M/I Homes revenue beats estimates, stock edges higher

Published 23/07/2025, 12:44
 M/I Homes revenue beats estimates, stock edges higher

COLUMBUS - On Wedneday, M/I Homes, Inc. (NYSE:MHO) reported second quarter revenue that topped analyst expectations, while earnings met estimates as the homebuilder navigated challenging market conditions.

The company’s shares rose 0.95% in pre-market trading following the announcement.

Revenue increased 5% to $1.2 billion in the second quarter, exceeding the consensus estimate of $1.12 billion. The company delivered 2,348 homes during the quarter, a 6% increase from the same period last year and a second-quarter record. Earnings per share came in at $4.42, matching analyst expectations, though down from $5.12 in the year-ago period.

Despite the revenue growth, M/I Homes faced headwinds as pre-tax income decreased 18% to $160 million, representing 14% of revenue. New contracts declined 8% to 2,078 compared to 2,255 in last year’s second quarter, while the company’s cancellation rate increased to 13% from 10% a year ago.

"We delivered solid second quarter results, despite continued challenging market conditions," said Robert H. Schottenstein, Chief Executive Officer and President. "Our results are highlighted by new second quarter records in revenue and homes delivered, strong gross margins of 25%, 14% pre-tax income and 17% return on equity."

The company’s backlog at June 30 stood at 2,577 homes with a total sales value of $1.43 billion, representing decreases of 25% and 22% respectively from a year ago. However, M/I Homes reported a record 234 communities at quarter-end, up from 211 communities a year earlier.

M/I Homes maintained a strong balance sheet with $800 million in cash, zero borrowings under its $650 million unsecured credit facility, and a homebuilding debt-to-capital ratio of 18%. The company also repurchased $50 million of common stock during the quarter.

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