Every 10-Q that Champion Homes, Inc. (SKY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SKY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SKY filings page.
Champion Homes, Inc. reported Q1 fiscal 2027 net sales of $710.2 million, up 1.3% year over year. Net income attributable to the company declined to $49.2 million, with diluted EPS of $0.89 versus $1.13, as gross margin compressed to 25.2% from 27.1%.
U.S. factory-built housing sales rose 2.3% on 1.8% more homes sold and slightly higher pricing, while Canadian sales fell 22.6% on lower volumes following a plant closure. Adjusted EBITDA decreased to $73.6 million, or 10.4% of net sales, from $94.2 million, or 13.4%.
Demand indicators strengthened: manufacturing backlog increased to $421.8 million and U.S. HUD-code wholesale market share reached 23.1%. Liquidity remained strong with $784.7 million of cash, $23.8 million of total debt and $170.6 million available under a $200.0 million revolver. The company generated $72.5 million of operating cash flow, realized $137.0 million of proceeds and a $2.5 million gain from selling its ECN stake, and repurchased $50.0 million of stock, with $100.0 million remaining authorized at quarter end.
Champion Homes, Inc. delivered modest growth with some margin pressure in its latest quarter. Net sales for the third quarter rose to $656.6 million from $644.9 million, while net income attributable to the company declined to $54.3 million from $61.5 million as gross margin narrowed to 26.2% from 28.1% due to higher material costs and lower U.S. factory utilization.
For the first nine months of fiscal 2026, net sales increased to $2.04 billion from $1.89 billion and net income attributable to the company grew to $177.2 million from $162.1 million, with Adjusted EBITDA up to $252.3 million. The U.S. factory-built housing segment drove most of the growth through higher volumes and pricing, supported by the Regional Homes and Iseman acquisitions, while Canadian operations posted stronger margins on better fixed-cost leverage.
The company ended the period with $659.8 million of cash and cash equivalents and $23.8 million of long-term debt, after spending about $151.3 million on share repurchases year-to-date. Backlog decreased to $266.0 million from $312.6 million as production outpaced orders. Champion continues to address a previously disclosed water-intrusion issue, with a remaining liability of $29.8 million and a cost-sharing agreement for remediation with a roofing materials distributor, and expects its equity investment in ECN Capital to be liquidated following ECN’s agreed sale at CAD $3.10 per share.
Champion Homes (SKY) delivered stronger Q2 FY2026 results. Net sales were $684.4 million, up 11% year over year, with gross margin at 27.5% versus 27.0%. Operating income reached $74.8 million and net income attributable to the company was $58.2 million, or diluted EPS of $1.03 compared with $0.94 a year ago.
U.S. factory-built housing led growth on higher volumes and pricing, aided by the May 2025 acquisition of Iseman Homes. Canada also improved on stronger demand and mix. The company recorded $2.6 million in plant closure costs tied to Bartow, FL and Kelowna, BC, partly offset by a $3.65 million gain on the sale of an idle facility. Cash and equivalents were $618.7 million, and six‑month share repurchases totaled $100 million.
Backlog decreased to $313.2 million as orders softened. Liquidity remains robust with a $200 million revolver and $172.5 million available after $27.5 million of letters of credit. The effective tax rate rose to 23.6% due in part to the OBBBA impact on energy efficient home credits. The company continues remediation efforts for a prior water intrusion issue and maintains related accruals in current liabilities.