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Net sales by Segment
Reveals sales performance across different business segments, highlighting which areas drive revenue and where growth opportunities or challenges may lie.U.S. factory‑built sales have rebounded from the 2022–23 trough into a stronger, order‑backlog‑driven recovery—helped further by the Homes Direct retail deal (~$70M annualized, not yet in guidance)—but that top‑line momentum masks risk: manufacturing utilization remains sub‑60% and rising input costs plus adverse channel/product mix are compressing near‑term gross margins. Canadian sales are slowly recovering but are immaterial to overall results; operational leverage and margin recovery, not just revenue, will determine upside for investors.
Date | US Factory-built Housing | Canadian Factory-built Housing | Corporate/Other |
|---|---|---|---|
Jun 30, 2026 | $677.36M | $23.32M | $9.55M |
Mar 31, 2026 | $582.48M | $28.96M | $9.84M |
Dec 31, 2025 | $622.36M | $25.79M | $8.46M |
Sep 30, 2025 | $649.06M | $26.12M | $9.26M |
Jun 30, 2025 | $661.93M | $30.12M | $9.27M |
Mar 31, 2025 | $560.50M | $25.45M | $7.92M |
Dec 31, 2024 | $610.76M | $25.69M | $8.48M |
Sep 30, 2024 | $587.13M | $22.23M | $7.52M |
Jun 30, 2024 | $599.53M | $20.80M | $7.45M |
Mar 31, 2024 | $507.47M | $22.91M | $5.99M |