Champion Homes, Inc.

Report azionario NYSE:SKY

Capitalizzazione di mercato: US$4.1b

Champion Homes Performance degli utili passati

Criteri Il passato verificati 3/6

Gli utili di Champion Homes sono diminuiti a un tasso medio annuo di -1.9%, mentre il settore Consumer Durables ha visto gli utili diminuire a un tasso medio annuo di 0.7%. I ricavi sono cresciuti crescere a un tasso medio annuo di 6.4%. Il ritorno sul capitale proprio di Champion Homes è 13.6% e ha margini netti di 7.8%.

Informazioni chiave

-1.90%

Tasso di crescita degli utili

-1.99%

Tasso di crescita dell'EPS

Consumer Durables Crescita del settore24.52%
Tasso di crescita dei ricavi6.42%
Rendimento del capitale proprio13.62%
Margine netto7.77%
Ultimo aggiornamento sugli utili28 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione 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.
Seeking Alpha May 27

Champion Homes: Successfully Withstanding Weak Housing Market (Rating Upgrade)

Summary Champion Homes reported stable earnings to finish off FY2026. The result is in stark contrast to general housing market conditions. Manufactured housing's better affordability is a clear edge for SKY. The acquisition of 11 sales centers from Homes Direct continues the company's strategy of increasing vertical integration. The strategy seems solid. I estimate SKY stock to have a fair value of $76.5. Read the full article on Seeking Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi Jan 27

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Champion Homes fair value estimate is US$77.13 With US$88.91...
Articolo di analisi Jan 12

Investors Appear Satisfied With Champion Homes, Inc.'s (NYSE:SKY) Prospects

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Articolo di analisi Dec 29

Returns On Capital Signal Tricky Times Ahead For Champion Homes (NYSE:SKY)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Articolo di analisi Nov 29

Here's Why Champion Homes (NYSE:SKY) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Oct 30

Champion Homes: Rapid Growth Does Not Justify Significant Meaningful Upside

Summary Champion Homes' stock popped up 3.1% on October 28th due to strong earnings, despite revenue falling short of expectations. The company reported a 32.3% revenue increase and significant growth in profits and cash flows for Q2 2025. Shares are currently pricey compared to traditional homebuilders, but the company's rapid growth and net cash position are positives. Maintaining a 'hold' rating is prudent due to valuation concerns, but continued strong performance and buybacks are encouraging. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Champion Homes guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:SKY Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: SKY ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di SKY (7.8%) sono inferiori rispetto allo scorso anno (8%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di SKY sono diminuiti del 1.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di SKY nell'ultimo anno ( 4.5% ) supera la media quinquennale ( -1.9% all'anno).

Guadagni vs Settore: La crescita degli utili SKY nell'ultimo anno ( 4.5% ) ha superato la percentuale del settore Consumer Durables -16.4%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 13.6% ) di SKY è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/08 20:24
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2026/03/28
Utili annuali2026/03/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Champion Homes, Inc. è coperta da 7 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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