The homebuilder reported a 19% sequential increase in manufacturing backlog, signaling robust order momentum ahead of the spring selling season.
Champion Homes reported a 19% sequential rise in manufacturing backlog to $316 million, driven by strong order flow despite macroeconomic uncertainty. The company sold a record 26,622 homes in fiscal 2026, outperforming the broader HUD industry, which saw a 9% shipment decline.
Revenue for Q1 fiscal 2027 is expected to remain flat year-over-year, reflecting caution over elevated inflation and consumer spending pressures. Adjusted gross margins are projected between 24.5% and 25.5% as the company balances input cost inflation with efficiency initiatives.
The company expanded its Western U.S. footprint with the acquisition of Homes Direct, adding 11 locations to support higher-margin internal manufacturing. Operational agility helped maintain 59% manufacturing capacity utilization despite extreme weather disruptions in Q4.