"For a business case, Century Communities' Q4 and full-year 2025 results are a strong starting point. We say this because what the Century team put on display is not growth. It's control. Control of pace. Control of inventory exposure. Control of construction cycle time. Control of direct costs. Control of fixed overhead. Control of land risk. Control of capital allocation. Control of the Century Communities business destiny."
"Now, at the risk of never letting the facts of a story get in the risk of a timely sports reference, in sports, it's said of some winning teams, the best offense is a great defense. Sometimes, controlling the ball on offense wears down the competitors' defense. As the days count down to Super Bowl LX at Levi's Stadium in Santa Clara, Calif. symbolically kicking off homebuilders' critical spring selling season homebuilding's strategic and competitive metaphors align."
One-third of public homebuilders have reported early 2026 results showing guidance misses, land impairments, margin compression, and occasional net-negative earnings, with only rare upside surprises. The selling environment is among the most grinding and grueling in more than a decade. Strategy in such conditions demands preparedness and skill in both offense and defense, alongside tactical responsiveness and agility. Century Communities' Q4 and full-year 2025 results exemplify a defensive approach focused on control rather than growth. Century controlled pace, inventory exposure, construction cycle time, direct costs, fixed overhead, land risk, and capital allocation. Defense in the current market involves active execution to move the business forward.
Read at www.housingwire.com
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