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Smith Douglas Homes (SDHC) investor relations material
Smith Douglas Homes Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved 669 home closings and $223.9M in Q2 2025 revenue, up 2% and 1% year-over-year, with net new orders rising to 736 and ASP at $335,000.
Gross margin was 23.2%, down from 26.7% year-over-year due to higher costs and incentives.
Controlled lots surged 57% to nearly 25,000, and active communities grew 23% to 92.
Expansion into Dallas-Fort Worth and Gulf Coast of Alabama via greenfield startups; focus remains on entry-level and empty-nest buyers.
Net income and EPS declined year-over-year, with pretax income at $17.2M and EPS at $0.26.
Financial highlights
Net income for Q2 2025 was $16.4M, down from $24.7M prior year; adjusted net income was $12.9M vs. $19.4M.
Home closing revenue was $223.9M, up from $220.9M year-over-year.
Gross profit from home closings was $51.9M, down from $59.1M year-over-year.
SG&A rose to 15.5% of revenue, mainly due to new division openings and payroll.
Adjusted EBITDA for Q2 2025 was $19.8M (margin 8.8%), down from $28.8M (margin 13.0%) in Q2 2024.
Outlook and guidance
Q3 2025 guidance: 725–775 home closings, ASP $330,000–$335,000, gross margin 20.5%–21.5%.
Full-year target of 3,000 closings remains achievable, contingent on demand and macro environment.
Management expects continued headwinds from high mortgage rates and affordability, but long-term demand is supported by housing undersupply and demographics.
Sufficient liquidity for at least 12 months, with $16.8M in cash and $189.2M available under the Amended Credit Facility.
Focus on cost control, inventory turnover, and leveraging land-light, option-based lot acquisition.
What is the SG&A impact of new divisions?
How effective are current sales incentives?
What is the current spec vs. presale mix?
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Next Smith Douglas Homes earnings date
Q3 202511 Nov, 2025
Next Smith Douglas Homes earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
Smith Douglas Homes Corp. (SDHC) is a real estate development company that specializes in the design, construction, and sale of single-family homes across the southeastern United States. Founded in 2008, the company has established its operations in key metropolitan areas including Atlanta, Birmingham, Charlotte, Huntsville, Nashville, Raleigh-Durham, and Houston. In addition to its homebuilding activities, Smith Douglas Homes offers closing, escrow, and title insurance services. The company is headquartered in Woodstock, Georgia, and its shares are listed on the NYSE.
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