United Homes Group, Inc.

NASDAQ•UHG

CEO: Mr. Michael P. Nieri

セクター: Consumer Cyclical

業種: Residential Construction

上場日: 2021-03-29

United Homes Group, Inc., a homebuilding company, engages in the design, building, and sale of homes in South Carolina, North Carolina, and Georgia. It provides detached single-family houses, as well as attached single-family houses, including duplex and town houses for entry-level buyers, first time move-ups, second time move-ups, third time move-ups, and custom builds. The company was founded in 2004 and is headquartered in Chapin, South Carolina.

連絡先情報

917 Chapin Road, Chapin, SC, 29036, United States

844-766-4663

www.unitedhomesgroup.com

時価総額

$68.83M

PER (TTM)

-4.2

18.9

配当利回り

52週高値

$4.78

52週安値

$0.99

52週レンジ

順位31Top 21.6%

5.0

F-Score

改良版 Piotroski 分析

6年ファンダメンタル

堅調 • 5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2020-2025

財務ダッシュボード

Q4 2025 データ

売上高

$123.39M+0.00%

直近4四半期の推移

EPS

$0.05+0.00%

直近4四半期の推移

フリーCF

$0.00+0.00%

直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Average Sales Price Rises ASP for closed homes increased 8.0% to $345.9K in Q3 2025, partially offsetting significant volume decline.

Total Assets Increased Total assets grew to $293.1M as of September 30, 2025, up from $265.4M at December 31, 2024.

Cash Position Maintained Cash and equivalents ended at $27.1M, slightly up from $25.8M at December 31, 2024, with $57.5M availability.

Pipeline Size Supports Strategy Pipeline consists of approximately 7,700 lots supporting ongoing land-light acquisition strategy execution.

リスク要因

Net Loss Widened Significantly Q3 Net Loss reached $(31.3M), heavily impacted by $(27.2M) derivative fair value loss recognized this quarter.

Home Closing Volume Dropped Home closings fell 29.0% in Q3 2025 to 262 units versus 369 units in the prior year period.

Governance Instability Threatens Listing Board resignations announced, causing operational difficulty and potential Nasdaq delisting risk until new directors seated.

Gross Margin Under Pressure Q3 Gross Margin compressed to 17.7% from 18.9% due to increased sales discounting efforts across segments.

見通し

Strategic Review Conclusion Reached Management determined continuing as independent public company best serves stockholder interests at this time.

Executive Retention Agreements Signed Retention payments finalized for CEO, CFO, and GC through March 2026 termination date protection.

Debt Covenants Remain Compliant Company confirmed compliance with all financial covenants under Syndicated Line and Term Loan facilities as of period end.

Joint Venture Expected Growth Continued operation of the Joint Venture expected to boost revenue and EBITDA growth moving forward.

同業比較

売上高 (TTM)

ONEW

$1.88B

+5.2%

RRGB

$1.21B

-3.1%

$718.91M

-11.0%

粗利益率 (最新四半期)

GAMB

91.3%

-3.5pp

XPOF

88.3%

+1.9pp

72.6%

+5.5pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
STRT	$326.12M	11.7	12.1%	0.6%
DENN	$321.87M	38.6	-29.7%	82.8%
WEYS	$318.15M	13.7	9.3%	2.0%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

12.4%

安定成長

4四半期純利益CAGR

-43.9%

収益性の低下

キャッシュフロー安定性

50%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月12日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし