Champion Homes, Inc.(SKY)Stock Analysis
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Rank #376 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SKY Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Champion Homes, Inc. (SKY), a Industrials sector company. 13F Pro's AI-powered ranking engine scores SKY at 69.3/100 on a 32-signal composite quality model, placing it at rank #376 of 2,879 stocks — the top 25% of the AI-ranked universe. SKY scores in the top quartile across balance sheet strength (88.6), revenue growth (75.5). Areas of concern include institutional flow (38.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), Champion Homes, Inc. reports quarterly revenue of $621.3M, net income of $29.7M, an operating margin of 5.8%. Top institutional holders of SKY by reported 13-F value include BlackRock,, WELLINGTON MANAGEMENT GROUP LLP, VANGUARD PORTFOLIO MANAGEMENT, 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. Champion Homes, Inc.'s 13F Pro composite quality score has ranged between 8 and 71 since 2024, currently 69.3 — an improving long-term trajectory across 41 quarterly and live scoring snapshots.
What's Driving SKY's Business? Latest 10-K Breakdown
AI-extracted from Champion Homes, Inc.'s 10-K filed 2026-05-26 — FY2026 (year ended March 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Champion Homes posted $2.7B in revenue (+7.3% YoY) with net income of $206.9M (+4.3% YoY) and Adjusted EBITDA of $308.2M (+8.1% YoY), driven by higher home sales volumes and price increases offset by material cost pressures and water intrusion remediation charges.
Biggest Revenue Drivers
Total revenue: $2.7B+7.3% YoY
increase in homes sold (1.8%) and higher average selling price per home (4.8%) due to shift to multi-wide units and increased pricing at company-owned retail centers
higher demand in certain markets and favorable Canadian dollar exchange impact
increased Champion Financing operating activities partially offset by lower recreational vehicle shipments
Largest Expense Items
higher material and labor costs and $8.4M charge to adjust estimated costs for water intrusion remediation, partially offset by $3.5M reimbursement from material distributor
higher salaries and incentive compensation, inclusion of Iseman Homes acquisition, $1.0M plant closure costs, partially offset by $3.7M gain on sale of idle facility
lower interest rates on invested cash balances and average floor plan payables
Margins: Gross profit margin declined to 26.4% from 26.7% YoY, driven by higher material and labor costs plus water intrusion remediation charges, despite higher revenue. Operating margin remained stable at 9.5%. The company implemented plant closures in Bartow, Florida and Kelowna, BC to improve operational efficiency.
Watch Items from the Filing
- Water intrusion liability increased to $35.6M from $34.1M; estimated remediation costs range $34.5M-$85.0M with ongoing uncertainty as company inspects and repairs affected homes.
- Manufacturing backlog decreased to $316.0M from $343.4M as production rates exceeded order rates; order flow signals potential demand softening.
- Contingent repurchase obligations on floor plan financing total $233.7M; loss reserve of $1.7M reflects low historical losses but concentration risk among retailers.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q4 2026
$621.3M
Net Income
Q4 2026
$29.7M
Free Cash Flow
Q4 2026
$43.5M
Operating Margin
Q4 2026
5.8%
D/E Ratio
Q4 2026
0.02
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+31.5% YoYNet Income
+41.0% YoYOperating Income
+43.7% YoYEPS (Diluted)
+44.7% YoYTotal Assets
+10.8% YoYTotal Debt
+34.2% YoYOp. Cash Flow
+36.4% YoY| Metric | FY 2026 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.66B +31.5% | $2.02B -22.3% | $2.61B +18.1% | $2.21B +55.3% | $1.42B +3.7% | $1.37B |
| Net Income | $206.9M +41.0% | $146.7M -63.5% | $401.8M +62.0% | $248.0M +192.2% | $84.9M +46.0% | $58.2M |
| Operating Income | $251.8M +43.7% | $175.2M -66.2% | $518.3M +55.7% | $332.9M +206.1% | $108.8M +25.8% | $86.5M |
| EPS (Diluted) | $3.66 +44.7% | $2.53 -63.9% | $7.00 +61.7% | $4.33 +190.6% | $1.49 +46.1% | $1.02 |
| Total Assets | $2.13B +10.8% | $1.92B +23.1% | $1.56B +26.6% | $1.23B +34.5% | $917.9M +17.4% | $781.7M |
| Total Debt | $33.1M +34.2% | $24.7M +98.5% | $12.4M +0.0% | $12.4M -68.4% | $39.3M -49.1% | $77.3M |
| Operating Cash Flow | $303.9M +36.4% | $222.7M -46.5% | $416.2M +85.4% | $224.5M +45.9% | $153.9M +100.5% | $76.7M |
AI Insight: SKY Financial Trends
Q1 2026 profitability collapsed and debt spiked $9M, signaling potential operational stress after strong 2025.
• Net income plummeted 44% YoY from $36M (Q1 2025) to $30M (Q1 2026); operating income fell 14%.
• Operating cash flow declined to $53M in Q1 2026 from $76M in Q3 2025, a 30% drop over two quarters.
• Total debt jumped to $33M in Q1 2026 from $24M in Q4 2025, while equity contracted slightly to $1.573B.
⚠ Revenue remains volatile: Q1 2026 at $621M is 5% below Q1 2025 and 11% below Q2 2025 peak of $701M.
⚠ Debt-to-equity ratio deteriorated to 2.1% from 1.5% in Q4 2025—first material increase in eight quarters.
AI Insight: SKY Ratio Trends
Champion Homes' profitability and returns collapsed in Q1 2026, with OpMargin, NPM, ROE, ROA, and ROIC all hitting multi-year lows despite stable leverage.
• Operating margin deteriorated to 5.8% in Q1 2026, down from 9.5% in Q4 2025 and 11.3% in Q4 2024.
• ROIC plunged to 9.0% in Q1 2026 versus 15.5% in Q4 2025—lowest level since Q2 2024's 15.0%.
• Net profit margin fell to 4.8% in Q1 2026 from 8.3% in Q4 2025, signaling margin compression across the board.
⚠ Q1 2026 marks worst profitability quarter in dataset; seasonality or operational headwinds warrant clarification.
⚠ Leverage remained flat at 0.02 D/E ratio, offering limited room for debt-financed recovery.
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Top Institutional Holders of SKY
BlackRock, Inc.
$657.8M8,845,351 shWELLINGTON MANAGEMENT GROUP LLP
$281.6M3,787,032 shVANGUARD PORTFOLIO MANAGEMENT LLC
$228.6M3,074,055 shSTATE STREET CORP
$204.8M2,753,759 shWASATCH ADVISORS LP
$203.5M2,736,767 shVANGUARD CAPITAL MANAGEMENT LLC
$184.3M2,478,634 shDIMENSIONAL FUND ADVISORS LP
$129.1M1,736,164 shCapital Research Global Investors
$102.4M1,376,521 shGEODE CAPITAL MANAGEMENT, LLC
$99.1M1,332,292 shMAK CAPITAL ONE LLC
$95.4M1,282,374 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $657.8M | 8,845,351 |
| WELLINGTON MANAGEMENT GROUP LLP | $281.6M | 3,787,032 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $228.6M | 3,074,055 |
| STATE STREET CORP | $204.8M | 2,753,759 |
| WASATCH ADVISORS LP | $203.5M | 2,736,767 |
| VANGUARD CAPITAL MANAGEMENT LLC | $184.3M | 2,478,634 |
| DIMENSIONAL FUND ADVISORS LP | $129.1M | 1,736,164 |
| Capital Research Global Investors | $102.4M | 1,376,521 |
| GEODE CAPITAL MANAGEMENT, LLC | $99.1M | 1,332,292 |
| MAK CAPITAL ONE LLC | $95.4M | 1,282,374 |
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Popular Research
Is SKY a good stock to buy?
13F Pro's AI-powered analysis of Champion Homes, Inc. (SKY) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SKY are available on the SKY stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SKY?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SKY. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Champion Homes, Inc.'s investment landscape.