StrategemOps/SKY

Champion Homes, Inc. (f/k/a Skyline Champion)

NYSE:SKY
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Factory-Built / ManufacturedTroy, MIFY ends: 03-31CIK: 0000090896

Financial History

Annual Financials

Fiscal YearRevenueGross ProfitGross MarginNet IncomeEPS (Diluted)Total AssetsTotal Equity
FY2025$2.5B$664M26.7%$198M$3.42$2.1B$1.5B
FY2024$2.0B$486M24.0%$147M$2.53$1.9B$1.4B
FY2023$2.6B$819M31.4%$402M$7.00$1.6B$1.2B
FY2022$2.2B$589M26.7%$248M$4.33$1.2B$825M
FY2021$1.4B$288M20.3%$85M$1.49$918M$569M
FY2020$1.4B$279M20.4%$96M$0.13$4.1B$1.1B
FY2019$1.4B$245M18.0%$165M$0.37$4.0B$1.2B

Management Sentiment Analysis

Scored from earnings release language using ML analysis. Range: -1.0 (negative) to +1.0 (positive).

Current Posture

Q2 FY2021

Cautious

Score: -0.15

Demand-0.25

Comparable system-wide RevPAR declined 1.7% with ADR down 5.7%, despite a 310 basis point occupancy increase, indicating mixed demand signals.

Margin-0.30

Hotel operating margin declined 230 basis points due to lower RevPAR and a 1% increase in operating expenses, reflecting margin pressure.

Labor-0.10

Operating expenses increased driven by higher labor, insurance, and indirect costs, suggesting some wage inflation and cost pressures.

Land+0.10

Pipeline includes 51 hotels with 6,200 rooms and recent openings, indicating ongoing development and land acquisition activity.

Confidence-0.20

No guidance provided due to pending acquisition, limiting visibility and signaling cautious management outlook.

Risk-0.30

Risks include RevPAR declines, merger transaction expenses, and macro uncertainties, with explicit caution on forward-looking statements.

Recent Trend

Sentiment for Champion Homes, Inc. remained cautiously negative across the three quarters, reflecting persistent demand weakness and margin pressures driven by COVID-19 impacts. While demand showed some signs of stabilization with occupancy gains in Q2 FY2021, revenue per available room and operating margins continued to decline, and labor costs began to exert additional pressure. Despite ongoing development activity and a moderately improving confidence outlook in Q1, elevated risk and uncertainty persisted through Q2, particularly due to pandemic-related challenges and pending acquisition-related complexities.

Builder vs. Industry Sentiment

Orange = SKY · Gray = Industry average (Q1 FY2026)