Century Reports Q4 Revenue of $1.2B, Exceeding Expectations
Reports Q4 revenue $1.2B, consensus $1.05B. "We performed well in a challenging environment during the fourth quarter, with our net orders and new home deliveries exceeding our expectations and increasing by 13% and 22%, respectively, on a sequential basis," said Dale Francescon, Executive Chairman. "While homebuyers remain cautious given the current level of economic uncertainty, we think this quarter's strength in orders and deliveries demonstrates the pent up demand that continues to exist for affordable new homes." CEO Rob Francescon said, "We achieved our 23rd consecutive year of profitability and generated solid operational results in 2025, reducing our direct construction costs, cycle times, and fixed general and administrative expenses on a year-over-year basis. Based on this performance, we increased our book value per share to a company record $89.21, repurchased 7% of our shares outstanding at the beginning of the year, grew our liquidity to $1.1B, and reduced our net homebuilding debt to net capital to 25.9% at year end, all while continuing to position Century for future growth."
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- Luxury Development: Century Communities announces the launch of Breakwater Villas luxury townhomes in Vilano Beach, Florida, starting from the low $1 million range, marking the company's first development in St. Johns County and targeting high-end buyers.
- Prime Location: The project is just a short walk to the beach and features upscale amenities like rooftop terraces, aiming to meet the demand for premium living environments and enhance the company's competitiveness in the luxury market.
- Sales Timeline: Sales are anticipated to begin in summer 2026, with the developer encouraging potential buyers to join the interest list to ensure they receive timely updates, thereby increasing customer engagement.
- Online Homebuying Experience: Century Communities offers an industry-first online homebuying experience for all available homes in Florida, further enhancing the company's market appeal and customer satisfaction through innovative purchasing options.
- Luxury Development: Century Communities announces the launch of Breakwater Villas luxury townhomes in Vilano Beach, Florida, starting from the low $1 million range, marking the company's first development in St. Johns County and expected to attract high-end buyers.
- Premium Living Experience: The project features three-story homes equipped with elevators and rooftop terraces, with sizes starting at 2,700 square feet, including 3 bedrooms and 2.5 to 3 bathrooms, designed to provide a comfortable living environment that meets family needs.
- Convenient Location: Breakwater Villas is just a few minutes' walk to the beach and a short drive to historic Downtown St. Augustine, enhancing the project's appeal and is expected to drive sales.
- Innovative Online Buying: Century Communities introduces the industry's first online homebuying experience, allowing buyers to easily complete the purchasing process through their website, further enhancing customer convenience and satisfaction.
- Dividend Increase: Century Communities has declared a quarterly dividend of $0.32 per share, marking a 10.3% increase from the previous $0.29, reflecting the company's ongoing improvement in cash flow stability and profitability, thereby boosting investor confidence.
- Earnings Beat: The company reported a non-GAAP EPS of $1.59 for Q4 2025, exceeding expectations by $0.20, with revenues of $1.2 billion surpassing forecasts by $150 million, indicating significant enhancements in competitive positioning and operational efficiency.
- Growth Potential: Century Communities outlines a potential annual delivery growth of 10% through 2027, demonstrating disciplined capital allocation and proactive responses to market demand, which further solidifies its market position.
- Dividend Payment Schedule: The dividend is payable on March 11, with a record date of February 25 and an ex-dividend date also on February 25, ensuring timely returns for shareholders and enhancing the company's attractiveness among investors.
- New Community Launch: Century Communities introduces the Creekbend community in Winston-Salem, with homes starting from the $280s and offering up to 2,014 square feet of two-story living, addressing local demand for affordable housing and enhancing the company's competitive position in North Carolina.
- Quality Features: The Creekbend homes include high-end features such as LG stainless steel appliances, quartz countertops, and Kohler fixtures, appealing to buyers seeking quality living, thereby enhancing brand image and customer satisfaction.
- Online Homebuying Experience: Century Communities offers an industry-first online homebuying experience, allowing buyers to purchase 24/7, streamlining the buying process and increasing convenience, which is expected to attract more young and first-time homebuyers.
- Increased Market Recognition: The company has been named one of America's Most Trustworthy Companies by Newsweek for three consecutive years, bolstering brand credibility and likely driving future sales growth while attracting more investor interest.
- New Community Launch: Century Communities introduces the Creekbend community in Winston-Salem, with homes starting from the $280s, offering up to 2,014 square feet and four-bedroom two-story layouts, catering to local buyers' demand for affordable housing options.
- Prime Location: Located just five miles from downtown Winston-Salem, Creekbend is conveniently situated near employment and cultural hubs in Greensboro and High Point, enhancing the area's appeal and expected to drive sales growth.
- Online Homebuying Experience: Century Communities features the industry's first online homebuying experience, allowing buyers to purchase 24/7 while still collaborating with local real estate agents, streamlining the buying process and improving customer satisfaction.
- Diverse Services: Operating in 16 states and over 45 markets, the company not only focuses on homebuilding but also offers mortgage, insurance, and escrow services, further strengthening its market competitiveness and customer service capabilities.
- Record Deliveries: Century Communities delivered 3,435 residential units in Q4 2025, including 3,030 new homes, setting a company record that highlights significant improvements in sales pace and is expected to drive future market share growth.
- Strong Financial Performance: The fourth quarter saw home sales revenues of $1.1 billion, up 16% sequentially, with net income of $36 million and diluted earnings per share of $1.21, reflecting the company's ability to maintain profitability amid market fluctuations, thereby boosting investor confidence.
- Optimistic Outlook: Management anticipates new home deliveries between 10,000 and 11,000 for 2026, with sales revenues projected between $3.6 billion and $4.1 billion, indicating strong growth potential supported by existing land inventory.
- Market Strategy Adjustments: The company increased incentives to 1,300 basis points in Q4 2025; despite facing market uncertainties, management remains cautiously optimistic, emphasizing their ability to adapt to market changes to ensure sustained growth.








