Logotype for Champion Homes Inc

Champion Homes (SKY) investor relations material

Champion Homes Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Champion Homes Inc
Q1 2026 earnings summary6 Aug, 2025

Executive summary

  • Net sales rose 12% year-over-year to $701M, with homes sold up 8% to 7,215 units, driven by broad-based demand and effective cost management.

  • Net income increased 41.3% to $65M, and adjusted EBITDA grew 26% to $94M, reflecting strong operational execution and higher sales.

  • Gross profit margin expanded by 90 bps to 27.1%, aided by higher ASPs and lower material costs.

  • Strategic priorities advanced with key leadership additions, national recognition for new HUD Code and modular homes, and expanded retail/manufacturing footprint via Iseman Homes acquisition.

  • $50M in share repurchases completed; share repurchase authorization increased to $150M.

Financial highlights

  • Gross profit grew 16% to $190M; gross margin at 27.1% versus 26.2% a year ago.

  • Operating income increased 42% to $78.5M; diluted EPS was $1.13, up from $0.79 year-over-year.

  • Net cash from operations was $75M; cash and equivalents at quarter-end were $605M.

  • SG&A as a percent of sales: 15.9% (down from 17.3%), reflecting cost discipline despite higher variable compensation and integration costs.

  • $50M in share repurchases completed during the quarter; $150M authorized for future repurchases.

Outlook and guidance

  • Q2 revenue expected to be flat to up low single digits year-over-year, with order rates moderating from Q1.

  • Near-term gross margin guided to 25–26%, reflecting cautious consumer sentiment and product mix.

  • Backlog decreased to $302.5M from $404.8M year-over-year due to lower orders and higher production rates.

  • Management remains confident in strategy and demand, with focus on operational agility and disciplined capital allocation.

  • Monitoring impact of new U.S. tax legislation (OBBBA) for potential material effects.

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Frequently asked questions

Skyline Champion Corporation designs and builds manufactured and modular homes, park models, and commercial structures. The company serves retailers, builders, and developers across North America through a network of manufacturing facilities and retail locations. It is headquartered in Troy, Michigan, and its shares are listed on the NYSE.

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