Champion Homes has beaten earnings estimates in 3 of the last 4 quarters and ranks as an industry growth leader in residential construction, but the stock has reached its analyst price target with only 0.3% remaining upside, carries a high debt-to-equity ratio of 9.2x, and recently posted its worst quarter with a miss of negative 17%, making new entry unattractive.
Thesis pillars
- Earnings Delivery Mixed Recent Miss↓Deteriorating
- High Leverage Constrains Financial Flexibility↑Improving
- Price At Target Near Zero Upside↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed May 26, 2026· older than 90 days
Champion Homes, Inc. (SKY) Stock Analysis
Consumer Cyclical · Residential Construction
Sell if holding. Analyst target reached at $96.17 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: independent distributors (75.0%).
Champion Homes, Inc. (formerly Skyline Champion Corporation) is a producer of factory-built housing in North America, reporting net sales of approximately $2.7 billion for the fiscal year ended March 28, 2026. The company operates 46 manufacturing facilities across 20 U.S.... Read more
Sell if holding. Analyst target reached at $96.17 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: independent distributors (75.0%). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.6/10, high confidence.
Passes 5/7 gates (positive momentum, clean insider activity, earnings proximity 88d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated Oct 27, 2026Recent Developments — Champion Homes, Inc.
Latest news
- NEWS Analysts Estimate Champion Homes (SKY) to Report a Decline in Earnings: What to Look Out for - Yahoo Finance — Yahoo Finance Oct 27, 2026 negative
- NEWS Champion Homes (SKY) Set to Post Quarterly Earnings on Tuesday - MarketBeat — MarketBeat Oct 27, 2026 neutral
- NEWS Champion Homes Reports Modest Growth, Expands Share Buyback - The Globe and Mail — The Globe and Mail Aug 5, 2026 positive
- NEWS Champion Homes Reports Modest Growth, Expands Share Buyback - theglobeandmail.com — theglobeandmail.com Aug 5, 2026 positive
- NEWS Champion Homes, Inc. Stock 12‑Month Price Target Raised to $94.67, Implies 15% Upside - TradingView — TradingView Aug 5, 2026 positive
Latest item Oct 27, 2026 · Generated 2026-11-05T11:49:11Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHCustomerindependent distributors75%10-K Item 1A: 'Approximately 75% of our shipments of homes in fiscal 2026 were made to independent customers throughout the U.S. and western Canada.'
Material Events(8-K, last 90d)
- 2026-06-03Item 5.02MEDIUMEVP Operations Joseph Kimmell will retire effective June 26, 2026, with a consulting agreement through August 31, 2026 for transition and one-third RSU vesting at its conclusion; the board also appointed Wade Lyall as Chief Sales Officer, John Kastanek as Chief Customer Experience Officer, and Andrew Houser as SVP Manufacturing, effective June 2, 2026.SEC filing →
- 2026-06-01Item 5.02MEDIUMTawn Kelley resigned as Board Chair and director effective May 31, 2026, with no disagreement over company operations, policies, or practices cited; the board appointed Michael Berman as Chair and Gary Robinette as Chair of the Nominating and Governance Committee, and reduced board size to six directors.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $96.17 — A.R:R is negative (-0.5) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: independent distributors (75.0%). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $89.44. Score 5.6/10, high confidence.
Analyst target $88.59 reached (−7.9% from $96.17); no take-profit level is published. Prior stop was $89.44. Stop-loss: $89.44.
Concentration risk — Customer: independent distributors (75.0%); Analyst target reached - limited upside remaining; Near 52-week high (3.0% away).
Champion Homes, Inc. trades at a P/E of 28.5 (forward 22.9). TrendMatrix value score: 5.7/10. Verdict: Sell.
11 analysts rate SKY, with a consensus score of 3.8/5. 6 analysts publish price targets averaging $102.
What does Champion Homes, Inc. do?Champion Homes, Inc. (formerly Skyline Champion Corporation) is a producer of factory-built housing in North America,...
Champion Homes, Inc. (formerly Skyline Champion Corporation) is a producer of factory-built housing in North America, reporting net sales of approximately $2.7 billion for the fiscal year ended March 28, 2026. The company operates 46 manufacturing facilities across 20 U.S. states and three Canadian provinces, holding the number-two position in U.S. manufactured housing and the number-one position among U.S. modular builders. Approximately 75% of fiscal 2026 home shipments were sold through independent distributors rather than Champion's own 84 company-owned retail sales centers.