Stocks Consumer discretionary SDHC
NYSE · Consumer discretionarySmith Douglas Homes Corp. (SDHC)
Smith Douglas Homes Corp. brought in $1B of revenue over the twelve months to September 30, 2026, up 0.4% from a year earlier. Net income was $4.9M, a net margin of 0.5%. In fiscal 2025 capital spending exceeded operating cash flow by $36.9M. At September 30, 2026 it held $5.9M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 4, 2026.
Key facts about Smith Douglas Homes Corp.
- Net worth
- Smith Douglas Homes Corp. has a market value (market cap) of $494.1M at the latest share price, and shareholders' equity of $81.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $971.1M (-0.4% year on year), with net income of $10.7M. Over the 12 months to September 30, 2026: revenue $1B, net income $4.9M.
- Cash flow
- In fiscal 2025 operations used $31.3M of cash.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 4, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Smith Douglas Homes Corp.'s next report is expected around March 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Smith Douglas Homes Corp. does
Smith Douglas Homes Corp. is registered with the SEC under industry code SIC 1531 (Operative Builders). Its shares trade on NYSE under the ticker SDHC.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $971.1M | $10.7M | $1.19 | -$36.9M |
| 2024 | $975.5M | $16.1M | $1.81 | $15.2M |
| 2024 | $764.6M | $123.2M | n/a | $74.9M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where SDHC ranks in Consumer discretionary
Latest SEC filings
What Smith Douglas Homes Corp. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 4, 2026Quarterly report 10-Q · period to September 30, 2026Revenue was flat at $262.5M versus the same quarter last year; diluted EPS $0.07 versus $0.24.
- November 4, 2026
- October 30, 2026Passive stake changed SCHEDULE 13G/A
- October 13, 2026Passive stake changed SCHEDULE 13G/A
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 22% to $273M versus the same quarter last year; diluted EPS $0.03 versus $0.26.
- August 6, 2026
- June 10, 2026
- May 14, 2026Passive stake changed SCHEDULE 13G/A
- May 14, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running Smith Douglas Homes Corp. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $248.2K worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 1, 2026 | Faucett Neill BDirector | Received as pay | 2,466 | $25K |
| October 1, 2026 | Jackson Jeffrey TDirector | Received as pay | 3,082 | $31.3K |
| October 1, 2026 | Bradbury JulieDirector | Received as pay | 2,096 | $21.3K |
| September 10, 2026 | Bradbury Thomas LDirector, 10% owner | Bought | 19,360 | $199.5K |
| September 2, 2026 | Bennett Gregory SSee Remarks, Director | Bought | 1,000 | $11.5K |
| September 1, 2026 | Bennett Gregory SSee Remarks, Director | Bought | 1,000 | $12.2K |
| August 25, 2026 | Devendorf RussellSee Remarks | Bought | 1,000 | $12.3K |
| August 20, 2026 | Devendorf RussellSee Remarks | Bought | 1,000 | $12.7K |
Who owns SDHC
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Thomas L. Bradbury13G, passive with 1 related filers | 81.2% | November 13, 2024 |
| Gregory S. Bennett13G, passive with 1 related filers | 32.4% | November 13, 2024 |
| OR13G, passive with 2 related filers | 20.73% | November 13, 2024 |
| Conifer Management, L.L.C.13G, passive | 15% | November 6, 2025 |
| Wellington Management Group LLP13G, passive with 3 related filers | 13.5% | April 7, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC13G, passive with 2 related filers | 11.7% | August 13, 2026 |
| Artisan Partners Limited Partnership13G, passive with 3 related filers | 8.8% | November 12, 2024 |
| Wasatch Advisors LP13G, passive | 6.5% | April 6, 2026 |
| Vanguard Capital Management13G, passive | 5.01% | April 30, 2026 |
| Beck Mack & Oliver LLC13G, passive | 5% | November 14, 2024 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 63 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Conifer Management, L.L.C. | 1,433,350 | 0 |
| Kayne Anderson Rudnick Investment Management LLC | 974,282 | -366,939 |
| Beck Mack & Oliver LLC | 835,065 | -15,528 |
| First Eagle Investment Management, LLC | 808,548 | +423,774 |
| Wellington Management Group Llp | 622,625 | -136,171 |
| Wasatch Advisors LP | 531,223 | -55,532 |
| Vanguard Capital Management LLC | 364,949 | -31,816 |
| BlackRock, Inc. | 208,862 | +49,230 |
| Marshall Wace, Llp | 163,864 | +61,989 |
| Gilder Gagnon Howe & Co LLC | 161,307 | -21,393 |
| D. E. Shaw & Co., Inc. | 142,986 | +64,560 |
| Wells Fargo & Company | 117,508 | -7,876 |
| Geode Capital Management, LLC | 103,146 | -5,350 |
| Jane Street Group, LLC | 84,735 | +2,559 |
| Trexquant Investment LP | 56,477 | +40,629 |
| Vanguard Fiduciary Trust Co | 54,044 | +364 |
| Jpmorgan Chase & Co | 51,376 | +19,817 |
| UBS Group AG | 47,622 | -647 |
| Goldman Sachs Group Inc | 46,618 | +15,934 |
| State Street Corp | 46,176 | +3,064 |
Insiders
10 insiders reported holding 884,480 shares in total, about $8.6M at the last price.
| Holder | Shares |
|---|---|
| Devendorf RussellSee Remarks | 317,461 |
| Bennett Gregory SSee Remarks, Director | 219,526 |
| Bradbury Thomas LDirector, 10% owner | 78,278 |
| Perdue George Ervin IIIDirector | 70,692 |
| Jackson Jeffrey TDirector | 49,511 |
| Faucett Neill BDirector | 36,879 |
| Steele Brett AllenSee Remarks | 33,597 |
| Bradbury JulieDirector | 29,724 |
| Wedewer Neil BDirector | 24,756 |
| Walker Janice E.Director | 24,056 |
Questions about SDHC
What does Smith Douglas Homes Corp. do?
Smith Douglas Homes Corp. is a company in the Consumer discretionary sector, listed on NYSE as SDHC. Its shares trade on NYSE under the ticker SDHC.
What is Smith Douglas Homes Corp.'s net worth?
Smith Douglas Homes Corp. has a market value (market cap) of $494.1M at the latest share price, and shareholders' equity of $81.3M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Smith Douglas Homes Corp. profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $4.9M on revenue of $1B, a net margin of 0.5%.
How much revenue does Smith Douglas Homes Corp. make?
Over the twelve months to September 30, 2026 Smith Douglas Homes Corp. reported revenue of $1B. That is 0.4% more than a year earlier.
When did Smith Douglas Homes Corp. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 4, 2026. It covers the period to September 30, 2026.
When is Smith Douglas Homes Corp.'s next earnings report?
Smith Douglas Homes Corp.'s next report is expected around March 10, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Similar companies
Compare SDHC with
Follow SDHC
Get an email when Smith Douglas Homes Corp. files with the SEC: results, executive changes, material agreements and annual reports.
Where the numbers come from
Financial figures are the values Smith Douglas Homes Corp. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.