Every 8-K that Smith Douglas Homes Corp. (SDHC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SDHC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SDHC filings page.
Smith Douglas Homes Corp. reported Q2 2026 home closing revenue of $273.0 million, up 22% from Q2 2025, as home closings rose 25% to 839 and net new home orders increased 32% to 970. Backlog grew 17% to 1,000 homes with contract value of $322,147 thousand, and active communities increased 20% to 110.
Pretax income was $1.9 million, including $7.6 million of real estate inventory impairment and lot option contract abandonment charges, compared with $17.2 million a year earlier. Net income was $1,768 thousand, with net income attributable to Smith Douglas at $246 thousand, and diluted EPS declined to $0.03 from $0.26 as home closing gross margin decreased to 17.6% from 23.2%.
For the first half of 2026, net cash provided by operating activities was $4,850 thousand versus a $(63,847) thousand use in 2025, and cash and cash equivalents were $14,200 thousand. Notes payable increased to $66,026 thousand, raising debt-to-book capitalization to 13.2% and net debt-to-net book capitalization to 10.7%. The company repurchased 312,351 Class A shares for $4.4 million and controlled 23,527 lots at June 30, 2026.
Smith Douglas Homes Corp. reported the results of its Annual Meeting of Stockholders held on June 4, 2026. Stockholders representing 50,283,755 shares of common stock, or approximately 99.87% of the voting power, were present or represented by proxy, indicating very high participation.
All eight nominated directors were elected, each receiving substantially more votes "FOR" than "WITHHELD." Stockholders also ratified Ernst & Young LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with 432,193,281 votes for and minimal opposition.
Smith Douglas Homes Corp. reported softer profitability for the first quarter of 2026 while demand indicators improved. Home closing revenue fell 8% to $206.4 million on a 7% decline in home closings to 624, and home closing gross margin compressed to 19.6% from 23.8%.
Net income dropped to $4.1 million from $18.7 million, with earnings of $0.06 per diluted share versus $0.30 a year earlier, reflecting higher selling, general and administrative costs and lower gross profit. Cash from operating activities was modestly positive at $0.3 million versus a significant outflow in the prior year.
Order trends were stronger: net new home orders rose 28% to 981, backlog homes increased 10% to 869, and active community count grew 24% to 108. Total controlled lots increased 14% to 23,314. The company repurchased 449,604 Class A shares for $5.7 million. Debt-to-book capitalization was 13.6%, and net debt-to-net book capitalization was 8.5% as of March 31, 2026.
Smith Douglas Homes Corp. reported softer results for Q4 and full year 2025, with profitability pressured despite record activity. Q4 home closing revenue fell 9% to $260.4 million, and home closing gross margin declined to 19.9% from 25.5%, cutting pre-tax income to $16.9 million from $30.0 million.
For 2025, home closings inched up 1% to 2,908, but home closing revenue was essentially flat at $971.1 million and gross margin compressed to 21.8% from 26.2%. Net income dropped to $68.4 million from $111.8 million, with diluted EPS at $1.19. Debt-to-book capitalization rose to 9.0%, operating cash flow swung to a $31.3 million outflow, while active communities increased 28% to 100 and total controlled lots grew 14% to 22,268.
Smith Douglas Homes Corp. (SDHC) announced financial results for the three and nine months ended September 30, 2025. The company furnished a press release as Exhibit 99.1 to a Form 8-K dated November 5, 2025 under Item 2.02 (Results of Operations and Financial Condition). The information in Item 2.02, including Exhibit 99.1, is furnished and not filed, is not subject to Section 18 of the Exchange Act, and is not incorporated by reference except as specifically stated.