Smith Douglas Homes Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$1Bnext fiscal year
FY EPS (est.)
$0.51next fiscal year
Monitoring Framework
Key Performance Indicators
Home Closings Quarterly624.0Target: 725-800 (Q2 2026 Guidance)
Average Sales Price (ASP) Quarterly331KTarget: $325,000-$330,000 (Q2 2026 Guidance)
Home Closing Gross Margin (GAAP) Quarterly19.6%Target: 17.0%-17.5% (Q2 2026 Guidance)
Net New Home Orders Quarterly981.0
Watch Items
- Gross Margin CompressionTrigger: GAAP Gross Margin dropping below 17.0%Action: Re-evaluate pricing strategies, promotional incentives, and lot-cost inflation mitigation plans.
- Mortgage Rate Volatility and Affordability PressuresTrigger: Significant drop in net new orders or spike in cancellation ratesAction: Adjust community-level incentives and focus on entry-level spec-built home inventory.
Research as of 20 Jun 2026