Key Points – Champion Homes beat a softer housing market in fiscal Q4, with net sales up 4.6% to $621.3 million and adjusted diluted EPS rising to $0.68.
Full-year home sales hit a record 26,622, underscoring continued demand for affordable factory-built housing. – Backlog improved heading into the spring selling season, with manufacturing orders up 7% year over year and backlog rising to $316 million, about 19% sequentially
The company said it outperformed the broader HUD industry, where shipments fell about 9% in the quarter. – Champion is expanding its retail footprint with the Homes Direct acquisition, adding 11 locations in the western U.S. and bringing company-owned stores to 95. The deal is expected to close in fiscal Q2 and should strengthen Champion’s direct-to-consumer presence. – 3 Stocks Built for America’s Affordable Housing Reality Champion Homes (NYSE:SKY) reported higher fourth-quarter sales and earnings as the manufactured housing company said it continued to outperform a softer industry backdrop, while also announcing a deal to expand its company-owned retail footprint in the western United States. On the company’s fourth-quarter fiscal 2026 earnings call, President and CEO Tim Larson said Champion sold 26,622 homes during the fiscal year ended March 28, 2026, which he described as “the record number of homes sold since the company went public in 2018.” Larson said off-site built homes remain a compelling affordability solution as traditional U.S. home prices remain elevated. – Champion Homes: The Focus on Affordability Makes It a Winner “With the average price of a home in the U.S. hovering near $500,000, Champion Homes provides today’s buyers with a high-quality, attractive brand-new home at a fraction of that cost,” Larson said.
Fourth-Quarter Sales Rise 4.6% Champion reported fourth-quarter net sales of $621.3 million, up 4.6% from the prior-year period. Larson said the result came in above the company’s sales expectations, despite…