Century Communities, Inc. (CCS)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
$57.13+8.99%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
QuarterlyIQ Insights · CCS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Rob Francescon, Chief Executive Officer and President, said, “In early October, we acquired substantially all of the assets of HistoryMaker Homes in support of our strategy of deepening our share in…
Stated in 4 of 4 supplied quarters. Management reported: “Specifically, the transaction will increase Century’s Dallas division’s active communities from 12 to 41 communities as of September 30, 2026 and triple deliveries from 211 to 669 homes on a trailing-twelve-month basis through the third quarter 2026 .”” “Full Year 2026 Outlook Scott Dixon, Chief Financial Officer of the Company, commented, “We are raising the midpoint and low end of our full year 2026 home delivery guidance to be in the range of 9,750 to 10,500 homes, with our home sales revenues expected to be in the range of $3.5 billion to $3.8 billion .”” Revenue was $864.467 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 45% of the time over the next year (vs 59% for the rest of the cohort, n=6999).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Rob Francescon, Chief Executive Officer and President, said, “In early October, we acquired substantially all of the assets of HistoryMaker Homes in support of our strategy of deepening our share in…”
“Full Year 2026 Outlook Scott Dixon, Chief Financial Officer of the Company, commented, “We are raising the midpoint and low end of our full year 2026 home delivery guidance to be in the range of 9,75…”
“Full Year 2026 Outlook Scott Dixon, Chief Financial Officer of the Company, commented, “Given the impact of the conflict in the Middle East as well as higher gas prices and interest rates on our orde…”
“Full Year 2025 Outlook Scott Dixon, Chief Financial Officer of the Company, commented, “We are narrowing our full year 2025 home delivery guidance to be in the range of 10,000 to 10,250 homes and our…”
During the third quarter, consistent with Century’s disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our stockholders, Century maintained…
Stated in 4 of 4 supplied quarters. Management reported: “ During the third quarter, consistent with Century’s disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our stockholders, Century maintained its quarterly cash dividend of $0.32 per share and repurchased 169,903 shares of our common stock for $11.6 million.” “During the second quarter, consistent with Century’s disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our stockholders, Century maintained its quarterly cash dividend of $0.32 per share and repurchased 352,811 shares of common stock for $19.6 million.”
“ During the third quarter, consistent with Century’s disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our stockholders, Century maintained…”
“During the second quarter, consistent with Century’s disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our stockholders, Century maintained i…”
“During the first quarter, consistent with our disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our shareholders, we increased our quarterly…”
“During the third quarter, consistent with our disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our shareholders, we maintained our quarterly…”
Rob Francescon, Chief Executive Officer and President, said, “In early October, we acquired substantially all of the assets of HistoryMaker Homes in support of our strategy of deepening our share in…
Stated in 4 of 4 supplied quarters. Management reported: “Rob Francescon, Chief Executive Officer and President, said, “In early October, we acquired substantially all of the assets of HistoryMaker Homes in support of our strategy of deepening our share in existing markets to drive improved margins and returns.” “Our balance sheet remains strong with $2.6 billion of stockholders’ equity and $802 million of liquidity, and we repurchased 352,811 shares of our common stock for $19.6 million at a 38% discount to our Company record book value per share of $90.24 while maintaining our quarterly cash dividend of $0.32 per share and continuing to position Century for future growth.”” Net income was $12.617 million in 2026-Q3.
“Rob Francescon, Chief Executive Officer and President, said, “In early October, we acquired substantially all of the assets of HistoryMaker Homes in support of our strategy of deepening our share in…”
“Our balance sheet remains strong with $2.6 billion of stockholders’ equity and $802 million of liquidity, and we repurchased 352,811 shares of our common stock for $19.6 million at a 38% discount to…”
“During the first quarter, consistent with our disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our shareholders, we increased our quarterly…”
“During the third quarter, consistent with our disciplined capital allocation approach to enhance the long-term value of the Company and return capital to our shareholders, we maintained our quarterly…”
Pursue stated annual home-delivery and home-sales revenue guidance as market conditions affect orders and deliveries.
Focus on controlling costs to sustain operating income and improve homebuilding gross margins.
Over the trailing year it converted -0.26x of net income into operating cash flow. Historically, Consumer Discretionary names rated fragile grew net income 40% of the time over the next year (vs 53% for the rest of the cohort, n=3629).
Most sensitive to the US dollar and the broad stock market.
Not enough signal to read sensitivity to Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-04.