Champion Homes, Inc.
About: Champion Homes Inc is a factory-built housing company in North America. The company is well positioned with an portfolio of manufactured and modular homes, ADUs, park-models and modular buildings for the single-family, multi-family, and other hospitality sectors. In addition to its core home building business, the company provides construction services to install and set-up factory-built homes, operates a factory-direct retail business with 72 retail locations across the United States, and operates Star Fleet Trucking, providing transportation services to the manufactured housing and other industries from several dispatch locations across the United States.
Employees: 9,000
0
Funds holding %
of 7,438 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
23% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 96
1.29% less ownership
Funds ownership: 106.39% [Q1] → 105.09% (-1.29%) [Q2]
4% less funds holding
Funds holding: 317 [Q1] → 303 (-14) [Q2]
14% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 58
35% less capital invested
Capital invested by funds: $5.77B [Q1] → $3.77B (-$2B) [Q2]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]
98% less call options, than puts
Call options by funds: $2.15M | Put options by funds: $98.2M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$74
0%
upside
Avg. target
$80
7%
upside
High target
$85
15%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
RBC Capital Mike Dahl | 15%upside $85 | Sector Perform Maintained | 7 Aug 2025 |
Barclays Matthew Bouley | 0%downside $74 | Equal-Weight Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 5 articles about SKY published over the past 30 days
Neutral
Seeking Alpha
3 weeks ago
Champion Homes, Inc. (SKY) Q1 2026 Earnings Call Transcript
Champion Homes, Inc. (NYSE:SKY ) Q1 2026 Earnings Call August 6, 2025 8:00 AM ET Company Participants Jason Blair - Investor Relations Manager Laurie M. Hough - Executive VP, CFO & Treasurer Timothy Mark Larson - Chief Growth Officer, President, CEO & Director Conference Call Participants Daniel Joseph Moore - CJS Securities, Inc. Gregory William Palm - Craig-Hallum Capital Group LLC, Research Division Jesse T.
Neutral
Seeking Alpha
3 weeks ago
Stock Picks From Seeking Alpha's July 2025 New Analysts
In July, Seeking Alpha welcomed 44 new analysts. This article introduces them and showcases some of their top picks. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bearish views on Netflix, Wayfair, and Capri Holdings, while our analysts were bullish on Bristol Myers Squibb, Kohl's, UnitedHealth Group, and TSMC.
Positive
Zacks Investment Research
3 weeks ago
Champion Homes (SKY) Q1 Earnings and Revenues Beat Estimates
Champion Homes (SKY) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $0.88 per share. This compares to earnings of $0.91 per share a year ago.
Neutral
Business Wire
3 weeks ago
Champion Homes Announces First Quarter Fiscal 2026 Results
TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced financial results for its first quarter ended June 28, 2025 (“fiscal 2026”). First Quarter Fiscal 2026 Highlights (compared to First Quarter Fiscal 2025) Net sales increased 11.7% to $701.3 million U.S. homes sold increased 6.5% to 6,965 Backlog decreased 11.9% to $302.5 million from the sequential fourth quarter of fiscal 2025 Average selling price (“ASP”) per U.S. home sold increased 3.6% to $95,.
Neutral
Business Wire
3 weeks ago
Alan Robertson Appointed Chief Human Resources Officer
TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) is pleased to announce that effective August 18, 2025, Alan Robertson will be joining the Company in the newly created position of Chief Human Resources Officer. Mr. Robertson has more than 15 years of experience in human resources and talent acquisition, and he holds a Master of Business Administration from Central Michigan University and a Bachelor of Arts from Michigan State University. Alan joined Pulte Homes.
Neutral
Business Wire
1 month ago
Champion Homes Announces First Quarter Fiscal Year 2026 Earnings Release Date and Conference Call
TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc., (NYSE: SKY) (“Champion Homes"), will release its earnings results for the first quarter fiscal year 2026 after the market closes on Tuesday, August 5, 2025. Champion Homes will hold a conference call to discuss the results the following morning, Wednesday, August 6, 2025, at 8:00 A.M. Eastern Time. Interested investors and other parties can listen to a webcast of the live conference call by logging onto the Investor Relations section of Champi.
Positive
Seeking Alpha
1 month ago
Champion Homes: Margin Noise Masks The Value Of A Modular Housing Leader
Champion Homes is a leading modular home producer with strong market positioning and a vertically integrated, cycle-resistant business model. Recent earnings miss and margin compression were driven by one-time SG&A spikes, mainly from the Regional Homes acquisition and incentive compensation. Despite margin noise, Champion Homes maintains robust financial health, net cash, and a growing backlog, supporting long-term value and stability.
Neutral
Business Wire
2 months ago
Champion® Homes to Be Featured on Designing Spaces® Airing on Lifetime Television®
TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced the company will be featured on the home design and construction show Designing Spaces on Lifetime Television this week. The segment showcases Champion's beautiful home designs and highlights the incredible benefits of offsite construction for homebuyers. “We're thrilled to be featured on Designing Spaces, a show dedicated to high quality, beautifully designed homes like the ones we build for hardw.
Positive
Benzinga
2 months ago
Top 3 Consumer Stocks You'll Regret Missing This Quarter
The most oversold stocks in the consumer discretionary sector presents an opportunity to buy into undervalued companies.
Neutral
Business Wire
2 months ago
HUD Executives Tour Champion® Homes Manufacturing Facility as HUD Spotlights Manufactured Homes as a Key Solution to the U.S. Housing Shortage
TROY, Mich.--(BUSINESS WIRE)--Champion Homes, Inc. (NYSE: SKY) (“Champion Homes”) today announced that U.S. Department of Housing and Urban Development (HUD) Assistant Deputy Secretary (ADS)/Region 3 Regional Administrator (RA) Joseph DeFelice, and HUD Office of Housing Principal Deputy Assistant Secretary (PDAS) Frank Cassidy toured their Leola, Pennsylvania manufacturing facility and retail center last month. “We are honored to have welcomed HUD executives, including Joseph DeFelice and Frank.
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