Champion Homes, Inc.

NYSE:SKY Stock Report

Market Cap: US$4.7b

Champion Homes Future Growth

Future criteria checks 1/6

Champion Homes is forecast to grow earnings and revenue by 4% and 5% per annum respectively. EPS is expected to grow by 8.4% per annum. Return on equity is forecast to be 14.5% in 3 years.

Key information

4.0%

Earnings growth rate

8.43%

EPS growth rate

Consumer Durables earnings growth8.3%
Revenue growth rate5.0%
Future return on equity14.49%
Analyst coverage

Low

Last updated05 Jun 2026

Recent future growth updates

Analysis Article • 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...

Recent updates

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.
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
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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...

Earnings and Revenue Growth Forecasts

NYSE:SKY - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
3/31/20293,152229N/AN/A1
3/31/20282,9172172342945
3/31/20272,7501862052345
3/28/20262,664207270304N/A
12/27/20252,636214260297N/A
9/27/20252,625221204248N/A
6/28/20252,557217183232N/A
3/29/20252,483198190241N/A
12/28/20242,426165149199N/A
9/28/20242,340150183238N/A
6/29/20242,188141179232N/A
3/30/20242,025147170223N/A
12/30/20231,980202216271N/A
9/30/20232,003237217267N/A
7/1/20232,345336391444N/A
4/1/20232,607402364416N/A
12/31/20222,753431377424N/A
10/1/20222,706416372414N/A
7/2/20222,423322208240N/A
4/2/20222,207248193224N/A
1/1/20222,017195188214N/A
10/2/20211,860149158179N/A
7/3/20211,658116138154N/A
4/3/20211,42185146154N/A
12/26/20201,27457100107N/A
9/26/20201,239528088N/A
6/27/20201,271537082N/A
3/28/20201,370586177N/A
12/28/20191,39661N/A86N/A
9/28/20191,40955N/A88N/A
6/29/20191,410-40N/A88N/A
3/30/20191,360-58N/A65N/A
12/29/20181,299-69N/A84N/A
9/29/20181,238-75N/A57N/A
6/30/20181,1439N/A38N/A
3/31/20181,06515N/A32N/A
12/30/20171,04453N/A34N/A
4/1/201786148N/A33N/A
4/2/201675210N/A21N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SKY's forecast earnings growth (4% per year) is above the savings rate (3.5%).

Earnings vs Market: SKY's earnings (4% per year) are forecast to grow slower than the US market (18.4% per year).

High Growth Earnings: SKY's earnings are forecast to grow, but not significantly.

Revenue vs Market: SKY's revenue (5% per year) is forecast to grow slower than the US market (12.7% per year).

High Growth Revenue: SKY's revenue (5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SKY's Return on Equity is forecast to be low in 3 years time (14.5%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 18:30
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/28
Annual Earnings2026/03/28

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

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