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USConsumer Cyclical

Skyline Corporation (SKY)

US · Consumer Cyclical · Residential Construction

$85.15+0.31%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$710.2M
Revenue YoY
+1.3%
Net profit
$49.2M
Profit YoY
-24.0%
EPS
$0.88
EPS estimate
$0.89
Net margin
6.9%

EPS came in at 0.88 against a street estimate of 0.89 — a miss of 1.1%.

Key statistics

Market cap
$4.51B
P/E
24.3
Forward P/E
22.8
P/B
2.87
Book value
$28.98
EPS (TTM)
$3.42
52-week high
$99.17
52-week low
$63.69
50-day MA
$86.29
200-day MA
$83.14
Beta
1.01

Analyst view

Analysts rate Skyline Corporation a hold (2 buy, 5 hold, 0 sell out of 7) with an average price target of $103.50.

From the latest earnings call · 2026-08-05

CONFIDENT Champion outperformed industry despite 5% HUD shipment decline. Q1 revenue +1.3% YoY to $710M; backlog surged 40% to $422M. Homes Direct acquisition closed Aug 1; ROAD Act passed, enabling chassis-free HUD homes by 2028. Q1 FY27 Strong growth in Texas, Florida, Mississippi, Alabama. Slight weakness in West and parts of Midwest. Canada declined due to weather disruptions. Analysts pressed on ASP headwinds, timing of ROAD Act rulemaking benefits, and SG&A leverage. Management clarified mix (wholesale $85k vs. retail $140k) drives ASP variance more than pricing power; rulemaking takes 12+ months; SG&A will trend lower as % of sales via fixed-cost leverage as revenue grows. 2026-08-05…

Full summary in the app.

Shareholding

Insiders
0.76%
Institutions
113.34%

Largest institutional holders

FundStake
BlackRock Inc16.30%
Wellington Management Company LLP5.92%
Vanguard Portfolio Management, LLC5.66%
State Street Corp5.07%
Wasatch Advisors LP5.06%
Vanguard Capital Management, LLC4.57%
Dimensional Fund Advisors, Inc.3.25%
Geode Capital Management, LLC2.45%

Recent filings & reports

DocumentDate
Board / officer change · Q2 FY2027
CHAMPION HOMES, INC. (SKY) - 8-K SUMMARY HEADLINE NUMBERS • Board size increased from 6 to 7 directors on August 24, 2026 • One new independent direc
2026-08-26
Quarterly report · Q1 FY2027
CHAMPION HOMES, INC. — 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net Sales (Q1 FY2027): $710.2 million vs. $701.3 million year-ago quarte
2026-08-05
Results announced · Q2 FY2027
CHAMPION HOMES, INC. – Q1 FISCAL 2027 RESULTS SUMMARY HEADLINE NUMBERS • Net sales: $710.2 million, up 1.3% year-over-year • Earnings per diluted sh
2026-08-04
Shareholder vote results · Q2 FY2027
CHAMPION HOMES, INC. - 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held July 30, 2026 • Total shares voted: approximately 50.9 million
2026-08-03
Proxy statement · Q2 FY2027
CHAMPION HOMES, INC. – PROXY STATEMENT SUMMARY HEADLINE NUMBERS • Revenue: $2.7 billion (7% increase year-over-year) • Net Income: $207 million (4%
2026-06-18
Board / officer change · Q1 FY2027
CHAMPION HOMES, INC. (SKY) — 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Joseph Kimmell, Executive Vice President of Operations, notified the compan
2026-06-03
Annual report FY2026
CHAMPION HOMES, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Net sales for fiscal year ended March 28, 2026: approximately $2.7 billi
2026-05-26
Quarterly report · Q3 FY2026
CHAMPION HOMES, INC. - 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (9 months ended Dec 27, 2025): $2,042,361 thousand ($2.04 billion), up 8.1% vs. $1,
2026-02-04

Readable in the app.

Deals & corporate news

AnnouncementDate
Third quarter fiscal 2026 results; $50M share repurchase completed
Champion Homes reported third quarter fiscal 2026 results showing mixed performance with concerning profitability trends. Net sales grew modestly by 1.8% to $656.6 million, but this masked u
2026-02-03
Formation of captive finance joint venture with ECN Capital subsidiary
Champion Homes announced that ECN Capital Corp, which owns 49% of Champion Financing LLC (a joint venture with Champion Homes), is being acquired by Warburg Pincus for C$3.10 per share in ca
2025-11-14

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Data updated 2026-09-18.