Champion Homes, Inc. (SKY) Stock Analysis
Consumer Cyclical · Residential Construction · NYSE
Champion Homes, Inc. (SKY) posted $2.66B in revenue for fiscal 2026 (up 7.3% year over year), at a 7.8% net margin, and has compounded revenue about 13.4%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Champion Homes, Inc.
Champion Homes, Inc. has grown revenue from $0 to $2.66B over the last 10 fiscal years, compounding about 13.4% a year. The most recent year was up 7.3%, so growth has cooled from its longer-run pace.
Net margin sits at 7.8% on a 26.4% gross margin. It carries about $23.78M of total debt.
At today's valuation the market is pricing in roughly 4.1% annual free-cash-flow growth — versus the 13.1% it actually delivered over the last five years, so the price is arguably undemanding against what it has already proven. The one thing worth a second look in the filings is net margin shrinking.
Synthesised from Champion Homes, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Champion Homes, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $0 | $1.06B | $1.36B | $1.37B | $1.42B | $2.21B | $2.61B | $2.02B | $2.48B | $2.66B |
| Gross profit | $21.98M | $177.11M | $245.36M | $278.98M | $287.69M | $589.12M | $818.68M | $485.79M | $664.02M | $704.32M |
| Net income | $5,000 | $15.80M | $-58.21M | $58.16M | $84.90M | $248.04M | $401.80M | $146.70M | $198.41M | $206.90M |
| Net margin | — | 1.5% | -4.3% | 4.2% | 6.0% | 11.2% | 15.4% | 7.2% | 8.0% | 7.8% |
Source: Champion Homes, Inc. SEC filings (10-K). 17 years of history available in the interactive view.
Champion Homes, Inc.: 1 potential red flag in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Net margin shrinkingNet margin fell from 15.4% to 7.8% over ~3 years — profitability is compressing.
What growth is priced into SKY stock?
At today's market cap of $4.14B, Champion Homes, Inc. is priced for free-cash-flow growth of about 4.1% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $269.75M from the FY ending 2026-03-31). For comparison, free cash flow actually grew 13.1%/yr over the last five fiscal years and revenue 13.4%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 17 years of Champion Homes, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Champion Homes, Inc. financial history by metric
Compare Champion Homes, Inc. with peers
About Champion Homes, Inc.
Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets. It builds homes under the Champion Homes, Genesis Homes, Skyline Homes, Regional Homes, Athens Park, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, J. Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes in the United States; and Moduline and SRI Homes brand names in western Canada. The company also provides construction service to install and set-up factory-built homes under the Champion Construction brand; operates a factory-direct manufactured home retail business under the Regional Homes, Titan Factory Direct, and Champion Homes Center brand names; and offers transportation services to manufactured housing and other industries. The company was formerly known as Skyline Champion Corporation and changed its name to Champion Homes, Inc. in August 2024. The company was founded in 2010 and is headquartered in Troy, Michigan.
Champion Homes, Inc. — frequently asked questions
What is Champion Homes, Inc.'s revenue?
Champion Homes, Inc. (SKY) reported revenue of $2.66B for fiscal year 2026, up 7.3% from the prior year, according to its SEC filings.
Is Champion Homes, Inc. profitable?
Yes. SKY earned net income of $206.90M in fiscal 2026, a net margin of 7.8%.
What is SKY's P/E ratio?
Champion Homes, Inc. trades at a price-to-earnings ratio of about 20.6 based on the latest data in our nightly-refreshed cache.
How fast is Champion Homes, Inc. growing?
SKY's revenue grew at roughly 13.4% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Champion Homes, Inc. have?
As of fiscal year 2026, SKY carried roughly $23.78M in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Champion Homes, Inc.'s gross margin?
SKY's gross margin was 26.4% in fiscal 2026 — gross profit of $704.32M on revenue of $2.66B.
What is Champion Homes, Inc.'s market cap?
Champion Homes, Inc. (SKY) has a market capitalization of about $4.14B, based on the latest data in our nightly-refreshed cache.
When does Champion Homes, Inc.'s fiscal year end?
SKY's fiscal year ends in March. Its most recent annual filing covers the fiscal year ending 2026-03-31.
What growth is priced into SKY stock?
At today's market cap of $4.14B, Champion Homes, Inc. is priced for free-cash-flow growth of about 4.1% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $269.75M from the FY ending 2026-03-31). For comparison, free cash flow actually grew 13.1%/yr over the last five fiscal years and revenue 13.4%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Champion Homes, Inc.'s official SEC filings (10-K and 10-Q), covering 17 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.