Champion Homes Gestion
Gestion contrôle des critères 2/4
Le PDG Champion Homes est Tim Larson, nommé en Dec2024, a un mandat de 1.33 ans. La rémunération annuelle totale est $ 6.36M, composée du salaire de 7.6% et des bonus 92.4%, y compris les actions et options de la société. détient directement 0.21% des actions de la société, d'une valeur de $ 8.86M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1 ans et 3.8 ans.
Informations clés
Tim Larson
Directeur général
US$6.4m
Rémunération totale
| Pourcentage du salaire du PDG | 7.61% |
| Durée du mandat du directeur général | 1.3yrs |
| Propriété du PDG | 0.2% |
| Durée moyenne d'occupation des postes de direction | 1yr |
| Durée moyenne du mandat des membres du conseil d'administration | 3.8yrs |
Mises à jour récentes de la gestion
Recent updates
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.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).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.Champion Homes: A Structural Opportunity Facing Cyclical Headwinds
Mar 16SKY: 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.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.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).A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)
Jan 31
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).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).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.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.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.Optimistic Investors Push Champion Homes, Inc. (NYSE:SKY) Shares Up 26% But Growth Is Lacking
Nov 12SKY: 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.Does Champion Homes (NYSE:SKY) Have A Healthy Balance Sheet?
Oct 07Some Shareholders Feeling Restless Over Champion Homes, Inc.'s (NYSE:SKY) P/E Ratio
Sep 24Returns Are Gaining Momentum At Champion Homes (NYSE:SKY)
Aug 28A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)
Aug 07Should You Investigate Champion Homes, Inc. (NYSE:SKY) At US$67.84?
Jul 11Champion Homes, Inc.'s (NYSE:SKY) 27% Share Price Plunge Could Signal Some Risk
Jun 26These 4 Measures Indicate That Champion Homes (NYSE:SKY) Is Using Debt Safely
Jun 15Analysts Have Been Trimming Their Champion Homes, Inc. (NYSE:SKY) Price Target After Its Latest Report
May 30Champion Homes, Inc.'s (NYSE:SKY) P/E Still Appears To Be Reasonable
May 12Returns On Capital At Champion Homes (NYSE:SKY) Paint A Concerning Picture
Apr 14Is Champion Homes (NYSE:SKY) Using Too Much Debt?
Mar 15Is There Now An Opportunity In Champion Homes, Inc. (NYSE:SKY)?
Feb 28A Look At The Fair Value Of Champion Homes, Inc. (NYSE:SKY)
Jan 27Investors Appear Satisfied With Champion Homes, Inc.'s (NYSE:SKY) Prospects
Jan 12Returns On Capital Signal Tricky Times Ahead For Champion Homes (NYSE:SKY)
Dec 29Here's Why Champion Homes (NYSE:SKY) Can Manage Its Debt Responsibly
Nov 29Champion Homes: Rapid Growth Does Not Justify Significant Meaningful Upside
Oct 30Is Now An Opportune Moment To Examine Champion Homes, Inc. (NYSE:SKY)?
Oct 15Investors Appear Satisfied With Champion Homes, Inc.'s (NYSE:SKY) Prospects
Sep 30Champion Homes (NYSE:SKY) Is Experiencing Growth In Returns On Capital
Sep 15
Decisive Acquisition And Branding Initiatives Propel Market Share And Revenue Growth
Strategic acquisitions and financing ventures indicate an aggressive expansion and market penetration strategy aiming to increase revenue and net margin.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Dec 27 2025 | n/a | n/a | US$214m |
| Sep 27 2025 | n/a | n/a | US$221m |
| Jun 28 2025 | n/a | n/a | US$217m |
| Mar 29 2025 | US$6m | US$484k | US$198m |
| Dec 28 2024 | n/a | n/a | US$165m |
| Sep 28 2024 | n/a | n/a | US$150m |
| Jun 29 2024 | n/a | n/a | US$141m |
| Mar 30 2024 | US$2m | US$400k | US$147m |
| Dec 30 2023 | n/a | n/a | US$202m |
| Sep 30 2023 | n/a | n/a | US$237m |
| Jul 01 2023 | n/a | n/a | US$336m |
| Apr 01 2023 | US$3m | US$392k | US$402m |
| Dec 31 2022 | n/a | n/a | US$431m |
| Oct 01 2022 | n/a | n/a | US$416m |
| Jul 02 2022 | n/a | n/a | US$322m |
| Apr 02 2022 | US$3m | US$360k | US$248m |
Rémunération vs marché: La rémunération totale de Tim ($USD 6.36M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 7.12M ).
Rémunération et revenus: La rémunération de Tim a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Tim Larson (51 yo)
1.3yrs
Titularisation
US$6,363,206
Compensation
Mr. Timothy Mark Larson, also known as Tim, is Chairman of Botanic Innovations LLC. Mr. Larson is the President, CEO and Director at Champion Homes, Inc. (formerly known as Skyline Champion Corporation) si...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chief Growth Officer | 1.3yrs | US$6.36m | 0.21% $ 8.9m | |
| Executive Vice President of Operations | 6.8yrs | US$2.16m | 0.080% $ 3.3m | |
| Chief Legal & Administrative Officer and Secretary | 1.7yrs | US$2.22m | 0.0045% $ 186.2k | |
| Executive Vice President of Sales & Business Development | 6.8yrs | US$2.16m | 0.12% $ 5.0m | |
| Executive Officer | less than a year | US$2.82m | 0.23% $ 9.4m | |
| Executive VP | less than a year | pas de données | pas de données | |
| Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Chief Human Resources Officer | less than a year | pas de données | pas de données |
1.0yrs
Durée moyenne de l'emploi
51yo
Âge moyen
Gestion expérimentée: L'équipe de direction de SKY n'est pas considérée comme expérimentée (ancienneté moyenne 1 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chief Growth Officer | 1.3yrs | US$6.36m | 0.21% $ 8.9m | |
| Independent Director | 7.4yrs | US$191.00k | 0.015% $ 621.3k | |
| Independent Director | 7.8yrs | US$172.50k | 0.064% $ 2.6m | |
| Independent Director | 1.1yrs | US$3.21k | 0.0028% $ 114.8k | |
| Independent Director | 6.6yrs | US$185.00k | 0.0094% $ 386.0k | |
| Independent Director | 3.8yrs | US$175.00k | 0.0080% $ 329.9k | |
| Independent Director | 2.8yrs | US$187.47k | 0.0049% $ 203.1k |
3.8yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SKY sont considérés comme expérimentés (ancienneté moyenne 3.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/04/30 22:36 |
| Cours de l'action en fin de journée | 2026/04/30 00:00 |
| Les revenus | 2025/12/27 |
| Revenus annuels | 2025/03/29 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Champion Homes, Inc. est couverte par 6 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Daniel Moore | CJS Securities, Inc. |
| Gregory Palm | Craig-Hallum Capital Group LLC |