US · Consumer Cyclical · Residential Construction
EPS came in at 2.70 against a street estimate of 3.05 — a miss of 11.5%.
Analysts rate M/I Homes Inc a buy (3 buy, 1 hold, 0 sell out of 4) with an average price target of $156.67.
CONFIDENT Q2 delivered record 2,387 home sales (+15% YoY), 10% pretax margin, and strong 96% mortgage capture. Gross margins held 22.1% despite cost pressures. Balance sheet excellent with $3.2B equity. Demand remains constrained by rates and uncertainty. Q2 2026 Northern: Columbus, Chicago, Minneapolis, Raleigh, Charlotte led. Southern: Carolinas (+biggest), Texas, Florida all positive. Tampa/Sarasota macro-challenged; Austin crawling back. New markets (Nashville, Fort Myers, Naples) gaining traction but currently earnings drag. Analysts pressed on margin drivers (mix, costs, incentives), land repositioning strategy (North +24% options, South options down), and sustainability of sales growth into H2. Management emphasized location quality over incentives, market-by-market underwriting avoiding top-down targets, and M&A/supplier impacts still limited so far. 2026-07-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 18.94% |
| Donald Smith & Co Inc | 5.50% |
| State Street Corp | 5.25% |
| FMR Inc | 4.87% |
| Vanguard Capital Management, LLC | 4.37% |
| Vanguard Portfolio Management, LLC | 4.34% |
| Dimensional Fund Advisors, Inc. | 4.20% |
| Geode Capital Management, LLC | 2.70% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $1,076,069,000, down from $1,131,791,000 in the third quarter of 2025. • Third-quarter net income | 2026-10-23 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue declined 5% to $1.1 billion, including $1.043 billion from homebuilding and $32.744 million from financ | 2026-10-21 |
| Quarterly report · Q2 2026 M/I HOMES, INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6 months): $1,983,965 thousand ($1.984 billion), down from $2,138,685 thous | 2026-07-31 |
| Results announced · Q3 2026 M/I HOMES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income: $79 million ($3.02 per diluted share) in Q2 2026, down 35% from $121 million ($4.4 | 2026-07-29 |
| Shareholder vote results · Q2 2026 M/I HOMES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Shareholders held on May 13, 2026 • Total votes cast for director elections: | 2026-05-14 |
| Quarterly report · Q1 2026 M/I HOMES, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $920.7 million (Q1 2026) vs. $976.1 million (Q1 2025) – down 5.7% • Net Income: $ | 2026-04-24 |
| Results announced · Q2 2026 M/I HOMES Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $920.7 million, down 6% year-over-year (prior year Q1 2025: $976.1 million) • Net Inc | 2026-04-22 |
| Proxy statement · Q2 2026 M/I HOMES, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Three Directors — Elect Phillip G. Creek, Eugene D | 2026-04-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.