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Champion Homes (SKY) investor relations material
Champion Homes Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Net sales for the second quarter increased 11% year-over-year to $684.4 million, driven by higher volumes, new product introductions, and increased average selling prices in both U.S. and Canadian operations.
Net income rose 6.3% to $58.2 million, with diluted EPS up 9.6% to $1.03, supported by improved operating income and higher sales.
Adjusted EBITDA grew 12.3% to $83.4 million, with margin expanding to 12.2%, reflecting higher sales and gross profit.
Strategic focus on product innovation, affordability, and expanding distribution channels, including the acquisition of Iseman Homes, contributed to exceeding expectations.
Collaboration with government initiatives and advocacy for affordable housing, such as the Road to Housing Act and New York State pilot, are enhancing brand awareness.
Financial highlights
Gross profit increased 13% to $187.9 million, with gross margin expanding to 27.5%, up 50 basis points year-over-year.
U.S. factory-built housing revenue rose 10.5% to $649.1 million, with homes sold up 3.4% to 6,575 units and average selling price per U.S. home up 6.8% to $98,700.
Canadian revenue reached $26.1 million, with a 9.5% increase in homes sold and a 7.3% rise in average selling price.
Net cash from operating activities was $75.9 million for the quarter, with cash and cash equivalents at $618.7 million at quarter-end.
Share repurchases totaled $50 million in the quarter, with the board authorizing up to $150 million for future repurchases.
Outlook and guidance
Third quarter revenue is expected to be flat year-over-year, reflecting a unit sales shift due to prior-year hurricane impacts and ongoing market choppiness.
Near-term gross margin is anticipated around 26%, with variability expected due to product mix and sales channel shifts.
Management expects strong cash flows and liquidity to support ongoing operations and strategic initiatives, despite cautious consumer sentiment and softer demand in some markets.
Backlog at quarter-end was $313.2 million, up 3.5% sequentially but down from $427.5 million a year ago due to lower orders and higher production rates.
How did company-owned retail drive margin expansion?
Rationale for increased share repurchases
What are the recurring SG&A cost drivers?
ROAD to Housing Act: timing for HUD implementation?
Captive retail mix shift impact on ASP and margin?
Regional performance drivers and outlook?
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Next Champion Homes earnings date
Q3 20264 Feb, 2026
Next Champion Homes earnings date
Q3 20264 Feb, 2026
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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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