10-K · May 26, 2026
Champion Homes, Inc. (SKY) reported Q4 2026 revenue of $621.3 million, exceeding estimates and contributing to a fiscal year revenue increase of 7.3% to $2.7 billion. EPS for FY26 rose to $3.85, marking a 9.4% growth…
Earnings analysis · 10-Q
SKY earnings analysis
Filed November 4, 2026 · Our reading of the company's report
The latest report
The quarter produced $728.0 million of revenue and $0.95 of diluted EPS, beating consensus estimates of $719.1 million and $0.94. The filing supports continued capital returns, including 544,847 repurchased shares and a…
Read full summary
The quarter produced $728.0 million of revenue and $0.95 of diluted EPS, beating consensus estimates of $719.1 million and $0.94. The filing supports continued capital returns, including 544,847 repurchased shares and a $150.0 million authorization, but Homes Direct integration and unquantified legal claims remain risks. The extracted filing text does not provide gross margin, operating margin, free cash flow, segment results, or numeric forward guidance.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.95
What stood out
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Revenue and EPS beat estimates
Revenue was $728.0 million and diluted EPS was $0.95 for the reported quarter, modestly above consensus estimates of $719.1 million and $0.94, respectively.
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Share repurchases continued
The company repurchased 544,847 shares during the three months ended September 26, 2026, at an average price of $91.74 per share.
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Repurchase authorization expanded
The board increased the repurchase authorization by $50.0 million in October 2026, bringing the available authorization to $150.0 million.
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Disclosure controls remained effective
Management concluded that disclosure controls and procedures were effective as of September 26, 2026.
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Homes Direct acquisition completed
The company completed the acquisition of Homes Direct in the second quarter of fiscal 2027, expanding its operating footprint.
What to watch
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Buybacks could consume cash
The company intends to fund the repurchase program from existing cash; the October 2026 authorization increased available repurchases to $150.0 million, creating a potential use of liquidity for capital returns.
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Acquisition integration controls
Homes Direct was excluded from the internal-control assessment during the first year after acquisition while it is integrated into operations, compliance programs, and control processes.
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Unquantified legal exposure
The company stated that it remains involved in legal proceedings and claims, including product-liability claims, commercial disputes, and other matters; the filing does not quantify potential exposure.
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Market risks unchanged
The filing states that there have been no material changes in interest-rate and foreign-exchange risks since March 28, 2026, limiting evidence of risk mitigation from the prior annual report.
Management's outlook
No quantitative revenue or EPS guidance is provided in the extracted filing text; outlook appears deferred to the earnings release or call.
Earlier filings 4
10-Q · February 4, 2026
Champion Homes reported quarterly net sales of $656,614,000 (up $11.7M, +1.8% vs prior year) and diluted EPS of $0.97 (down $0.09 vs $1.06). Gross profit and operating income contracted versus the year-ago quarter, but…
10-K · May 27, 2025
Champion Homes (formerly Skyline Champion) reports fiscal 2025 net sales of approximately $2.5 billion and highlights a broad North American footprint (48 manufacturing facilities, 72 sales centers) and a strategy…
10-Q · October 29, 2024
Champion Homes, Inc. reported strong growth in Q2 2024 with net sales of $616.9 million, up 32.8% year-over-year from $464.2 million. EPS increased to $0.94, surpassing estimates and representing a notable rise compared…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.