Champion Homes (NYSE: SKY) lifts repurchase program to $150 million

Rhea-AI Filing Summary

Champion Homes, Inc. furnished a press release covering its results of operations and financial condition for the quarter ended December 27, 2025. The release includes both GAAP and non-GAAP financial measures, with reconciliations provided, and is furnished rather than filed under the Exchange Act.

The Board of Directors also approved a $50.0 million increase to the existing share repurchase program, refreshing the available authorization to $150.0 million. Details on the repurchase program were included in the same press release referenced in this report.

Insights

Equity capital allocation analyst

Champion Homes refreshes its $150M buyback while releasing quarterly results.

Champion Homes, Inc. furnished a quarterly results press release that combines GAAP and non-GAAP metrics with reconciliations. Because it is furnished under Item 2.02, it is not deemed filed for liability purposes and is not automatically incorporated into other securities filings.

The Board’s approval of a $50.0 million increase to the share repurchase authorization, bringing it to $150.0 million, signals an intention to continue returning capital via buybacks. Actual impact will depend on how actively the company uses this refreshed authorization over time.

false000009089600000908962026-02-032026-02-03

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): February 3, 2026

CHAMPION HOMES, INC.

(Exact name of Registrant as Specified in Its Charter)

Indiana			001-04714	35-1038277
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
755 West Big Beaver Road, Suite 1000
Troy, Michigan				48084
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: (248) 614-8211

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock		SKY		The New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02 Results of Operations and Financial Condition.

On February 3, 2026, Champion Homes, Inc. (the "Company") issued a press release relating to its results of operations and financial condition for the quarter ended December 27, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The attached press release contains both U.S. Generally Accepted Accounting Principles (“GAAP”) and non-GAAP financial measures. Reconciliations between non-GAAP and GAAP financial measures are included in the attached press release. The Company's management utilizes non-GAAP financial information to provide a useful measure of comparative operating performance of the Company. The non-GAAP financial measures are supplemental to, and not a substitute for, measures of financial performance prepared in accordance with GAAP.

The press release, and the information set forth therein, is being furnished pursuant to Item 2.02 of this Current Report and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”) or otherwise subject to the liabilities of that Section. Nor shall such document be deemed incorporated by reference in any filing under the Securities Act of 1933 or the Exchange Act, regardless of any general incorporation language in the filing unless specifically stated so therein.

Item 8.01 Other Events.

On January 29, 2026, the Company's Board of Directors approved an increase of $50.0 million to the Company's existing share repurchase program to refresh the available amount to $150.0 million, which was also announced in the press release attached as Exhibit 99.1 to this Current Report on Form 8-K. Portions of such press release with respect to the share repurchase program are incorporated in this Item 8.01 by reference.

Item 9.01 Financial Statements and Exhibits.

99.1	Press Release issued by Champion Homes, Inc. on February 3, 2026
104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Champion Homes, Inc.
Date:	February 3, 2026	By:	/s/ Laurel Krueger
			Laurel Krueger Senior Vice President General Counsel