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    Rohit Seth • B. Riley Securities

    Rohit Seth's questions to Legacy Housing Corp (LEGH) leadership

    Rohit Seth's questions to Legacy Housing Corp (LEGH) leadership • Q2 2025

    Question

    Rohit Seth of B. Riley Securities asked about the momentum of order flow into July and August, the development timeline for the Falcon Ranch project in Bastrop, and the reasons for the increase in SG&A expenses.

    Answer

    President & CEO Duncan Bates responded that the strong dealer-driven revenue growth from Q2 has continued, but landing large community orders is crucial for further growth. Regarding the Bastrop development, he stated the goal is to begin selling lots in 2025, pending the completion of a bridge currently under construction. Bates explained that the SG&A increase was due to unusual year-over-year accrual comparisons for items like warranty and legal expenses, and he expects it to normalize.

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    Rohit Seth's questions to Tecnoglass Inc (TGLS) leadership

    Rohit Seth's questions to Tecnoglass Inc (TGLS) leadership • Q2 2025

    Question

    Rohit Seth from B. Riley Securities inquired about order trends seen so far in July, the status of new vinyl window product certifications, and the current state of the window replacement market in Florida.

    Answer

    CFO Santiago Giraldo described July as a very strong month with record revenue and robust orders. CEO José Manuel Daes confirmed that the new vinyl and legacy product lines will be fully ready by year-end, with strong market reception in western states fueling excitement for a sales ramp-up next year. Daes also characterized the Florida market as 'really strong' across all segments.

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    Rohit Seth's questions to Green Brick Partners Inc (GRBK) leadership

    Rohit Seth's questions to Green Brick Partners Inc (GRBK) leadership • Q2 2025

    Question

    Rohit Seth from B. Riley Securities asked about the recent trajectory of sales incentives and the primary drivers behind the decline in gross margins during the quarter.

    Answer

    CEO James Brickman noted that while incentives are generally leveling out, market conditions remain inconsistent across different neighborhoods. Interim CFO Jeffery Cox explained that the gross margin decline was predominantly caused by increased mortgage rate buy-downs. He specified that of the approximate 5% drop in average sales price, less than 2% was due to a product mix shift towards Trophy homes, with the remainder attributed to incentives.

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    Rohit Seth's questions to Century Communities Inc (CCS) leadership

    Rohit Seth's questions to Century Communities Inc (CCS) leadership • Q2 2025

    Question

    Rohit Seth from B. Riley Securities asked for color on the revised 2025 delivery guidance, July sales trends, performance across different geographic markets, and the outlook for gross margins.

    Answer

    CFO J. Scott Dixon explained the guidance revision was driven by the current backlog and typical Q3 seasonality, with July and August being slower months. He detailed market performance, noting the West has been strong, Texas is working through affordability issues, and the Southeast has been the strongest region. Dixon stated that incentives will be the largest driver of gross margins, partially offset by direct cost reductions.

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