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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.
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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