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SKSKY

Champion Homes, Inc.

$SKY·$4.5B·Residential Construction·Consumer Cyclical
$83.79+2.9%YTD-3.6%1Y+23.3%
Mentions · last 7 days
2026-07-08: 91 posts2026-07-09: 83 posts2026-07-10: 68 posts2026-07-11: 67 posts2026-07-12: 67 posts2026-07-13: 64 posts2026-07-14: 42 posts487+12%
Price updated 3m ago·X counts updated 22h ago
SKSKY
$SKYChampion Homes, Inc.
$83.79+2.90%487 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SKY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-15

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

Champion Homes is a manufactured-home compounder holding steady on 20x P/E — Board Chair transition and a July 28 quarter into a housing recovery.

Champion Homes (ticker SKY, formerly Skyline Champion) is the leading US manufacturer of prefabricated and modular homes, park model vehicles, and accessory dwelling units — the specific low-cost-housing supplier positioned to benefit from the ongoing US housing affordability shortage. The stock is down 4% year-to-date but up 23% over twelve months, sitting at 55th percentile of the 52-week range.

Where the mechanics actually stand:

  • Growth is steady but modest: Q1 FY27 revenue grew 4.6% year-on-year to $621M on 26% gross margin and 6.6% operating margin — this is a low-single-digit-growth compounder that trades at 20x trailing earnings with a clean balance sheet (D/E at 0.07).
  • The Board Chair transition (May 31) is fresh: Tawn Kelley resigned, Michael Berman took the Chair role, and Gary Robinette became Chair of Nominating/Governance — this is meaningful governance activity, and the President role also changed per an earlier Item 5.02 filing.
  • Free cash flow is durable: trailing FCF yield sits at 6.6% against a $4.5B market cap, and the underlying manufactured-home category benefits directly from any interest-rate cuts that improve site-built-home affordability comparisons.
  • The chart is coiled: shares 6% above the 50-day and 1% above the 200-day, at 55th-percentile 52-week position — a genuine grinder with no directional signal.

The August 4 earnings is the near-term test — a beat with FY27 revenue guide raised plus concrete order-backlog commentary is what breaks the range higher toward $90, while any hint that housing-affordability pressure is deepening or that manufactured-home order intake is decelerating is what would extend the coiling into a re-test of the 200-day.

Note: X sentiment mixes SKY equity with a Sky crypto token — no clean read.

What to watch: The August 4 Q2 FY27 print — FY27 revenue guidance, order backlog commentary, and any housing-market commentary. A beat with a raised guide breaks the coil higher toward $90; housing-affordability deepening or decelerating order intake re-tests the 200-day.

On the calendar: 2026-08-04 — Q2 FY27 earnings

x sentiment mismatch

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment6 posts analyzed · as of 2026-07-10

Sky rises 10% in crypto rally as a $5.87M wallet pulled 16.5M SKY off Binance to Sky Staking Engine, and traders anticipate Wave 5 push toward $0.064-$0.066. However bearish distribution teases with CVD falling and MFI cooling. Sentiment is mixed with staking accumulation offset by short-term distribution.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Affordability compression at 7%+ mortgage rates is the structural headwind, but Lennar's Q2 beat on cost discipline confirms builders can maintain earnings..

What this means for $SKY

Neutral — Factory-built and manufactured housing company with Skyline and Champion brands across North America; this business's revenue is largely decoupled from the housing supply deficit offsetting affordability compression at high rates.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+0.4%YTD
-0.9%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
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%
Q2 2025Aug 5, 2025$1.19$0.86+38.5%
Next earningsTue, Aug 4·consensus EPS $0.89

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$3.66 – $3.872
FY27$2.8B$2.7B – $2.8B$3.40$3.30 – $3.483
FY28$2.9B$2.9B – $3.0B$4.02$3.90 – $4.123
FY29$3.2B$3.2B – $3.2B$4.60$4.47 – $4.721

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.0.7×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.55%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.+5.9%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.+1.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% 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.β1.005-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

SellJun 9Joseph A. KimmellEVP, Operations4.0K sh$304KSellJun 5Joseph A. KimmellEVP, Operations7.9K sh$600KSellMar 6Joseph A. KimmellEVP, Operations2.9K sh$237K
+ 22 other (16 inkinds · 6 awards) 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
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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

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.

3New insider — initial holdingsMar 203
8-KOfficer or director changeMar 38-K — Item 5.02: Officer or director change
+ 15 other (6 13Gs · 2 proxys · 2 8-Ks · 1 ARS) in window

Recent news

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

New Strong Sell Stocks for June 29thzacks.com·17d agoNew Strong Sell Stocks for June 17thzacks.com·29d agoChampion Homes Inc (SKY) Stock Down 3.2% -- Now Undervalued? GF Score: 88/100gurufocus.com·35d agoM/I Homes vs. Champion Homes: Which Consumer Stock Is a Better Buy in 2026?fool.com·36d agoNew Strong Sell Stocks for June 9thzacks.com·37d ago

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