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SKY

Champion Homes, Inc.

SKY

NYSE·Consumer Cyclical·Residential Construction·Mkt cap $4.7B

$84.50

-0.45%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$60.13 - $99.17

P/E

22.47

Fwd P/E

24.87

Beta

1.04

Div Yield

0.00%

Avg Vol

730.9K

Shares Out

55.9M

Mkt Cap

$4.7B

Price action

Price chart

Up 25.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Diversified brand portfolio with 13+ established brands providing market reach across price points and demographics
  • Vertically integrated operations including manufacturing, retail distribution, and installation services reducing costs and improving margins
  • Factory-direct retail presence through Titan Factory Direct's 18 strategically located sales centers in high-demand southern markets
  • Efficient manufacturing processes and economies of scale enabling competitive pricing in affordable housing segment
  • Established supply chain and logistics network for transportation and setup services across North America

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Strong revenue growth (23% YoY)

Value

Significant premium - growth priced in

Momentum

Strong

+14.8% over 3m

Quality

Stable

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 4, 2026

Q2 26 RECAP

MAY 26, 2026

Reported EPS of $0.68 vs $0.63 consensus (+7.9% surprise). Revenue of $621.3M vs $607.4M expected (+2.3%). Beat on both top and bottom lines.

EPS beat +7.9%
Rev beat +2.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+7.9%

Next: Aug 4, 2026

Revenue trend · last 8Q

+15%

+11%

+12%

+11%

+2%

Q4 24

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

$536.4M

$627.8M

$616.9M

$644.9M

$593.9M

$701.3M

$684.4M

$656.6M

Margins · last 8Q

Gross

26.2%

Operating

9.5%

Profit

8.3%

Wall Street consensus

3 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

100%

Hold

0%

Sell

0%

Median Price Target

$93.00

+10.1% vs $84.50

Low $92.00
Median $93.00
High $94.00

Latest: UBS · Jun 5, 2026

2 analysts covering

vs Industry

How SKY stacks vs Residential Construction

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.