Champion Homes, Inc. (SKY) Stock Price & Analysis
Champion Homes, Inc. (SKY) closed at USD 81.05 on Thursday, October 29, 2026, up 2.48% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 79.09; the Oct 29, 2026 session ranged USD 79.31–82.07 on volume of 635,230 shares. Market capitalization is $4.40B, with a 52-week range of USD 63.87–99.17 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 22:29 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SKY.md
Key facts (SKY)
- Last four reported quarters (through Jun 27, 2026): revenue $2.67B, net income $191M (7.2% margin), free cash flow $266M (SEC filings).
- Valuation: P/E 23.0x (avg 27.2x at the last 3 fiscal year-ends), EV/EBITDA 13.2x, net cash $761M.
- 2 of 80 tracked superinvestors hold SKY (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $1.1M; 4 not under a Rule 10b5-1 plan ($1.1M); 3 by opportunistic insiders (3 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.86 on a 1–5 scale) (7 analysts), mean target USD 101.83 (range 85–115).
- Total return with dividends: 1Y +25.0% vs S&P 500 +14.4%; 5Y +28.0% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD 0.94, revenue estimate $720M. All companies reporting that day: https://nexqual.com/earnings/2026-11-03
- Dividend: SKY paid no cash dividend in the last five years.
- Short interest: 5.84% of float (as of 2026-10-15), 4.7 days to cover.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SKY)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.21B | $2.61B | $2.02B | $2.48B | $2.66B | $2.67B |
| Gross profit | $589M | $819M | $486M | $664M | $704M | — |
| Operating income | $333M | $518M | $175M | $237M | $252M | $234M |
| Net income | $248M | $402M | $147M | $198M | $207M | $191M |
| EPS (diluted) | $4.33 | $7.00 | $2.53 | $3.42 | $3.66 | — |
| Free cash flow | $193M | $364M | $170M | $190M | $270M | $266M |
| Gross margin | 26.7% | 31.4% | 24.0% | 26.7% | 26.4% | — |
| Operating margin | 15.1% | 19.9% | 8.7% | 9.5% | 9.5% | 8.7% |
| Net margin | 11.2% | 15.4% | 7.2% | 8.0% | 7.8% | 7.2% |
| Revenue growth | +55.3% | +18.1% | -22.3% | +22.7% | +7.3% | — |
| Cash + short-term investments | $435M | $747M | $495M | $610M | $638M | — |
| Total debt | $12.4M | $12.4M | $24.7M | $24.8M | $23.8M | — |
Fiscal years end Mar. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (SKY)
P/E 23.0x · P/S 1.6x · EV/EBITDA 13.2x · EV/Sales 1.4x · P/FCF 16.5x · P/B 2.8x · FCF yield 6.05% · Earnings yield 4.35% · Buyback yield (TTM) 4.55% · Net cash $761M · EV $3.64B
P/E at fiscal year-ends: Mar 2026 20.3x, Mar 2025 27.7x, Mar 2024 33.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (SKY)
2 of 80 tracked investors hold SKY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Third Avenue Management | 1.42% | $8.9M | Reduced -0.2% | |
| First Eagle Investment | First Eagle Investment Management | 0.02% | $11.9M | Reduced -0.4% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SKY)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-10 | Berman Michael B | Director | 1,500 | $140K | 12% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-07 | Helgren Erin Claire | Director | 1,100 | $105K | 11.8% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-09 | Kimmell Joseph A. | EVP, Operations | 4,000 | $304K | 11.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-05 | Kimmell Joseph A. | EVP, Operations | 7,922 | $600K | 18% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SKY)
Consensus Buy (mean 1.86 on a 1–5 scale), 7 analysts; mean target USD 101.83 (low 85, high 115).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | RBC Capital | Target lowered | Outperform | $99 → $94 |
| 2026-09-30 | Oppenheimer | Initiated | Perform | |
| 2026-08-06 | UBS | Target raised | Buy | $93 → $115 |
| 2026-08-06 | RBC Capital | Target raised | Outperform | $92 → $99 |
| 2026-08-06 | Barclays | Target raised | Overweight | $102 → $109 |
| 2026-07-14 | Barclays | Target raised | Overweight | $94 → $102 |
Total return (dividends reinvested) (SKY)
| 1Y (from 2025-10-30) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +25.0% | +28.0% |
| S&P 500 (SPY) | +14.4% | +79.1% |
| Per year | +25.1% | +5.0% |
| Volatility (annualized) | 44.0% | 47.8% |
| Max drawdown | -33.1% (Jan 2026→May 2026) | -46.1% (Dec 2021→Jun 2022) |
Dividends (SKY)
SKY paid no cash dividend in the last five years.
Short interest (SKY)
2,652,118 shares sold short, 5.84% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 2,901,618 shares (-8.6%). Days to cover: 4.7 (short shares ÷ average daily volume).
SKY earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 4, 2026 | Quarter ended Jun 30, 2026 | $0.88 | $0.87 | Beat +1.1% | +12.8% |
| May 26, 2026 | Quarter ended Mar 31, 2026 | $0.68 | $0.62 | Beat +9.7% | +4.4% |
| Feb 3, 2026 | Quarter ended Dec 31, 2025 | $0.96 | $0.84 | Beat +14.3% | +11.3% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | $1.01 | $0.82 | Beat +23.2% | +9.9% |
| Aug 5, 2025 | — | — | — | — | +5.6% |
| May 27, 2025 | — | — | — | — | -22.1% |
| Feb 4, 2025 | — | — | — | — | +14.8% |
| Oct 28, 2024 | — | — | — | — | +1.5% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
SKY recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 9, 2026 | Schedule 13G/A | Wasatch Advisors LP: 4.9% of shares, passive 5%+ holder (amended) |
| Oct 5, 2026 | 8-K | Regulation FD disclosure |
| Aug 26, 2026 | 8-K | Director or executive officer change, or pay arrangement; Other material event “On August 24, 2026, the Board of Directors (the "Board") of Champion Homes, Inc. (the "Company") increased the size of the Board from six directors to seven directors and elected Michael R. Haack, 53, to the Board, effective August 26, 2026, with a term expiring at the Company's 2027 Annual Meeting of Shareholders. The Board has determined that Mr. Haack is independent in accordance with the listing standards of the New York Stock Exchange. Mr. Haack has also been appointed to the Compensation Committee of the…” |
| Aug 7, 2026 | Schedule 13G | STATE STREET CORPORATION: 5.4% of shares, passive 5%+ holder |
| Aug 5, 2026 | 10-Q | Quarterly report · period ended Jun 27, 2026 |
| Aug 4, 2026 | 8-K | Quarterly results; Other material event “On August 4, 2026 the Company announced that its Board of Directors approved an increase of $50.0 million to the Company's existing share repurchase program to refresh the available amount to $150.0 million. Portions of the press release attached as Exhibit 99.1 to this Current Report on Form 8-K with respect to the share repurchase program are incorporated in this Item 8.01 by reference.” |
| Aug 3, 2026 | 8-K | Shareholder vote results |
| Jul 7, 2026 | Schedule 13G | Wasatch Advisors LP: 5.0% of shares, passive 5%+ holder |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
SKY revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| US Factory Built Housing | $677.4M | 95.4% | +2.3% |
| Canadian Factory Built Housing | $23.3M | 3.3% | -22.6% |
| Corporate Other | $9.5M | 1.3% | +3.0% |
| Corporate Or Other | $9.5M | 1.3% | +3.0% |
| Total revenue | $710.2M | 100% | — |
SKY revenue by product line (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Manufacturing | $428.0M | 60.3% | +0.7% |
| Retail | $249.3M | 35.1% | +5.2% |
| Transportation & Other | $9.5M | 1.3% | — |
| Total revenue | $710.2M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
SKY suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Champion Financing | “During fiscal 2025, we began lending activities through Champion Financing, our joint venture with Triad Financial Services.” |
| Partner | Triad Financing Services | “During fiscal 2025, we began lending activities through Champion Financing, our joint venture with Triad Financial Services.” |
Quoted from the company's 10-K filed May 26, 2026.
SKY company outlook (results filed Aug 4, 2026)
- “Champion Homes assumes no obligation to update such forward-looking statements to reflect events or circumstances after the date of this document or to reflect the occurrence of unanticipated events, unless obligated to do so under the federal securities laws.”
Quoted word-for-word from the SEC 8-K results press release.
SKY analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.94 | $0.89 | +6.4% | $719.7M | 6 |
| Next quarter (ends Dec 2026) | $0.91 | $0.90 | +1.0% | $693.8M | 6 |
| Current fiscal year (ends Mar 2027) | $3.46 | $3.40 | +1.9% | $2.79B | 6 |
| Next fiscal year (ends Mar 2028) | $4.20 | $4.02 | +4.3% | $3.00B | 6 |
SKY options: expected move
Options price a move of about ±11.2% (±$8.82) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±10.3% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 22 | 55.2% | ±11.2% |
| Dec 18, 2026 | 50 | 44.9% | ±13.5% |
| Feb 19, 2027 | 113 | 46.5% | ±20.7% |
| May 21, 2027 | 204 | 45.9% | ±27.4% |
30-day implied volatility 49.3% vs 40.1% realized over the last 30 trading days. Put/call ratio (volume) —. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 29, 2026 at 22:29 UTC)
| Price | USD 81.05 |
|---|---|
| Change | ▲ 2.48% (up) |
| Previous Close | USD 79.09 |
| Open | USD 79.68 |
| Day Range | USD 79.31 – 82.07 |
| 52-Week Range | USD 63.87 – 99.17 |
| Volume | 635,230 shares |
| Market Cap | $4.40B |
| Exchange | NYQ |
Technical Analysis (SKY)
Nexqual's technical model rates SKY "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 29, 2026 at 22:29 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 51.81 (neutral) |
| vs SMA50 | Below (USD 84.08) |
| MACD | -1.43 (negative) |
Analyst Ratings (SKY)
Wall Street analysts rate SKY "Buy" based on 7 analysts, with a mean price target of USD 101.83 (range USD 85–115), per Nexqual as of October 29, 2026 at 22:29 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 101.83 |
| High Target | USD 115 |
| Low Target | USD 85 |
| Buy / Hold / Sell | 5 / 2 / 0 |
Earnings (SKY)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.94 |
| Revenue Estimate | $719.71M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.88 vs est 0.87 ▲ beat |
| 2026-03-31 | USD 0.68 vs est 0.62 ▲ beat |
| 2025-12-31 | USD 0.96 vs est 0.84 ▲ beat |
| 2025-09-30 | USD 1.01 vs est 0.82 ▲ beat |
Source: Nexqual, October 29, 2026 at 22:29 UTC.
Financials & Fundamentals (SKY)
| Total Revenue | $2.67B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.30% |
| Gross Margin | +25.96% |
| Operating Margin | +8.49% |
| Profit Margin | +7.16% |
| ROE | +12.65% |
| Debt / Equity | 0.08 |
| Current Ratio | 2.74 |
| Total Cash | $784.71M |
| Total Debt | $123.17M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $265.99M (10.0% of revenue) |
Source: Nexqual, October 29, 2026 at 22:29 UTC.
Financial Health Score (SKY)
Nexqual rates Champion Homes, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 22:29 UTC.
| Growth | Solid — Revenue +7% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 26%, operating 9% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Strong — $785M cash and investments vs $24M debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — FCF $266M (last 4 quarters to Jun 2026, SEC), 10% margin |
| Efficiency | Mixed — ROE 12%, ROA 8.9% (last 4 quarters, SEC) |
Ownership (SKY)
| Insider Ownership | +0.76% |
|---|---|
| Institutional Ownership | +112.98% |
| Shares Outstanding | 54.28M |
| Float | 53.32M |
| Short % of Float | +5.84% |
Source: Nexqual, October 29, 2026 at 22:29 UTC.
Leadership (SKY)
Champion Homes, Inc. is led by Timothy Mark Larson, Chief Growth Officer, President, CEO & Director, per Nexqual as of October 29, 2026 at 22:29 UTC.
| Chief Growth Officer, President, CEO & Director | Timothy Mark Larson |
|---|---|
| Executive VP, CFO & Treasurer | David McKinstray |
| Senior Vice President of Manufacturing | Andrew Houser |
Major Backers & Investors (SKY)
Notable institutional backers of Champion Homes, Inc. include Wellington Management, Wasatch Advisors LP, Goldman Sachs, according to Nexqual as of October 29, 2026 at 22:29 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Wellington Management | 5.92% |
| Wasatch Advisors LP | 4.85% |
| Goldman Sachs | 2.53% |
| Invesco | 2.29% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund | 1.4% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.61% |
| Vanguard Group | 10.65% |
| State Street | 5.44% |
| Dimensional Fund Advisors | 3.25% |
| Geode Capital | 2.6% |
Source: Nexqual, October 29, 2026 at 22:29 UTC.
From Champion Homes, Inc.'s Latest SEC 10-K Filing (filed 2026-05-26)
Key Strengths & Strategy (as disclosed to the SEC)
- The efficiency of the assembly-line process, protection from the weather, and favorable pricing of materials resulting from our substantial purchasing power enables us to produce homes more quickly, with less material waste and often at a lower cost than a conventional site-built home of similar quality.
Partnerships
- Growing Champion Financing in partnership with Triad Financial Services to enhance tailored dealer floor plan and consumer retail financing products.
- The financial institution customarily requires us, as the manufacturer of the home, to enter into a separate repurchase agreement with the financial institution that, upon default by the retailer and under certain other circumstances, obligates us to repurchase the financed home at declining prices over the term of the repurchase agreement (which, in most cases, is 24 months but under certain circumstances can be until the home is sold by the retailer).
Legal & Regulatory Risks (Item 1A, quoted)
- Environmental laws and regulations relating to climate change and energy efficiency can have an adverse impact on our business and results of operations.
- We are subject to extensive regulation affecting the production and sale of factory-built housing, which could adversely affect our business, financial condition, and results of operations.
- The transportation industry is subject to government regulation, and regulatory changes could have a material adverse effect on our results of operations or financial condition.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CVCO | Cavco Industries, Inc. | USD 547.25 | ▲ 2.76% |
| MTH | Meritage Homes Corporation | USD 64.49 | ▲ 3.98% |
| IBP | Installed Building Products, In | USD 212.23 | ▲ 6.17% |
| MHO | M/I Homes, Inc. | USD 128.34 | ▲ 3.83% |
| KBH | KB Home | USD 47.66 | ▲ 3.23% |
| GRBK | Green Brick Partners, Inc. | USD 62.53 | ▼ 0.62% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 22:29 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt