Legacy Housing Corp. (LEGH)
NASDAQConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
$28.41+1.86%
Close 2026-09-04 · 1-day change
NASDAQConsumer DiscretionaryResidential ConstructionSnapshot 2026-09-04
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 | -1.4% |
| Our one-year growth estimate | diamond | 9.2% |
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 2026-09-04.
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 10.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 17 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: Positive cash flow helps keep operations running. It also shows good financial health.
Supportive ifOperating cash flow exceeds $17.4 million in Q2.
Worry ifOperating cash flow drops below $17.4 million in Q2.
Why it matters: Strong revenue growth would show that the large workforce housing order is boosting sales.
Supportive ifQ2 revenue rises to over $66.3 million. This shows strong sales growth.
Worry ifQ2 revenue stays below $66.3 million. This shows weak sales.
Why it matters: Positive cash flow is crucial for sustaining operations and growth plans.
Watch forOperating cash flow is positive. It is over $17.4 million in Q2.
Also watch forOperating cash flow is negative or drops below $17.4 million.
Why it matters: Improving sales would show that management's efforts to boost sales are working. It could signal a turnaround for the company.
Supportive ifQ2 2026 sales increase year over year compared to Q1 2026's $34.4M.
Worry ifQ2 2026 sales continue to decline year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
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 | ±$129 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $335 loss on $10,000 · 3.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,304 loss on $10,000 · 33.0% | 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: New leaders can change how a company runs. This can impact how much investors trust it.
Worry ifA new board member has been appointed. They have relevant industry experience.
Less concerning ifThere are no new appointments or bad news about board stability.
Why it matters: Steady net income growth shows strong performance. This is true even with revenue challenges.
Supportive ifQ2 net income is over $23.5 million. This shows that the company is still profitable.
Worry ifQ2 net income is below $23.5 million. This suggests there are profitability issues.
Why it matters: Keeping positive operating income is important for financial health. This is true even with lower revenue.
Supportive ifOperating income remains above $9M in Q2 2026.
Worry ifOperating income drops below $9M in Q2 2026.
Why it matters: Management aims to increase sales momentum. Progress here is key for future growth.
Supportive ifSales growth turns positive year over year in Q3 2026.
Worry ifSales continue to decline year over year in Q3 2026.