Champion Homes (SKY) Stock Overview
Produces and sells factory-built housing in the United States and Canada. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
SKY Community Fair Values
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Analyst Price Targets
Champion Homes, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$90.25 |
| 52 Week High | US$99.17 |
| 52 Week Low | US$63.69 |
| Beta | 1.0 |
| 1 Month Change | 10.56% |
| 3 Month Change | 27.11% |
| 1 Year Change | 18.61% |
| 3 Year Change | 42.96% |
| 5 Year Change | 38.04% |
| Change since IPO | 173.48% |
Recent News & Updates
Narrative Update • 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 AlphaNarrative Update • 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.Recent updates
Narrative Update • 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 AlphaNarrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Analysis Article • 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...Narrative Update • 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).Narrative Update • 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).Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Shareholder Returns
| SKY | US Consumer Durables | US Market | |
|---|---|---|---|
| 7D | -4.5% | -2.0% | -1.5% |
| 1Y | 18.6% | -4.2% | 17.9% |
Return vs Industry: SKY exceeded the US Consumer Durables industry which returned -4.2% over the past year.
Return vs Market: SKY matched the US Market which returned 17.9% over the past year.
Price Volatility
| SKY volatility | |
|---|---|
| SKY Average Weekly Movement | 6.2% |
| Consumer Durables Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: SKY has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SKY's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2010 | 9,300 | Tim Larson | www.championhomes.com |
Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets. It builds homes under the 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, and Titan Homes in the United States; and Moduline and SRI Homes brand names in western Canada.
Champion Homes, Inc. Fundamentals Summary
| SKY fundamental statistics | |
|---|---|
| Market cap | US$4.90b |
| Earnings (TTM) | US$191.37m |
| Revenue (TTM) | US$2.67b |
25.6x
P/E Ratio1.8x
P/S RatioIs SKY overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SKY income statement (TTM) | |
|---|---|
| Revenue | US$2.67b |
| Cost of Revenue | US$1.98b |
| Gross Profit | US$693.75m |
| Other Expenses | US$502.39m |
| Earnings | US$191.37m |
Last Reported Earnings
Jun 27, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.53 |
| Gross Margin | 25.96% |
| Net Profit Margin | 7.16% |
| Debt/Equity Ratio | 7.8% |
How did SKY perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/23 01:53 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/27 |
| Annual Earnings | 2026/03/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Champion Homes, Inc. is covered by 7 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Matthew Bouley | Barclays |
| Daniel Moore | CJS Securities, Inc. |
| Gregory Palm | Craig-Hallum Capital Group LLC |