M/I Homes Q4 Revenue at $1.1B, Below Consensus
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy MHO?
Reports Q4 revenue $1.1B, consensus $1.11B. Reports Q4 new contracts increased 9% to 1,921. Robert H. Schottenstein, CEO and President, commented, "2025 was a very solid year for M/I Homes. Despite the various macro-economic factors impacting new home demand, we were pleased to deliver 8,921 homes for the year, produce $527M of pretax income, generate a 12% pretax income return, as well as a 13% return on equity. We ended the year in excellent financial condition with record shareholders' equity of $3.2B, cash of $689M, zero borrowings under our $900M credit facility, a homebuilding debt to capital ratio of 18% and a net debt to capital ratio of zero."
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy MHO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on MHO
Wall Street analysts forecast MHO stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 127.360
Low
155.00
Averages
168.33
High
185.00
Current: 127.360
Low
155.00
Averages
168.33
High
185.00
About MHO
M/I Homes, Inc. is a homebuilder of single-family homes. The Company's operations include homebuilding and financial services. The Company's homebuilding operations include the Northern and Southern regions. It designs, markets, constructs and sells single-family homes and attached townhomes to first-time, move-up, empty-nester, and luxury buyers. Its homebuilding operations are also engaged in the sale of land and lots. The Company primarily constructs homes in planned development communities and mixed-use communities. It has homebuilding operations in Columbus and Cincinnati, Ohio; Indianapolis, Indiana; Chicago, Illinois; Minneapolis/St. Paul, Minnesota; Detroit, Michigan; Tampa, Sarasota, Fort Myers/Naples and Orlando, Florida; Austin, Dallas/Fort Worth, Houston and San Antonio, Texas; Charlotte and Raleigh, North Carolina, and Nashville, Tennessee. Its financial services operations provide mortgage loans and title services to the customers of its homebuilding operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
M/I Homes to Announce Q1 Earnings on April 22
- Earnings Announcement Date: M/I Homes (MHO) is set to release its Q1 2023 earnings report on April 22 before market open, with consensus EPS estimate at $2.51, reflecting a 36.9% year-over-year decline, and revenue estimate at $921.7 million, down 5.6% year-over-year, indicating challenges in the current economic environment.
- Historical Performance Review: Over the past two years, M/I Homes has beaten EPS and revenue estimates 63% of the time, demonstrating a degree of profitability and market adaptability during earnings releases, despite facing industry pressures.
- Expectation Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and two downward revisions, while revenue estimates saw two upward revisions with no downward adjustments, indicating market divergence and uncertainty regarding the company's future performance.
- Market Environment Analysis: Despite the struggling housing market, M/I Homes remains a top-tier candidate, although it faces rating cuts from Seaport on homebuilders, reflecting a broader trend of slowing activity in the industry.
See More
Latest Rating Changes on Wall Street
- Apple Performance: Evercore ISI reiterates Apple as outperform despite slowing App Store growth, expecting AAPL to compensate through higher growth areas like Apple Pay, iCloud, and Licensing, with a target price of $330.
- Homebuilders Downgrade: Seaport downgrades Toll Brothers and D.R. Horton to neutral, anticipating a 15% downside due to ongoing demand pressures and book valuations below 2013 levels.
- MercadoLibre Investment Upgrade: Jefferies upgrades MercadoLibre from hold to buy, citing its growth investment strategy in Latin America as a driver for long-term growth.
- Rocket Lab Rating Upgrade: Citizens upgrades Rocket Lab from market perform to market outperform with an $85 price target, highlighting its favorable positioning in the space economy and improved risk/reward dynamics.
See More
M/I Homes Announces First Quarter Webcast Details
- Webcast Timing: M/I Homes will host its first quarter webcast on April 22, 2026, at 10:30 AM Eastern Time, during which it is expected to report first quarter earnings before the market opens, aimed at providing investors with the latest financial status and business developments.
- Participation Method: Investors can join the live broadcast by visiting the company website at http://www.mihomes.com; if unable to participate in real-time, the webcast will be archived on the site, ensuring all stakeholders can access relevant information and enhancing transparency.
- Company Background: Founded in 1976, M/I Homes celebrates its 50th anniversary in 2026 and is one of the nation's leading builders of single-family homes, with operations spanning multiple states including Ohio, Indiana, and Illinois, showcasing its extensive influence in the residential market.
- Executive Contacts: For further information, investors can reach out to Vice President and Chief Accounting Officer Ann Marie Hunker or Vice President and Treasurer Mark Kirkendall, providing direct contact details to facilitate investor inquiries and strengthen communication between the company and its investors.
See More
M/I Homes Board Member Norman L. Traeger to Retire
- Board Member Retirement: M/I Homes announced that independent board member Norman L. Traeger will retire in May, concluding his distinguished service since 1997, highlighting the company's appreciation for his contributions.
- Leadership Praise: Chairman and CEO Robert H. Schottenstein commended Traeger's leadership and business acumen, emphasizing his significant impact on the company's success and growth, reflecting the company's commitment to valuing exceptional talent.
- Company Background: M/I Homes is one of the nation's leading single-family homebuilders, with operations spanning multiple states including Ohio, Indiana, and Illinois, showcasing its extensive influence in the residential market.
- Forward-Looking Statements: The press release includes forward-looking statements that underscore various risks and uncertainties the company faces, advising investors to consider factors such as economic conditions, interest rates, and market competition that could affect future performance.
See More
M/I Homes CFO Sells 11,000 Shares in Derivative Transaction
- Executive Transaction Overview: Phillip G. Creek, CFO of M/I Homes, executed a derivative transaction selling 11,000 common shares between January 30 and February 2, 2026, for approximately $1.5 million, indicating proactive management of his stock holdings.
- Transaction Scale Analysis: The sale of 11,000 shares is notably larger than Creek's recent median of 5,894 shares sold in the last 15 events, suggesting a trend towards larger trades as share capacity diminishes.
- Impact on Holdings: Following the transaction, Creek's direct holdings fell to 27,071 shares, representing just 9.4% of his direct ownership and approximately 0.10% of the company's outstanding shares, which may limit his capacity for future sales.
- Market Environment Outlook: Despite M/I Homes' middling performance with a 6.2% return over the past year, the ongoing housing shortage in the U.S. and potential interest rate cuts could signal strong demand, attracting more buyers in the future.
See More
M/I Homes (MHO.US) Officer Plans to Sell $3.46 Million in Common Stock via Form 144
Stock Sale Announcement: Schottenstein Robert intends to sell 24,000 shares of its common stock on February 18, with a total market value of approximately $3.46 million.
Reduction in Shareholding: Schottenstein Robert has reduced its shareholding in M/I Homes by 34,974 shares since February 10, 2026, with a total value of approximately $5.09 million.
See More
M/I Homes to Announce Q1 Earnings on April 22
- Earnings Announcement Date: M/I Homes (MHO) is set to release its Q1 2023 earnings report on April 22 before market open, with consensus EPS estimate at $2.51, reflecting a 36.9% year-over-year decline, and revenue estimate at $921.7 million, down 5.6% year-over-year, indicating challenges in the current economic environment.
- Historical Performance Review: Over the past two years, M/I Homes has beaten EPS and revenue estimates 63% of the time, demonstrating a degree of profitability and market adaptability during earnings releases, despite facing industry pressures.
- Expectation Revision Dynamics: In the last three months, there have been no upward revisions to EPS estimates and two downward revisions, while revenue estimates saw two upward revisions with no downward adjustments, indicating market divergence and uncertainty regarding the company's future performance.
- Market Environment Analysis: Despite the struggling housing market, M/I Homes remains a top-tier candidate, although it faces rating cuts from Seaport on homebuilders, reflecting a broader trend of slowing activity in the industry.
See More
Latest Rating Changes on Wall Street
- Apple Performance: Evercore ISI reiterates Apple as outperform despite slowing App Store growth, expecting AAPL to compensate through higher growth areas like Apple Pay, iCloud, and Licensing, with a target price of $330.
- Homebuilders Downgrade: Seaport downgrades Toll Brothers and D.R. Horton to neutral, anticipating a 15% downside due to ongoing demand pressures and book valuations below 2013 levels.
- MercadoLibre Investment Upgrade: Jefferies upgrades MercadoLibre from hold to buy, citing its growth investment strategy in Latin America as a driver for long-term growth.
- Rocket Lab Rating Upgrade: Citizens upgrades Rocket Lab from market perform to market outperform with an $85 price target, highlighting its favorable positioning in the space economy and improved risk/reward dynamics.
See More
M/I Homes Announces First Quarter Webcast Details
- Webcast Timing: M/I Homes will host its first quarter webcast on April 22, 2026, at 10:30 AM Eastern Time, during which it is expected to report first quarter earnings before the market opens, aimed at providing investors with the latest financial status and business developments.
- Participation Method: Investors can join the live broadcast by visiting the company website at http://www.mihomes.com; if unable to participate in real-time, the webcast will be archived on the site, ensuring all stakeholders can access relevant information and enhancing transparency.
- Company Background: Founded in 1976, M/I Homes celebrates its 50th anniversary in 2026 and is one of the nation's leading builders of single-family homes, with operations spanning multiple states including Ohio, Indiana, and Illinois, showcasing its extensive influence in the residential market.
- Executive Contacts: For further information, investors can reach out to Vice President and Chief Accounting Officer Ann Marie Hunker or Vice President and Treasurer Mark Kirkendall, providing direct contact details to facilitate investor inquiries and strengthen communication between the company and its investors.
See More
M/I Homes Board Member Norman L. Traeger to Retire
- Board Member Retirement: M/I Homes announced that independent board member Norman L. Traeger will retire in May, concluding his distinguished service since 1997, highlighting the company's appreciation for his contributions.
- Leadership Praise: Chairman and CEO Robert H. Schottenstein commended Traeger's leadership and business acumen, emphasizing his significant impact on the company's success and growth, reflecting the company's commitment to valuing exceptional talent.
- Company Background: M/I Homes is one of the nation's leading single-family homebuilders, with operations spanning multiple states including Ohio, Indiana, and Illinois, showcasing its extensive influence in the residential market.
- Forward-Looking Statements: The press release includes forward-looking statements that underscore various risks and uncertainties the company faces, advising investors to consider factors such as economic conditions, interest rates, and market competition that could affect future performance.
See More
M/I Homes CFO Sells 11,000 Shares in Derivative Transaction
- Executive Transaction Overview: Phillip G. Creek, CFO of M/I Homes, executed a derivative transaction selling 11,000 common shares between January 30 and February 2, 2026, for approximately $1.5 million, indicating proactive management of his stock holdings.
- Transaction Scale Analysis: The sale of 11,000 shares is notably larger than Creek's recent median of 5,894 shares sold in the last 15 events, suggesting a trend towards larger trades as share capacity diminishes.
- Impact on Holdings: Following the transaction, Creek's direct holdings fell to 27,071 shares, representing just 9.4% of his direct ownership and approximately 0.10% of the company's outstanding shares, which may limit his capacity for future sales.
- Market Environment Outlook: Despite M/I Homes' middling performance with a 6.2% return over the past year, the ongoing housing shortage in the U.S. and potential interest rate cuts could signal strong demand, attracting more buyers in the future.
See More
M/I Homes (MHO.US) Officer Plans to Sell $3.46 Million in Common Stock via Form 144
Stock Sale Announcement: Schottenstein Robert intends to sell 24,000 shares of its common stock on February 18, with a total market value of approximately $3.46 million.
Reduction in Shareholding: Schottenstein Robert has reduced its shareholding in M/I Homes by 34,974 shares since February 10, 2026, with a total value of approximately $5.09 million.
See More
