Financial Performance - Q2 2022 - Total revenue increased to $368.7 million compared to $250.3 million in Q2 2021[8] - Net new home orders reached 538 homes with a dollar value of $322.5 million, averaging $599,000 per home, compared to 330 homes valued at $207.3 million, averaging $628,000 per home in Q2 2021[8] - Home sales gross margin increased by 430 basis points to 21.3% from 17.0% in Q2 2021[8] - Adjusted net income attributable to Landsea Homes was $31.5 million, up from $17.5 million in Q2 2021[8] - Adjusted EBITDA increased to $56.6 million from $32.6 million in Q2 2021[8] Lot Inventory and Land Position - Total lots owned and controlled increased by 52% year-over-year to 13,017 from 8,556[8] - Of the total lots, 37% are owned (4,782 lots) and 63% are controlled (8,235 lots)[8,9] - The company's lot supply represents 6.4 years of overall supply[10] Geographic Diversification - The company has a diversified portfolio in high-growth geographies, including Arizona (36%), Florida (36%), and California (21%) based on supply of lots by state[9] - Q2 2022 home sales revenue by geography: California (31%), Arizona (20%), Florida (31%), NY (17%), and Texas (1%)[9,15] Outlook - For Q3 2022, new home deliveries are anticipated to be in the range of 575 to 630, with delivery ASPs expected to be in the range of $550,000 to $575,000[18] - For full year 2022, new home deliveries are anticipated to be in the range of 2,500 to 2,700, with delivery ASPs expected to be in the range of $525,000 to $550,000[18] - Home sales gross margin for full year 2022 is expected to be in the range of 20% to 22% on a GAAP basis, or 24% to 26% on an adjusted basis[18]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-38545 Landsea Homes Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 82-2196021 (State or Other Jurisdiction of (I.R.S. Employer Incorporation or O ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-38545 Landsea Homes Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 82-2196021 (State or Other Jurisdiction of (I.R.S. Employer Incorporation or ...

Landsea Homes Corp (NASDAQ:LSEA) Q1 2022 Earnings Conference Call May 3, 2022 5:00 PM ET Company Participants Drew Mackintosh - Mackintosh IR John Ho - CEO Michael Forsum - President and COO Chris Porter - CFO Conference Call Participants Matthew Bouley - Barclays Alex Rygiel - B. Riley Alex Barron - Housing Research Center Operator Greetings and welcome to the Landsea Homes First Quarter 2022 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 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: 001-38545 LANDSEA HOMES CORPORATION (Exact name of registrant as specified in its charter) 660 Newport Center Drive, Suite 300 Newpor ...

Landsea Homes Corp (NASDAQ:LSEA) Q4 2021 Earnings Conference Call March 10, 2022 10:00 AM ET Company Participants John Ho – Chief Executive officer, Interim CFO & Director Drew Mackintosh – Mackintosh Investor Relations Michael Forsum – President & Chief Operations Officer Chris Porter – Chief Financial Officer Conference Call Participants Ashely Kim – Barclays Alexander Rygiel – B. Riley Operator Ladies and gentlemen, thank you for standing by and welcome to the Landsea Homes Fourth Quarter 2021 Earnings ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-38545 Landsea Homes Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 82-2196021 (State or Other Jurisdiction of (I.R.S. Employer Incorporation ...

Landsea Homes Corp (NASDAQ:LSEA) Q3 2021 Earnings Conference Call November 10, 2021 10:00 AM ET Company Participants Drew Mackintosh - Mackintosh Investor Relations John Ho - CEO, Interim CFO & Director Michael Forsum - President & COO Trenton Schreiner - SVP, Accounting & CAO Conference Call Participants Alexander Rygiel - B. Riley Securities Ashley Kim - Barclays Bank Operator Good day. Thank you for standing by, and welcome to the Landsea Homes' Third Quarter 2021 Earnings Conference Call. [Operator Inst ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 (949) 345-8080 (Registrant's Telephone Number, Including Area Code) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-38545 Landsea Homes Corporation (Exact Name of Registrant as Specified in Its Charter) Delaware 82-2196021 ...

Landsea Homes Corporation (NASDAQ:LSEA) Q2 2021 Earnings Conference Call August 6, 2021 10:00 AM ET Company Participants Cody Cree – External Director-Investor Relations John Ho – Chief Executive Officer Trenton Schreiner – Chief Accounting Officer Michael Forsum – President & Chief Operating Officer Conference Call Participants Matthew Bouley – Barclays Alex Rygiel – B. Riley Operator Good afternoon everyone. And thank you for participating in today's conference call to discuss Landsea Homes’ Financial Res ...