Company Analysis

Champion Homes, Inc. (SKY)

NYSE: SKY · Mobile Homes · Troy, MI · filing with the SEC since 1994
Grade6.2
◀ Past 4.6● Present 6.7▶ Future 7.0

The grade of Champion Homes, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past4.630% of the headline
● Present6.740% of the headline
▶ Future7.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.6/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.5/10

Has it survived what it has been through?

4 warning events since 2017; the latest 2018-06-06.

weight 33% of this tense · 15th percentile among 10 sector filers · read for itself

From the record

Champion Homes, Inc.'s filings since 2017 show 4 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, 3 times, the latest 2018-06-06); an auditor change (8-K item 4.01, the latest 2018-06-06) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.8/10

What has it actually done, year after year?

+13.4% a year over 10 filed years; profitable in 9 of 10.

weight 45% of this tense · 78th percentile among 10 sector filers · read for its customers

From the record

Champion Homes, Inc.'s 10 filed years say what it did: revenue went from $861 million in fiscal 2017 to $2.7 billion in fiscal 2026, up 13.4% a year; it rose in 8 of 9 years; the deepest fall was 22% from fiscal 2023 to fiscal 2024; net income was positive in 9 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span13.4%top 5% of its family
  • the share of years revenue rosetop 5% of its family
  • the share of filed years with a profitbottom 45% of its family
  • the deepest fall from a revenue peak22.3%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
3.0/10

How has it treated the people who own it?

Share count shrank 0.5% a year. 36% of cash flow returned. Insiders: 10 sales, 0 purchases.

weight 22% of this tense · 30th percentile among 9 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-28, Champion Homes, Inc.'s diluted share count shrank about 0.5% a year, and dividends and buybacks returned about 36% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 10 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 6% of its family
  • cash returned against operating cash flowtop 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.7/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.4/10

Is it financially healthy right now?

ROE 13%: 13¢ of profit per shareholder dollar. Leverage 26%: owes 26¢ per asset dollar.

weight 45% of this tense · 74th percentile among 10 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-28, Champion Homes, Inc. earned about 13 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 33 cents per dollar of everything the company owns. Leverage: it owed about 26 cents per dollar of assets, and net share issuance: its share count shrank 2.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 35% of its family
  • return on equitytop 15% of its family
  • gross profit against assetstop 5% of its family
  • the share count against the year beforetop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.8/10

How strong is its position in its industry?

top 32% of 10 in its family; net margin 7.8%.

weight 33% of this tense · 68th percentile among 10 sector filers · read for its customers

From the record

Champion Homes, Inc.'s standing among 10 graded names in its industry family: revenue of $2.7 billion in fiscal 2026 ranks in the bottom 45% by size; a net margin of 7.8% ranks in the top 25%; revenue growth of 0.7% a year over the last 3 filed years ranks in the top 15% (its annual reports).

What it rests on

  • revenue against the family$2.66Bbottom 45% of its family
  • net margin7.8%top 25% of its family
  • three-year revenue growth0.7%top 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.1/10

What are the people in charge doing?

top 49% of 8 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 51st percentile among 8 sector filers · read for its shareholders

From the record

Champion Homes, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Larson, Timothy Mark (President & CEO, as filed), filing under that title since 2024-12-18, 1.9 years (top 36% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 5.5 years (top 31%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (bottom 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge13 in three years among 15 peoplebottom 19% of its family
  • the median years the people in charge have filed5.5 yearstop 31% of its family
  • the chief executive's years on the record1.9 yearstop 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

7.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.8/10

How much room does it have to grow?

top 22% of 10 in its family for room to expand.

weight 45% of this tense · 78th percentile among 10 sector filers · read for itself

From the record

Champion Homes, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $638 million against debt of $14 million leaves 29.3% of its assets as net cash, top 5% of its family; cash from operations less capital spending is 10.1% of revenue (top 25%); a gross margin of 26.4% (top 35%) (its annual report).

What it rests on

  • cash less debt against assets29.3%top 5% of its family
  • cash from operations less capital spending against revenue10.1%top 25% of its family
  • gross margin26.4%top 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
5.5/10

What could actually drive growth from here?

top 45% of 10 in its family for growth drivers.

weight 33% of this tense · 55th percentile among 10 sector filers · read for its customers

From the record

Champion Homes, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 0.7% a year over the last three filed years against 13.4% over all 10, slowing (bottom 35% of its family); the newest year grew 7.3% (top 5%); capital spending grew -13.3% a year (bottom 35%) (its annual reports). Champion Homes, Inc. reported 4 lines of business in fiscal 2026: US Factory Built Housing at $2.5 billion (93%), Canadian Factory Built Housing at $111 million (4%), Corporate Or Other at $37 million (1%), and 1 more; 4 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-12.7 points a yearbottom 35% of its family
  • the newest year's revenue growth7.3%top 5% of its family
  • three-year growth of capital spending-13.3%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
7.5/10

Did its newest year beat what its own record pointed to?

top 25% of 10 in its family for expectations against reality.

weight 22% of this tense · 75th percentile among 10 sector filers · read for its shareholders

From the record

Champion Homes, Inc.'s newest year against its own record: revenue of $2.7 billion in fiscal 2026 came in 9.9% above the $2.4 billion its prior three years' pace pointed to (top 35% of its family); net income of $207 million against a prior three-year average of $249 million (top 15%); a net margin of 7.8% against 10.2% before (top 25%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace9.9%top 35% of its family
  • net income against the prior three years' average-17%top 15% of its family
  • net margin against its prior average-2.4 pointstop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton SKY · research, not advice