Latest revenue
$656.6M
as of 2025-12-27
Latest net income
$54.3M
as of 2025-12-27
Net margin
8.3%
as of 2025-12-27
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $3.93B
- Enterprise value
- $3.93B
- P/E (trailing)
- 19.8×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $99.17
- 52-wk low
- $59.44
- Beta
- —
- Shares out
- 55.3M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1. BUSINESS General Overview Champion Homes, Inc., formerly known as Skyline Champion Corporation, an Indiana corporation, and its consolidated subsidiaries are referred to herein as "Champion Homes," "us," "we," "our," the "Company," and any other similar terms, unless otherwise indicated in this Annual Report. We are a leading producer of factory-built housing in North America with net sales for the year ended March 29, 2025 (“fiscal 2025”) of approximately $2.5 billion. We have more than 70 years of homebuilding experience, approximately 9,000 employees and 48 manufacturing facilities located in 20 states across the United States and three provinces in western Canada. We offer a…
AI summary unavailable — showing raw filing excerpt
Generated from SKY's filing dated 2025-05-27
Key risks
SK FACTORS Our business involves a number of risks and uncertainties. You should carefully consider the following risks, together with the information provided elsewhere in this Annual Report. The items described below are not the only risks facing us. Additional risks that are currently unknown to us or that we currently consider to be immaterial may also impair our business or adversely affect our financial condition or results of operations. Market, Industry and Supply Chain Risks Raw material shortages and price increases could delay or increase the cost of construction of our products which could materially and adversely impact our results of operations and our cash flows. Certain…
AI summary unavailable — showing raw filing excerpt
Generated from SKY's filing dated 2025-05-27
Profitability
Gross margin
26.7%
11.4%Operating margin
9.5%
10.3%Net margin
8.0%
10.3%Return on equity
12.8%
24.6%Return on assets
9.4%
23.3%Leverage
Debt / equity
0.37×
4.0%Long-term debt / equity
0.02×
7.5%Debt / assets
26.8%
3.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q4 2025 2025-12-27 | $656.6M | +1.8% | $54.3M | -11.7% | 8.3% |
Q3 2025 2025-09-27 | $684.4M | +11.0% | $58.2M | +6.3% | 8.5% |
Q2 2025 2025-06-28 | $701.3M | +11.7% | $64.7M | +41.3% | 9.2% |
Q1 2025 2025-03-29 | $593.9M | +10.7% | $36.3M | +1203.7% | 6.1% |
Q4 2024 2024-12-28 | $644.9M | +15.3% | $61.5M | +31.0% | 9.5% |
Q3 2024 2024-09-28 | $616.9M | +32.9% | $54.7M | +19.8% | 8.9% |
Q2 2024 2024-06-29 | $627.8M | +35.1% | $45.8M | -10.7% | 7.3% |
Q1 2024 2024-03-30 | $536.4M | — | $2.8M | — | 0.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Mobile Homes · SIC 2451
Your notes
Keep private notes on SKY — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$1.9M
Net activity
−$1.9M
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SKY
Institutional value
$2.44B
Total shares held
33.7M
Distinct holders
210
-139 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.8M | $657.8M | -108.2K (-1.2%) | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.1M | $228.6M | — | New |
| 3 | WASATCH ADVISORS LP | 2.7M | $203.5M | +1.9M (+221.3%) | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $184.3M | — | New |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.7M | $129.1M | +80.5K (+4.9%) | Added |
| 6 | Capital Research Global Investors | 1.4M | $102.4M | -380.9K (-21.7%) | Trimmed |
| 7 | Invesco Ltd. | 1.1M | $79.2M | +133.8K (+14.4%) | Added |
| 8 | CONGRESS ASSET MANAGEMENT CO | 1.0M | $77.4M | +91.3K (+9.6%) | Added |
| 9 | Capital World Investors | 800.0K | $59.5M | +0 (+0.0%) | No change |
| 10 | BANK OF MONTREAL /CAN/ | 793.0K | $59.0M | -33.3K (-4.0%) | Trimmed |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 776.4K | $57.7M | -244.3K (-23.9%) | Trimmed |
| 12 | UBS Group AG | 625.2K | $46.5M | +301.1K (+92.9%) | Added |
| 13 | Nuveen, LLC | 540.9K | $40.2M | +46.1K (+9.3%) | Added |
| 14 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 475.7K | $35.4M | -8.5K (-1.8%) | Trimmed |
| 15 | Voya Investment Management LLC | 397.8K | $29.6M | +121.6K (+44.0%) | Added |
| 16 | VANGUARD FIDUCIARY TRUST CO | 387.3K | $28.8M | — | New |
| 17 | ROYCE & ASSOCIATES LP | 320.8K | $23.9M | +34.6K (+12.1%) | Added |
| 18 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 316.0K | $23.5M | +1.3K (+0.4%) | Added |
| 19 | Bank of New York Mellon Corp | 314.9K | $23.4M | -12.6K (-3.8%) | Trimmed |
| 20 | Marathon Asset Management Ltd | 290.0K | $21.6M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SKY's latest filing finishes processing.