What is the 13F Pro Quality Score for LEGH?

13F Pro ranks Legacy Housing Corp (LEGH) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LEGH's current score at https://13fpro.ai/company/LEGH (free sign-up required for the full ranking).

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.

What sector is LEGH in?

Legacy Housing Corp (LEGH) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives LEGH's revenue?

Per Legacy Housing Corp's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Product sales ($53.8M, +40.0% YoY); Consumer, MHP and dealer loans interest ($11.5M, +5.4% YoY); Other revenue ($1.1M, +25.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LEGH.

What are LEGH's largest expenses?

Legacy Housing Corp's latest 10-Q reports these as the largest expense items: Cost of product sales ($33.5M, +29.2% YoY); Selling, general and administrative expenses ($6.9M, +21.1% YoY); Provision for loan loss ($(0.6)M, Income vs provision in prior year). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is LEGH research updated on 13F Pro?

LEGH's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Legacy Housing Corp(LEGH)Stock Analysis

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SEC EDGAR: CIK 1436208 LEGH stock profile & AI dashboard →

13F Pro Quality Score

50.0/100

Rank #1,630 of 2,962 stocks

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

17.9/100

Profitability

85.8/100

Balance Sheet

82.8/100

Earnings Quality

36.0/100

Free Cash Flow

74.8/100

Institutional Flow

34.8/100

Revenue Scale

22.3/100

Dilution Risk

83.0/100

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Why LEGH Scores 50/100

exact factor attribution · 2026-09-11

LEGH's composite is driven by profitability and free cash flow, held back by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+5.4 pts

86th pct

Free cash flow

+3.7 pts

75th pct

Capital efficiency

+3.3 pts

83th pct

Shareholder dilution

+1.6 pts

83th pct

Institutional flow

-0.8 pts

35th pct

Earnings growth

-1.2 pts

25th pct

Earnings quality

-1.4 pts

36th pct

Scale

-4.2 pts

22th pct

Revenue growth

-6.4 pts

18th pct

Latest change (2026-08-06): 53 → 59 · ↑ Revenue growth 9→37; ↑ Earnings growth 22→37

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LEGH Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Legacy Housing Corp (LEGH), a Industrials sector company. 13F Pro's AI-powered ranking engine scores LEGH at 50.0/100 on a 32-signal composite quality model, placing it at rank #1,630 of 2,962 stocks — the bottom half of the AI-ranked universe. LEGH scores in the top quartile across profitability (85.8), balance sheet strength (82.8). Areas of concern include revenue growth (17.9) and revenue scale (22.3), 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, free cash flow of $12.3M. 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. Legacy Housing Corp's 13F Pro composite quality score has ranged between 48 and 69 since 2021, currently 50.0 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Legacy Housing Corp

Quirks, history, and lore behind LEGH — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. manufacturing and finance company · small-cap · listed on Nasdaq · headquartered in Texas.
2
The Numbers
Annual revenue in the range of $200–300 million, with a business model that blends factory production and in-house consumer lending under one roof.
3
The History
Founded in the early 2000s, it grew by targeting buyers priced out of traditional real estate — people who want to own a home but can't afford a site-built one.
4
The Secret
It both builds the homes AND finances them, keeping the loan on its own books — a vertically integrated play that most rivals can't match.
5
The Lore
Its homes roll out of factories on steel chassis, get trucked to a plot of land, and are often sold through an independent dealer network spread across the Sun Belt.
6
The Giveaway
It's one of the few publicly traded manufactured housing producers — think affordable factory-built homes — with a ticker that rhymes with the word "legacy."

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

✓ 23/23 datapoints verified

AI-extracted from Legacy Housing Corp's 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 →Share on X

Revenue

Q2 2026

$66.3M

Net Income

Q2 2026

$23.5M

Free Cash Flow

Q2 2026

$12.3M

ROIC

Q2 2026

18.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-10.7% YoY

$164.6MFY 2025

FY22 $257.0MFY23 $189.1MFY24 $184.2MFY25 $164.6M

Net Income

-32.2% YoY

$41.8MFY 2025

FY22 $67.8MFY23 $54.5MFY24 $61.6MFY25 $41.8M

Operating Income

-23.9% YoY

$48.4MFY 2025

FY22 $78.0MFY23 $64.6MFY24 $63.6MFY25 $48.4M

EPS (Diluted)

-29.8% YoY

$1.74FY 2025

FY22 $2.74FY23 $2.17FY24 $2.48FY25 $1.74

Total Assets

+8.6% YoY

$580.3MFY 2025

FY22 $436.8MFY23 $506.7MFY24 $534.2MFY25 $580.3M

Op. Cash Flow

+3.2% YoY

$37.2MFY 2025

FY22 $-1.7MFY23 $-13.5MFY24 $36.0MFY25 $37.2M

Free Cash Flow

+5.1% YoY

$28.2MFY 2025

FY22 $-5.5MFY23 $-21.2MFY24 $26.8MFY25 $28.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$164.6M -10.7%	$184.2M -2.6%	$189.1M -26.4%	$257.0M +30.1%	$197.5M +11.8%	$176.7M
Net Income	$41.8M -32.2%	$61.6M +13.2%	$54.5M -19.6%	$67.8M +35.9%	$49.9M +31.3%	$38.0M
Operating Income	$48.4M -23.9%	$63.6M -1.5%	$64.6M -17.2%	$78.0M +32.4%	$58.9M +23.8%	$47.6M
EPS (Diluted)	$1.74 -29.8%	$2.48 +14.3%	$2.17 -20.8%	$2.74 +33.7%	$2.05 +30.6%	$1.57
Total Assets	$580.3M +8.6%	$534.2M +5.4%	$506.7M +16.0%	$436.8M +19.1%	$366.7M +8.3%	$338.6M
Operating Cash Flow	$37.2M +3.2%	$36.0M +365.9%	$-13.5M -700.5%	$-1.7M -102.8%	$60.3M +3380.5%	$-1.8M
Free Cash Flow	$28.2M +5.1%	$26.8M +226.0%	$-21.2M -287.0%	$-5.5M -110.1%	$54.3M +1260.5%	$-4.7M

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Available Research

13F Pro tracks comprehensive data for Legacy Housing Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LEGH

DIMENSIONAL FUND ADVISORS LP
$26.5M1,010,372 sh
ADVISORY RESEARCH INC
$24.2M920,286 sh
YACKTMAN ASSET MANAGEMENT LP
$19.8M754,009 sh
BlackRock, Inc.
$16.7M636,227 sh
Voss Capital, LP
$15.7M597,117 sh
AMERIPRISE FINANCIAL INC
$12.9M489,658 sh
Philadelphia Financial Management of San Francisco, LLC
$11.9M454,425 sh
GW&K Investment Management, LLC
$11.7M443,546 sh
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
$11.2M427,665 sh
VANGUARD CAPITAL MANAGEMENT LLC
$9.8M372,340 sh

Fund	Value	Shares
DIMENSIONAL FUND ADVISORS LP	$26.5M	1,010,372
ADVISORY RESEARCH INC	$24.2M	920,286
YACKTMAN ASSET MANAGEMENT LP	$19.8M	754,009
BlackRock, Inc.	$16.7M	636,227
Voss Capital, LP	$15.7M	597,117
AMERIPRISE FINANCIAL INC	$12.9M	489,658
Philadelphia Financial Management of San Francisco, LLC	$11.9M	454,425
GW&K Investment Management, LLC	$11.7M	443,546
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$11.2M	427,665
VANGUARD CAPITAL MANAGEMENT LLC	$9.8M	372,340

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Is LEGH a good stock to buy?

13F Pro's AI-powered analysis of Legacy Housing Corp (LEGH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LEGH are available on the LEGH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LEGH is classified as a small company.

Which hedge funds own LEGH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LEGH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Legacy Housing Corp's investment landscape.