Champion Homes (SKY)
Builds factory-made homes and connects them to retail, financing, setup, and delivery.
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Builds manufactured and modular homes, park model RVs, ADUs, and modular buildings, selling through independent channels and an expanding factory-direct retail network. Manufacturing is supported by installation, transport, and financing services, with most revenue tied to U.S. factory-built housing and demand shaped by credit availability.
Builds manufactured and modular homes, park model RVs, accessory dwelling units, and modular buildings for single-family, multifamily, and hospitality uses. Factories and regional brands supply independent retailers, builders, developers, community operators, and government agencies in the United States and western Canada.
Extends manufacturing through factory-direct retail under Regional Homes, Titan Factory Direct, Champion Homes Center, Iseman Homes, and Homes Direct, while Champion Construction handles installation and Star Fleet Trucking coordinates transport. Champion Financing, formed with Triad Financial Services, supports dealer inventory and consumer purchases. The integrated model links production capacity with local distribution, permitting, setup, and delivery.
Most revenue comes from U.S. factory-built housing; Canada remains a smaller manufacturing market. Demand depends on consumer and dealer credit, interest rates, zoning and installation rules; most U.S.-made homes must meet the federal HUD construction code.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Zelman | Upgrade | ||
| Aug 6, 2026 | UBS | Reiterate | Rating: —Target: $93 | Target: $115 |
| Aug 6, 2026 | RBC Capital | Reiterate | Rating: —Target: $92 | Target: $99 |
| Aug 6, 2026 | Barclays | Reiterate | Rating: —Target: $102 | Target: $109 |
| Jul 14, 2026 | Barclays | Reiterate | Rating: —Target: $94 | Target: $102 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $784.7M · Total debt $123.2M · Total assets $2.15B · Shareholders' equity $1.57B
- Revenue
- $710.2M
- Operating income
- $60.3M
- Net income
- $49.2M
No dividends on record.
| Institutions | ≈ 110.61% | 60.04M shares | |
|---|---|---|---|
| 383 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.08% | 3.84M shares | |
| 19 holders · as of Aug 27, 2026 | |||
| Adds to | 117.69% | ||
54.28M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 117.69%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.61% | 9.01M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.08% | 3.30M | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 5.92% | 3.21M | as of Jun 30, 2026 |
Stowers Institute for Medical ResearchInsider | 5.54% | 3.01M | filed Feb 8, 2023 |
State Street CorpInstitution | 5.44% | 2.95M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 10, 2026 | Michael B. Berman | director | −1,500 | $93.22 |
| Aug 7, 2026 | Erin Claire Helgren | director | −1,100 | $95.00 |
| Jun 9, 2026 | Joseph A. Kimmell | officer: EVP, Operations | −4,000 | $75.91 |
| Jun 5, 2026 | Joseph A. Kimmell | officer: EVP, Operations | −7,922 | $75.70 |
| Mar 6, 2026 | Joseph A. Kimmell | officer: EVP, Operations | −2,880 | $82.25 |
- Cavco Industries
Closest public factory-built housing peer
- Legacy Housing
Smaller manufactured-home and tiny-house peer
- D.R. Horton
National entry-level site-built substitute
- Lennar
Large national builder competing for first-time buyers
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Champion Homes | $87.34 | −1.69% | $4.88B | 26.0 | 23.6 | 1.8 | +1.3% |
| Cavco Industries | $544.98 | −2.40% | $4.30B | 24.3 | 22.8 | 1.9 | +9.5% |
| Legacy Housing | $28.81 | −0.60% | $689.2M | 13.5 | 12.7 | 3.8 | +32.2% |
| D.R. Horton | $142.45 | −1.15% | $40.31B | 13.7 | 12.8 | 1.2 | +0.0% |
| Lennar | $82.96 | −0.12% | $20.62B | 15.7 | 17.1 | 0.6 | −9.0% |
| Median | 14.7 | 14.9 | 1.5 | +4.8% |