Champion Homes, Inc. (SKY)

In the past six months, Champion Homes' stock price jumped 49.9%, reaching $95.50 per share, partly driven by solid quarterly results. Champion Homes reported strong fourth-quarter 2025 results, surpassing profit expectations, with sales increasing by 1.8% year-on-year. Several research firms updated their ratings, including upgrades from Zelman & Associates and CJS Securities. In Q3 Fiscal 2026, the company repurchased $50.0 million of shares. Manufacturing backlog decreased by 15%, U.S. homes sold decreased by 2.6%, but the average selling price increased by 4.6%. Tim Larson was appointed CEO in December 2025.

Demand for Champion Homes' products and services exhibits seasonality, with a normal seasonal moderation in demand during the third fiscal quarter due to the winter selling season. Early spring selling season trends are often encouraging, with increased traffic and quoting activity, expected to positively impact fiscal Q4 and fiscal 2026. Champion Homes prepares for the spring selling season by building inventory at its captive retail locations, which can lead to near-term margin pressure.

Champion Homes, Inc. is a leading vertically integrated producer of factory-built housing in North America, operating within the Consumer Cyclicals sector. The company offers a diverse portfolio of products, including manufactured homes, modular homes, park models, recreational vehicles, cabins, ADUs, commercial structures, and modular buildings for various sectors. Champion Homes builds homes under numerous brand names in the U.S. and western Canada and provides construction and transportation services.

Champion Homes has a significant presence across North America, with operations in the United States and Western Canada. As of February 2026, the company operates 46 manufacturing facilities throughout the U.S. and western Canada and has 83 factory-direct retail locations across the United States. The company's homes are deployed in numerous U.S. states.

Champion Homes has maintained a strong brand reputation over the past year. Skyline Homes was recognized as America's Most Trusted® Manufactured Home Builder for the sixth consecutive year by Lifestory Research. The Family of Champion Homes Brands, including Skyline Homes, Champion Homes, and Genesis Homes, swept the top three rankings in the America's Most Trusted study for 2021-2026.

Champion Homes, Inc. is primarily owned by institutional investors, who hold approximately 97.7% of the shares. Michael A. Kaufman is the largest individual shareholder, owning 23.40% of the company. Major institutional owners include Blackrock Inc., Vanguard Group Inc., Wellington Management Group LLP, State Street Corp, Fmr LLC, and American Century Companies Inc.