Sekisui House Ltd

Sekisui House Ltd is a Japan-based company mainly engaged in the detached house business, rental and commercial building business, civil engineering business and other related business. It has seven business segments. The Detached House segment designs, contracts and sells detached houses. Rental and Commercial Building segment designs, contracts and sells rental housing and commercial buildings. Architecture and Civil Engineering segment designs and contracts for construction and civil engineering work for commercial buildings. Rental Housing Management segment leases and manages rental housing. Remodeling segment remodels detached houses and rental housing. Development segment includes the brokerage and real estate business, condominium business and urban redevelopment business. International Business segment sells detached houses overseas, develops and sells residential land, and develops condominiums and rental apartments. It is also engaged in non-life insurance agency business.

• Mortgage rate / 30y fixed (leading (-))
• Housing starts / permits (leading)
• Buyer foot traffic / order trends (leading)
• Backlog months (coincident)
• Home-price-to-income ratios by metro (trend)

• Lumber tariffs (Canada/US softwood) · exposure: medium
• Immigration policy → labor supply · exposure: medium-high
• Local zoning + permit reform · exposure: high regional variance

• Closings per quarter / backlog — core volume
• ASP (avg selling price) — mix shift indicator
• Gross margin — 22-28% healthy
• Cancellation rate — 8-12% normal; >18% red flag
• Months of inventory — 4-6 healthy

Detailed financial analysis, valuation snapshot, multi-period history, and AI narrative are pending — generated when this company is included in the next analysis batch. Profile data above is point-in-time as of 2026-04-30.