Champion Homes (SKY1) Price & Analysis
SKY1 Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 86.37B
- Enterprise Value
- MXN 4.24B
- Total Cash (Recent Filing)
- MXN 784.71M
- Total Debt (Recent Filing)
- MXN 123.17M
- Price to Earnings (P/E)
- 24.6
- Beta
- 0.00
- Next Earnings
- Nov 03, 2026
- EPS Estimate
- 17.58
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Very Low Leverage
TTM debt-to-equity near 0.01 gives Champion substantial financial flexibility in a cyclical housing market. Low leverage reduces interest and refinancing exposure, preserves capacity to fund stores, acquisitions or operations, and improves resilience when demand or margins weaken.
Backlog And Utilization
Backlog growth of nearly 40% provides forward demand visibility, while utilization improved to 62%, supporting better absorption of fixed plant costs. Together, these indicators strengthen near-term production planning and create a foundation for operating leverage if orders convert as scheduled.
Retail Network Expansion
The Timberline agreement would add nine retail locations in three Southeastern states that fit Champion's existing manufacturing footprint. Expanding company-linked distribution can improve customer access, support direct-to-consumer growth, and deepen the regional platform if integration proceeds as planned.
Bears Say
Material Cost Margin Pressure
Elevated material costs and an estimated 200-basis-point Q2 gross-margin headwind could limit profit conversion even as revenue grows. Persistent input pressure would make pricing actions harder to translate into earnings and leave results more exposed to product and channel mix.
Weaker Free Cash Flow Trend
TTM free cash flow remains positive at about $266 million, but its roughly 139% decline versus the prior period signals materially weaker cash momentum. Less favorable conversion can constrain internally funded expansion and make earnings quality more dependent on future operating recovery.
Underutilized Manufacturing Capacity
Six idled facilities are included in reported utilization, showing that part of the manufacturing footprint is not currently contributing fully. Underused capacity can dilute fixed-cost absorption and operating leverage, making margin improvement harder until production is restored or capacity is rationalized.
Champion Homes News
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Champion Homes Stock Smart Score
Company Description
Champion Homes
Champion Homes, Inc. manufactures and sells prefabricated housing units throughout North America. Its diverse product portfolio includes manufactured and modular homes, recreational park model vehicles, accessory dwelling units, and specialized modular structures catering to the multi-family and hospitality sectors. The company operates under numerous brand names across the United States, including Skyline Homes, Champion Home Builders, Genesis Homes, Athens Park Models, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes. In western Canada, its products are sold under the Moduline and SRI Homes labels. Beyond manufacturing, Champion Homes offers construction services for the installation and setup of its factory-built residences. It also manages Titan Factory Direct, a direct-to-consumer retail business with 18 sales centers strategically located across the southern United States, and provides transportation services for both manufactured homes and recreational vehicles. The company was established in 2010 and is headquartered in Troy, Michigan.
- Sector
- Consumercyclical
- Industry
- Residential Construction
- CEO
- Timothy Mark Larson
- Employees
- 9,300
- Website
- www.championhomes.com
- Address
- 755 West Big Beaver Road, Troy, MI, 48084, US
Champion Homes (SKY1) Earnings & Revenues
SKY1 Earnings Call
Earnings Call SentimentPositive
The call conveyed solid execution and cautious optimism: modest top-line growth, strong backlog expansion, improved utilization, healthy cash generation and strategic progress (Homes Direct acquisition and favorable regulatory developments). These positives were balanced against short-term pressures—elevated material costs, channel-driven ASP mix headwinds, a notable Canada volume decline and a higher effective tax rate. Management provided constructive Q2 guidance while emphasizing that some benefits (Homes Direct, HUD rule changes) will ramp over time.
View all MX:SKY1 earnings summaries