Champion Homes, Inc.
Champion Homes, Inc. operates as a leading manufacturer of factory-built housing, including manufactured homes, modular homes, and park model RVs, generating revenue through direct sales and a network of independent retailers in the United States and western Canada.
Business. Champion Homes, Inc. (NYSE: SKY) is a homebuilder operating within the Consumer Discretionary sector. The company is headquartered in the United States and is primarily listed on the New York Stock Exchange. Specific details regarding its operating segments and geographic mix are not provided.
Analyst recommendations
7 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ1 2026 earnings (expected)2026-08-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressJosh Gottheimer — Champion Homes, Inc. Common2025-04-09 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressJosh Gottheimer — Skyline Champion Corporation2024-06-21 · Democrat · NJ · Sale · $1,001 - $15,000
- CongressJosh Gottheimer — Skyline Champion Corporation2022-06-21 · Democrat · NJ · Sale · $1,001 - $15,000
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Champion Homes, Inc. (NYSE: SKY) is a homebuilder operating within the Consumer Discretionary sector. The company is headquartered in the United States and is primarily listed on the New York Stock Exchange. Specific details regarding its operating segments and geographic mix are not provided.
Champion Homes maintains a conservative capital structure characterized by minimal leverage and strong liquidity. The company holds $638.3 million in cash and equivalents against total debt of $23.8 million, resulting in a debt-to-equity ratio of 0.02 and a current ratio of 2.48. This balance sheet strength supports a low liquidity risk profile, allowing the firm to fund operations without significant external financing pressure. The net cash position of approximately $614.5 million provides a substantial buffer against economic volatility or supply chain disruptions.
Profitability metrics indicate efficient capital deployment, with a return on equity of 13.15% and a return on assets of 9.71%. The company generated $206.9 million in net income on $2.66 billion in revenue, yielding a net margin of approximately 7.8%. Operating income of $251.8 million reflects a healthy operating margin, while free cash flow of $269.7 million demonstrates strong cash conversion relative to net income. These returns are supported by disciplined capital expenditure of $34.1 million, which is low relative to the scale of operations, preserving cash for shareholder returns or strategic investments.
- Strong liquidity position with $638.3 million in cash and minimal debt supports financial flexibility.
- Efficient profitability with 13.15% ROE and 9.71% ROA indicates effective capital utilization.
- Leading market positions in manufactured and modular housing provide competitive advantage.
- Medium dilution risk and exposure to housing market cyclicality require ongoing monitoring.
- Analyst consensus suggests upside potential with a mean price target of $94.06.
Bull / Bear case
Generated · model-assistedRevenue grew at a 10.7% CAGR from FY2024 to FY2026, demonstrating strong top-line expansion momentum.
Net income CAGR of 16.3% from FY2024 to FY2026 indicates robust profitability growth outpacing revenue.
Debt-to-equity ratio of 0.02 is significantly lower than the cohort median of 0.35, indicating minimal leverage risk.
The company faces medium dilution risk, which could negatively impact existing shareholder value and earnings per share.
In focus — financials by report
Revenue $2.04B; Operating income $215.8M.
- ▍Revenue $2.04B
- ▍Operating income $215.8M
- ▍Net margin 8.7%
Revenue $1.39B; Operating income $153.3M.
- ▍Revenue $1.39B
- ▍Operating income $153.3M
- ▍Net margin 8.9%
Revenue $701.3M; Operating income $78.5M.
- ▍Revenue $701.3M
- ▍Operating income $78.5M
- ▍Net margin 9.2%
Revenue $2.66B; Operating income $251.8M.
- ▍Revenue $2.66B
- ▍Operating income $251.8M
- ▍Net margin 7.8%
Revenue $2.48B; Operating income $237.0M.
- ▍Revenue $2.48B
- ▍Operating income $237.0M
- ▍Net margin 8.0%
Revenue $2.48B; Operating income $237.0M.
- ▍Revenue $2.48B
- ▍Operating income $237.0M
- ▍Net margin 8.0%
Revenue $2.02B; Operating income $175.2M.
- ▍Revenue $2.02B
- ▍Operating income $175.2M
- ▍Net margin 7.2%
Revenue $2.02B; Operating income $175.2M.
- ▍Revenue $2.02B
- ▍Operating income $175.2M
- ▍Net margin 7.2%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Cash Conversion Ratiooperating_cash_flow / net_income
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Ev To Revenueenterprise_value / revenue
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Return On Equitynet_income / total_equity
- Market Capmarket_price * shares_outstanding_diluted
- Champion Homes, Inc. company facts · 2026-08-03
- Champion Homes, Inc. 10-K 2026-05-26 · 2026-08-03
- Champion Homes, Inc. 10-Q 2026-02-04 · 2026-08-03
- Champion Homes, Inc. 10-Q 2025-11-05 · 2026-08-03
- Champion Homes, Inc. 10-Q 2025-08-06 · 2026-08-03
- allocator_boost (allocator) on SKY · 2026-08-03
- Champion Homes Inc Market data — analyst estimates · 2026-08-03
- Champion Homes Inc Market data — ESG · 2026-08-03
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,05 %$282M
- Investment Managers · as of 2026-03-310,04 %$72M
- Investment Managers · as of 2026-03-310,03 %$0M
- Investment Managers · as of 2026-03-310,03 %$129M
- Funds · as of 2026-03-310,01 %$79M
- Investment Managers · as of 2026-03-310,01 %$20M
- Institutional Investor · as of 2026-03-310,01 %$45M
- Investment Managers · as of 2026-03-310,01 %$59M
- Investment Managers · as of 2026-03-310,01 %$46M
- Investment Managers · as of 2026-03-310,01 %$62M
- Investment Managers · as of 2026-03-310,01 %$59M
- Investment Managers · as of 2026-03-310,01 %$205M
- Investment Managers · as of 2025-12-310,01 %$487M
- Investment Managers · as of 2024-12-310,01 %$25M
- Investment Managers · as of 2024-06-300,01 %$295M
- Investment Managers · as of 2026-03-310,01 %$99M
- Investment Managers · as of 2026-03-310,01 %$44M
- Institutional Investor · as of 2026-03-310,01 %$11M
- Institutional Investor · as of 2026-03-310,00 %$23M
- Investment Managers · as of 2026-03-310,00 %$6M
- Brokerage Firms · as of 2026-03-310,00 %$7M
- Investment Managers · as of 2026-03-310,00 %$4M
- Investment Managers · as of 2026-03-310,00 %$6M
- Institutional Investor · as of 2026-03-310,00 %$37M
- Brokerage Firms · as of 2026-03-310,00 %$9M
- Investment Managers · as of 2026-03-310,00 %$29M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
- SVP, Gen. Counsel & Secretary · Common StockOther 750 @ $79,61$60K · 2026-08-01
- Director · Common StockOther 1 867 · 2026-07-30
- Director · Common StockOther 1 867 · 2026-07-30
- Director · Common StockOther 1 867 · 2026-07-30
- Director · Common StockOther 1 867 · 2026-07-30
- Director · Common StockOther 1 867 · 2026-07-30
- Chief Customer Exp. Officer · Common StockOther 6 268 · 2026-06-12
- EVP, Operations · Common StockSold 4 000 @ $75,91$304K · 2026-06-09
- EVP, Operations · Common StockSold 5 043 @ $75,83$382K · 2026-06-05
- EVP, Operations · Common StockSold 2 879 @ $75,48$217K · 2026-06-05
- Director, President & CEO · Common StockOther 1 053 @ $72,54$76K · 2026-03-31
- EVP Sales/Business Development · Common StockOther 508 @ $72,54$37K · 2026-03-29
- EVP, Operations · Common StockOther 606 @ $72,54$44K · 2026-03-29
- Other · Common StockOther 1 259 @ $72,54$91K · 2026-03-29
- VP & Controller · Common StockOther 399 @ $72,54$29K · 2026-03-29
- SVP, Gen. Counsel & Secretary · Common StockOther 436 @ $75,62$33K · 2026-03-25
- VP & Controller · Common StockOther 312 @ $75,62$24K · 2026-03-25
- VP & Controller · Common StockOther 1 168 @ $72,54$85K · 2026-03-25
- Other · Common StockOther 4 814 @ $72,54$349K · 2026-03-25
- Other · Common StockOther 2 374 @ $72,54$172K · 2026-03-25
- Other · Common StockOther 825 @ $75,62$62K · 2026-03-25
- Director, President & CEO · Common StockOther 3 928 @ $72,54$285K · 2026-03-25
- VP & Controller · Common StockOther 2 369 @ $72,54$172K · 2026-03-25
- EVP, Operations · Common StockOther 3 466 @ $72,54$251K · 2026-03-25
- EVP, Operations · Common StockOther 1 736 @ $72,54$126K · 2026-03-25
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Capex (YoY) (2026-03-28 vs 2025-03-29): -32.5%Derived (calculated)
- EPS (basic) (YoY) (2026-03-28 vs 2025-03-29): 6.7%Derived (calculated)
- Net income (YoY) (2026-03-28 vs 2025-03-29): 4.3%Derived (calculated)
- Operating cash flow (YoY) (2026-03-28 vs 2025-03-29): 26.2%Derived (calculated)
- Operating income (YoY) (2026-03-28 vs 2025-03-29): 6.2%Derived (calculated)
- Revenue (YoY) (2026-03-28 vs 2025-03-29): 7.3%Derived (calculated)
- Cost of revenue (YoY) (2026-03-28 vs 2025-03-29): 7.7%Derived (calculated)
- Net margin (FY 2026-03-28): 7.8%Derived (calculated)
- Gross margin (FY 2026-03-28): 26.4%Derived (calculated)
- EPS (diluted) (YoY) (2026-03-28 vs 2025-03-29): 7.0%Derived (calculated)
- Gross profit (YoY) (2026-03-28 vs 2025-03-29): 6.1%Derived (calculated)
- EPS (basic) (annual): USD-PER-SHARES 4SEC XBRL filing
- Capex (annual): USD 34.12MSEC XBRL filing
- Pre-tax income (annual): USD 270.57MSEC XBRL filing
- Operating cash flow (annual): USD 303.87MSEC XBRL filing
- Interest expense (annual): USD 7.55MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 4SEC XBRL filing
- Revenue (annual): USD 2.66BSEC XBRL filing
- Operating income (annual): USD 251.76MSEC XBRL filing
- Cost of revenue (annual): USD 1.96BSEC XBRL filing
- Net income (annual): USD 206.9MSEC XBRL filing
- Gross profit (annual): USD 704.32MSEC XBRL filing
- Shareholders' equity (YoY) (2025-12-27 vs 2024-12-28): 4.2%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-27 vs 2024-12-28): 13.4%Derived (calculated)