Core Insights - Century Communities, Inc. is launching Willow Glenn, a new community in Yelm, WA, featuring spacious two-story homes with views of Mt. Rainier, starting from the $500s [1][3] Group 1: Community Features - Willow Glenn will include modern two-story floor plans with 3 to 5 bedrooms, 2.25 to 3 bathrooms, and 2-bay garages, ranging from 1,797 to 2,745 square feet [5] - The community will feature a planned playground, large gourmet kitchens, quartz countertops, and smart home packages [5] - It is conveniently located near Longmire Community Park, Yelm Dog Park, and Yelm Prairie Line Trailhead, with easy access to Joint Base Lewis-McChord and attractions like Downtown Yelm and Tahoma Valley Golf Course [5] Group 2: Grand Opening Details - A ribbon-cutting ceremony is scheduled for January 9, followed by a Grand Opening weekend celebration on January 10 and 11, which will include special offers, giveaways, and tours of the new Christy model home [2][3] Group 3: Online Homebuying Experience - Century Communities offers an industry-first online homebuying experience, allowing customers to shop for homes, fill out a Buy Online form, and electronically sign contracts [4][6] Group 4: Company Overview - Century Communities is recognized as one of the largest homebuilders in the U.S. and has been named one of America's Most Trustworthy Companies by Newsweek for three consecutive years [8] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, and insurance brokerage through its subsidiaries [8]

Core Insights - Century Communities, Inc. is expanding its presence in Alabama with the launch of Crawford Ridge, a new community featuring modern single-family homes priced from the mid $200s [1][2]. Company Overview - Century Communities, Inc. is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies for three consecutive years [7]. - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, insurance brokerage, and escrow through its subsidiaries [7]. Community Features - Crawford Ridge will offer homes with desirable features such as stainless-steel appliances, quartz countertops, and luxury vinyl plank flooring, with floor plans ranging up to 1,812 square feet and accommodating up to four bedrooms [2][4]. - The community is strategically located near outdoor recreation, downtown Albertville, and major commuter routes, enhancing its appeal to potential homebuyers [4]. Homebuying Process - Century Communities provides an innovative online homebuying experience, allowing buyers to purchase homes 24/7 while also offering in-person assistance from local experts [3][4]. - The online process includes steps such as filling out a Buy Online form, electronically submitting a deposit, and signing a purchase contract via DocuSign [9].

Industry Overview - The U.S. housing market has shown signs of recovery in late 2025, with existing home sales increasing by 0.5% month over month in November to an annualized rate of 4.13 million units, the highest in nine months [4] - The National Association of Realtors (NAR) anticipates a 14% increase in existing home sales for 2026, driven by improved inventory, affordability, and lower mortgage rates [5] - The Zacks Building Products - Home Builders industry has underperformed compared to the broader Construction sector over the past six months, but mid to long-term prospects remain promising [2] Company Insights Century Communities, Inc. (CCS) - Century Communities focuses on affordable single-family homes and has a land-light operational model, which positions it well for a rebound as mortgage rates ease [13] - The stock has a Zacks Rank of 2 (Buy) and has increased by 7.9% in the past six months, with 2026 sales and EPS estimates expected to rise by 7.2% and 34.2%, respectively [14] D.R. Horton, Inc. (DHI) - D.R. Horton targets first-time and move-up buyers with affordable single-family homes and has improved operational efficiency [18] - The stock has a Zacks Rank of 3 (Hold) and has risen by 14.4% in the past six months, with sales estimates for fiscal 2026 expected to improve by 0.2%, although EPS estimates are projected to decline by 1.2% [19] Lennar Corporation (LEN) - Lennar has maintained substantial new orders and backlog, with home deliveries in Q4 fiscal 2025 increasing by 3.7% year over year [15] - The stock carries a Zacks Rank of 3 (Hold) and has decreased by 2.4% in the past six months, with 2026 sales and EPS estimates expected to improve by 0.2% and 5%, respectively [17]

Core Viewpoint - Century Communities, Inc. will release its fourth quarter and full year 2025 financial results on January 28, 2026, after market close, followed by a conference call to discuss the results and recent events [1]. Group 1: Financial Results Announcement - The financial results for the fourth quarter and full year 2025 will be announced after market close on January 28, 2026 [1]. - A conference call is scheduled for the same day at 5:00 p.m. Eastern time to review the results and conduct a Q&A session [1]. Group 2: Conference Call Participation - The conference call will be accessible via the Investors section of the company's website, with a recommendation to log in 15 minutes early for necessary software [2]. - Participants can join the call by dialing in at least 5 minutes prior to the start time, with specific numbers provided for domestic and international callers [3]. Group 3: Company Overview - Century Communities, Inc. is one of the largest homebuilders in the U.S. and a leader in online home sales, recognized as one of America's Most Trustworthy Companies for three consecutive years [4]. - The company operates in 16 states and over 45 markets, offering a range of services including mortgage and insurance through its subsidiaries [4]. - The mission of Century Communities is to build high-quality homes at affordable prices, appealing to a diverse range of homebuyers [4].

Core Insights - The U.S. housing market is at a pivotal moment as it approaches 2026, with constrained supply, easing mortgage rates, and a more accommodative Federal Reserve stance suggesting a potential gradual recovery in housing demand [1][15] Macro Conditions - The macroeconomic environment is mixed but generally supportive, with inflation still above the Fed's target but trending lower, and GDP growth expectations for 2026 revised upward to 2.3% from 1.8% [4][5] - The labor market shows signs of volatility but recent job additions indicate stability, contributing to a more optimistic outlook for household confidence [5] Mortgage Rates and Housing Demand - The 30-year fixed mortgage rate has decreased to 6.19%, marking a significant easing in affordability pressures, which could lead to increased demand for new homes [6] - The ongoing supply shortages, particularly in high-growth regions, mean that any improvement in financing conditions could quickly translate into stronger demand for new homes [6][14] Company-Specific Insights Lennar (LEN) - Lennar is well-positioned with a strong operational setup, maintaining volume and efficiency through disciplined pricing strategies, despite facing affordability pressures [7][8] - The company has seen a decline in direct construction costs and improved cycle times, allowing it to manage inventory effectively [8] - Analysts remain optimistic about Lennar's future, with a projected EPS growth of 9.9% for fiscal 2026 [9] Century Communities (CCS) - Century Communities has improved its operations by tightening execution and reducing costs, achieving a 20.1% adjusted homebuilding gross margin in Q3 2025 [10] - The company has expanded its community base and is positioned for growth heading into 2026, despite a challenging demand environment [10][11] - The Zacks Consensus Estimate for 2026 EPS indicates a significant growth potential of 34.2% [11] Green Brick Partners (GRBK) - Green Brick maintains strong profitability with gross margins exceeding 30%, supported by favorable construction quality adjustments [12] - The company has seen a record level of net orders and improved cancellation rates, positioning it well for future growth [12] - The Zacks Consensus Estimate for 2026 EPS reflects a slight decline, but the company is well-positioned to expand into new markets [13] Overall Market Outlook - The U.S. housing market remains significantly undersupplied, with structural demand high due to years of underbuilding and demographic trends [14] - The combination of cost discipline, strategic land management, and strong balance sheets among key builders like Lennar, Century Communities, and Green Brick Partners positions them favorably for a potential recovery in 2026 [15]

Company Overview - Century Communities, Inc. (NYSE:CCS) is involved in the design, development, construction, marketing, and sale of single-family attached and detached houses, operating through segments including West, Mountain, Texas, Southeast, Century Complete, and Financial Services [5]. Market Position and Analyst Sentiment - Century Communities, Inc. has been downgraded to Underweight from Neutral by JPMorgan, with a revised price target of $56, down from $62 [1]. - Analysts expect a challenging demand-supply backdrop in 2026, maintaining a cautious stance on the homebuilders sector, which may lead to downside risks and pressure on builder fundamentals [2]. New Developments - Century Communities, Inc. announced the expansion of its Century Complete brand, now offering new homes starting from the mid $300s at The Timbers, a new community located between Ann Arbor and Detroit [3]. - The new offerings at The Timbers include modern homes with open-concept layouts, featuring up to 5 bedrooms and 2,180 square feet, along with unfinished basements and various floor plans [4].

Industry Overview - The U.S. homebuilding industry is facing a complex mix of challenges, including affordability issues, cautious buyer psychology, and elevated incentives that pressure margins, compounded by rising land costs and material inflation [1][4] - Demand is highly sensitive to interest rates, and while mortgage rates have started to ease, this has not yet led to consistent buyer conversion due to economic uncertainty [1][4] - The industry is characterized by a severe shortage of buildable lots, rising construction costs, and labor shortages, which restrict pricing flexibility and profitability [1][5] Long-term Support Factors - Despite current challenges, industry fundamentals suggest resilience due to tight housing supply, eventual Federal Reserve easing, and steady demand for homeownership [2][8] - Builders are adapting by utilizing mortgage buydown programs and balancing speculative and build-to-order activities to cater to diverse buyer segments [2][9] - Leading companies like PulteGroup, Green Brick Partners, and Century Communities are benefiting from disciplined cost controls, operational leverage, and strategic acquisitions, positioning them for long-term growth [2][10] Economic Trends - Economic uncertainties, including high interest rates and construction costs, continue to stifle growth, with the Federal Reserve recently reducing interest rates to a range of 3.75% to 4.00% [4][5] - The Fed projects GDP growth of 1.8% and inflation of 2.6% for 2026, indicating a cautious economic outlook [4] - The housing market is under pressure from rising material and labor costs, a shortage of buildable lots, and financial strain on homebuilders, leading to price cuts and sales incentives [5][6] Supply and Demand Dynamics - There is a significant shortage of new and existing homes due to over a decade of under-building relative to population growth, which is driving demand for new homes [7][8] - The adoption of mortgage rate buydowns is helping to stimulate demand by easing borrowers into full mortgage payments [9] - Builders are focusing on entry-level homes and utilizing technology to improve efficiency and reduce costs, which supports competitiveness in the market [10][11] Industry Performance and Valuation - The Zacks Building Products - Home Builders industry has underperformed the S&P 500 Index, declining 14.8% over the past year compared to the sector's 7.8% growth [16] - The industry currently trades at a forward P/E ratio of 12.34, significantly lower than the S&P 500's 23.44 and the sector's 19.2 [19] - Earnings estimates for the industry have decreased, indicating a loss of confidence in growth potential, with 2025 and 2026 estimates revised downwards [14] Company Highlights - **Green Brick Partners**: This company is expanding strategically in high-demand markets and has a strong pipeline of low-cost lots, which supports pricing flexibility [24][25] - **Century Communities**: Focused on affordable new homes, the company is enhancing competitiveness through cost control and operational efficiency [28][29] - **PulteGroup**: The company benefits from a diversified footprint and operational discipline, with a strong brand presence and favorable market conditions in key regions [32][33]

Core Insights - Century Communities, Inc. has launched The Timbers, a new community offering homes starting from the mid $300s, strategically located between Ann Arbor and Detroit [1][4] Group 1: Company Overview - Century Communities, Inc. is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies for three consecutive years [8] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, insurance brokerage, and escrow through its subsidiaries [8] Group 2: Product Offering - The Timbers features three two-story floor plans with modern, open-concept layouts, offering up to 5 bedrooms and 2,180 square feet of living space [2][5] - Homes include amenities such as unfinished basements, private studies, flex rooms, and game rooms, along with high-quality finishes like quartz countertops and stainless-steel appliances [5] Group 3: Location and Accessibility - The Timbers is conveniently located near major commuter routes I-94 and I-275, providing easy access to employment hubs, colleges, and outdoor attractions [3] - The community is close to Van Buren Park and Belleville Lake, and is served by acclaimed Belleville schools, enhancing its appeal to potential buyers [3] Group 4: Online Homebuying Experience - Century Complete offers an industry-first online homebuying experience, allowing buyers to purchase homes at their convenience while still working with their local real estate agents [6] - The online process includes steps such as filling out a Buy Online form and electronically signing a purchase contract, streamlining the homebuying experience [10]

Core Insights - Century Communities is launching Woodford, a new community of affordable two-story homes located along the I-85 corridor, providing quick access to Winston-Salem and Greensboro [1] - The homes will feature modern designs with high-quality finishes, including quartz countertops, luxury vinyl plank flooring, and stainless-steel appliances, with larger floor plans offering additional spaces like studies and game rooms [1] - The pricing for these homes will start from the high $200s, with a total of over 100 single-family homesites available [1] Company Overview - Century Communities, Inc. is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies for three consecutive years [1] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, insurance brokerage, and escrow through its subsidiaries [1] - The mission of Century Communities is to build attractive, high-quality homes at affordable prices, aiming to provide a home for every dream [1]

Core Insights - Century Communities, Inc. is hosting a Grand Opening for Camellia Place, a new single-family home community in Sacramento, on December 6, 2025, featuring model home tours and special savings opportunities [1][2] Company Overview - Century Communities, Inc. is recognized as one of the largest homebuilders in the U.S. and a leader in online home sales, having been named one of America's Most Trustworthy Companies for three consecutive years and one of the World's Most Trustworthy Companies in 2025 [5][7] - The company operates in 16 states and over 45 markets, providing a range of services including mortgage, title, insurance brokerage, and escrow through its subsidiaries [5][7] Community Features - Camellia Place offers two-story floor plans with 3 to 4 bedrooms, 3 bathrooms, and up to 1,999 square feet of living space, designed to appeal to a wide range of homebuyers [6] - The community is strategically located 11 miles from downtown Sacramento, with easy access via Highway 99 and I-5, and is close to parks, retail centers, and essential services [6][2]