NOBILITY HOMES INC
NOBH · Mobile Homes · 3.2M shares · -3%/yr ↓ buyback · EDGAR filings ↗
Reference price $30.90 · est. market cap ~$97M — last insider sale, 2026-06-16 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75Small but highly profitable Florida manufactured-housing operator with top-decile returns and a fortress balance sheet.
Strengths
- ROA 12.6% (92nd pct), operating margin 19% (83rd pct), net margin 16% (82nd pct)
- Exceptional liquidity (current ratio 8.3, quick 5.2) with no debt
Risks
- Tiny scale and low cash base (24th pct); regionally concentrated
- Flat revenue (35th pct) and slightly negative net income growth
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Buying back stockNet buyback — share count -3%/yr over 4y
- Revenue declineRevenue -23.0% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
31.9%
Operating margin
19.1%
Net margin
16.0%
Return on equity
13.9%
Return on assets
12.6%
Revenue growth (QoQ)
-23.0%
Net-income growth
-1.9%
Current ratio
8.3×
Free cash flow
$4M
Tangible book value
$61M
Cash & investments
$13M
Stock comp / revenue
0.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-16 | TREXLER THOMAS W | Sell | 6.1K | $30.90 |
| 2026-01-22 | TREXLER TERRY EARL | Disposition | 100K | $29.70 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-15 | ResultsExhibits | filing ↗ |
| 2026-03-16 | ResultsExhibits | filing ↗ |
| 2026-03-09 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2025-11-05 | Auditor change | filing ↗ |
| 2025-10-17 | Auditor changeExhibits | filing ↗ |
| 2025-09-12 | ResultsExhibits | filing ↗ |
| 2025-08-25 | Auditor changeExhibits | filing ↗ |
| 2025-06-16 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-06-16 | 2026-05-02 | 0001193125-26-272281 ↗ |
| 8-K | 2026-06-15 | 2026-06-12 | 0001193125-26-270396 ↗ |
| 10-Q | 2026-03-17 | 2026-01-31 | 0001193125-26-110303 ↗ |
| 8-K | 2026-03-16 | 2026-03-13 | 0001193125-26-107563 ↗ |
| 8-K | 2026-03-09 | 2026-03-06 | 0001193125-26-097687 ↗ |
| 10-K | 2026-01-30 | 2025-11-01 | 0001193125-26-031573 ↗ |
| 8-K | 2025-11-05 | 2025-10-31 | 0001193125-25-265095 ↗ |
| 8-K | 2025-10-17 | 2025-10-08 | 0001193125-25-242559 ↗ |
| 10-Q | 2025-09-15 | 2025-08-02 | 0001193125-25-203439 ↗ |
| 8-K | 2025-09-12 | 2025-09-12 | 0001193125-25-202311 ↗ |
| 8-K | 2025-08-25 | 2025-08-19 | 0001193125-25-187703 ↗ |
| 10-Q | 2025-06-16 | 2025-05-03 | 0000950170-25-086665 ↗ |