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Backlog
Represents the value of unfulfilled orders, showing future revenue visibility and overall product demand strength.Backlog has normalized from pandemic-era peaks to a much smaller, steadier base; the recent sequential uptick (management cited a ~19% QoQ increase and manufacturing orders +7% YoY) indicates improving order momentum and short-term revenue visibility, but the backlog remains well below 2021–22 levels. Conversion risk persists given suboptimal factory utilization, HUD shipment softness and inflationary margin pressure; the Homes Direct retail acquisition adds incremental revenue but won’t fully offset macro-driven demand and mix headwinds.
Date | Backlog |
|---|---|
Jun 30, 2026 | $421.80M |
Mar 31, 2026 | $316.00M |
Dec 31, 2025 | $266.00M |
Sep 30, 2025 | $313.20M |
Jun 30, 2025 | $302.50M |
Mar 31, 2025 | $343.40M |
Dec 31, 2024 | $312.60M |
Sep 30, 2024 | $427.50M |
Jun 30, 2024 | $404.80M |
Mar 31, 2024 | $315.80M |