MJ Gleeson PLC
GLE · Household Durables · United Kingdom
MJ Gleeson plc is a United Kingdom-based company. The Company operates through two segments: Gleeson Homes and Gleeson Land. The Gleeson Homes segment builds affordable homes in the North of England and Midlands. The Gleeson Land segment operates across the South of England and the Midlands, is the Company’s land promotion division. The division identifies sustainable development opportunities which it then promotes through the residential planning system and sells on behalf of the landowner. The Company’s subsidiaries include Gleeson Developments Limited, Gleeson Regeneration Limited, Gleeson Developments (Northeast) Limited, Gleeson Land Limited, Gleeson Land (Fleet) Limited, Gleeson Construction Services Limited, and others.
- 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.