Champion Homes Toekomstige groei
Future criteriumcontroles 1/6
Champion Homes zal naar verwachting groeien in winst en omzet met respectievelijk 8.3% en 3.8% per jaar. De winst per aandeel zal naar verwachting groeien met 10.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.9% zijn.
Belangrijke informatie
8.3%
Groei van de winst
10.35%
Groei van de winst per aandeel
| Consumer Durables winstgroei | 8.0% |
| Inkomstengroei | 3.8% |
| Toekomstig rendement op eigen vermogen | 11.93% |
| Dekking van analisten | Low |
| Laatst bijgewerkt | 13 Apr 2026 |
Recente toekomstige groei-updates
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 AlphaNarratiefupdate • 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 AlphaAnalyseartikel • 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...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 3/31/2028 | 2,895 | 258 | 243 | 298 | 2 |
| 3/31/2027 | 2,707 | 224 | 221 | 274 | 3 |
| 3/31/2026 | 2,650 | 212 | 235 | 279 | 4 |
| 12/27/2025 | 2,636 | 214 | 260 | 297 | N/A |
| 9/27/2025 | 2,625 | 221 | 204 | 248 | N/A |
| 6/28/2025 | 2,557 | 217 | 183 | 232 | N/A |
| 3/29/2025 | 2,483 | 198 | 190 | 241 | N/A |
| 12/28/2024 | 2,426 | 165 | 149 | 199 | N/A |
| 9/28/2024 | 2,340 | 150 | 183 | 238 | N/A |
| 6/29/2024 | 2,188 | 141 | 179 | 232 | N/A |
| 3/30/2024 | 2,025 | 147 | 170 | 223 | N/A |
| 12/30/2023 | 1,980 | 202 | 216 | 271 | N/A |
| 9/30/2023 | 2,003 | 237 | 217 | 267 | N/A |
| 7/1/2023 | 2,345 | 336 | 391 | 444 | N/A |
| 4/1/2023 | 2,607 | 402 | 364 | 416 | N/A |
| 12/31/2022 | 2,753 | 431 | 377 | 424 | N/A |
| 10/1/2022 | 2,706 | 416 | 372 | 414 | N/A |
| 7/2/2022 | 2,423 | 322 | 208 | 240 | N/A |
| 4/2/2022 | 2,207 | 248 | 193 | 224 | N/A |
| 1/1/2022 | 2,017 | 195 | 188 | 214 | N/A |
| 10/2/2021 | 1,860 | 149 | 158 | 179 | N/A |
| 7/3/2021 | 1,658 | 116 | 138 | 154 | N/A |
| 4/3/2021 | 1,421 | 85 | 146 | 154 | N/A |
| 12/26/2020 | 1,274 | 57 | 100 | 107 | N/A |
| 9/26/2020 | 1,239 | 52 | 80 | 88 | N/A |
| 6/27/2020 | 1,271 | 53 | 70 | 82 | N/A |
| 3/28/2020 | 1,370 | 58 | 61 | 77 | N/A |
| 12/28/2019 | 1,396 | 61 | 70 | 86 | N/A |
| 9/28/2019 | 1,409 | 55 | N/A | 88 | N/A |
| 6/29/2019 | 1,410 | -40 | N/A | 88 | N/A |
| 3/30/2019 | 1,360 | -58 | N/A | 65 | N/A |
| 12/29/2018 | 1,299 | -69 | N/A | 84 | N/A |
| 9/29/2018 | 1,238 | -75 | N/A | 57 | N/A |
| 6/30/2018 | 1,143 | 9 | N/A | 38 | N/A |
| 3/31/2018 | 1,065 | 15 | N/A | 32 | N/A |
| 12/30/2017 | 1,044 | 53 | N/A | 34 | N/A |
| 4/1/2017 | 861 | 48 | N/A | 33 | N/A |
| 4/2/2016 | 752 | 10 | N/A | 21 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei SKY ( 8.3% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van SKY ( 8.3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.8% per jaar).
Hoge groeiwinsten: De winst van SKY zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van SKY ( 3.8% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.6% per jaar).
Hoge groei-inkomsten: De omzet van SKY ( 3.8% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen SKY zal naar verwachting over 3 jaar laag zijn ( 11.9 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 06:41 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2025/12/27 |
| Jaarlijkse inkomsten | 2025/03/29 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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.
| Analist | Instelling |
|---|---|
| Matthew Bouley | Barclays |
| Daniel Moore | CJS Securities, Inc. |
| Gregory Palm | Craig-Hallum Capital Group LLC |