Feed / SKY

Champion Homes, Inc.

SKY

Consumer Cyclical · 79.60 -0.8% today

Jodie read · what matters now

Revenue increased 7.3% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to SKY, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections8 verified links5 additional receipts in Pro
Organic co-movement groupRental & Leasing Services · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-K filed 2026-05-26 against the comparable filing from 2025-05-27.

mixed
OperationsmixedEvidence score +1
liquidityconstructiveEvidence score +1
valuationmixed

What improved

  • Revenue increased 7.3% versus the comparable filing period.
  • Operating cash flow covered net income at 1.47x, improving versus the comparable period.

What weakened

No thresholded deterioration was identified.

Filing receipts

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.

Who this business touches

The relationships behind SKY

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

KMCMFiling-linked namepartnerFull receipt with Pro →
SAMGFiling-linked namepartnerFull receipt with Pro →
BTIBritish American Tobacco InduscompetitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

SKY is currently a Participant in the organic co-movement group Rental & Leasing Services. 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.

Theme membership history

No durable theme membership has been observed for this name yet.