Champion Homes Stock Price, News & Analysis

Champion Homes announced that key HUD executives, including Assistant Deputy Secretary Joseph DeFelice and Principal Deputy Assistant Secretary Frank Cassidy, toured their Leola, Pennsylvania manufacturing facility and retail center. The visit highlighted HUD's growing support for manufactured homes as a solution to the U.S. housing shortage. During the tour, officials viewed Champion's newer single-family models and witnessed their streamlined manufacturing process. The facility demonstrates advantages over traditional construction, offering better quality control, consistency, and efficiency by centralizing the workforce under one roof. This approach helps address labor shortages and costs while providing year-round employment. The visit came shortly after HUD Secretary Scott Turner viewed Champion's homes at the Manufactured Housing Institute Congress & Expo in Orlando.

Champion Homes (NYSE: SKY) has announced a $50 million increase to its existing share repurchase program, bringing the total program capacity to $150 million. The company's Board of Directors authorized this expansion, demonstrating confidence in their strategy and strong cash generation capabilities. The repurchases can be executed through various methods, including open market or privately negotiated purchases. The timing and volume of share repurchases will be determined by factors such as stock price, market conditions, regulatory requirements, and alternative investment opportunities. The company maintains flexibility with no obligation to repurchase a specific amount of shares and can suspend or terminate the program at any time.

Champion Homes (NYSE: SKY) has announced a definitive agreement to acquire Iseman Homes, including its 10 retail sales centers across the Dakotas, Minnesota, Montana, Nebraska and Wyoming. Iseman Homes, generating approximately $40 million in annual revenue, has been a valued retail customer of Champion.

The acquisition strengthens Champion's distribution network from nearby manufacturing facilities and expands its retail footprint. Iseman's existing management team will remain in place to ensure business continuity. The deal is expected to close during Champion's fiscal first quarter ending June 30, 2025, subject to customary closing conditions.

Champion Homes (NYSE: SKY) reported strong financial results for Q4 and full year fiscal 2025. In Q4, net sales rose 10.7% to $593.9 million, with U.S. homes sold increasing 5.1% to 5,941 units. The average selling price per U.S. home grew 5% to $94,300. Net income significantly improved to $36.3 million, though Adjusted EBITDA slightly decreased 1.1% to $52.6 million.

For full fiscal 2025, Champion achieved notable growth with net sales increasing 22.7% to $2.5 billion. Net income rose 35.3% to $198.4 million, while Adjusted EBITDA grew 16.2% to $285.1 million. The company maintained strong liquidity with $610.3 million in cash and cash equivalents, and repurchased $20 million of shares. The Board authorized a new $100 million share repurchase program on May 15, 2025.

Champion Homes (NYSE: SKY) has announced a schedule change for its fourth quarter and full year 2025 earnings release. The company will now report its earnings on Tuesday, May 27, 2025, before market opening, followed by a conference call at 8:30 A.M. Eastern Time.

Investors can access the live conference call through the company's website at ir.championhomes.com or by dialing (877) 407-4018 (domestic) or (201) 689-8471 (international). A replay will be available until June 10, 2025, via phone using passcode 13752878.

HUD Secretary Scott Turner recently toured Champion Homes (NYSE: SKY) models at the MHI Congress & Expo in Orlando, highlighting offsite construction as a solution to the U.S. housing shortage. Turner viewed two single-family manufactured homes and an ADU, emphasizing the company's commitment to affordable housing. According to 2024 data, while the U.S. median new home price was $419,200, the average manufactured home costs $159,300 (including delivery and installation, excluding land). Champion Homes operates 48 manufacturing facilities across North America, delivering homes approximately 12 weeks faster than traditional site-built construction. The company's homes are built to HUD code standards, undergo rigorous quality checks, and offer customizable floor plans while maintaining affordability through streamlined production processes.

Champion Homes (NYSE: SKY) has secured the Manufactured Housing Institute (MHI) Excellence in Manufactured Housing Award for the 11th consecutive year, bringing their total to 26 awards in the past 11 years. The company won top honors in two categories: Manufactured Home Design – Multi-Section with the Ravenwood model and Manufactured Home Design – CrossMod® with the Riverwalk model.

The Ravenwood, a 2,216-square-foot home, features unique elements including exterior doors revealing a bonus room, bar seating, and a wood-burning stove. The Riverwalk, a 1,300-square-foot DOE Zero Energy Ready Home, showcases modern design with energy-efficient features. The awards were announced at the MHI Congress & Expo in Orlando, Florida, selected from 85 submissions across 18 categories.

Champion Homes (NYSE: SKY) has scheduled its fourth quarter and full year 2025 earnings announcement for Tuesday, May 20, 2025, after market close. The company will host a conference call to discuss the results on Wednesday, May 21, 2025, at 8:00 A.M. Eastern Time.

Investors and interested parties can participate through multiple channels:

• Webcast: Available on the Investor Relations section at ir.championhomes.com
• Phone: Dial (877) 407-4018 (domestic) or (201) 689-8471 (international)
• Replay: Available for approximately three hours after the call
• Replay Numbers: (844) 512-2921 (domestic) or (412) 317-6671 (international)

The replay will remain accessible until June 4, 2025, using passcode 13752878. An online replay will be available immediately following the call on the company's website.

Champion Homes (NYSE: SKY) has launched its first national manufactured duplex series, the Concord Duplex Series, addressing the nationwide affordable housing shortage. The series, debuted at the NAHB International Builders' Show in Las Vegas, offers multi-unit manufactured homes following recent HUD standards updates.

The series features floor plans ranging from 576-square-foot one-bedroom units to 960-square-foot three-bedroom units, available across 48 contiguous states. Key features include:

• Open concept floor plans and contemporary décor
• En-suite bathrooms and private entrances
• Flexible configuration options
• Faster construction timeline than site-built alternatives

The initiative aims to help address the U.S. housing shortage of approximately 1.5 million units, according to a 2024 NAHB report. The homes are manufactured in climate-controlled environments, reducing neighborhood disruption and construction waste while leveraging economies of scale.