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Smith Douglas Homes Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $0.0500 |
| EPS actual | -$0.0400 |
| EPS Surprise | -180.00% |
| Revenue estimate | 200.703M |
| Revenue actual | 206.444M |
| Revenue Surprise | 2.86% |
| Release date | Mar 11, 2026 |
| EPS estimate | $0.120 |
| EPS actual | -$0.0800 |
| EPS Surprise | -166.67% |
| Revenue estimate | 251.093M |
| Revenue actual | 260.429M |
| Revenue Surprise | 3.72% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.262 |
| EPS actual | -$0.120 |
| EPS Surprise | -145.85% |
| Revenue estimate | 251.412M |
| Revenue actual | 262.041M |
| Revenue Surprise | 4.23% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.250 |
| EPS actual | -$0.130 |
| EPS Surprise | -152.00% |
| Revenue estimate | 251.912M |
| Revenue actual | 223.924M |
| Revenue Surprise | -11.11% |
Last 4 Quarters for Smith Douglas Homes
Below you can see how SDHC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $19.36 |
| EPS estimate | $0.250 |
| EPS actual | -$0.130 |
| EPS surprise | -152.00% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $18.84 |
| Aug 01, 2025 | $19.43 |
| Aug 04, 2025 | $19.83 |
| Aug 05, 2025 | $20.10 |
| Aug 06, 2025 | $19.36 |
| Aug 07, 2025 | $18.77 |
| Aug 08, 2025 | $18.39 |
| Aug 11, 2025 | $17.31 |
| Aug 12, 2025 | $18.74 |
| 4 days before | 2.76% |
| 4 days after | -3.20% |
| On release day | -3.05% |
| Change in period | -0.531% |
| Release date | Nov 05, 2025 |
| Price on release | $17.91 |
| EPS estimate | $0.262 |
| EPS actual | -$0.120 |
| EPS surprise | -145.85% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $17.71 |
| Oct 31, 2025 | $17.47 |
| Nov 03, 2025 | $17.84 |
| Nov 04, 2025 | $17.41 |
| Nov 05, 2025 | $17.91 |
| Nov 06, 2025 | $16.76 |
| Nov 07, 2025 | $17.33 |
| Nov 10, 2025 | $17.46 |
| Nov 11, 2025 | $17.81 |
| 4 days before | 1.13% |
| 4 days after | -0.558% |
| On release day | -6.42% |
| Change in period | 0.565% |
| Release date | Mar 11, 2026 |
| Price on release | $11.88 |
| EPS estimate | $0.120 |
| EPS actual | -$0.0800 |
| EPS surprise | -166.67% |
| Date | Price |
|---|---|
| Mar 05, 2026 | $14.33 |
| Mar 06, 2026 | $14.00 |
| Mar 09, 2026 | $13.83 |
| Mar 10, 2026 | $13.43 |
| Mar 11, 2026 | $11.88 |
| Mar 12, 2026 | $11.39 |
| Mar 13, 2026 | $12.62 |
| Mar 16, 2026 | $13.28 |
| Mar 17, 2026 | $13.09 |
| 4 days before | -17.10% |
| 4 days after | 10.19% |
| On release day | -4.12% |
| Change in period | -8.65% |
| Release date | Apr 29, 2026 |
| Price on release | $13.33 |
| EPS estimate | $0.0500 |
| EPS actual | -$0.0400 |
| EPS surprise | -180.00% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $14.41 |
| Apr 24, 2026 | $14.13 |
| Apr 27, 2026 | $13.76 |
| Apr 28, 2026 | $13.76 |
| Apr 29, 2026 | $13.33 |
| Apr 30, 2026 | $14.18 |
| May 01, 2026 | $13.95 |
| May 04, 2026 | $12.69 |
| May 05, 2026 | $13.03 |
| 4 days before | -7.49% |
| 4 days after | -2.25% |
| On release day | 6.38% |
| Change in period | -9.58% |
Smith Douglas Homes Earnings Call Transcript Summary of Q1 2026
Smith Douglas Homes reported Q1 2026 revenue of $206.4M on 624 home closings (high end of guidance) and GAAP home closing gross margin of 19.6%. Net income was $0.06 per share and adjusted net income (as-if C‑corp tax) was $3.2M, down from $14.7M year‑ago. The company delivered a record 981 net new orders (up 28% y/y) and ended the quarter with 869 homes in backlog. Management emphasized a "pace over price" operating philosophy, continued use of incentives (including forward commitments and mortgage-rate incentives) to preserve absorption, and a land‑light strategy (majority of lots controlled via options with developers/land bankers) to limit balance‑sheet capital use and manage risk. Community count grew 24% y/y to 108. Balance sheet remains conservative: $28M cash, $68.5M debt, $195M available on revolver; debt-to-book capitalization 13.6%. Management repurchased about $10M of stock (~$13.28 average price) and reiterated focus on investing in land/community growth while remaining opportunistic on buybacks. For Q2, the company expects 725–800 closings, ASP $325–330K, and gross margin 17–17.5%; full‑year guidance not provided due to demand variability and macro uncertainty.
