HIGHOutside partyCustomer
75%
independent distributors
“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.'”
SKY · Concentration risk · 10-K extracted
Champion Homes (SKY) concentration risks
Updated
The most significant concentration Champion Homes discloses is independent distributors at 75%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Champion Homes’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-03Champion Homes' sole disclosed concentration exposure is on the customer/channel side: approximately 75% of the company's home shipments in fiscal 2026 were made to independent customers throughout the U.S. and western Canada — a high-sized share by the filing's own framing. This is a dependency-type exposure tied to the company's go-to-market structure rather than a single named customer or supplier. Because the figure describes shipments to independent distributors and retailers broadly rather than to one specific counterparty, the risk is somewhat diffused across many independent relationships rather than concentrated in a single company-ending event. Still, with three-quarters of shipment volume running through this independent channel, Champion Homes' results are structurally tied to the health of that distribution network — its ordering patterns, inventory decisions, and end-market demand for manufactured housing across the U.S. and western Canada. A broad slowdown in that channel, whether from softer housing demand, financing conditions, or distributor destocking, would disproportionately affect the company given how much of its volume flows through it. With no other concentration metric disclosed in the filing, this channel dependency is the primary signal available for assessing Champion Homes' exposure profile.
For the engine’s reasoning on SKY’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Residential Construction
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| CVCO | Cavco Industries, Inc. | 3 | 2 | 0 | 5 |
| KBH | KB Home | 2 | 2 | 0 | 4 |
| DHI | D.R. Horton, Inc. | 2 | 0 | 0 | 2 |
| IBP | Installed Building Products, In | 1 | 1 | 0 | 2 |
| SKY● | Champion Homes, Inc. | 1 | 0 | 0 | 1 |
| GRBK | Green Brick Partners, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.