LEGH

In the past six months, Legacy Housing Corporation reported its full-year 2025 financial results, which missed analyst expectations. Jon Langbert was appointed Chief Financial Officer. The company announced its first-quarter 2026 earnings release, reporting a modest revenue decline but an increase in net income and diluted EPS, beating analyst estimates. Product sales were down, but retail store sales, direct sales, and commercial sales to mobile home parks grew. Legacy Housing received approximately $8 million in non-refundable deposits for large workforce housing orders. The company continues to face cost overhangs from tariffs and is seeking a refund from the unwinding of unauthorized 2025 tariffs. A $10.0 million stock repurchase program was authorized, and the company repurchased shares. The Section 45L credit is set to terminate, which is expected to lead to a higher effective tax rate. As of May 9, 2026, Legacy Housing's stock price was up 1.03% in the last 3 months and down -6.32% in the last 12 months.