US · Consumer Cyclical · Residential Construction
EPS came in at 0.88 against a street estimate of 0.89 — a miss of 1.1%.
Analysts rate Skyline Corporation a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $103.50.
CONFIDENT Champion outperformed industry despite 5% HUD shipment decline. Q1 revenue +1.3% YoY to $710M; backlog surged 40% to $422M. Homes Direct acquisition closed Aug 1; ROAD Act passed, enabling chassis-free HUD homes by 2028. Q1 FY27 Strong growth in Texas, Florida, Mississippi, Alabama. Slight weakness in West and parts of Midwest. Canada declined due to weather disruptions. Analysts pressed on ASP headwinds, timing of ROAD Act rulemaking benefits, and SG&A leverage. Management clarified mix (wholesale $85k vs. retail $140k) drives ASP variance more than pricing power; rulemaking takes 12+ months; SG&A will trend lower as % of sales via fixed-cost leverage as revenue grows. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.61% |
| Vanguard Portfolio Management, LLC | 6.08% |
| Wellington Management Company LLP | 5.92% |
| State Street Corp | 5.44% |
| Wasatch Advisors LP | 5.06% |
| Vanguard Capital Management, LLC | 4.57% |
| Dimensional Fund Advisors, Inc. | 3.25% |
| Geode Capital Management, LLC | 2.60% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q3 FY2027 HEADLINE NUMBERS • Champion Homes, Inc. announced on October 5, 2026, that it entered into a definitive agreement to acquire the assets of Timberline | 2026-10-05 |
| Board / officer change · Q2 FY2027 CHAMPION HOMES, INC. (SKY) - 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 6 to 7 directors on August 24, 2026 • One new independent direc | 2026-08-26 |
| Quarterly report · Q1 FY2027 CHAMPION HOMES, INC. — 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Sales (Q1 FY2027): $710.2 million vs. $701.3 million year-ago quarte | 2026-08-05 |
| Results announced · Q2 FY2027 CHAMPION HOMES, INC. – Q1 FISCAL 2027 RESULTS SUMMARY HEADLINE NUMBERS • Net sales: $710.2 million, up 1.3% year-over-year • Earnings per diluted sh | 2026-08-04 |
| Shareholder vote results · Q2 FY2027 CHAMPION HOMES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held July 30, 2026 • Total shares voted: approximately 50.9 million | 2026-08-03 |
| Proxy statement · Q2 FY2027 CHAMPION HOMES, INC. – PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Revenue: $2.7 billion (7% increase year-over-year) • Net Income: $207 million (4% | 2026-06-18 |
| Board / officer change · Q1 FY2027 CHAMPION HOMES, INC. (SKY) — 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Joseph Kimmell, Executive Vice President of Operations, notified the compan | 2026-06-03 |
| Annual report FY2026 CHAMPION HOMES, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net sales for fiscal year ended March 28, 2026: approximately $2.7 billi | 2026-05-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Definitive agreement to acquire Timberline Homes’ nine Southeastern retail locations Champion Homes (SKY) agreed to acquire the assets of Timberline Homes, a manufactured and modular-home retailer with nine locations in Alabama, Mississippi and Florida. The purchase price an | 2026-10-05 |
| Third quarter fiscal 2026 results; $50M share repurchase completed Champion Homes reported third quarter fiscal 2026 results showing mixed performance with concerning profitability trends. Net sales grew modestly by 1.8% to $656.6 million, but this masked u | 2026-02-03 |
| Formation of captive finance joint venture with ECN Capital subsidiary Champion Homes announced that ECN Capital Corp, which owns 49% of Champion Financing LLC (a joint venture with Champion Homes), is being acquired by Warburg Pincus for C$3.10 per share in ca | 2025-11-14 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Skyline Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.