UNITED HOMES GROUP INC Stock Price, News & Analysis

United Homes Group (NASDAQ: UHG) has scheduled its second quarter 2025 earnings release and conference call. The company will release Q2 2025 results before market opens on Thursday, August 7, 2025, followed by a conference call and Q&A session at 8:30 AM Eastern Time.

Investors can access the call through the provided toll-free and international dial-in numbers, or via webcast through the company's investor relations website. A replay of the call will be available through dedicated playback numbers.

United Homes Group (NASDAQ: UHG) released preliminary Q2 2025 operational statistics, revealing mixed performance metrics. Net new orders decreased 5.9% to 304 units in Q2 2025, while home starts increased 2.9% to 357 units. Home closings declined 10.1% to 303 units.

The company's total inventory decreased 17.6% year-over-year to 657 units, including 202 units in backlog, 418 spec homes, and 37 model homes. Despite current declines, management expects a double-digit increase in active communities in H2 2025 and projects improved gross margins, with refreshed products showing 300 basis points higher margins than legacy products.

United Homes Group (NASDAQ: UHG) announced significant leadership changes and initiated a strategic review to maximize shareholder value. Jack Micenko has been appointed as CEO, succeeding Jamie Pirrello, while Jeremy Pyle has been promoted to co-Chief Operating Officer. Micenko brings over 20 years of experience in residential real estate and mortgage finance, previously serving as Managing Director at BTIG. The company's board has formed a special committee of independent directors to explore strategic alternatives, including a potential sale of the company, asset sales, and refinancing options. The committee has engaged Vestra Advisors as financial advisor and Paul, Weiss, Rifkind, Wharton & Garrison as legal counsel. No deadline has been set for the strategic review process.

United Homes Group (NASDAQ: UHG) reported its Q1 2025 results with mixed performance. The company saw home closings decrease 19% to 252 units and revenue decline 14% to $87.0 million compared to Q1 2024. Net new orders fell 23% to 296 units. However, the average sale price of production-built homes increased to $345,000, up 2.9% from Q1 2024. Net income was $18.2 million ($0.31 per diluted share), including $21.2 million from derivative liabilities changes. Gross profit margin slightly improved to 16.2%, with margins increasing 400 basis points between January and March. The company has identified over $3.5 million in direct construction cost savings and maintains a strong liquidity position of $86.9 million. Their lot pipeline consists of approximately 7,500 lots owned or controlled.

United Homes Group (NASDAQ: UHG) has announced its upcoming first quarter 2025 earnings release schedule and conference call details.

Key Information:

• Earnings Release Date: Wednesday, May 14, 2025 (before market opens)
• Conference Call Time: 8:30 AM Eastern Time
• Purpose: Discussion of Q1 2025 results and Q&A session

Participation Options:

• Webcast: Available through investor relations section at www.unitedhomesgroup.com
• North America Toll-Free: +1 800-715-9871
• International: +1 646-307-1963
• Conference ID: 4731284

For those unable to attend, replay access is available:

• North America Replay: +1 800-770-2030
• International Replay: +1 609-800-9909
• Playback Passcode: 4731284

United Homes Group (NASDAQ: UHG) reported declining metrics for Q1 2025, with net new orders down 22.9% to 296 units, home starts decreased 10.1% to 248 units, and closings fell 19.0% to 252 units compared to Q1 2024. The company attributes the reduction in orders to unusual snow conditions in South Carolina markets and a slow start to the spring selling season.

Total inventory decreased 22.1% year-over-year to 563 units, with backlog down 23.3% to 201 units. However, the company reports positive trends in their product refresh initiative, with refreshed products showing approximately 500 basis points higher gross margins compared to overall backlog margins. The company is actively managing finished spec inventory and implementing strategic initiatives to align community-level inventory with demand.

United Homes Group (NASDAQ: UHG) reported Q4 2024 and full-year financial results, showing mixed performance. Q4 highlights include:

• Home closings up 7% to 414 units
• Revenue increased 15% to $134.8 million
• Net new orders rose 19% to 351
• Average sale price reached $324,000

Full-year 2024 performance showed revenue growth of 10% to $463.7 million, with 1,431 home closings (up 3%). The company completed a refinancing of Convertible Notes in December, expected to reduce annual interest expenses by $4 million. Q4 net income was $0.7 million ($0.01 per share), impacted by a $45.6 million loss on debt extinguishment. Gross profit margin declined to 16.2% in Q4 2024 from 18.5% in Q4 2023, primarily due to higher incentives and purchase accounting adjustments.

United Homes Group (NASDAQ: UHG) has announced it will release its fourth quarter 2024 financial results before market opening on Wednesday, March 12, 2025. The company will host a conference call and Q&A session at 10:00 AM Eastern Time on the same day.

Investors can participate through a toll-free number for North America (+1 800-715-9871), an international line (+1 646-307-1963), or via webcast through the company's website. The conference ID is 4878051. A recording replay will be available through North American (+1 800-770-2030) and international (+1 609-800-9909) numbers using playback passcode 4878051.

United Homes Group (NASDAQ: UHG) has released preliminary operational statistics for Q4 and full-year 2024. The company reported a 19.4% increase in Q4 net new orders (351 vs 294) and a 7.0% rise in closings (414 vs 387) compared to Q4 2023. However, starts decreased by 26.5% (222 vs 302) due to a major house plan redesign initiative.

For the full year 2024, net new orders increased by 7.9% (1,399 vs 1,296), while closings grew by 3.5% (1,431 vs 1,383). Starts declined by 7.5% (1,154 vs 1,248). Total inventory decreased by 26.3% year-over-year, with spec inventory down 30.0% and backlog inventory down 16.9%.

The company is focusing on selling homes before completion to reduce holding costs and improve inventory turns. Over 20 redesigned home plans entered permitting in November 2024, with construction beginning in December.