Legacy Housing Corp (LEGH) stock

Legacy Housing Corp grew revenue 15.6% to $208.68M over the twelve months to Sep 30, 2026. Operating income rose 35.3% to $72.57M, moving the operating margin from 29.7% to 34.8%. Free cash flow was $40.76M, up 119.4% from a year earlier. At the latest close the market valued the company at $674.80M, 10.6 times its earnings.

On 3 of our idea lists: Undervalued and financially sound, Breakout quarter, Turnarounds

Index membership is inferred from the holdings of funds that track each index (IWM), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.

Legacy Housing Corporation constructs, sells, and finances manufactured homes and tiny houses. Its offerings include customizable residential structures with multiple floor plans and amenities, as well as temporary dwelling recreational tiny homes. In addition to manufacturing, the company operates dedicated component production facilities. It distributes its products primarily through a network of independent retail dealers, company-owned stores, and direct sales to manufactured home communities. Alongside home building, the company provides financing services, which include inventory financing for independent retailers, retail chattel financing for home buyers, and commercial financing for community owners. Its core customer base encompasses working-class and young families, individuals aged 55 and older, and manufactured home community operators.