SKY
Market read
The latest filing is mixed. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SKY's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 3 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“In recent years, manufactured home construction experienced revenue growth due to a number of favorable demographic trends and demand drivers in the United States, including underlying growth trends in key homebuyer groups, such as the population over 55 year…”10-K · May 26, 2026 ↗
“The decrease in gross profit as a percent of segment net sales was driven by higher material and labor costs and the $8.4 million charge in the fourth quarter of fiscal 2026 to adjust our estimated costs to remediate water intrusion in certain homes built in…”10-K · May 26, 2026 ↗
“The decrease in gross profit as a percent of segment net sales was driven by higher material and labor costs and the $8.4 million charge in the fourth quarter of fiscal 2026 to adjust our estimated costs to remediate water intrusion in certain homes built in…”10-K · May 26, 2026 ↗
“Orders in backlog may also be impacted by inflation since customers obtain financing approval prior to ordering a home.”10-K · May 26, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SKY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-K filed 2026-05-26 against the comparable filing from 2025-05-27.
No thresholded deterioration was identified.
“During fiscal 2026, net sales for the segment increased by $5.5 million, or 17.4%, compared to fiscal 2025, primarily due to increased operating activities in Champion Financing, partially offset by a decrease in recreational vehicle shipments.”
“The increase was driven by changes in deferred taxes and favorable changes in working capital items primarily a result of the decrease in finished goods inventories at the company-owned retail sales centers.”
“The increase in SG&A expenses was primarily due to higher salaries and incentive compensation costs, which are generally based on sales volume or measures of profitability, the inclusion of Iseman Homes, and $1.0 million of costs associated with the idling of the Bartow, Florida plant, partially offset by a $3.7 million gain on the sale of an idle facility in the second quarter of fiscal 2026 and $4.1 million less charges related to the change in fair value of the contingent consideration from acquisitions.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes in the U.S.”
“Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes in the U.S.”
“During the first half of fiscal 2026, the Company idled production at the Bartow, Florida manufacturing plant and ceased operations at the Kelowna, British Columbia manufacturing plant.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 5 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
SKY is currently a Participant in the organic co-movement group Economic Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SKY; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.