Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.6B
54M shares
52-week range
$63.69 – $99.17
59% from low
Sector
MOBILE HOMES
Exchange
NYSE
CS
P/S (TTM)
1.7
EV / FCF (TTM)
15.1
Champion Homes Inc is a factory-built housing company in North America. The company is well positioned with an portfolio of manufactured and modular homes, ADUs, park-models and modular buildings for the single-family, multi-family, and other hospitality sectors. In addition to its core home building business, the company provides construction services to install and set-up factory-built homes, operates a factory-direct retail business across the United States, and operates Star Fleet Trucking, providing transportation services to the manufactured housing and other industries from several locations across the US. The Company has two reportable segment U.S. Factory-built Housing and Canadian Factory-built Housing. The majority of the revenue is generated from U.S. Factory-built Housing.
www.championhomes.comNo one on the platform currently holds SKY.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 15,400 | $1.1M |
No one on the platform has traded SKY yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 18.9% | 35.5% | — | — | — | |
| Rev. Growth % | 7.3% | 13.4% | ||||
| Profit Margin % | 7.8% | 9.9% | 5.7% | |||
| Free Cash Flow Margin % | 10.1% | 9.8% | 8.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +6.4% on the P/E track.
At today's price, your expected annual return is +11.7% on the P/E track.
At today's price, your expected annual return is +16.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $2.8B | +5.4% | $3.48 | $3.43–$3.54 | 24.3× | 2 |
| 2028 | $3.0B | +7.6% | $4.26 | $4.21–$4.34 | 19.8× | 2 |
| 2029 | $3.3B | +9.8% | $5.25 | $5.18–$5.34 | 16.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.87 | $0.88 | +0.8% |
| 2026-05-26 | $0.62 | $0.68 | +10.4% |
| 2026-02-03 | $0.83 | $0.97 | +16.9% |
| 2025-11-04 | $0.81 | $1.01 | +24.7% |
| 2025-08-06 | $0.86 | $1.19 | +38.5% |
| 2025-08-05 | $0.86 | $1.19 | +38.5% |
| 2025-05-27 | $0.76 | $0.65 | -14.6% |
| 2025-02-04 | $0.80 | $1.04 | +30.0% |
| $2.9B |
| — |
| MHOM/I Homes, Inc. | $138.84 | -1.64% | $3.5B | — |
| MTHMeritage Homes Corporation | $63.25 | -2.12% | $4.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
🏠 $BXBL : FROM FACTORY TO FINISHED HOME BOXABL is bringing factory style mass production to housing, building modular homes that can be shipped compactly and quickly installed on site. 📰 NEWS TODAY: BXBL expanded its project development capabilities, adding licensed general contracting capability in California and allowing the company to take on more of the work surrounding its manufactured homes. ✅ Can now bid directly on site development + installation projects ✅ Expanding beyond the Casita into larger homes + multifamily developments 🏘️ BXBL has already manufactured 800+ homes and reported 374 contracted but unshipped BOX units, giving it a meaningful pipeline as production scales. 🚐 Another potential growth vertical: BOXABL says its next gen travel trailer already has 5,000 pre orders, with launch anticipated in 2027. BOXABL estimates its total housing opportunity at roughly $2.2 TRILLION Communicated Disclaimer https://tinyurl.com/TherealshortsqueezyAAME $BXBL $SKY $CVCO $LEN
View on StockTwits ↗$MU $SSNLF $NLST $SKY They are live on YouTube talking about Micron, netlist, SK Hynix, Samsung right now. https://www.youtube.com/live/ELUoOTaAW3w?is=m6e09uFw_M2voagp
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$SKY https://www.wsj.com/real-estate/new-housing-law-boosts-prospects-for-factory-built-homes-3ae6bece
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$NOBH $SKY I have recently started following the home builders again and have multiple positions and came across this firm. Not a lot of info on them, but I do know some of the larger's are looking to acquire plants. Champion Sky Just acquired almost all of the Homes Direct locations.
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$SKY 96% of all new house builds are stick builds? Someone want to explain why? In Sweden 🇸🇪 85% of all housing is pre manufactured. Now with the chassis rule gone, you can have 16 ft ceilings for a 1/4th of the cost💲 New stick builds in Florida cost less than used homes. Think about that for a long second. Would you want your car built inside a factory or outside in the weather? Same with my house. This isn’t the 1980s. You can put these on concrete slabs now. No more need to raise 3 feet. These pre-manufactured houses just don’t have to be up to local building codes. You can still build them well. Where do you think all the money goes now? Where I am now, we don’t even have building codes unless you’ve got to connect something to a septic. I like to invest things that have great potential. This is one of them. This is.
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$SKY Some levels made with @TrendSpider https://share.trendspider.com/chart/SKY/7594ghgml8
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https://www.marketbeat.com/earnings/reports/2026-8-4-skyline-champion-co-stock/ $SKY Champion Homes Earnings Transcript
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$SKY Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $0.90 down -20.35% YoY • Reported revenue of $710.23M up 1.27% YoY
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$SKY reports after the close, Estimize Consensus +0.04 EPS and +15.46M Revs compared to WS http://www.estimize.com/sky/fq1-2027?utm_content
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Im a China Bull & Long term holder so def not Bearish but,.. if any Bull has a problem with the Don posting data & facts whihc is what he has done for all the years hes been on ST then come see me. The idea that unless you're a perma Bull or Bear & can only see a positive or negative side on a stock you own is why so many on ST shouldnt be here. Stop acting like children and be willing to hear all sides of the trade The Don has integrity & thats more then I can say for 90% of whats posted on ST, You gotta problem with him then you gotta problem with me & you dont want a problem with me,... No sir you do not!!! $BABA $JD $KWEB $PDD $SKY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.