MH
M/I HOMES, INC. (MHO)·Q4 2024 Earnings Summary
Executive Summary
- Q4 2024 delivered record quarterly homes and income: revenue $1.21B (+24% YoY), diluted EPS $4.71 (+29% YoY), pre-tax income $170.6M (+24% YoY) .
- Sequential margin compression emerged as mortgage rate buydowns expanded; gross margin fell to 24.6% (−250 bps QoQ, −50 bps YoY), with ~50% of buyers using buydowns .
- Backlog contracted: 2,531 units (−16% YoY) with sales value $1.40B (−11% YoY) but ASP in backlog hit a record $553K (+5% YoY); community count rose to 220 .
- Management expects 2025 effective tax rate ~23% and “likely” further gross margin compression; buyback pace remained active in Q4 ($50M) and later expanded with a new $250M authorization (Feb 11, 2025), a potential capital return catalyst .
What Went Well and What Went Wrong
What Went Well
- Record Q4 revenue ($1.21B), deliveries (2,402), and income; EPS rose to $4.71 vs $3.66 YoY as strong execution offset choppy demand .
- Geographic strength: division contributions led by Dallas, Columbus, Tampa, Orlando, Chicago, Raleigh; well‑located communities sustaining upper‑tier margins despite incentives .
- Balance sheet resilience: cash ~$822M, zero revolver borrowings, homebuilding debt/capital 19%, book value/share $109; “best financial condition” in company history .
What Went Wrong
- Gross margin contracted to 24.6% (−250 bps QoQ) on higher rate buydown costs as rates rose late-Q3/Q4; ~50% of Q4 buyers used buydowns, pressuring unit profitability .
- Backlog units (-16% YoY) and sales value (-11% YoY) declined, reflecting faster conversion and lower backlog carry into 2025, raising visibility risk amid demand choppiness .
- Florida (especially Tampa) faced demand softness and hurricane impacts; insurance costs likely to rise, adding affordability headwinds in that market .
Financial Results
Headline Metrics – Sequential and YoY Comparison
Notes: Q4 2023 gross margin % derived from disclosed gross margin $244.4M and revenue $972.6M . Q2/Q3 % from management commentary ; Q4 % from call .
Operating Income, SG&A, EBITDA
Backlog and Community KPIs
Regional Breakdown (Q4 2024)
Balance Sheet Highlights (Quarter-End)
Actuals vs Consensus (Q4 2024)
S&P Global Wall Street consensus for Q4 2024 was unavailable at time of request due to API limits.
Guidance Changes
Earnings Call Themes & Trends
Management Commentary
- “We are in excellent financial condition… record shareholders' equity of $2.9 billion, cash of $822 million… homebuilding debt to capital ratio of 19% and a net debt to capital ratio of negative 5%.”
- “Gross margin… 24.6%, down 50 basis points from a year ago and sequentially down approximately 250 basis points… primarily due to mortgage interest rate buydown incentives.”
- “We will likely experience some compression in our gross margins in 2025… Despite choppy market conditions, homebuilding benefits from undersupply, positive demographics and household formations.”
- “We currently estimate a 5% average community count growth for 2025… and expect 2025’s effective tax rate to be around 23%.”
Q&A Highlights
- Florida/Tampa softness and insurance: Tampa demand more challenged than Orlando/Sarasota; insurance costs likely to rise post‑hurricanes; monitoring localized incentive needs .
- Spec levels and margins: Specs remain critical for buydown programs; spec margins typically 100–150 bps lower, but varies by market; intra‑quarter closings ~30% with potential to reach ~40% .
- Margin sustainability: Management expects strong returns but acknowledges likely margin compression; mix and rate trajectory will influence magnitude .
- Land costs and positioning: Finished lot costs up ~10–15%; focus on premier locations to support pace and pricing despite competitive land market .
- Buybacks: Board reviews authorization and pace quarterly; programmatic approach sustained; strategy unchanged given valuation disconnect .
Estimates Context
- S&P Global Wall Street consensus was unavailable at the time of query due to provider limits; therefore, we cannot quantify beats/misses versus consensus for Q4 2024. We recommend refreshing S&P Global EPS and revenue consensus to update the comparison view.
Key Takeaways for Investors
- Sequential margin compression is a key narrative shift, driven by broader use/cost of rate buydowns; expect ongoing pressure into 2025 until rates ease materially .
- Execution remains strong: record deliveries, rising ASPs in backlog, tight SG&A control (~11% of revenue) and robust capital returns underpin valuation support .
- Watch regional dispersion: Texas remains resilient; Tampa/Sarasota require targeted incentives amid insurance and hurricane after‑effects .
- Spec strategy sustains pace and volume, but necessitates disciplined pricing to protect gross margins; intra‑quarter closings will remain elevated .
- Balance sheet optionality enables continued buybacks and land investment; new $250M authorization strengthens capital return trajectory .
- Near‑term trading: stock may react to margin guidance and Florida headlines; medium‑term thesis centers on undersupplied housing, community growth (~5%), and maintaining industry‑upper‑tier returns despite normalized margins .
- Refresh consensus estimates to calibrate model adjustments; given Q4 actuals, expect analysts to trim margin assumptions but maintain volume/community growth given backlog ASP and market footprint.
Sources: Q4 press release and 8-K exhibit ; Q4 earnings call transcript ; Q3 press release/call ; Q2 press release/call .