LGI Homes, Inc. (NASDAQ:LGIH) Q1 2021 Earnings Conference Call May 4, 2021 12:30 PM ET Company Participants Josh Fattor – Investor Relations Eric Lipar – Chief Executive Officer Charles Merdian – Chief Financial Officer Conference Call Participants Aaron Hecht – JMP Securities Bryan Adams – Evercore ISI Carl Reichardt – BTIG Ken Zener – KeyBanc Truman Patterson – Wolfe Research Deepa Raghavan – Wells Fargo Elad Hillman – JPMorgan Jay McCanless – Wedbush Alex Barron – Housing Research Center Operator Welcome ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number 001-36126 LGI HOMES, INC. (Exact name of registrant as specified in its charter) Delaware 46-3088013 (State or other jurisdiction ...

INVESTOR PRESENTATION February 2021 CAUTIONARY STATEMENT | --- | --- | |-------|------------------------| | | | | | © LGI Homes, Inc. \| 2 | COMPANY HIGHLIGHTS Founded in 2003, LGI Homes is one of the nation's fastest growing homebuilders. Currently recognized as the 10th largest residential builder in America based on units closed, LGI Homes' unique business model is focused on offering entry-level homebuyers quality homes at affordable prices through a wellestablished sales and marketing approach, a cultu ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2020 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number 001-36126 LGI HOMES, INC. (Exact name of registrant as specified in its charter) Delaware 46-3088013 (State or other jurisdiction of in ...

LGI Homes, Inc. (NASDAQ:LGIH) Q4 2020 Results Conference Call February 23, 2021 12:30 PM ET Company Participants Joshua Fattor - Vice President of Investor Relations Eric Lipar - Chief Executive Officer and Chairman Charles Merdian - Chief Financial Officer and Treasurer Conference Call Participants Aaron Hecht - JMP Securities Carl Reichardt - BTIG Nischal Sood - UBS Ken Zener - KeyBanc Michael Rehaut - JPMorgan Jay McCanless - Wedbush Operator Welcome to the LGI Homes Fourth Quarter 2020 Conference Call. ...

LGI Homes, Inc. (NASDAQ:LGIH) Q3 2020 Earnings Conference Call November 3, 2020 12:30 PM ET Company Participants Joshua Fattor - Vice President of Investor Relations Eric Lipar - Chief Executive Officer and Chairman Charles Merdian - Chief Financial Officer and Treasurer Conference Call Participants Truman Patterson - Wells Fargo Michael Rehaut - JPMorgan Carl Reichardt - BTIG Jay McCanless - Wedbush Alex Barron - Housing Research Center Operator Welcome to the LGI Homes Third Quarter 2020 Conference Call. ...

For the quarterly period ended September 30, 2020 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission file number 001-36126 LGI HOMES, INC. (Exact name of registrant as specified in its charter) Delaware 46-3088013 (State or other jurisdict ...

INVESTOR PRESENTATION SEPTEMBER 2020 CAUTIONARY STATEMENT | --- | --- | |-------|------------------------| | | | | | © LGI Homes, Inc. \| 2 | COMPANY HIGHLIGHTS Founded in 2003, LGI Homes is one of the nation's fastest growing homebuilders. Currently recognized as the 10th largest residential builder in America based on units closed, LGI Homes' unique business model is focused on offering entry-level homebuyers quality homes at affordable prices through a wellestablished sales and marketing approach, a cult ...

Financial Data and Key Metrics Changes - In Q2 2020, LGI Homes reported revenues of $481.6 million, a 4.3% increase year-over-year, with net income rising 20.8% to $55.6 million, representing 11.5% of home sales revenue [27][35] - Gross margin as a percentage of sales increased to 24.5%, up from 24.1% in the same quarter last year, primarily due to lower interest costs and construction overhead [28][35] - The company closed a record 2,005 homes during the quarter, with an average sales price of $240,200, reflecting a 1.1% year-over-year increase [27][22] Business Line Data and Key Metrics Changes - The wholesale business accounted for 9.9% of total closings in Q2 2020, up from 4.2% in the same quarter last year, with 199 homes closed through this channel [28][29] - The cancellation rate for the second quarter was 25.3%, with gross orders totaling 3,018 and net orders at 2,253 [36] Market Data and Key Metrics Changes - The company ended Q2 with 117 active communities, a 25.8% increase compared to Q2 2019 [24] - Austin was the top market with an average of nine closings per community per month, followed by Dallas Fort Worth and Houston [23] Company Strategy and Development Direction - The company is focused on entry-level homes in suburban areas, positioning itself to benefit from a renewed interest in homeownership due to the COVID-19 pandemic [16][14] - LGI Homes plans to close between 8,000 and 8,800 homes in 2020, with an average sales price expected to range from $245,000 to $255,000 [44] Management's Comments on Operating Environment and Future Outlook - Management noted a significant shift in consumer sentiment towards homeownership, driven by dissatisfaction with apartment living during the pandemic [14][15] - The company expects to maintain strong gross margins for the remainder of the year, projecting full-year gross margin between 24% and 25% [45] Other Important Information - The company has maintained its workforce without layoffs during the pandemic, emphasizing the importance of retaining talent [46][47] - A $2,000 bonus will be awarded to approximately 750 frontline workers as a token of appreciation for their efforts during the crisis [49] Q&A Session Summary Question: What is the timing for closing the strong July orders? - Management indicated that closings in August would be similar to July, with a strong backlog and increased starts planned to meet demand [54][55] Question: What is the outlook for land development? - Management expressed optimism about land development resuming and expects to ramp up community counts by year-end [64][66] Question: How is the company managing pricing and costs? - Management confirmed that price increases have been implemented to offset rising costs, particularly in lumber, and that gross margins are expected to remain stable [72][78] Question: What is the outlook for controlled lots? - Management anticipates an increase in controlled lots as the company resumes land acquisitions, with a focus on raw land opportunities [86][88] Question: How will SG&A expenses trend in relation to closings? - Management noted that SG&A expenses may increase due to bonuses and preparations for future growth, despite a reduction in marketing spend during Q2 [90][92]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2020 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission file number 001-36126 LGI HOMES, INC. Title of each class Trading symbol(s) Name of each exchange on which registered Common Stock, par value $ ...