The flat quarterly revenue and modest EPS improvement are not enough to reverse the negative nine-month trend. Monitor the next 10-Q for any sign of stabilization in retail sales volumes or a change in the mix toward higher-margin company-owned retail sales.
Price Chart
Executive Summary
Nobility Homes reported Q3 2026 results with net sales of $12.1M, slightly up from $12.0M a year ago. EPS improved to $0.60 from $0.56, but the nine-month trend shows declining sales ($35.1M vs $39.0M) and operating income ($6.0M vs $7.2M). The sequential improvement in quarterly EPS is modest and does not reverse the broader year-over-year revenue decline trend.
Key Financial Metrics
Key Facts
- Q3 2026 net sales $12.1M vs $12.0M in Q3 2025 (up ~1%)
- Q3 2026 EPS $0.60 vs $0.56 in Q3 2025
- First nine months sales $35.1M vs $39.0M (down ~10%)
- First nine months operating income $6.0M vs $7.2M
- Company-owned retail home sales dropped to 137 homes from 195 in the first nine months
- Cash and investments $25.8M, no debt, working capital $44.4M
- Management expects cost pressures and economic uncertainty to continue through fiscal 2026 and into 2027
Financial Impact
Quarterly revenue essentially flat YoY at ~$12.1M; nine-month revenue down ~$3.9M or 10%
Risk Factors
- Continued decline in company-owned retail sales volumes (137 vs 195 homes YTD)
- Persistent cost pressures from inflation, tariffs, and labor shortages
- Higher interest rates and economic uncertainty delaying home purchase decisions
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-388929 |
| Document: d98350d8k.htm | 0001193125-26-388929 |
| Document: 0001193125-26-388929-index-headers.html | 0001193125-26-388929 |
| Document: 0001193125-26-388929-index.html | 0001193125-26-388929 |
| Document: 0001193125-26-388929.txt | 0001193125-26-388929 |
| 8-K Data (Synthetic) | 0001193125-26-388929 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 6w ago | 8-K | $27.03 | awaiting T+60 | — | $27.21 (+0.67%) |
Jun 15, 2026 19w ago | 8-K | $30.90 $27.03 | ▲ +12.52% | ▲ +13.79% | $27.21 (+11.94%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers