Q2 2026 Champion Homes Inc Earnings Call Transcript

Nov 5, 2025 / 01:00 PM GMT

Release Date Price: $73.22 (+10.07%)

Transcript 10-Q8-K

Key Points

Positve

Champion Homes Inc (SKY) reported an 11% increase in net sales year over year, reaching $684 million.
The company saw a 4% increase in homes sold, totaling 6,771 homes during the period.
Gross profit increased by 13% to $188 million, with gross margin expanding to 27.5%.
The company successfully added new independent distribution points, enhancing its retail channel.
Champion Homes Inc (SKY) continues to advocate for the Road to Housing Act, which supports off-site built homes, reflecting positive legislative progress.

Negative

The community sales channel experienced a slight decline due to inventory balancing and softening consumer confidence.
Sequentially, US factory-built housing revenue decreased by 2% in the second quarter compared to the first fiscal quarter.
Manufacturing capacity utilization decreased slightly to 60% from 61% in the previous quarter.
The company's effective tax rate increased to 23.6% from 2.6% in the prior year period, primarily due to a projected decrease in tax credits.
Champion Homes Inc (SKY) anticipates near-term gross margin to be around 26% due to cautious consumer sentiment and softer demand in certain markets.

Refinitiv StreetEvents Event Transcript
P R E L I M I N A R Y V E R S I O N

SKY.N - Champion Homes Inc
Q2 2026 Champion Homes Inc Earnings Call
Nov 05, 2025 / 01:00PM GMT

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Conference Call Participants
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Presentation
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>>NOTE [1]
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THIS TRANSCRIPT IS THE INITIAL PRELIMINARY VERSION WHICH LEVERAGES MACHINE LEARNING TECHNOLOGY. AS SUCH, PLEASE BE AWARE THERE MAY BE INACCURACIES IN THE TEXT DISPLAYED. FUTURE EDITED VERSIONS WILL BE REVIEWED FOR GREATER ACCURACY.

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>>Transcription Start, [2]
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Good morning and welcome to the champion Homes second quarter fiscal 2026 earnings call.

My name is Keith, and I will be

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