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Champion Homes, Inc.NYSE:SKY Voorraadrapport

Marktkapitalisatie US$3.9b
Prijs aandeel
US$71.00
US$95.4
25.6% ondergewaardeerd intrinsieke korting
1Y0.8%
7D8.8%
1D
Portefeuillewaarde
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Champion Homes, Inc.

NYSE:SKY Voorraadrapport

Marktkapitalisatie: US$3.9b

Champion Homes (SKY) Aandelenoverzicht

Champion Homes, Inc. produceert en verkoopt in de fabriek gebouwde woningen in de Verenigde Staten en Canada. Meer informatie

SKY Community Fair Values

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Champion Homes, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Champion Homes
Historische aandelenkoersen
Huidige aandelenkoersUS$71.00
52 Week HoogtepuntUS$99.17
52 Week LaagUS$59.44
Bèta1.07
1 maand verandering-13.41%
3 maanden verandering-23.28%
1 Jaar Verandering0.78%
3 jaar verandering23.14%
5 jaar verandering33.81%
Verandering sinds IPO115.15%

Recent nieuws en updates

Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Seeking Alpha Mar 16

Champion Homes: A Structural Opportunity Facing Cyclical Headwinds

Summary Champion Homes operates in manufactured housing, offering an affordable alternative amid persistent U.S. housing shortages and affordability gaps. Despite Q3 revenue growth to $656.6 million, SKY saw gross margin contraction to 26.2% and net profit decline to $54.3 million due to higher material costs and lower volumes. SKY trades at a premium to most traditional homebuilders on P/E and EV/EBITDA, justified partly by a $540.6 million net cash position and sector resilience. I maintain a 'Neutral' rating on SKY, citing valuation concerns and near-term macroeconomic headwinds despite long-term structural tailwinds for manufactured housing. Read the full article on Seeking Alpha

Recent updates

Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Seeking Alpha Mar 16

Champion Homes: A Structural Opportunity Facing Cyclical Headwinds

Summary Champion Homes operates in manufactured housing, offering an affordable alternative amid persistent U.S. housing shortages and affordability gaps. Despite Q3 revenue growth to $656.6 million, SKY saw gross margin contraction to 26.2% and net profit decline to $54.3 million due to higher material costs and lower volumes. SKY trades at a premium to most traditional homebuilders on P/E and EV/EBITDA, justified partly by a $540.6 million net cash position and sector resilience. I maintain a 'Neutral' rating on SKY, citing valuation concerns and near-term macroeconomic headwinds despite long-term structural tailwinds for manufactured housing. Read the full article on Seeking Alpha
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel Oct 15

Is Now An Opportune Moment To Examine Champion Homes, Inc. (NYSE:SKY)?

Champion Homes, Inc. ( NYSE:SKY ), is not the largest company out there, but it saw a significant share price rise of...
Analyseartikel Sep 30

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...
Analyseartikel Sep 15

Champion Homes (NYSE:SKY) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...

Rendement voor aandeelhouders

SKYUS Consumer DurablesUS Markt
7D8.8%5.2%1.2%
1Y0.8%8.4%28.7%

Rendement versus industrie: SKY presteerde slechter dan de US Consumer Durables -sector, die het afgelopen jaar een rendement van 8.4 % opleverde.

Rendement versus markt: SKY presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.7 % opleverde.

Prijsvolatiliteit

Is SKY's price volatile compared to industry and market?
SKY volatility
SKY Average Weekly Movement6.6%
Consumer Durables Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: SKY heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 7% ) van SKY is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
20109,000Tim Larsonwww.championhomes.com

Champion Homes, Inc. produceert en verkoopt in de fabriek gebouwde woningen in de Verenigde Staten en Canada. Het bedrijf biedt gefabriceerde en modulaire woningen, parkmodellen, recreatievoertuigen en hutten, extra wooneenheden, commerciële structuren en modulaire gebouwen voor de eengezins- en meergezinsmarkt. Het bedrijf bouwt huizen onder de merknamen Champion Homes, Genesis Homes, Skyline Homes, Regional Homes, Athens Park, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, J. Redman Homes, ScotBilt Homes, Shore Park, Silvercrest en Titan Homes in de Verenigde Staten en Moduline en SRI Homes in het westen van Canada.

Champion Homes, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Champion Homes zich tot de beurswaarde?
SKY fundamentele statistieken
MarktkapitalisatieUS$3.93b
Inkomsten(TTM)US$213.57m
Inkomsten(TTM)US$2.64b
18.4x
Koers/Winstverhouding
1.5x
P/S-verhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
SKY resultatenrekening (TTM)
InkomstenUS$2.64b
Kosten van inkomstenUS$1.93b
BrutowinstUS$702.41m
Overige uitgavenUS$488.84m
InkomstenUS$213.57m

Laatst gerapporteerde inkomsten

Dec 27, 2025

Volgende inkomensdatum

May 26, 2026

Winst per aandeel (EPS)3.86
Brutomarge26.64%
Nettowinstmarge8.10%
Schuld/Eigen Vermogen Verhouding7.5%

Hoe presteerde SKY op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 18:46
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2025/12/27
Jaarlijkse inkomsten2025/03/29

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Champion Homes, Inc. wordt gevolgd door 6 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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