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SKSKY

Champion Homes, Inc.

$SKY·$4.4B·Residential Construction·Consumer Cyclical
$77.74-2.8%YTD+2.6%1Y+12.6%
Price updated 10m ago·X counts updated 5d ago
SKSKY
$SKYChampion Homes, Inc.
$77.74-2.75%472 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SKY on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

472X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SKY's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-09

$SKY on X is Sky Protocol (formerly MakerDAO), an RWA-leader token that has been red alongside $LINK and $ONDO while $INJ rips. Bulls note Sky has spent big on buybacks but the token is only +8% this year — versus $HYPE +600%. Some Krybon top-gainer scans include $SKY, but the flow is not decisive.

Read what X is saying about $SKY

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SKY — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Champion Homes (formerly Skyline) is the public manufactured-home leader quietly compounding on the housing-affordability tailwind.

Champion Homes (ticker SKY, formerly Skyline Champion) manufactures prefabricated single-family homes — manufactured, modular, park model, and tiny homes. The stock trades at $88 as the housing-affordability shortage drives factory supply demand.

  • Growth is positive: Q1 fiscal 2027 revenue of $621M at +4.6% YoY after +10-12% in prior quarters — the manufactured-home category is quietly scaling on the affordability-shortage story, with FY27 consensus revenue of $2.79B.
  • EPS beats have been consistent: 1-25% beats across four quarters, with the TTM EPS at $4.26 giving a 20.4x trailing multiple — reasonable for a cyclical housing name during a secular shortage.
  • The California State Teachers position ($476.53M, Sep 15 disclosure) is the credible institutional accumulation signal — this is a durable long holder, not a hedge-fund tactical trade.

Nov 3 Q2 fiscal 2027 earnings with order-cadence commentary firming and 2027 EPS tracking $3.77 extends the move; a housing-affordability crisis easing or a rate pullback that pulls demand away from manufactured homes and the stock stays coiled.

What to watch: Nov 3 Q2 fiscal 2027 earnings — orders cadence, gross margin trend above 25%, and 2027 revenue guide tracking $2.79B. A manufactured-home demand slowdown or a rate pullback pulling buyers back into site-built homes stalls the thesis; order-growth above 10% re-rates it.

On the calendar: 2026-11-03 — fiscal Q2 2027 earnings

sentiment mismatched asset

Read the AI verdict on $SKY

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Factory-built and manufactured housing company with Skyline and Champion brands across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Residential Construction sits in its cycle right now — and what that implies for $SKY.

Residential Construction · Consumer Cyclical

No material change from last week — Mortgage rates pushing back above 7% are crystallizing into actual earnings misses — Lennar's Q3 miss signals the rate headwind is no longer just a sentiment risk.

What this means for $SKY

Neutral — Factory-built and manufactured housing company with Skyline and Champion brands across North America.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
-12.5%YTD
-16.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
20.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
11.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.88$0.87+0.8%
Q1 2026May 26, 2026$0.68$0.62+10.4%
Q4 2025Feb 3, 2026$0.97$0.83+16.9%
Q3 2025Nov 4, 2025$1.01$0.81+24.7%
Next earningsTue, Nov 3·consensus EPS $0.94

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$621.3M+4.6%25.8%6.6%$0.53$43.5M
Q3 FY25$656.6M+1.8%26.2%9.5%$0.97$93.9M
Q2 FY25$684.4M+11.0%27.0%10.8%$1.03$65.9M
Q1 FY25$701.3M+11.7%26.7%11.3%$1.13$66.4M

Forward consensus

4-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.6B – $2.7B$3.77$3.72 – $3.842
FY27$2.8B$2.8B – $2.8B$3.48$3.43 – $3.543
FY28$3.0B$3.0B – $3.0B$4.26$4.21 – $4.343
FY29$3.3B$3.2B – $3.4B$5.25$5.18 – $5.341

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.025-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Michael B BermanDirector1.5K sh$140KSellAug 7Helgren Erin ClaireDirector1.1K sh$105KSellJun 9Joseph A. KimmellEVP, Operations4.0K sh$304KSellJun 5Joseph A. KimmellEVP, Operations7.9K sh$600K
+ 10 other (7 awards · 3 inkinds) in window

See when $SKY insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 58-K — Item 7.01: Press release / Reg FD
3New insider — initial holdingsAug 273
AI summary

Michael Haack filed an initial Form 3 as a newly appointed Director of Champion Homes (formerly Skyline Champion, ticker SKY), with a Section 16 reporting obligation effective August 26, 2026. As of the reporting date, Haack held no shares of SKY common stock directly or indirectly. This is a routine insider registration filing required within 10 days of becoming a Section 16 reporting person. The filing establishes the baseline for future Form 4 disclosures.

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Champion Homes (SKY) expanded its Board from six to seven directors by electing Michael R. Haack, 53, effective August 26, 2026, with a term expiring at the 2027 Annual Meeting. Haack was determined to be independent and was also appointed to the Compensation Committee. Standard independent director addition with no compensation or related-party issues.

8-KShareholder voteAug 38-K — Item 5.07: Shareholder vote
AI summary

Champion Homes, Inc. held its 2026 Annual Meeting of Shareholders on July 30, 2026. All six director nominees were elected with strong support (~97-98% for), Ernst & Young LLP was ratified as auditor for fiscal year ending April 3, 2027 (~98% for), and advisory executive compensation was approved (~98% for). Routine annual meeting governance filing with no significant dissent.

3New insider — initial holdingsJun 123
AI summary

John Kastanek, Chief Customer Experience Officer at Champion Homes (SKY), filed a Form 3 on June 12, 2026 reporting initial beneficial ownership of 7,520 shares of common stock held directly, with no derivative securities reported. This is the required initial Section 16 beneficial ownership disclosure upon becoming a reporting officer of the company.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change
AI summary

SKY (SKY) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in President. Individuals named in the filing include Its Charter, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

Champion Homes (SKY) — Board Chair Tawn Kelley resigned effective May 31, 2026 (no disagreement stated); Michael Berman appointed Board Chair, Gary Robinette becomes Chair of Nominating/Governance Committee; Board size reduced to 6. Chair departure and board reshuffling; administrative.

+ 15 other (6 13Gs · 2 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Mortgage Rates Squeeze FHA Buyers: 3 Housing Stocks to Watchmarketbeat.com·2d agoChampion Homes Announces Definitive Agreement to Acquire Timberline Homesbusinesswire.com·11d agoChampion® Homes Presents Visionary Solutions to America's Affordable Housing Shortage at HUD Innovative Housing Showcasebusinesswire.com·24d agoBUCHANAN'S WHISKY INTRODUCES BUCHANAN'S COCONUT, ITS LOUDEST FLAVOR YET, WITH A NEW CAMPAIGN FEATURING NINA SKY THAT'S BURSTING WITH LATIN RHYTHM AND TROPICAL FLAVORprnewswire.com·30d agoCalifornia State Teachers Retirement System Has $476.53 Million Stock Holdings in Champion Homes, Inc. $SKYdefenseworld.net·32d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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