LEGH is the ticker symbol for Legacy Housing Corp, a publicly traded Industrials sector company listed on Nasdaq. 13F Pro tracks LEGH with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is LEGH a good stock to buy?

13F Pro's AI ranking engine scores LEGH at 53.7/100, ranked #1,382 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for LEGH is available at https://13fpro.ai/company/LEGH. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source LEGH data?

All Legacy Housing Corp fundamentals and ownership data come directly from SEC EDGAR. Legacy Housing Corp files with the SEC under CIK 1436208. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Legacy Housing Corp LEGH

NasdaqSmall CapIndustrials

13F Pro quality score

Rank #1,382 of 2,925TOP 50%

Why it scores 54 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$66.35M

Quarter to Jun 30

Net income

$23.48M

Quarter to Jun 30

Free cash flow

$12.34M

Quarter to Jun 30

Operating margin

39.9%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$254.43M total

DIMENSIONAL FUND ADVISORS LP

$26.54M+5.7%

ADVISORY RESEARCH INC

$24.18M-0.5%

YACKTMAN ASSET MANAGEMENT LP

$19.81M+6.8%

BlackRock, Inc.

$16.71M+7.3%

Voss Capital, LP

$15.69M-0.5%

AMERIPRISE FINANCIAL INC

$12.86M+12.6%

Philadelphia Financial Management of San Francisco, LLC

$11.94M+9.5%

GW&K Investment Management, LLC

$11.65M-3.5%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

$11.23M0.0%

VANGUARD CAPITAL MANAGEMENT LLC

$9.78M+0.7%

ROYCE & ASSOCIATES LP

$8.88M+3.0%

GEODE CAPITAL MANAGEMENT, LLC

$6.55M+7.1%

STATE STREET CORP

$5.72M+7.9%

GABELLI FUNDS LLC

$4.88M+16.4%

BARD ASSOCIATES INC

$4.72M-0.3%

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

$4.01M+9.4%

Russell Investments Group, Ltd.

$3.44M-9.4%

GOLDMAN SACHS GROUP INC

$2.96M+86.7%

Bastion Asset Management Inc.

$2.88MNew

Crown Wealth Group, LLC

$2.84M-18.2%

Villanova Investment Management Co LLC

$2.70M-0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

$2.67M+5.9%

North Star Investment Management Corp.

$2.50M0.0%

TWO SIGMA INVESTMENTS, LP

$2.38M+6.8%

Creative Planning

$2.33M+78.4%

See all 122 institutional holders →

What's Driving LEGH's Business? Latest 10-Q Breakdown

23/23 datapoints verified

AI-extracted from the 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Q2 revenue surged 32% to $66.3M on workforce housing deliveries, with net income jumping 60% to $23.5M ($0.99/share) as product sales grew 40%.

Biggest Revenue Drivers

Product sales$53.8M+40.0% YoY

Driven by commencement of workforce housing deliveries ($25.5M) and higher commercial sales, partially offset by lower inventory finance sales.

Consumer, MHP and dealer loans interest$11.5M+5.4% YoY

Increase driven primarily by consumer loan portfolio interest.

Biggest Revenue Drivers

Total revenue: $66.3M+32.3% YoY

Product sales$53.8M+40.0% YoY

Driven by commencement of workforce housing deliveries ($25.5M) and higher commercial sales, partially offset by lower inventory finance sales.

Consumer, MHP and dealer loans interest$11.5M+5.4% YoY

Increase driven primarily by consumer loan portfolio interest.

Other revenue$1.1M+25.0% YoY

Primarily due to higher land sales associated with sale of small land parcel.

Largest Expense Items

Cost of product sales$33.5M+29.2% YoY

Increase as result of increase in units sold, including workforce housing deliveries.

Selling, general and administrative expenses$6.9M+21.1% YoY

Driven by increased professional and consulting fees ($0.9M), Heritage Housing payroll, and service and warranty costs.

Provision for loan loss$(0.6)MIncome vs provision in prior year

Q2 2026 showed loan loss income versus provision of $1.1M in Q2 2025.

Margins: Gross margin benefited from approximately $0.7M of tariff refunds during the quarter, though uncertainty regarding future tariff levels remains. Operating income increased 57% as cost increases were outpaced by revenue growth driven by workforce housing mix.

Watch Items from the Filing

Workforce housing concentration: Single customer $7.1M advance deposit for 380-unit order; 113 units delivered in Q2 with remainder expected through end of 2026; contingent on labor availability and production capacity.
MHP note maturity: $48.6M New Note matured July 2026, not repaid in full; Company received $2M payment post-quarter and agreed forbearance with modified terms including 90-day forbearance plus 18-month interest-only period.
Customer concentration: Two customers represented 41.6% of Q2 product sales; for H1 2026, two customers represented 29.7% of product sales.
Material weaknesses in internal controls: Company identified deficiencies in control design, insufficient qualified accounting personnel, and inadequate IT general controls; disclosure controls deemed not effective as of June 30, 2026.
AmeriCasa litigation: March 2026 lawsuit alleges $1M+ in damages for fraud, misrepresentation, and post-closing misappropriation; acquisition accounting remains in measurement period with potential adjustments pending litigation outcomes.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Free Cash Flow

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/LEGH

Earnings Per Share

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Legacy Housing Corp reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$164.6M	$41.8M	29.4%
FY 2024	10-K	$184.2M	$61.6M	34.5%
FY 2023	10-K	$189.1M	$54.5M	34.2%
FY 2022	10-K	$257.0M	$67.8M	30.4%
FY 2021	10-K	$197.5M	$49.9M	29.8%
FY 2020	10-K	$176.7M	$38.0M	26.9%

About Legacy Housing Corp (LEGH): stock profile, AI score and financials

Legacy Housing Corp (LEGH) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores LEGH at 53.7/100 on a composite quality score built from its SEC filings, placing it at rank #1,382 of 2,925 stocks — the top half of the AI-ranked universe. LEGH scores in the top quartile across profitability (85.7), balance sheet strength (82.7), free cash flow (75.2). Areas of concern include revenue scale (22.6) and earnings quality (34.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Legacy Housing Corp reports quarterly revenue of $66.3M, net income of $23.5M, an operating margin of 39.9%. Top institutional holders of LEGH by reported 13-F value include DIMENSIONAL FUND ADVISORS, ADVISORY RESEARCH, YACKTMAN ASSET MANAGEMENT, based on the most recent SEC filings. LEGH trades on the Nasdaq exchange and files with the SEC under CIK 1436208. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LEGH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Legacy Housing Corp directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1436208 →

Legacy Housing Corp LEGH

Top Institutional Holders

What's Driving LEGH's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LEGH key financials by period

LEGH insiders

About Legacy Housing Corp (LEGH): stock profile, AI score and financials

Legacy Housing Corp LEGH

Top Institutional Holders

What's Driving LEGH's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LEGH key financials by period

Companies similar to LEGH

LEGH insiders

About Legacy Housing Corp (LEGH): stock profile, AI score and financials