Champion Homes, Inc. (SKY) Earnings Call Transcripts

Champion Homes, Inc.'s Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Champion Homes, Inc. reported net sales of $621.3 million, reflecting a 4.6% increase year-over-year and exceeding expectations for low single-digit growth. Adjusted net income rose 1% to $37.7 million, or $0.68 per diluted share. Management maintained a cautious outlook for fiscal Q1 2027, expecting revenue to be flat year-over-year due to macroeconomic pressures, while also announcing the acquisition of Homes Direct, which is anticipated to enhance retail presence and revenue streams in the West.

Reported metrics

Guidance from management

Management expects revenue for Q1 2027 to be flat year-over-year and adjusted gross margin to be in the range of 24.5% to 25.5%. The guidance does not include the impact of the Homes Direct acquisition, which is expected to close in Q2 2027.

What management said

Thank you, Dave. We appreciate the time to share our results. They reflect the Champion team's unwavering commitment to our customers and executing on their strategic priorities. We look forward to continue to expand demand for our products, growing the adoption of off-site build homes across the U.S. and Canada and driving long-term value for our shareholders. And now let's open the line for questions. Operator, pl...

Yes. So it's going to be a couple of things. We did talk about the community channel. The community channel will be a little bit of a headwind for us as we think about Q1. The other one isn't as much of a channel dynamic but more of a product mix dynamic and that's going to be more as the consumers looking to hit price points that maybe are a little bit lower from a monthly payment perspective and what that does is e...

What analysts pressed on

Analysts expressed concerns regarding the impact of inflation on margins and the potential for a slowdown in consumer demand. Questions were raised about the dynamics of the community channel and how the company plans to navigate the macroeconomic challenges affecting entry-level buyers.

Main topics on the call

• Record Homes Sold — Champion Homes achieved a record number of homes sold in fiscal 2026, with 26,622 customers served, marking the highest sales since going public in 2018. CEO Tim Larson stated, "This is best reflected in the fact that ac...
• Homes Direct Acquisition — The acquisition of Homes Direct, which adds 11 retail locations with annualized revenues of approximately $70 million, is expected to close in fiscal Q2 2027. Larson noted, "The Homes Direct transaction demonstrates our ...
• Revenue Guidance — Management guided for flat revenue in fiscal Q1 2027 compared to the previous year, attributing this to ongoing macroeconomic challenges. CFO Dave McKinstray clarified, "We expect revenue to be approximately flat versus ...
• Gross Margin Pressure — The company expects adjusted gross margin in the range of 24.5% to 25.5% for Q1 2027, citing inflationary pressures and product mix challenges. McKinstray stated, "While we're managing margins through efficiency and valu...

Read the full Champion Homes, Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Champion Homes, Inc. earnings call transcripts on record, spanning January 29, 2020 to August 5, 2026. Based on this history, Champion Homes, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SKY

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Household Durables

Calls on record

28

First call

January 29, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly