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Champion Homes, Inc.

Informe acción NYSE:SKY

Capitalización de mercado: US$4.5b

  • Resumen empresa
    • Valoración
    • Crecimiento Futuro
    • Rendimiento pasado
    • Salud Financiera
    • Dividendos
  • Dirección
  • Propiedad
  • Información adicional
  • Comunidad de acciones

Champion Homes Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de Champion Homes han disminuido a una tasa media anual de -6.2%, mientras que en la industria Consumer Durables los beneficios disminuyeron en un 6.2% anualmente. Los ingresos han ido creciendo a una tasa media de 5% al año. La rentabilidad financiera de Champion Homes es de 12.6%, y sus márgenes netos son de 7.2%.

Información clave

-6.21%

Tasa de crecimiento de los beneficios

-6.18%

Tasa de crecimiento del BPA

Crecimiento de la industria Consumer Durables 24.52%
Tasa de crecimiento de los ingresos5.02%
Rentabilidad financiera12.64%
Margen neto7.16%
Última actualización de beneficios27 Jun 2026

Actualizaciones de resultados anteriores recientes

Recent updates

User avatar
Actualización de narrativa • Aug 20

SKY: Buybacks And Homes Direct Acquisition Will Shape Future Upside Potential

Analysts have raised their fair value estimate for Champion Homes from about $95.83 to $103.50, citing updated assumptions for revenue growth, profit margins, the discount rate, and a slightly lower future P/E multiple. What’s in the News for Champion Homes Champion Homes reported Q1 fiscal 2027 net sales of US$710.2 million, which the company described as 1.3% sales growth driven mainly by captive retail stores and modest price increases.
Seeking Alpha • Aug 06

Champion Homes' Surge Was Impressive, But Shares Don't Deserve Further Upside

Summary Champion Homes, Inc. remains a Hold, as valuation is elevated despite revenue and EPS beats in Q1 FY2027. SKY's U.S. operations drive value, with unit sales up 1.8% and captive retail expansion, but profitability declined due to higher costs and margin compression. The company boasts a $670.9M net cash position, providing strategic flexibility amid economic uncertainty and potential industry downturns. Regulatory tailwinds like the 21st Century ROAD to Housing Act could support affordable housing demand, but near-term economic risks temper bullishness. Read the full article on Seeking Alpha
User avatar
Actualización de narrativa • Aug 06

SKY: Share Repurchases And Index Additions Will Shape Balanced Future Upside

Analysts have raised their price target on Champion Homes by about $5 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What’s in the News for Champion Homes Champion Homes reported first quarter fiscal 2027 results for the period ended June 27, 2026.
Artículo de análisis • Jun 17

Champion Homes (SKY) Stock Could Be 11% Undervalued After First Quarter Earnings Beat

Champion Homes (SKY) drew increased attention after its first quarter report, where revenue and adjusted operating income came in ahead of analyst estimates, and the stock has since moved higher on the news. See our latest analysis for Champion Homes. The first quarter beat appears to have shifted sentiment toward Champion Homes, with the stock delivering a 21.79% 1 month share price return and a 33.80% 1 year total shareholder return, even though the year to date share price return remains...
User avatar
Actualización de narrativa • Jun 15

SKY: Share Repurchases And Housing Shortage Tailwinds Will Support Future Upside

Analysts have nudged their price target on Champion Homes slightly higher to about $90.67 per share, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E estimates. What's in the News Q1 fiscal 2026 results topped analyst expectations, with sales up 4.6% year over year and non GAAP EPS about 10.5% above estimates, supported by pricing, captive retail and builder or developer channel growth, inventory management, and an expanded sales approach.
User avatar
Actualización de narrativa • Jun 01

SKY: Share Repurchases And Homes Direct Acquisition Will Support Future Upside

Narrative Update on Champion Homes Analysts have revised their price target on Champion Homes to $90.20 from $95.40, reflecting updated assumptions for slightly lower revenue growth, a reduced profit margin outlook, and a modestly higher future P/E multiple. What's in the News Q1 2026 results: Champion Homes reported a 4.6% year-over-year rise in sales and non-GAAP EPS that came in 10.5% above analyst estimates, while operating margin moved to 5.8% from 7.1%, supported by cost management, a refined product mix, and broader sales channels.
User avatar
Actualización de narrativa • Apr 27

SKY: Share Repurchases And New Rental Community Will Support Future Upside

Analysts have trimmed their price target on Champion Homes from $97.60 to $95.40. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
User avatar
Actualización de narrativa • Apr 09

SKY: Share Repurchases Will Support Future Upside From Attainable Rental Communities

Analysts have slightly lowered their price target on Champion Homes, trimming fair value to about $97.60 as they fine tune assumptions around the discount rate, profit margin and future P/E. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for $49.99 million under its existing buyback program (Key Developments).
User avatar
Actualización de narrativa • Mar 26

SKY: Share Repurchases Will Drive Future Upside From Attainable Rental Communities

Analysts have maintained their $98.60 price target for Champion Homes, citing stable fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their latest update. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for US$49.99 million as part of its ongoing share buyback program.
User avatar
Actualización de narrativa • Mar 08

SKY: Offsite Rental Communities And Buybacks Will Drive Attractive Future Upside

Analysts held their fair value estimate for Champion Homes steady at $98.60 while slightly adjusting key model inputs like the discount rate and assumed future P/E. This reflects fine tuning of risk and earnings expectations rather than a major shift in the investment case.
User avatar
Actualización de narrativa • Feb 22

SKY: Offsite Rental Communities And Buybacks Will Support Balanced Future Returns

Analysts kept their fair value estimate for Champion Homes steady at $98.60, with only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect refined modeling rather than a change in overall view. What's in the News Grand opening of Blythe Village in Fresno, California, a 67 unit, offsite-built, build-to-rent community using manufactured homes intended to expand attainable housing supply as part of the city’s One Fresno Housing Strategy, with leasing already underway.
User avatar
Actualización de narrativa • Feb 08

SKY: Affordable Offsite Communities Will Support Higher Margins And Future Upside

Analysts have lifted their price target on Champion Homes to about $98.60 from roughly $95.80, reflecting updated assumptions around modestly higher revenue growth, slightly stronger profit margins, and a lower projected future P/E multiple. What's in the News Grand opening of Blythe Village in Fresno, Calif., a 67 unit, offsite built, build to rent community using manufactured homes aimed at expanding attainable housing supply, with leasing already underway and support from local city leadership and the mayor's One Fresno Housing Strategy (Key Developments).
Artículo de análisis • Jan 31

A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)

Key Insights The projected fair value for Champion Homes is US$70.63 based on 2 Stage Free Cash Flow to Equity Current...
User avatar
Actualización de narrativa • Jan 25

SKY: Leadership Shift And Buybacks Will Guide Balanced Future Risk And Returns

Analysts have raised their price target on Champion Homes to US$95.80 from US$91.60, citing updated assumptions on revenue, profit margins and future P/E levels in their models. What's in the News Champion Homes held a grand opening for two energy efficient Innovation Cottages in Parksley, Virginia, showcasing offsite-built, ENERGY STAR Certified modular and manufactured homes developed with iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (company announcement).
User avatar
Actualización de narrativa • Jan 10

SKY: Leadership Transition And Buybacks Will Shape Future Returns And Risk Balance

Analysts have maintained their price target on Champion Homes at US$91.60, citing only very small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Champion Homes held a grand opening for its Innovation Cottages in Parksley, Virginia, showcasing two energy efficient, offsite-built homes created with developer iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (Key Developments).
User avatar
Actualización de narrativa • Dec 21

SKY: Leadership Change And Buybacks Will Shape Future Earnings And Risk Balance

Analysts have raised their price target on Champion Homes to approximately $92 from about $87, citing slightly faster expected revenue growth, improved long term profit margins, and a modestly lower discount rate that together support a stronger long run earnings outlook. What's in the News Appointed Dave McKinstray as Chief Financial Officer, effective January 12, 2026, succeeding long-time CFO Laurie Hough, who will remain through May 31, 2026 to support the transition (company filing) Provided revenue guidance for the third quarter of fiscal 2026, expecting revenue to be flat compared to the same quarter of the prior year (company guidance) Completed repurchase of 2,359,324 shares, representing about 4.13 percent of shares, for $174.16 million under the buyback program announced May 21, 2024 (company disclosure) Increased the remaining authorization under its equity buyback plan to $150 million as of October 30, 2025 (company announcement) Valuation Changes The fair value estimate has risen slightly, increasing from $87.00 to approximately $91.60 per share.
User avatar
Actualización de narrativa • Dec 07

SKY: Buybacks And Leadership Transition Will Shape Future Fair Price Outlook

Analysts have modestly raised their price target on Champion Homes to reflect a slightly higher fair value assessment of approximately $87.00 per share. This updated target is supported by stable long term growth and profitability assumptions, despite only minimal changes in discount rate and valuation multiples.
User avatar
Actualización de narrativa • Nov 23

SKY: Share Buybacks And Lower Profit Margins Will Shape Fair Price Outlook

Analysts have raised their price target for Champion Homes from $84.67 to $87.00, citing updated fair value estimates and modest adjustments to near-term growth and profitability assumptions. What's in the News Champion Homes, Inc.
Artículo de análisis • Nov 12

Optimistic Investors Push Champion Homes, Inc. (NYSE:SKY) Shares Up 26% But Growth Is Lacking

Champion Homes, Inc. ( NYSE:SKY ) shareholders would be excited to see that the share price has had a great month...
User avatar
Actualización de narrativa • Nov 07

SKY: Share Repurchases And Stable Profit Margins Will Support Fair Valuation Outlook

Analysts have modestly raised their price target for Champion Homes, increasing the estimated fair value from $82.83 to $84.67 per share. This adjustment is based on slight improvements in profit margin projections and valuation metrics, despite lower revenue growth expectations.
Artículo de análisis • Oct 07

Does Champion Homes (NYSE:SKY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis • Sep 24

Some Shareholders Feeling Restless Over Champion Homes, Inc.'s (NYSE:SKY) P/E Ratio

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Artículo de análisis • Aug 28

Returns Are Gaining Momentum At Champion Homes (NYSE:SKY)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Artículo de análisis • Aug 07

A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)

NYSE:SKY 1 Year Share Price vs Fair Value Explore Champion Homes's Fair Values from the Community and select yours Key...
Artículo de análisis • Jul 11

Should You Investigate Champion Homes, Inc. (NYSE:SKY) At US$67.84?

Champion Homes, Inc. ( NYSE:SKY ), is not the largest company out there, but it saw a double-digit share price rise of...
Artículo de análisis • Jun 26

Champion Homes, Inc.'s (NYSE:SKY) 27% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the Champion Homes, Inc. ( NYSE:SKY ) share price has dived 27% in the last thirty...
Artículo de análisis • Jun 15

These 4 Measures Indicate That Champion Homes (NYSE:SKY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis • May 30

Analysts Have Been Trimming Their Champion Homes, Inc. (NYSE:SKY) Price Target After Its Latest Report

One of the biggest stories of last week was how Champion Homes, Inc. ( NYSE:SKY ) shares plunged 23% in the week since...
Artículo de análisis • May 12

Champion Homes, Inc.'s (NYSE:SKY) P/E Still Appears To Be Reasonable

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis • Apr 14

Returns On Capital At Champion Homes (NYSE:SKY) Paint A Concerning Picture

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis • Mar 15

Is Champion Homes (NYSE:SKY) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis • Feb 28

Is There Now An Opportunity In Champion Homes, Inc. (NYSE:SKY)?

Champion Homes, Inc. ( NYSE:SKY ), might not be a large cap stock, but it saw a decent share price growth of 18% on the...

Desglose de ingresos y gastos

Cómo gana y gasta dinero Champion Homes. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:SKY Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
27 Jun 262,6731914560
28 Mar 262,6642074460
27 Dec 252,6362144410
27 Sep 252,6252214340
28 Jun 252,5572174260
29 Mar 252,4831984180
28 Dec 242,4261653990
28 Sep 242,3401503840
29 Jun 242,1881413410
30 Mar 242,0251473110
30 Dec 231,9802022920
30 Sep 232,0032372790
01 Jul 232,3453362990
01 Apr 232,6074023000
31 Dec 222,7534313030
01 Oct 222,7064162970
02 Jul 222,4233222740
02 Apr 222,2072482560
01 Jan 222,0171952340
02 Oct 211,8601492120
03 Jul 211,6581161920
03 Apr 211,421851790
26 Dec 201,274571710
26 Sep 201,239521710
27 Jun 201,271531780
28 Mar 201,370581900
28 Dec 191,396611880
28 Sep 191,409551900
29 Jun 191,410-402710
30 Mar 191,360-582650
29 Dec 181,299-692500
29 Sep 181,238-752360
30 Jun 181,14391340
31 Mar 181,065151220
30 Dec 171,044531180
01 Apr 17861481050
02 Apr 1675210920

Ingresos de calidad: SKY tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(7.2%) de SKY son inferiores a los del año pasado (8.5%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de SKY han disminuido en un 6.2% al año en los últimos 5 años.

Acelerando crecimiento: SKY ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: SKY tuvo un crecimiento negativo de los beneficios (-11.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Consumer Durables (-11.4%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de SKY (12.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/14 05:41
Precio de las acciones al final del día2026/09/14 00:00
Beneficios2026/06/27
Ingresos anuales2026/03/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
  • Formulario SEC 10-K
  • Formulario SEC 10-Q
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
  • Informes de análisis
  • Blue Matrix
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
  • Datos de mercado ICE
  • Formulario S-1 de la SEC
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
  • Formulario SEC 4
  • Formulario SEC 13D
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
  • Formulario SEC 10-K
  • Formulario SEC DEF 14A
Principales avances10 años
  • Anuncios de empresas
  • Formulario SEC 8-K

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Champion Homes, Inc. está cubierta por 7 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matthew BouleyBarclays
Daniel MooreCJS Securities, Inc.
Gregory PalmCraig-Hallum Capital Group LLC

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