼ 7.4%
Quick ratio	1.21×	1.81×	2.00×	2.65×	2.66×	▲ 0.5%
Interest coverage	66.42×	208.05×	69.45×	92.32×	1728.82×	▲ >999%

LEGH price history

Price history is added with the daily price update and will appear after the next one.

Similar companies

Sector leaderboards

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Bringing the fundamentals into focus…

Overall health

Strength: lower risk than most peers: more short-term liquidity and less debt relative to equitylower risk: more liquidity and less debt vs equity

Drawback: growing more slowly than most peersgrowing more slowly than peers

About average: valuation

Ranks #402 of 1,502 consumer cyclical companies (top 27%)

See how it ranks against its peers

Worth knowing

Investment surge. Capital spending 5.5% of revenue, up from 1.5% in 2022.

Legacy Housing is spending 5.5% of revenue on facilities and equipment, up from 1.5% in 2022. That weighs on free cash flow today; whether it pays off depends on the returns those investments earn.

Annual revenue fell three years running. Fiscal-year revenue down each year from 2022 to 2025.

Legacy Housing's fiscal-year revenue declined in each of the three years to 2025.

Profitable, but revenue is shrinking. More profitable than most peers, but revenue fell 2.6% in the 12 months to June 2026 vs the 12 months before.

Legacy Housing is more profitable than most peers, yet revenue fell 2.6% in the 12 months to June 2026 vs the 12 months before.

Wide margins. Operating margin 33% (12 months to Jun 2026) vs a peer median of 6.4%.Operating margin 33% vs peers 6.4%.

Legacy Housing keeps 33% of revenue as operating profit, more than 95% of peers (median 6.4%).

Questions investors ask about Legacy Housing

Is Legacy Housing getting weaker?

Its latest SEC filing (Sep 18, 2026) got stronger: operating margin rose 2.7 points to 32.8%. Its overall score is 62/100, down 1 since Oct 28, 2026.

How is Legacy Housing valued vs its peers?

Priced about in line with its peers. Valuation scores 55/100 against 1,612 consumer cyclical peers. Earnings yield 7.0% vs a peer median of 4.4% (stronger than 73% of peers).Earnings yield 7.0% vs peers 4.4% (stronger than 73% of peers).

Is Legacy Housing growing?

More slowly than most of its peers. Growth scores 19/100 against 1,612 consumer cyclical peers. 3-year revenue growth -9.0% vs a peer median of 4.3% (weaker than 91% of peers).3-year revenue growth -9.0% vs peers 4.3% (weaker than 91% of peers).

How profitable is Legacy Housing?

More profitable than most of its peers. Profitability scores 86/100 against 1,612 consumer cyclical peers. Operating margin 32.8% vs a peer median of 6.4% (stronger than 95% of peers).Operating margin 32.8% vs peers 6.4% (stronger than 95% of peers).

How risky is Legacy Housing?

Lower risk relative to 1,612 consumer cyclical peers, judged on debt, liquidity and share-price swings. Debt / equity <0.01× vs a peer median of 0.46× (stronger than 95% of peers).Debt / equity <0.01× vs peers 0.46× (stronger than 95% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

163.3M USD

179.4M USD

+9.9%

Net income (12 months)

42.5M USD

51.2M USD

+20.7%

Operating margin

30.1%

32.8%

+2.7 pts

Free cash flow (12 months)

29.9M USD

38.6M USD

+28.9%

Cash

14.1M USD

29.0M USD

+105.3%

Shares outstanding

23.8M

23.8M

0.0%

Key ratios

FY 2021

FY 2022

FY 2023

FY 2024

FY 2025

Change

Gross margin

42.3%

41.6%

47.3%

51.1%

48.5%

▼ 2.6 pts

Operating margin

29.8%

30.4%

34.1%

34.5%

29.4%

▼ 5.1 pts

Net margin

25.3%

26.4%

28.8%

33.5%

25.4%

▼ 8.1 pts

Return on assets (ROA)

13.6%

15.5%

10.7%

11.5%

7.2%

▼ 4.3 pts

Return on equity (ROE)

16.1%

17.7%

12.5%

7.9%

▼ 4.6 pts

Free cash flow margin

27.5%

-2.1%

-11.2%

14.5%

17.1%

▲ 2.6 pts

Current ratio

2.21×

2.58×

3.10×

3.80×

3.51×

▼ 7.4%

Quick ratio

1.21×

1.81×

2.00×

2.65×

2.66×

▲ 0.5%

Interest coverage

66.42×

208.05×

69.45×

92.32×

1728.82×

▲ >999%