DALLAS, July 11, 2024 (GLOBE NEWSWIRE) -- Landsea Homes Corporation (NASDAQ:LSEA) announced today that the company will release its results for the second quarter of 2024 before the market opens on Thursday, August 1, 2024. The company will host a conference call on the same day at 10:00 AM Eastern Time to discuss its financial results and conduct a question-and-answer session. Conference Call Details:Date: Thursday, August 1, 2024Time: 10:00 AM Eastern TimeToll-free dial-in number: 800-274-8461Internationa ...

DALLAS, July 11, 2024 (GLOBE NEWSWIRE) -- Landsea Homes Corporation (Nasdaq: LSEA) announced today that the company will release its results for the second quarter of 2024 before the market opens on Thursday, August 1, 2024. The company will host a conference call on the same day at 10:00 AM Eastern Time to discuss its financial results and conduct a question-and-answer session. Conference Call Details:Date: Thursday, August 1, 2024Time: 10:00 AM Eastern TimeToll-free dial-in number: 800-274-8461Internation ...

New townhomes make up Essex + Gage, and mark Landsea Homes' first community in the coastal Orange County city of Huntington Beach 129 all-electric homes will open for sale in mid-2025 HUNTINGTON BEACH, Calif., June 12, 2024 /PRNewswire/ -- Landsea Homes Corporation (Nasdaq: LSEA) ("Landsea Homes" or the "Company"), a publicly traded residential homebuilder, announced today it has closed on 129 homesites for a new all-electric community called Essex + Gage in Huntington Beach, California. Land development ha ...

文章核心观点 - 公司在加州东湾地区收购了500个住宅用地,将开发一个名为"都柏林中心"的大型规划社区 [1][2][3] - 该社区将包括500套单户独立房屋和联排别墅,采用传统和现代建筑风格,部分户型还将配备适合多代同堂居住的LiveGen™套房 [3] - 该社区将配备大型社区游泳中心和水上乐园,以及中央集会区,周边还有多处公园和优质学校 [5] - 所有房屋都将采用公司的"高性能住宅"技术,包括苹果HomeKit™智能家居系统和REME HALO®空气净化器等 [6][7] - 公司在加州北部地区还有其他在售的社区项目 [10] - 公司是一家总部位于德克萨斯州达拉斯的上市住宅建筑商,在全国多个热门市场开发住宅和规划社区 [11][12][13] - 公司致力于可持续发展,其"高性能住宅"采用最新的家居自动化技术,为业主提供更舒适、节能的生活体验 [14]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-38545 Landsea Homes Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 82-2196021 (State or Other Jurisdiction of (I.R.S. Employer Incorporation or ...

财务数据和关键指标变化 - 公司第一季度营收同比增长22%,主要得益于交付量增加7%和平均销售价格上涨14% [9][25] - 毛利率为14.9%,处于指引区间下限,主要受到激励措施和折扣的影响,约占收入的5% [25][26] - 调整后毛利率为19.4% [26] - 净利润为19万美元,每股收益0.01美元,去除一次性交易费用后净利润为190万美元,每股收益0.05美元 [26] 各条业务线数据和关键指标变化 - 亚利桑那州交付183套房,佛罗里达州和加利福尼亚州也有较好表现 [17] - 得益于德克萨斯州和科罗拉多州业务的增长,未来这两个市场的交付量将有所提升 [17] - 新订单同比增长23%,达到612套,各市场需求均保持旺盛 [18][22] 各个市场数据和关键指标变化 - 加利福尼亚州和亚利桑那州的现有业务表现良好 [23] - 德克萨斯州达拉斯-沃斯堡地区通过收购Antares Homes获得20个社区和2,100多个地块,为公司在该市场的扩张提供了支持 [10][11] - 奥斯汀市场的业务也开始增长势头,多个新社区正在积极销售 [17] 公司战略和发展方向及行业竞争 - 公司继续采取瞄准高增长市场并快速实现规模经济的策略,这一策略在亚利桑那州和佛罗里达州已经取得成功 [9][10] - 公司将继续关注德克萨斯州和科罗拉多州等市场的发展,并通过收购Antares Homes进一步扩大在德克萨斯州的业务规模 [10][11] - 公司还通过发行5年期8.875%高收益债券和再融资银行授信额度,优化了资本结构,为未来发展提供了支持 [12][13][28][29] 管理层对经营环境和未来前景的评论 - 宏观环境仍然有利,经济韧性强、就业增长强劲、现有房源库存较低 [9] - 新房市场正在填补二手房销售不足的空白,买家希望在60天内完成交易 [19] - 公司将继续保持较高的现货房库存以满足买家需求,同时调整开工节奏以控制未售房源 [20] - 公司将通过提价、缩短周期时间、控制成本等措施来应对利率上升和激励措施成本上升的挑战 [21][44][63] - 公司有信心在2024年及以后实现目标,并将自己定位为各市场的领先建造商 [15] 问答环节重要的提问和回答 问题1 **Matthew Bouley 提问** 公司是否会专注于现有市场的有机投资,还是未来会继续寻求地域扩张?[34] **John Ho 和 Mike Forsum 回答** 公司将专注于消化和整合最新收购的Antares Homes,未来12个月内不会有大规模的并购活动,而是会通过有机增长来拓展业务 [35][36][38][39][40] 问题2 **Carl Reichardt 提问** 公司从Antares Homes并购中获得了多少在手订单? [46][47] **Chris Porter 回答** 公司尚未披露具体数字,但预计在未来12个月内会逐步消化40%-50%的Antares在手订单 [48] 问题3 **Alex Rygiel 提问** 公司未来1-2年SG&A费用率有何目标? [54][55][56][57] **Chris Porter 回答** 公司目标是将SG&A费用率降至行业水平,即10%-12%左右,主要通过提高收入规模来实现费用率的下降 [57]

Landsea Homes (LSEA) reported $294.04 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 21.6%. EPS of $0.06 for the same period compares to $0.18 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $277.3 million, representing a surprise of +6.04%. The company delivered an EPS surprise of -53.85%, with the consensus EPS estimate being $0.13. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Landsea Homes (LSEA) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.18 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -53.85%. A quarter ago, it was expected that this residential homebuilder would post earnings of $0.34 per share when it actually produced earnings of $0.43, delivering a surprise of 26.47%. Over the last four quart ...

Exhibit 99.1 Landsea Homes Reports First Quarter 2024 Results First Quarter 2024 Highlights • First quarter net new home orders of 612, a 23% year-over-year increase • Total revenue of $294.0 million, driven by 505 home closings at an average price of $579,000 • Adjusted EBITDA of $17.0 million • Book value per share of $17.92 • Repurchased approximately 534,000 shares of common stock for $6.4 million Dallas, Texas – May 1, 2024 – Landsea Homes Corporation (Nasdaq: LSEA) (“Landsea Homes” or the “Company”), ...

Landsea Homes Corporation (LSEA) launched Landsea Insurance Agency, the new addition to its extensive array of financial services under Landsea Elements. Landsea Insurance Agency offers end-to-end support to the company's homebuyers, which will make availing insurance by homeowners fast and hassle-free. Together with Westwood Insurance Agency, this new full- service financial offering provides a diverse line of products and aligns with LSEA’s commitment to providing exclusive services and expert resources t ...