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SKSKY

Champion Homes, Inc.

$SKY·$5.2B·Residential Construction·Consumer Cyclical
$89.02-1.3%YTD-2.5%1Y+20.4%
Mentions · last 7 days
2026-08-21: 23 posts2026-08-22: 18 posts2026-08-23: 9 posts164+1%
Price updated 13m ago·X counts updated 8d ago
SKSKY
$SKYChampion Homes, Inc.
$89.02-1.34%164 posts+1%
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 numbersStalledAI verdict · as of 2026-08-30

The move has stalled — likely just drifts unless something new shows up.

Manufactured-housing leader Champion Homes quietly cheap at 11x EV/EBITDA — chatter is a Solana memecoin, not the equity.

Champion Homes (formerly Skyline Champion) is the second-largest manufactured-housing producer in the US — factory-built single-family homes as an affordable-housing alternative. It's a real, cash-generative industrial that the market has mostly ignored this year.

How the setup reads:

  • Operating business is steady: Q1 revenue grew 4.6% year-on-year to $621M, operating margin 6.6% — the manufactured-housing cycle off the 2021 peak but stabilizing.
  • Valuation is reasonable: 20x earnings, 11x EV/EBITDA, 1.5x sales, 6.6% FCF yield on 11% ROIC and 13% ROE — mid-cycle multiple for a producer with real capital returns, room if the housing-supply narrative reprices.
  • Institutional signal is positive: Deutsche Bank took a $5.32M position, and the board added Michael Haack (former CEO of Milwaukee Tool) as a director — governance strengthening.
  • Insider signal is minor: director Berman sold $140K plus F-InKind tax-withholding events (Krueger $128K, Lyall $171K).
  • Position is a boring hold: 75th percentile of the 52-week range, 4% above the 50-day, 9% above the 200-day on quiet volume — waiting for the next catalyst.
  • The $SKY chatter is a Solana memecoin (SkySuperCat) — treat as ticker collision.

The November 3 print is what breaks the stall — a re-acceleration in orders backlog plus continued gross margin improvement lifts the multiple back toward 25x; another flat-order quarter with sector inventory build is the trigger for a pullback back to the 200-day.

What to watch: November 3 earnings — a re-acceleration in orders backlog plus continued gross margin improvement lifts the multiple back toward 25x; another flat-order quarter with sector inventory build pulls the stock back to the 200-day near $83.

On the calendar: 2026-11-03 — Q2 FY27 earnings

X sentiment

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

Neutral sentiment11 posts analyzed · as of 2026-08-30

The feed is off-topic for Skyline Champion — every post is about a Solana "Sky Super Cat" ($SKY) memecoin trading at a ~$4.66M market cap on CryptoGems, with alpha-group tags like "aped at $12K MC and saw it rip to $155K MC." One warning post even calls the token "a bundled scam." A stray DeFi context tweet lumps $SKY (Sky/Maker) with $FRAX, $AAVE and $COMP. As a signal on the manufactured-home equity, the conversation is absent.

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

Mortgage rate direction is the single biggest demand driver; existing home inventory scarcity has partially sustained new-home demand even at elevated rates. Rate relief would be a sharp positive catalyst — the demand backlog (millennials in household-formation years) is intact.

What this means for $SKY

Partial — consumer discretionary / retail performance tracks consumer spending trends; Champion Homes, Inc.

Top industry ETF

$ITBiShares U.S. Home Construction ETF
+2.9%YTD
-12.9%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
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$3.66 – $3.872
FY27$2.8B$2.7B – $2.8B$3.40$3.30 – $3.483
FY28$2.9B$2.9B – $3.0B$4.02$3.91 – $4.133
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.0.5×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.75%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.+4.4%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.+8.8%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 today0.7% 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

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$600KSellMar 6Joseph A. KimmellEVP, Operations2.9K sh$237K
+ 31 other (19 inkinds · 12 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 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.

3New insider — initial holdingsMar 203
+ 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.

SKY Network Television Limited (SYKWF) Q4 2026 Earnings Call Transcriptseekingalpha.com·4d agoChampion Homes Appoints Michael Haack to its Board of Directorsbusinesswire.com·5d agoDeutsche Bank AG Takes $5.32 Million Position in Champion Homes, Inc. $SKYdefenseworld.net·6d agoAmerica Is Short Millions of Homes. What If You Could Build One in a Factory Like a Car?globenewswire.com·17d agoChampion Homes Q1 Earnings Call Highlightsmarketbeat.com·23d 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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