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)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SKY)

USDFY2022FY2023FY2024FY2025FY2026TTM
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 margin26.7%31.4%24.0%26.7%26.4%—
Operating margin15.1%19.9%8.7%9.5%9.5%8.7%
Net margin11.2%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.

InvestorFirm% of portfolioValueChange
Third Avenue Management1.42%$8.9MReduced -0.2%
First Eagle InvestmentFirst Eagle Investment Management0.02%$11.9MReduced -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 dateInsiderRoleSharesValue% of holdings sold10b5-1 planInsider type
2026-08-10Berman Michael BDirector1,500$140K12%NoOpportunistic (traded every year 2023–2025, no repeating month)
2026-08-07Helgren Erin ClaireDirector1,100$105K11.8%NoToo little history (no open-market trades in 2023 or 2025)
2026-06-09Kimmell Joseph A.EVP, Operations4,000$304K11.1%NoOpportunistic (traded every year 2023–2025, no repeating month)
2026-06-05Kimmell Joseph A.EVP, Operations7,922$600K18%NoOpportunistic (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:

DateFirmActionRatingPrice target
2026-10-15RBC CapitalTarget loweredOutperform$99 → $94
2026-09-30OppenheimerInitiatedPerform
2026-08-06UBSTarget raisedBuy$93 → $115
2026-08-06RBC CapitalTarget raisedOutperform$92 → $99
2026-08-06BarclaysTarget raisedOverweight$102 → $109
2026-07-14BarclaysTarget raisedOverweight$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 filedQuarterEPSConsensusSurpriseStock reaction
Aug 4, 2026Quarter ended Jun 30, 2026$0.88$0.87Beat +1.1%+12.8%
May 26, 2026Quarter ended Mar 31, 2026$0.68$0.62Beat +9.7%+4.4%
Feb 3, 2026Quarter ended Dec 31, 2025$0.96$0.84Beat +14.3%+11.3%
Nov 4, 2025Quarter ended Sep 30, 2025$1.01$0.82Beat +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)

FiledFormWhat it says
Oct 9, 2026Schedule 13G/AWasatch Advisors LP: 4.9% of shares, passive 5%+ holder (amended)
Oct 5, 20268-KRegulation FD disclosure
Aug 26, 20268-KDirector 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, 2026Schedule 13GSTATE STREET CORPORATION: 5.4% of shares, passive 5%+ holder
Aug 5, 202610-QQuarterly report · period ended Jun 27, 2026
Aug 4, 20268-KQuarterly 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, 20268-KShareholder vote results
Jul 7, 2026Schedule 13GWasatch 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)

LineRevenueShare of totalYoY
US Factory Built Housing$677.4M95.4%+2.3%
Canadian Factory Built Housing$23.3M3.3%-22.6%
Corporate Other$9.5M1.3%+3.0%
Corporate Or Other$9.5M1.3%+3.0%
Total revenue$710.2M100%—

SKY revenue by product line (quarter ended Jun 27, 2026)

LineRevenueShare of totalYoY
Manufacturing$428.0M60.3%+0.7%
Retail$249.3M35.1%+5.2%
Transportation & Other$9.5M1.3%—
Total revenue$710.2M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

SKY suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerChampion Financing“During fiscal 2025, we began lending activities through Champion Financing, our joint venture with Triad Financial Services.”
PartnerTriad 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)

Quoted word-for-word from the SEC 8-K results press release.

SKY analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$0.94$0.89+6.4%$719.7M6
Next quarter (ends Dec 2026)$0.91$0.90+1.0%$693.8M6
Current fiscal year (ends Mar 2027)$3.46$3.40+1.9%$2.79B6
Next fiscal year (ends Mar 2028)$4.20$4.02+4.3%$3.00B6

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.

ExpirationDaysATM implied volatilityExpected move
Nov 20, 20262255.2%±11.2%
Dec 18, 20265044.9%±13.5%
Feb 19, 202711346.5%±20.7%
May 21, 202720445.9%±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)

PriceUSD 81.05
Change▲ 2.48% (up)
Previous CloseUSD 79.09
OpenUSD 79.68
Day RangeUSD 79.31 – 82.07
52-Week RangeUSD 63.87 – 99.17
Volume635,230 shares
Market Cap$4.40B
ExchangeNYQ

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 SignalSELL
RSI (14)51.81 (neutral)
vs SMA50Below (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 RatingBuy
Analyst Count7
Mean TargetUSD 101.83
High TargetUSD 115
Low TargetUSD 85
Buy / Hold / Sell5 / 2 / 0

Earnings (SKY)

Next Earnings Date2026-11-03
EPS EstimateUSD 0.94
Revenue Estimate$719.71M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD 0.88 vs est 0.87 ▲ beat
2026-03-31USD 0.68 vs est 0.62 ▲ beat
2025-12-31USD 0.96 vs est 0.84 ▲ beat
2025-09-30USD 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 / Equity0.08
Current Ratio2.74
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.

GrowthSolid — Revenue +7% YoY (annual)
ProfitabilitySolid — Gross margin 26%, operating 9% (last 4 quarters to Jun 2026, SEC)
Balance SheetStrong — $785M cash and investments vs $24M debt (Jun 2026, SEC), net cash
Cash FlowSolid — FCF $266M (last 4 quarters to Jun 2026, SEC), 10% margin
EfficiencyMixed — ROE 12%, ROA 8.9% (last 4 quarters, SEC)

Ownership (SKY)

Insider Ownership+0.76%
Institutional Ownership+112.98%
Shares Outstanding54.28M
Float53.32M
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 & DirectorTimothy Mark Larson
Executive VP, CFO & TreasurerDavid McKinstray
Senior Vice President of ManufacturingAndrew 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

InvestorStake
Wellington Management5.92%
Wasatch Advisors LP4.85%
Goldman Sachs2.53%
Invesco2.29%
Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund1.4%

Index Funds (Passive)

FundStake
BlackRock16.61%
Vanguard Group10.65%
State Street5.44%
Dimensional Fund Advisors3.25%
Geode Capital2.6%

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)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
CVCOCavco Industries, Inc.USD 547.25▲ 2.76%
MTHMeritage Homes CorporationUSD 64.49▲ 3.98%
IBPInstalled Building Products, InUSD 212.23▲ 6.17%
MHOM/I Homes, Inc.USD 128.34▲ 3.83%
KBHKB HomeUSD 47.66▲ 3.23%
GRBKGreen 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.

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