Why did LGI Homes (LGIH) stock move recently?

On 9/1/2026, LGI Homes moved -3.9% — LGI Homes shares fell amid ongoing concerns over new U.S./Canadian tariffs on lumber and building materials that could raise construction costs and pressure margins, as flagged in late-August coverage; no new company-specific catalyst or filing appeared today. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is LGI Homes (LGIH) overvalued or fairly valued?

MarketChacha shows LGI Homes's valuation in context — a trailing P/E of about 15.9, a forward P/E of about 16.3, a price-to-book of about 0.6 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

What is LGI Homes's revenue?

LGI Homes reported revenue of $1.7B for FY2025, with net profit of $72.6M, per official filings.

What is the share price of LGI Homes (LGIH)?

LGI Homes last traded at $55.00 (+1.0% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

LGI Homes

LGIH · NYSE · Consumer Discretionary · United States

Snapshot

TickerLGIH

ExchangeNYSE

SectorConsumer Discretionary

IndustryResidential Construction

CountryUnited States

Employees1,056

HeadquartersThe Woodlands, United States

Websitewww.lgihomes.com

Filings tracked12

About LGI Homes

LGI Homes, Inc. engages in the design, construction, and sale of new homes in the United States. It markets and sells attached and detached entry-level homes and active adult offerings under the LGI Homes brand; and luxury homes under the Terrata Homes brand. The company also engages in the wholesale business, which includes building and selling homes to large institutions interested in acquiring single-family rental properties through bulk sales agreements. It operates in Texas, Arizona, Florida, Georgia, New Mexico, Colorado, North Carolina, South Carolina, Washington, Tennessee, Minnesota, Oklahoma, Alabama, California, Oregon, Nevada, West Virginia, Virginia, Pennsylvania, Maryland, and Utah. LGI Homes, Inc. was founded in 2003 and is headquartered in The Woodlands, Texas.

Who owns it

Insiders12.6%
Institutions87.4%
Public & other0.0%

335 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.15.32%
Vanguard Portfolio Management LLC5.56%
State Street Corporation5.19%
Atlas FRM LLC4.16%
Vanguard Capital Management LLC3.80%
Disciplined Growth Investors, Inc.3.51%
River Road Asset Management, LLC3.43%
CDAM (UK) Ltd3.12%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Over 3 years only -0.73× of reported profit became operating cash — the classic sign that headline earnings may be running ahead of the cash actually generated. Often explained by working capital funding growth; worth a closer look.

Cash conversion-0.73×

Net margin trend8.4% → 4.3%

Margin has compressed by about 4.2 points over the period — profitability is trending down.

Return on equity3.5%

Latest ROE of 3.5% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev -15% · PAT -40%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $549.5M · EPS 0.91

Est. earnings growth -6.2%

Next fiscal year

Rev $2.1B · EPS 3.42

Est. earnings growth +17.1%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$1.7B

Net margin

4.3%

ROE

3.5%

Revenue CAGR (2y)

-15.0%

Profit CAGR (2y)

-39.7%

EPS (FY2025)

3.12

Net profit (FY2025)

$72.6M

Ask MarketChacha about LGIH

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
LGI Homes shares fell amid ongoing concerns over new U.S./Canadian tariffs on lumber and building materials that could raise construction costs and pressure margins, as flagged in late-August coverage; no new company-specific catalyst or filing appeared today.
source 1 ↗source 2 ↗· confidence: medium

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$1.7B	$72.6M	3.12	4.3%	3.5%
FY2024	$2.2B	$196.1M	8.30	8.9%	9.6%
FY2023	$2.4B	$199.2M	8.42	8.4%	10.7%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$516.0M	$27.0M	1.16	5.2%
2026Q1	$319.7M	$2.2M	0.09	0.7%
2025Q3	$396.6M	$19.7M	0.85	5.0%
2025Q2	$488.2M	$31.5M	1.36	6.5%
2025Q1	$351.4M	$4.0M	0.17	1.1%
2024Q3	$651.9M	$69.6M	2.95	10.7%
2024Q2	$602.5M	$58.6M	2.48	9.7%
2024Q1	$390.9M	$17.1M	0.72	4.4%
2023Q3	$617.5M	$67.0M	2.84	10.9%
2023Q2	$645.3M	$53.1M	2.25	8.2%
2023Q1	$487.4M	$27.0M	1.14	5.5%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/4/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/4/2026material
8-K — Auditor change, Exhibits
SEC6/10/2026material
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC4/28/2026material
10-Q filing
SEC4/28/2026
8-K — Shareholder vote results, Exhibits
SEC4/27/2026material
10-K filing
SEC2/20/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/17/2026material

2025

8-K — Results of operations, Reg FD disclosure, Exhibits
SEC11/4/2025material
10-Q filing
SEC11/4/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/5/2025material
10-Q filing
SEC8/5/2025

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.