Legacy Housing Corp. (LEGH)
NASDAQConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
$31.78+3.96%
Close 2026-11-04 · 1-day change
NASDAQConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-04
QuarterlyIQ Insights · LEGH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 16.2% |
| Our one-year growth estimate | diamond | 10.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 5.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 13 industry peers · Company calendar date is not available
LEGH — CEO transition
Dated 2026-08-17
CEO — Kenneth E. Shipley: The filing primarily announces the formal appointment of a co-founder and former interim CEO to the permanent CEO role, which is an internal succession rather than a departure.
Why it matters: Q2 revenue rose to $66.3 million. Q3 results will show whether that sales pace continued.
Supportive ifQ3 revenue is above $34.4 million, the Q1 2026 level.
Worry ifQ3 revenue is at or below $34.4 million.
Why it matters: The order is a direct test of sales momentum. Q1 revenue included a large advance deposit, and deliveries were set to start in Q2.
Supportive ifQ2 results show deliveries from the workforce housing order and revenue rises from Q1's $34.4 million.
Worry ifIn Q2, no items from the order arrive, or the company reports a delay or cancellation.
Why it matters: The consumer sector has faced shrinking revenue, while recent signals for Legacy show strong demand. Company results can test whether that demand holds.
Watch forQ3 revenue is higher than Q3 2025 revenue.
Also watch forQ3 revenue is lower than Q3 2025 revenue.
Why it matters: Positive cash flow from operations is a stated priority. The reported Q1 2026 cash flow was $6.95 million.
Supportive ifQ3 cash from operations is above zero.
Worry ifQ3 cash from operations is zero or below.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$103 on $10,000 · ±1.0% | How much price usually moves either way. |
| Bad day | $314 loss on $10,000 · 3.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,025 loss on $10,000 · 20.3% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Positive earnings have been a stated priority for five quarters. Q1 net income was $10.9 million.
Supportive ifQ3 net income is above $10.9 million, the Q1 2026 level.
Worry ifQ3 net income is at or below $10.9 million, or the company reports a net loss.