Legacy Housing Corporation (TX) (LEGH) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-02, Legacy Housing Corporation (TX) (NASDAQ: LEGH) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 68/100 at a spot price of $29.36 (+1.49% 1D, market cap $688.0M). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, LEGH ranks #187 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), LEGH carries a Roarable C+ (68/100 RQD), trailing P/E of 16.5x, gross margin of —, and ROIC of 7.4%. By comparison, HOV (Hovnanian Enterprises Inc. (Class A)) holds a D grade (44/100 RQD, P/E N/A, ROIC —, cap $610.6M) and SDHC (Smith Douglas Homes Corp. (Class A)) posts a E grade (32/100 RQD, P/E 50.0x, ROIC 12.3%, cap $534.7M). Among the 5-stock peer group, DFH leads on earnings multiple (4.2x) while DFH leads on capital efficiency (15.3% ROIC).
Per LEGH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001436208), Legacy Housing Corporation (TX) generated $116.9M in revenue (-9.6% YoY), $41.8M in net income, and $28.2M in free cash flow against $580.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 75% Net Buy • Cannibal Buyback (-2.08% YoY Shares)
SEC XBRL FY 2025 (10-K): 24.1% FCF Margin ($28.2M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (57.2) create a -8 pt regime headwind
Even with a 68/100 (C+) score, LEGH faces multiple-compression risk if 16.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($28.18) or 200D SMA ($24.47) invalidates the momentum regime and cuts Target Base ($30.68) toward Bear Floor ($23.93).
Legacy Housing Corporation (TX) (LEGH) advanced +1.49% to $29.36, trading at 85% of its 52-week range ($18.28 – $31.34). Solid steady margins (7% return on capital), mixed timing at 17x P/E—hold if owned, no rush to chase.
BEDFORD, Texas, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation ("Legacy" or the "Company", NASDAQ: LEGH) will release its financial results for the third quarter ended September 30, 2026, after markets clos
Legacy Housing Corporation (LEGH) Shareholder/Analyst Call October 28, 2026 12:00 PM EDTCompany ParticipantsJon Langbert - Chief Financial OfficerBrian...
CBRE's Q3 2026 earnings beat estimates as strong property sales, infrastructure demand and development gains drove profit growth despite a revenue miss.
Over the past year, Cavco Industries (CVCO) stock lost 1.5%, including dividends, while the S&P 500 returned 16.2%. The company consistently repurchased its own stock during that period. Over the three years to June 2026
Legacy Housing (LEGH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Legacy Housing’s updated fair value estimate has shifted from US$25.67 to US$26.67 per share, giving investors a fresh reference point for where analysts currently anchor their expectations. Bullish and cautious voices a
Legacy Housing (NASDAQ:LEGH) reported first-quarter 2026 results that showed modest revenue pressure but improved profitability, helped by lower operating expenses and a favorable tax rate. Management also pointed to a m
Yahoo Finance coverage on LEGH stock catalysts, institutional flow, and earnings outlook.
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the third quarter, with the S&P 500 (SPY) advancing another 2.4%, bringing its
Moby summary of Legacy Housing Corporation's Q2 2026 earnings call
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -9.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on LEGH today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for LEGH. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Legacy Housing Corporation (TX) (LEGH) ranks #187 by composite RQD confidence (68/100, grade C+) and #555 by equity capitalization ($688.0M). Within this direct 5-issuer industry benchmark cohort, DFH leads on earnings valuation at 4.2x trailing P/E, while DFH leads on capital efficiency and profitability with 15.3% ROIC and — gross margin. LEGH currently leads its immediate peer cohort in composite quantitative strength at 68/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| LEGH
ACTIVE
Legacy Housing Corporation (TX) | C+ | 68/100 | 16.5x | — | 7.4% | +1.49% | $688.0M | Benchmark Subject |
| HOV Hovnanian Enterprises Inc. (Class A) | D | 44/100 | — | — | — | -2.97% | $610.6M | /hov-vs-legh → |
| SDHC Smith Douglas Homes Corp. (Class A) | E | 32/100 | 50.0x | 21.8% | 12.3% | -2.66% | $534.7M | /sdhc-vs-legh → |
| DFH Dream Finders Homes Inc. (Class A) | D- | 37/100 | 4.2x | — | 15.3% | -2.49% | $909.0M | /dfh-vs-legh → |
| LGIH LGI Homes Inc. | E | 27/100 | 14.0x | 20.7% | 3.0% | +1.44% | $1.02B | /lgih-vs-legh → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Legacy Housing Corporation (TX) (LEGH) reported GAAP revenue of $116.9M (-9.6% vs. FY2024 revenue of $129.3M , and -19.4% cumulative change since FY2023) , GAAP net income of $41.8M, operating cash flow of $37.2M, and free cash flow of $28.2M (+5.1% YoY). On the balance sheet, LEGH closed FY2025 with $580.3M in total assets against $0 in total debt (Altman Z-Score: 9.58, Piotroski F-Score: 5/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $116.9M | $41.8M | $37.2M | $28.2M | $580.3M | — |
| FY2024 (FY) | 2024-12-31 | $129.3M | $61.6M | $36.0M | $26.8M | $534.2M | — |
| FY2023 (FY) | 2023-12-31 | $145.1M | $54.5M | -$13.5M | -$13.5M | — | — |
As of 2026-11-02, Legacy Housing Corporation (TX) (NASDAQ: LEGH) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 68/100 at a spot price of $29.36 (+1.49% 1D, market cap $688.0M). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, LEGH ranks #187 in composite RQD confidence.
Within the Consumer Discretionary sector (Homebuilding), LEGH carries a Roarable C+ (68/100 RQD), trailing P/E of 16.5x, gross margin of —, and ROIC of 7.4%. By comparison, HOV (Hovnanian Enterprises Inc. (Class A)) holds a D grade (44/100 RQD, P/E N/A, ROIC —, cap $610.6M) and SDHC (Smith Douglas Homes Corp. (Class A)) posts a E grade (32/100 RQD, P/E 50.0x, ROIC 12.3%, cap $534.7M). Among the 5-stock peer group, DFH leads on earnings multiple (4.2x) while DFH leads on capital efficiency (15.3% ROIC).
Per LEGH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001436208), Legacy Housing Corporation (TX) generated $116.9M in revenue (-9.6% YoY), $41.8M in net income, and $28.2M in free cash flow against $580.3M in total assets and $0 in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
LEGH last traded at $29.36 (+1.49% on volume of 96,149 shares), positioning the stock +4.19% above its 50-day simple moving average ($28.18) and +19.98% above its 200-day simple moving average ($24.47). Across its 52-week range of $18.28 to $31.34, LEGH sits at the 84.8% percentile with a 14-day RSI of 57.2 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.9% ($27.63 to $31.09).
Why LEGH Stock advanced +1.49% Today — RQD Quant Desk Flash. Solid steady margins (7% return on capital), mixed timing at 17x P/E—hold if owned, no rush to chase.
Per the Roarable RQD rating, LEGH carries an RQD score of 68 and a letter grade of C+, labeled "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars are: Fundamental Cash Engine at 14/20 (ROIC 7.4%; FCF yield 4.09%); Whale 13F Flow at 14/20 (institutional accumulation and options positioning); Insider Conviction at 15/20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit at 12/20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet at 13/20 (Altman Z 9.58; Piotroski F 5/9; Debt/Equity 0.5). Insider Conviction is the highest-scoring pillar, while Macro Regime Fit is the lowest. For a prospective investor, the upside drivers the rating points to are the cash-generation profile and the insider-flow pillar. The main valuation tradeoff is that the stock trades at a P/E (TTM) of 16.5 and an EV/EBITDA of 12.1 while its ROIC sits at 7.4%, and the rating's Macro Regime Fit pillar is its weakest. The verdict is a neutral-to-watch posture rather than a directional signal. This is an analytical summary of the source data, not personalized financial advice.
Per the Profile, Legacy Housing Corporation (TX) is a NASDAQ-listed issuer in the Consumer Discretionary sector and the Homebuilding industry. Per the Profile, the market capitalization is $0.7B. Not available in source data: the specific products sold, customer base, and revenue-model details.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $116.9M | $48.4M | $41.8M | N/A | $28.2M | $8.5M | N/A |
| FY 2024 | $129.3M | $63.6M | $61.6M | N/A | $26.8M | $1.1M | N/A |
| FY 2023 | $145.1M | $64.6M | $54.5M | N/A | $-13.5M | N/A | N/A |
Per the SEC financials, revenue declined from $145.1M (FY 2023) to $129.3M (FY 2024) and to $116.9M (FY 2025), while net income moved from $54.5M to $61.6M to $41.8M. Per the Market Data, operating margin is 41.4% and net margin is 35.8%, with ROIC at 7.4%. Per the RQD rating, the Altman Z-Score is 9.58, the Piotroski F-Score is 5/9, and Debt/Equity is 0.5. Cash rose from $1.1M to $8.5M in FY 2025 per the SEC financials.
Per the Butterfly Supply-Chain Graph, supply chain status is NONE, with no butterfly links and no proprietary signals. Sector is Consumer Discretionary and industry is Homebuilding. Not available in source data: upstream and downstream dependencies, sector correlations, and 2nd-order bottlenecks.
Real-time company headlines, analyst actions, and sector developments for Legacy Housing Corporation (TX) (LEGH) • Click "Debate This Headline" to argue it in the Roar Pit below
BEDFORD, Texas, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Legacy Housing Corporation ("Legacy" or the "Company", NASDAQ: LEGH) will release its financial results for the third quarter ended September 30, 2026, after markets clos
Legacy Housing Corporation (LEGH) Shareholder/Analyst Call October 28, 2026 12:00 PM EDTCompany ParticipantsJon Langbert - Chief Financial OfficerBrian...
CBRE's Q3 2026 earnings beat estimates as strong property sales, infrastructure demand and development gains drove profit growth despite a revenue miss.
Over the past year, Cavco Industries (CVCO) stock lost 1.5%, including dividends, while the S&P 500 returned 16.2%. The company consistently repurchased its own stock during that period. Over the three years to June 2026
Legacy Housing (LEGH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Legacy Housing’s updated fair value estimate has shifted from US$25.67 to US$26.67 per share, giving investors a fresh reference point for where analysts currently anchor their expectations. Bullish and cautious voices a
Legacy Housing (NASDAQ:LEGH) reported first-quarter 2026 results that showed modest revenue pressure but improved profitability, helped by lower operating expenses and a favorable tax rate. Management also pointed to a m
Yahoo Finance coverage on LEGH stock catalysts, institutional flow, and earnings outlook.
Welcome to the LEGH (Legacy Housing Corporation (TX)) Roar Pit. Current RQD Composite is 68/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Homebuilding. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on LEGH, but look at what you are paying: 16.5x trailing P/E with tightening sector spreads. Unless Legacy Housing Corporation (TX) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on LEGH, the market is fixating on short-term headline noise in Homebuilding and ignoring the balance sheet and cash flow trajectory. At $28.93 (52-wk range $18.28 - $31.34), any beat on forward guidance forces shorts and underweight funds to chase.
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