Feed / CCS

Century Communities, Inc.

CCS

Real Estate · 59.40 -4.6% today

Partial group confirmationMarket checked 10 Sept, 15:55 GMT-4

Market read

Century Communities, Inc.'s move is spreading beyond its market group.

CCS accounts for 11.0% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#4 of 12 by movement share
Group movement share11.0%Absolute path energy—not portfolio weight
Relative path-0.97%aligned
Effective breadth8.2 / 12broad
Relative alignment8/12downside path · 4 counter-moving
Capital-flow agreement32%not yet clean
SEQUENCE READ

No material onset for CCS could be timestamped inside the aligned 5-minute window.

EVIDENCE COVERAGE

4 of 18 members in Housing Construction are active. No disclosed relationship network is available for this name; the confirmation read above is market-derived.

What would change this read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • IBP remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.

Watch this read

Research brief

The story so far

Real Estate · Real Estate - Development

CCS accounts for 11.0% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 18 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • IBP remains aligned with the group in the next market snapshot.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements106
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 1.04x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -6.4% year over year.
  • Net margin changed -4.0 percentage points in the latest annual period.
  • Demand and volume has repeated adverse evidence across 3 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

59.40
6m-11.6%12m-9.0%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$4.2B+33.4%$14.47+2.5%
2022-12-31$4.5B+6.9%$15.92-4.3%
2023-12-31$3.7B-18.1%$8.05-2.3%
2024-12-31$4.4B+19.1%$10.40-0.3%
2025-12-31$4.1B-6.4%$4.86-5.5%

What management says matters

Persistent and emerging business drivers

Macroeconomic conditionsmixed · 4 filings
During the three months ended March 31, 2026 and 2025, an aggregate of 617.1 thousand shares and 753.3 thousand shares, respectively, were repurchased under our stock repurchase program for a total purchase price of approximately $40.0 million and $55.6 milli…
10-Q · Apr 23, 2026
Credit and interest ratesnegative · 3 filings
This change was primarily attributable to (1) a $50.7 million increase in net borrowings under our revolving credit facility and (2) a $15.6 million decrease in stock repurchases, partially offset by a $49.6 million increase in net payments for mortgage repur…
10-Q · Apr 23, 2026
Demand and volumenegative · 3 filings
Backlog dollar value decreased 15.9% due to the decrease in the number of backlog units, and the average sales price of backlog units decreased 8.4% generally due to increased use of incentives and mix within individual communities.
10-Q · Apr 23, 2026
Restructuring and cost reductionsmixed · 3 filings
As a result of the annual qualitative assessments performed during fiscal years 2025 and 2024, no goodwill impairment charges were recorded as of December 31, 2025 and 2024.
10-K · Jan 29, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

59.40-4.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for CCS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for CCS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind CCS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

CCS is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.