Zacks Investment Research·Jun 29, 2026
New Strong Sell Stocks for June 29thATS, BXBLY and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 29, 2026.
Champion Homes, Inc.(SKY)Earnings, Financials & Key Ratios
SKY•NYSE
$82.95
22.7× P/E·Price updated Jul 7, 2026
AboutChampion Homes, Inc. produces and sells factory-built housing in North America. The company offers manufactured and modular homes, park models RVs, accessory dwelling units, and modular buildings for the multi-family and hospitality sectors. It builds homes under the Skyline Homes, Champion Home Builders, Genesis Homes, Athens Park Models, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes brands in the United States; and Moduline and SRI Homes brand names in western Canada. The company also provides construction services to install and set-up factory-built homes; operates Titan Factory Direct, a factory-direct manufactured home retail business with 18 sales centers in the southern United States; and engages in the transportation of manufactured homes and recreational vehicles. The company was founded in 2010 and is headquartered in Troy, Michigan.Show more
- Revenue$2.66B+7.3%
- EBITDA$259M-7.9%
- Net Income$214M+8.0%
- EPS (Diluted)3.65+6.7%
- Gross Margin26.44%+1.1%
- EBITDA Margin9.74%-14.2%
- Operating Margin9.45%-1.0%
- Net Margin8.04%+0.7%
- ROE13.74%+2.7%
SKY Price & Volume
Champion Homes, Inc. (SKY) stock price & volume — 10-year historical chart
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Cyclical Headwinds Challenge Champion Homes' Margin Profile
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Decelerating
Profitability:Strained
Financial:Fortress
Cash Flow:Stable
Primary Risk:Cyclical housing demand sensitivity
Key Thesis Takeaways
- Champion Homes faces a challenging transition as revenue growth decelerated to 4.6% in 2025Q4, down from 35.1% in 2024Q1, signaling significant sensitivity to the cooling residential construction market.
- While the company maintains a fortress balance sheet with $638.3 million in cash and a minimal 0.07% debt-to-equity ratio, persistent margin compression and a 17.5% decline in quarterly EPS suggest that operational efficiency is struggling to scale.
- Investors should monitor whether the company's aggressive $50 million quarterly share repurchase program can offset the risks posed by rising interest rates and slowing demand in the manufactured housing sector.
Verdict Logic
while the company holds a strong $638.3 million cash position, the 17.5% year-over-year decline in EPS and decelerating revenue growth warrant a cautious wait-and-see approach.
SKY Growth Metrics
Champion Homes, Inc. (SKY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years28.81%
5 Years13.39%
3 Years0.72%
TTM7.26%
Profit CAGR
10 Years62.41%
5 Years20.35%
3 Years-18.92%
TTM4.28%
EPS CAGR
10 Years33.7%
5 Years19.62%
3 Years-19.51%
TTM6.73%
Return on Capital
10 Years19.95%
5 Years26.51%
3 Years14.04%
Last Year14.96%
SKY Recent Earnings
Champion Homes, Inc. (SKY) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 26, 2026Metric
Actual
Est
EPS
$0.68+10.4%
$0.62
Rev
$621M+2.3%
$607M
Q1 2026
Feb 3, 2026Metric
Actual
Est
EPS
$0.97+16.9%
$0.83
Rev
$657M+1.1%
$649M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$1.01+24.7%
$0.81
Rev
$684M+7.5%
$637M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$1.19+38.5%
$0.86
Rev
$701M+9.2%
$642M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 26, 2026 | $0.68vs $0.62+10.4% | $621Mvs $607M+2.3% |
| Q1 2026 | Feb 3, 2026 | $0.97vs $0.83+16.9% | $657Mvs $649M+1.1% |
| Q4 2025 | Nov 4, 2025 | $1.01vs $0.81+24.7% | $684Mvs $637M+7.5% |
| Q3 2025 | Aug 5, 2025 | $1.19vs $0.86+38.5% | $701Mvs $642M+9.2% |
Based on last 12 quarters of dataView full earnings history →
Latest SKY News
Recent stock market news and headlines for Champion Homes, Inc. (SKY)
Zacks Investment Research·Jun 17, 2026
New Strong Sell Stocks for June 17thBFC, BSM and SKY have been added to the Zacks Rank #5 (Strong Sell) List on June 17, 2026.
Peers Comparison
Key metrics vs top competitors for Champion Homes, Inc. (SKY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $82.95 | $4.55B | 22.73 | 7.26% | 8.04% | 13.74% | — | |
| $578.92 | $4.45B | 24.14 | 11.36% | 8.49% | 17.55% | — | |
| $87.73 | $2.92B | 22.49 | 6.33% | 3.46% | 11.64% | — | |
| $129.92 | $24.96B | 11.68 | -3.54% | 12.14% | 15.92% | — | |
| $155.72 | $44.16B | 13.46 | -6.93% | 9.51% | 12.94% | — | |
| $86.74 | $21.54B | 10.87 | -3.54% | 5.39% | 7.98% | — |
Compare SKY vs Peers
Champion Homes, Inc. (SKY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SKY SEC Filings & Documents
Champion Homes, Inc. (SKY) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Jun 3, 2026·SEC
Material company update
Jun 1, 2026·SEC
Material company update
May 26, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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SKY Frequently Asked Questions
Champion Homes, Inc. (SKY) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Champion Homes, Inc.'s revenue?
Champion Homes, Inc. (SKY) reported $2.66B in revenue for fiscal year 2025. This represents a 334% increase from $613.2M in 1996.
How fast is Champion Homes, Inc. growing?
Champion Homes, Inc. (SKY) grew revenue by 7.3% over the past year. This is steady growth.
Is SKY profitable?
Yes, Champion Homes, Inc. (SKY) is profitable, generating $206.9M in net income for fiscal year 2025 (8.0% net margin).
Dividend & Returns
What is SKY's return on equity?
Champion Homes, Inc. (SKY) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
What is Champion Homes, Inc.'s free cash flow?
Champion Homes, Inc. (SKY) generated $269.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.