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Champion Homes reported second-quarter net sales growth of 6.2%, while manufacturing orders rose 17% and backlog reached approximately $500 million. The company expects fiscal third-quarter revenue growth of 8% to 10% and adjusted gross margin of 24 to 25 percent.
Champion Homes, Inc.’s second-quarter net sales increased 6.2% to $727.0 million, while Adjusted EBITDA fell $6.8 million to $76.6 million; manufacturing backlog increased to $500.2 million.
Champion Homes reported second-quarter fiscal 2027 net sales of $727.0 million, up 6.2%, and diluted EPS of $0.97 for the quarter ended September 26, 2026. The board increased the share repurchase authorization by $50.0 million to $150.0 million.
Champion Homes agreed to acquire Timberline Homes, Inc.’s assets, adding nine retail locations in Alabama, Mississippi and Florida and expanding its Southeastern U.S. footprint. The acquisition is expected to close in Champion’s fourth quarter of fiscal year 2027.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Champion Homes reported Q1 fiscal 2027 net sales of $710.2 million (+1.3% YoY), with backlog rising to $421.8 million (from $302 million a year ago) and closed the Homes Direct acquisition on August 1, guiding Q2 revenue to grow mid-single digits despite roughly 200 bps of gross-margin headwind from elevated input costs and the loss of ENERGY STAR tax credits.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Canadian manufacturing average home selling price | $126.1K | the three months ended June 27, 2026 filing | — |
| Canadian manufacturing facilities in operation at end of period | 4 | the three months ended June 27, 2026 filing | — |
| Estimated market share in the U.S. total housing market | 3% | the three months ended June 27, 2026 filing | — |
| Segment EBITDA (Canadian Factory-built Housing) | $3.9M | Three months ended June 27, 2026 filing | — |
| Segment EBITDA (Corporate/Other) | -$18.43M | Three months ended June 27, 2026 filing | — |
| Segment EBITDA (U.S. Factory-built Housing) | $88.49M | Three months ended June 27, 2026 filing | — |
| U.S. manufacturing facilities in operation at end of period | 42 | the three months ended June 27, 2026 filing | — |
| U.S. retail sales centers in operation at end of period | 84 | the three months ended June 27, 2026 filing | — |
| Adjusted EBITDA non-GAAP | 73.6M | first quarter fiscal 2027 | — |
GAAP → non-GAAP reconciliationGAAP Net income attributable to Champion Homes, Inc. 49.16M
+17.01M Income tax expense
-4.54M Interest (income), net
+12.33M Depreciation and amortization
+263K Equity in net loss of ECN
-2.51M Net gain on sale of ECN
+0K Plant closure costs
-313K Product liability - water intrusion, net
+589K Transaction costs
+1.6M Other
= Adjusted EBITDA 73.58M
|
|||
| Adjusted EBITDA margin non-GAAP | 10.4% | first quarter fiscal 2027 | — |
| Adjusted EPS non-GAAP | $0.88 | first quarter fiscal 2027 | — |
| Adjusted gross profit margin non-GAAP | 25.2% | first quarter fiscal 2027 | — |
| Adjusted SG&A as a percentage of net sales non-GAAP | 16.4% | first quarter fiscal 2027 | — |
| ASP per U.S. home sold | $95,600 | first quarter fiscal 2027 | — |
| Backlog | 421.8M | first quarter fiscal 2027 | — |
| Canadian homes sold | 185 | first quarter fiscal 2027 | — |
| Gross profit margin | 25.2% | first quarter fiscal 2027 | — |
| Repurchased and retired common stock | $50M | first quarter fiscal 2027 | — |
| U.S. homes sold | 7,089 | first quarter fiscal 2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SKY
this stock
Champion Homes, Inc.
|
$4.96B | +9.3% | +7.3% | 27.5 | 4.8% |
|
DHI
Horton D R Inc
|
$40.71B | +1.1% | -6.9% | 13.9 | 4.3% |
|
PHM
Pultegroup Inc
|
$23.38B | +8.3% | +11.8% | 13.6 | 4.3% |
|
LEN
Lennar Corp
|
$19.89B | -18.7% | -3.5% | 15.4 | 9.1% |
|
NVR
Nvr Inc
|
$15.49B | -19.7% | -1.9% | 16.2 | 6.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Champion Homes, Inc.’s second-quarter net sales increased 6.2% to $727.0 million, while Adjusted EBITDA fell $6.8 million to $76.6 million; manufacturing backlog increased to $500.2 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SKY | +1.0% | +18.8% | +28.6% | +9.0% | +9.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.6% | +19.9% | +28.1% | +9.2% | -1.4% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
