Champion Homes, Inc.(SKY)— Stock Profile, AI Score & Financials
Industrials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Champion Homes, Inc. (SKY) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores SKY at 60.6/100 on a 32-signal composite quality model, placing it at rank #842 of 2,960 stocks — the top half of the AI-ranked universe. SKY scores in the top quartile across balance sheet strength (83.3). Areas of concern include institutional flow (29.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Champion Homes, Inc. reports quarterly revenue of $710.2M, net income of $49.2M, an operating margin of 8.5%. Top institutional holders of SKY by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. SKY trades on the NYSE exchange and files with the SEC under CIK 90896. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SKY daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Champion Homes, Inc. directly from SEC EDGAR.
AI Quality Score
60.6/100
AI Rank
#842
Revenue
$710.2M
Net Income
$49.2M
Free Cash Flow
$62.6M
Operating Margin
8.5%
SKY key financials by period
Champion Homes, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$2.7B
$206.9M
9.4%
FY 2025
10-K
$2.5B
$198.4M
9.5%
FY 2024
10-K
$2.0B
$146.7M
8.6%
FY 2023
10-K
$2.6B
$401.8M
19.9%
FY 2022
10-K
$2.2B
$248.0M
15.1%
FY 2021
10-K
$1.4B
$84.9M
7.6%
Institutions holding SKY
Institutional investors reporting a position in Champion Homes, Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-05 — Q1 FY2027 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 1.3% YoY to $710.2M, but gross margin compressed to 25.2% from 27.1% on higher material costs, dragging Adjusted EBITDA down 21.9% to $73.6M.
Biggest Revenue Drivers
U.S. Factory-built Housing$677.4M+2.3% YoY
Driven by a 1.8% increase in new homes sold and a 0.6% higher average selling price, reflecting higher new home orders and production rates
Canadian Factory-built Housing$23.3M-22.6% YoY
26.0% decrease in homes sold due to lower demand and the Kelowna, BC plant closure, partly offset by a 4.6% higher average selling price
Biggest Revenue Drivers
Total revenue: $710.2M+1.3% YoY
U.S. Factory-built Housing$677.4M+2.3% YoY
Driven by a 1.8% increase in new homes sold and a 0.6% higher average selling price, reflecting higher new home orders and production rates
Within U.S. Factory-built Housing
Manufacturing$428.0M
Retail$249.3M
Canadian Factory-built Housing$23.3M-22.6% YoY
26.0% decrease in homes sold due to lower demand and the Kelowna, BC plant closure, partly offset by a 4.6% higher average selling price
Corporate/Other$9.5M+3.0% YoY
Transportation business and financing activities; net sales roughly consistent with prior year
Largest Expense Items
Cost of sales$531.0M
Gross margin fell to 25.2% from 27.1%, driven by higher manufacturing material input costs in the U.S. Factory-built Housing segment
Selling, general, and administrative expenses$119.0M+6.9% YoY
Corporate/Other SG&A rose $8.4M on foreign currency transaction losses, employee severance costs, and higher stock compensation/incentive expense
Margins: Gross profit margin declined to 25.2% from 27.1% on higher manufacturing material input costs in the U.S. segment; operating margin fell to 8.5% from 11.2% and Adjusted EBITDA margin fell to 10.4% from 13.4%.
Watch Items from the Filing
Contingent repurchase obligations on independent retailer floor plan loans totaled $231.6M as of June 27, 2026, alongside a $29.3M water intrusion remediation liability.
Canadian Factory-built Housing net sales fell 22.6% YoY on 26.0% fewer homes sold following the Kelowna, BC plant closure.
Manufacturing backlog grew to $421.8M from $302.5M a year earlier, as order rates exceeded production rates.
Company repurchased $50.0M of stock in the quarter and increased its buyback authorization by $50.0M to $150.0M in July 2026.
Effective tax rate rose to 25.0% from 21.0% YoY due to lower recognition of energy-efficient home tax credits.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
