10-Q · February 4, 2026
Champion Homes reported quarterly net sales of $656,614,000 (up $11.7M, +1.8% vs prior year) and diluted EPS of $0.97 (down $0.09 vs $1.06). Gross profit and operating income contracted versus the year-ago quarter, but…
Earnings analysis · 10-K
SKY earnings analysis
Filed May 26, 2026 · Our reading of the company's report
The latest report
Champion Homes, Inc. (SKY) reported Q4 2026 revenue of $621.3 million, exceeding estimates and contributing to a fiscal year revenue increase of 7.3% to $2.7 billion. EPS for FY26 rose to $3.85, marking a 9.4% growth…
Read full summary
Champion Homes, Inc. (SKY) reported Q4 2026 revenue of $621.3 million, exceeding estimates and contributing to a fiscal year revenue increase of 7.3% to $2.7 billion. EPS for FY26 rose to $3.85, marking a 9.4% growth despite a Q4 net income decline of 18.4%. The company remains focused on expanding presence in strong housing markets and improving profitability through operational enhancements and strategic acquisitions.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
From revenue to operating profit
Where each $100 of revenue went in this report.
Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $3.68
- Segment
- U.S. Factory-Built Housing
- Segment
- Canadian Factory-Built Housing
- Segment
- Corporate/Other
What stood out
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Record Q4 Revenue Growth
Q4 2026 revenue reached $621.3 million, surpassing estimates of $608.78 million.
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Annual EPS Growth
Full year adjusted EPS increased by 9.4% to $3.85 for fiscal 2026.
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Acquisitions Enhance Growth Path
Acquisition of Iseman Homes in May 2025 strengthens retail network and distribution.
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Gross Profit Stability
Gross profit margin remained stable at 26.4% for FY26, compared to 26.7% in FY25.
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Free Cash Flow Increase
FY26 generated $303.9 million in operating cash flows, up from $240.9 million in FY25.
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Improved Market Share
U.S. market share of HUD-code homes rose to 22.5% in FY26, up from 22.0% in FY25.
What to watch
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Declining Net Income in Q4
Q4 2026 net income fell by 18.4% year-over-year to $43.6 million.
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Decreased Backlog
Manufacturing backlog decreased to $316.0 million in FY26 from $343.4 million in FY25.
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Litigation Risks
Product liability claims related to water intrusion may affect financial stability.
Management's outlook
Annual outlook deferred to earnings press release / call.
Earlier filings 4
10-K · May 27, 2025
Champion Homes (formerly Skyline Champion) reports fiscal 2025 net sales of approximately $2.5 billion and highlights a broad North American footprint (48 manufacturing facilities, 72 sales centers) and a strategy…
10-Q · October 29, 2024
Champion Homes, Inc. reported strong growth in Q2 2024 with net sales of $616.9 million, up 32.8% year-over-year from $464.2 million. EPS increased to $0.94, surpassing estimates and representing a notable rise compared…
10-Q · August 7, 2024
Champion Homes reported quarterly net sales of $627,779,000 and diluted EPS of $0.79 for the three months ended June 29, 2024. Revenue rose materially year-over-year (+$163,010,000, +35.1%) but gross and operating…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.