MHO Stock Recent News

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

M/I Homes' bullish management outlook and strong balance sheet support a tactical buy despite recent softness in demand and margin dips. Q2 results showed record revenue and deliveries, but new contracts and backlog declined year-over-year, signaling caution for underlying growth. Management's guidance reassures that margins are likely bottoming, with analysts maintaining a strong buy rating and potential upside if rates fall.

M/I Homes, Inc. (MHO) Q2 2025 Earnings Conference Call July 23, 2025 10:30 AM ET Company Participants Phillip Creek - Executive VP, CFO & Director Robert Schottenstein - Chairman, President & CEO Derek Klutch - President & CEO of M/I Financial Conference Call Participants Alan Ratner - Zelman & Associates LLC Kenneth Zener - Seaport Research Partners Buck Horne - Raymond James & Associates, Inc. James McCanless - Wedbush Securities Inc. Operator Good morning, ladies and gentlemen, and welcome to the M/I Homes Second Quarter Earnings Conference Call. [Operator Instructions] This call is being recorded on Wednesday July 23, 2025.

The headline numbers for M/I Homes (MHO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

M/I Homes (MHO) came out with quarterly earnings of $4.42 per share, missing the Zacks Consensus Estimate of $4.43 per share. This compares to earnings of $5.12 per share a year ago.

COLUMBUS, Ohio , July 23, 2025 /PRNewswire/ -- M/I Homes, Inc. (NYSE:MHO) announced results for the three and six months ended June 30, 2025. 2025  Second Quarter Highlights: Record second quarter revenue and homes delivered Revenue increased 5% to $1.2 billion Homes delivered increased 6% to 2,348 Pre-tax income decreased 18% to $160 million, 14% of revenue Net income of $121 million ($4.42 per diluted share) versus $147 million ($5.12 per diluted share) Shareholders' equity reached a record $3.1 billion, a 12% increase from a year ago, book value per share of $117 New contracts were 2,078, compared to 2,255 in last year's second quarter, an 8% decrease Repurchased $50 million of common stock Return on equity of 17% The Company reported pre-tax income of $160.1 million and net income of $121.2 million ($4.42 per diluted share) for the second quarter of 2025.

In the most recent trading session, M/I Homes (MHO) closed at $114.1, indicating a -1.45% shift from the previous trading day.

Get a deeper insight into the potential performance of M/I Homes (MHO) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

M/I Homes (MHO) closed at $121.03 in the latest trading session, marking a +2.01% move from the prior day.

M/I Homes, Inc. is facing uncertain earnings prospects in 2025. The housing market is seeing significant pressure, whilc M/I Homes' strong 2024 sets the bar very high. The long-term outlook remains healthy; a significant housing undersupply remains. M/I Homes' returns have remained very healthy. The stock's valuation reflects temporary weakness too much. I estimate significant 75% upside to $202.