LGIH · 10-Q · 2026Q1 · Full report

Trade Restrictions / Tariffs

LGI Homes, Inc. · 2026-04-28 · Importance 13 · Surprise 6

The Company identifies disruptions in global trade—specifically tariffs, trade restrictions, retaliatory trade measures and their effects on U.S. trading relationships—as a risk that could disrupt supply chains or increase costs. The forward-looking risk disclosure explicitly cites supply chain disruptions tied to geopolitical conflicts (the Russia–Ukraine conflict and the conflict in the Middle East) and the wide‑ranging sanctions and export controls that have been or may be imposed. Management includes trade disruption and tariff risk among the macro factors that could materially affect its business, availability and pricing of construction inputs, or mortgage/market conditions. These risks are discussed as part of the set of factors that could cause actual results to differ from forward‑looking statements.