Champion Homes (SKY) Investor presentation summary

Strategic initiatives and business model

• Focus on investing in people, technology, and accretive M&A while returning cash to shareholders.

• Customer-centric strategy aligns talent and investments for profitable growth.

• Emphasis on leveraging capacity, technology, and channel excellence to drive growth.

• Product and service innovation includes differentiated homes, financing, and turnkey solutions.

• Expansion of go-to-market channels, both online and retail, to increase awareness and demand.

Market position and industry trends

• Manufactured housing is recognized as a key solution for affordable homeownership in the U.S.

• Average cost per sq ft of manufactured homes is about 50% less than site-built homes.

• HUD code homes represent about 10% of single-family housing starts, with significant upside as financing improves.

• Rising interest rates historically drive market share gains for manufactured housing.

Operational footprint and channels

• Operates 46 manufacturing facilities and 95 retail locations as of May 2026.

• 17 manufacturing facilities are in the top 10 states for manufactured home shipments.

• U.S. housing revenue is primarily from HUD-coded homes (87%) and modular homes (10%).

• Retail is the largest sales channel, accounting for 66% of U.S. housing revenue.

• Builder/developer and community channels represent 6% and 28% of U.S. housing revenue, respectively.