LGI Homes Inc
0JSI.L
$51.20 -0.52%
Exchange: LSE | Sector: Consumer Cyclical | Industry: Apparel Retail
Q3 2025
Published: Nov 4, 2025

Earnings Highlights

  • EPS of $0.85 decreased by 71.3% from previous year
  • Gross margin of 22.1%
  • Net income of 19.70M
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0JSI.L
Company 0JSI.L

Executive Summary

LGI Homes Inc (0JSI.L) reported a markedly volatile QQ3 2025, characterized by an unconventional revenue presentation and a materially negative reported revenue figure alongside positive EBITDA and net income. Revenue was disclosed as -$834.9 million for the quarter, with a gross loss of -$184.3 million and an operating income of $21.5 million. Total other income of $5.2 million and an income before tax of $26.7 million culminated in a net income of $19.7 million and earnings per share of $0.85. Key efficiency and liquidity metrics paint a mixed picture: gross margin stands at approximately 22.1%, current ratio is exceptionally strong at 98.3x, while inventory days span roughly 505 days, signaling elevated working capital and potential inventory/logistics headwinds. The stock trades with a price-to-earnings of about 15.2x and price-to-book near 0.58x, implying a modestly attractive valuation on a book-based basis despite a challenging earnings backdrop. YoY and QoQ comparisons show sizable declines in revenue (-228% YoY, -273% QoQ) and gross profit (-213% YoY, -267% QoQ), with operating and net income following a more moderate but still negative trend on a percent basis due to the unusual revenue treatment. Without access to the earnings call transcript, management commentary is not reflected in quotes, but the quarterly dispersion suggests a focus on liquidity maintenance, cost control, and potential backlog normalization as drivers of the near-term narrative.

Key Performance Indicators

Revenue
Decreasing
-834.91M
QoQ: -272.68% | YoY: -228.08%
Gross Profit
Decreasing
-184.32M
22.08% margin
QoQ: -266.64% | YoY: -212.74%
Operating Income
Decreasing
21.48M
QoQ: -45.76% | YoY: -73.25%
Net Income
Decreasing
19.70M
QoQ: -37.51% | YoY: -71.68%
EPS
Decreasing
0.85
QoQ: -37.50% | YoY: -71.28%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2025 -834.91 0.85 -228.1% View
Q2 2025 483.49 1.36 -19.8% View
Q1 2025 351.42 0.17 -10.1% View
Q4 2024 557.40 2.15 -8.4% View
Q3 2024 651.85 2.95 +5.6% View