Champion Homes showed a strong financial performance with notable increases in revenue, profit, and home sales. Strategic initiatives are progressing well, with successful acquisitions and legislative support, but the company faces challenges with a declining manufacturing backlog, potential moderation in certain sales channels, and increased SG&A expenses.

Company Guidance

During the Champion Homes First Quarter Fiscal 2026 earnings call, the company reported strong financial performance with a 12% year-over-year increase in net sales to $701 million and an 8% rise in homes sold, totaling 7,215 units. The gross profit grew by 16% to $190 million, resulting in a gross margin expansion of 90 basis points to 27.1%. The company experienced a significant 26% increase in adjusted EBITDA to $94 million, with an adjusted EBITDA margin of 13.4%. Net income also rose by $19 million to $65 million, equating to earnings of $1.13 per diluted share. Despite a 12% sequential decline in manufacturing backlog to $302 million, lead times were maintained within the target range of 4 to 12 weeks. The company remains optimistic about market penetration, with strategies focusing on customer engagement and new product offerings, as well as maintaining a strong liquidity position with $605 million in cash and cash equivalents. However, they anticipate a moderate growth outlook for the second quarter, with revenue projected to be flat to up low single digits compared to the prior year period.

Strong Financial Performance

Net sales increased by 12% year-over-year to $701 million, with a 16% increase in consolidated gross profit to $190 million. Adjusted EBITDA rose by 26% to $94 million.

Record Home Sales

The number of homes sold increased by 8% year-over-year to 7,215 homes, with the U.S. factory-built housing revenue increasing by 10%.

Increased Gross Margin

Gross margin expanded by 90 basis points from the prior year period to 27.1%, driven by higher average selling prices and lower-than-expected material input costs.

Successful Acquisition and Integration

Closed on the Iseman acquisition in late May, with progress in executing retail and product synergies.

Strategic Initiatives Progress

Introduction of new executives to the leadership team and national recognition for newly launched HUD Code and modular homes.

Legislative Support

Unanimous bipartisan vote by the Senate Banking Committee to advance the ROAD to Housing Act, which supports off-site built homes.

Champion Homes (SKY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

SKY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2026 (Q2)	0.82 / -	0.93	―	―	―
Aug 05, 2025	2026 (Q1)	0.82 / 1.19	0.91	30.77% (+0.28)	―
May 27, 2025	2025 (Q4)	0.76 / 0.65	0.62	4.84% (+0.03)	―
Feb 04, 2025	2025 (Q3)	0.80 / 1.04	0.82	26.83% (+0.22)	―
Oct 28, 2024	2025 (Q2)	0.75 / 0.93	0.82	13.41% (+0.11)	―
Aug 06, 2024	2025 (Q1)	0.72 / 0.91	0.89	2.25% (+0.02)	―
May 21, 2024	2024 (Q4)	0.68 / 0.62	1	-38.00% (-0.38)	―
Feb 05, 2024	2024 (Q3)	0.64 / 0.82	1.44	-43.06% (-0.62)	―
Oct 31, 2023	2024 (Q2)	0.80 / 0.82	2.51	-67.33% (-1.69)	―
Aug 01, 2023	2024 (Q1)	0.88 / 0.89	2.04	-56.37% (-1.15)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

SKY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$66.18	$69.15	+4.49%
May 27, 2025	$84.26	$70.45	-16.39%
Feb 04, 2025	$92.75	$105.27	+13.50%
Oct 28, 2024	$90.85	$89.44	-1.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Champion Homes (SKY) report earnings?

Champion Homes (SKY) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).

What is Champion Homes (SKY) earnings time?

Champion Homes (SKY) earnings time is at Nov 04, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is SKY EPS forecast?

SKY EPS forecast for the fiscal quarter 2026 (Q2) is 0.82.

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