Champion Homes, Inc. (SKY)

Champion Homes, Inc. (SKY) stock has trended upwards by 42.39% in the past six months. Q2 Fiscal Year 2026 Earnings Report in November 2025 showed the company surpassing forecasts, leading to a stock surge. A robust third quarter for fiscal 2025 was reported, with net sales increasing. Bipartisan congressional efforts to repeal an outdated chassis requirement for manufactured homes drove shares up. RBC Capital Markets raised its price target on SKY stock. Champion Homes reported a strong start to fiscal year 2026, with a 12% increase in net sales year-over-year.

Demand for Champion Homes, Inc. products and services exhibits seasonality. The company has noted "normal winter seasonality" impacting order rates, leading to a sequential decline in backlog during such periods. Conversely, "early spring selling season trends are encouraging," indicating an increase in demand during this time. The company actively manages production rates on a plant-by-plant basis.

Champion Homes, Inc., formerly Skyline Champion Corporation, is a North American producer of factory-built housing, operating in the Consumer Discretionary sector, specifically in Residential Construction and Manufactured and Modular Housing. They design, build, and sell manufactured and modular homes, park model recreational vehicles (RVs) and cabins, accessory dwelling units (ADUs), commercial structures, and modular buildings for single-family, multi-family, and hospitality markets. The company operates under various brand names in the United States and western Canada, and also provides construction, retail, and transportation services.

Champion Homes, Inc. has a large operational footprint across the United States and Canada. As of fiscal year 2025, the company operates 48 manufacturing facilities and 72 to 74 factory-direct retail locations throughout these regions.

Champion Homes, Inc. maintains a strong brand reputation, particularly through its Skyline Homes brand. Skyline Homes has been recognized as America's Most Trusted® Manufactured Home Builder for five consecutive years (2021-2025) by Lifestory Research. In the 2025 study, Skyline Homes achieved the highest Net Trust Quotient Score among recognized manufactured home brands.

The ownership of Champion Homes, Inc. is predominantly held by institutional investors, accounting for 99.79% of shares. Individual ownership stands at 1.61%. Major institutional shareholders include State Street Corp., Silvercrest Asset Management Group, Inc., Schweizerische Nationalbank, SEI Investments Co., and Manulife Financial Corp.