LGI Homes, Inc. (LGIH) FY2025 10-K Annual Report

Filed: Feb 20, 2026
Industrials
Operative BuildersSEC EDGAR

LGI Homes, Inc. (LGIH) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 20, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

LGI Homes, Inc. FY2025 10-K Analysis

Business Overview

  • Core business model: Residential home construction specializing in affordable housing
  • No new products, services, or segments introduced or emphasized this year
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Management Discussion & Analysis

  • Revenue $1.7B, down 22.6% YoY from $2.2B; home closings 4,685, down 22.3% from 6,028; ASP $364K, down 0.4% YoY
  • Gross margin 20.7% vs 24.2%; adjusted gross margin 24.0% vs 26.3%; EBITDA margin 8.7% vs 13.8%; net income $72.6M, down 63% YoY
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Risk Factors

  • Regulatory risk: FASB ASU 2023-09 effective after Dec 15, 2024, requires expanded income tax disclosures by jurisdiction for taxes >5% of total paid
  • Macroeconomic risk: $1.6B notes payable and borrowings under Credit Agreement exposed to Interest rate risk at SOFR +1.85% margin, with SOFR floor at 0.50%
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LGI Homes, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.7B

-22.6% YoY

Net Income

$73M

-63.0% YoY

Operating Margin

4.7%

-495bp YoY

Net Margin

4.3%

-465bp YoY

ROE

3.5%

-616bp YoY

Total Assets

$3.9B

+4.5% YoY

EPS (Diluted)

$3.12

-62.4% YoY

Operating Cash Flow

-$140M

+2.6% YoY

Source: XBRL data from LGI Homes, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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