Legacy Housing’s 2025 Net Income Falls 32.2%, Executes $7.6M Buybacks

LEGHLEGH

In 2025 Legacy’s net revenue fell 10.7% to $164.6M and net income dropped 32.2% to $41.8M, while EPS declined 31.8% to $1.74 and operating income slipped 23.9% to $48.4M. The company boosted book value per share by 8.6% to $22.20, acquired AmeriCasa assets and repurchased 346,406 shares for $7.6M.

1. 2025 Financial Performance

Legacy Housing reported net revenue of $164.6 million for 2025, down 10.7% year-over-year. Operating income declined 23.9% to $48.4 million and net income fell 32.2% to $41.8 million, with basic earnings per share of $1.74, a 31.8% decrease. Book value per share increased 8.6% to $22.20.

2. Strategic Transactions

During 2025, the company repurchased 346,406 shares of common stock for $7.6 million and acquired certain assets of AmeriCasa Solutions LLC effective November 1, enhancing distribution and financing capabilities in Texas.

3. Cash Generation and Outlook

Legacy Housing generated $37.2 million in cash from operations, reinforcing its financial strength despite headwinds from a slower manufactured homes market, higher input costs and leadership transitions. Management remains confident in long-term demand for affordable manufactured housing.

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