Inferra AI / Company / SKY

Champion Homes, Inc.

SKY · Materials

Last earnings Aug 4, 2026

Key results

Net incomefull-year

41.3%

Net income increased by 41.3% to $64.7 million &#x2022

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Net incomequarter

41.3%

Net income increased by 41.3% to $64.7 million for the first quarter fiscal 2026 compared to the prior-year period.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Revenuequarter

$701,318 thousand

Net sales $ 701,318 $ 627,779

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gross marginquarter

$189,830 thousand

Gross profit 189,830 164,215

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Selling, general, and administrativequarter

$111,309 thousand

Selling, general, and administrative expenses 111,309 108,827

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q1 FY2026 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 FY2026
$701,318 thousand
EX-99 · Aug 5, 2025
Gross margin · Q1 FY2026
$189,830 thousand
EX-99 · Aug 5, 2025
Selling, general, and administrative · Q1 FY2026
$111,309 thousand
EX-99 · Aug 5, 2025

Headline figures

MetricQ1 FY2026Prior qtrYear ago
Net income41.3%——
Revenue$701,318 thousand——
Gross margin$189,830 thousand——
Selling, general, and administrative$111,309 thousand——

EX-99 · Aug 5, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$189,830 thousand

Capital allocation

Dividend4.0 %

We remain confident in our strategy and the demand for our homes, as reflected by our disciplined approach to capital allocation, including the closing of our acquisition of Iseman Homes and $50 million of share repurchases in the quarter.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

CHAMPION HOMES ANNOUNCES FIRST QUARTER FISCAL 2026 RESULTS

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We remain confident in our strategy and the demand for our homes, as reflected by our disciplined approach to capital allocation, including the closing of our acquisition of Iseman Homes and $50 million of share repurchases in the quarter.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Company closed on the acquisition of Iseman Homes during the first quarter and repurchased and retired $50 million of its common stock under the previously announced repurchase program.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

On July 24, 2025, the Board of Directors refreshed the share repurchase authorization to provide for $150 million of potential future repurchases.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

On July 28, 2025, Champion Homes amended and extended the existing credit facility through 2030.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

The Preferred Shares received cumulative cash dividends at an annual rate of 4.0 %.

SEC original ↗Champion Homes, Inc. — 10-Q Quarterly report10-QAug 5, 2026

On November 13, 2025, ECN entered into a definitive arrangement to be acquired by a private investor group for CAD $ 3.10 per share, plus all accrued but unpaid dividends.

SEC original ↗Champion Homes, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

We remain confident in our strategy and the demand for our homes, as reflected by our disciplined approach to capital allocation, including the closing of our acquisition of Iseman Homes and $50 million of share repurchases in the quarter.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gross profit margin was 27.1% of net sales, a 90-basis point expansion compared to 26.2% in the first quarter fiscal 2025.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Gross margin expansion reflects higher ASPs on new homes sold through company-owned retail sales centers in the current quarter, and the unfavorable purchase accounting impact in the prior year related to the value of inventory acquired in the purchase of Regional Homes.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

This amendment enhances capacity for the Company's strategic priorities.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Forward-Looking Statements Statements in this press release, including certain statements regarding Champion Homes’ strategic initiatives, and future market demand are intended to be covered by the safe harbor for forward-looking statements provided by the Private Securities Litigation Reform Act of 1995.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks & headwinds

Such forward-looking statements involve inherent risks and uncertainties, many of which are difficult to predict and are generally beyond the control of Champion Homes.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Risks and uncertainties include regional, national and international economic, financial, public health and labor conditions, and the following: supply-related issues, including prices and availability of materials; changes in U.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

If any of these risks or uncertainties materializes or if any of the assumptions underlying such forward-looking statements proves to be incorrect, then the developments and future events concerning Champion Homes set forth in this press release may differ materially from those expressed or implied by these forward-looking statements.

SEC original ↗Champion Homes, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 25 Item 2.

SEC original ↗Champion Homes, Inc. — 10-Q Quarterly report10-QAug 5, 2026

See Note 14, Commitments, Contingencies, and Legal Proceedings, for further detail regarding the Company's contingent repurchase obligations.

SEC original ↗Champion Homes, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Commitments, Contingencies, and Legal Proceedings Repurchase Contingencies and Guarantees The Company is contingently liable under terms of repurchase agreements with lending institutions that provide wholesale floor plan financing to retailers.

SEC original ↗Champion Homes, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Champion Homes, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Champion Homes, Inc. are held in this edition of the library.

See also the earnings calendar for every tracked company’s next earnings date.