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Champion Homes

SKY NYSE Homebuilding Financials FY2016–FY2026

Champion Homes' revenue rose 7.3% to $2.7 billion in fiscal 2026. Its operating margin was 9.4%, down from 9.5% a year earlier. Free cash flow was $270 million, up 41.7%. It paid out $200 million in dividends and buybacks, 74% of free cash flow. The diluted share count fell 2.7%.

Last close · Oct 23, 2026

$78.92

1.0%
Value it Compare
Revenue Total sales reported in the income statement.
$2.7B
7.3% vs prior year
Operating margin Operating income as a share of revenue.
9.5%
0.1 pts
Net income Profit after all expenses, interest and tax.
$207M
4.3%
Free cash flow Cash from operations minus capital spending.
$270M
41.7%
Return on capital After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
20.8%
1.1 pts
Market cap Last close times the latest diluted share count, so it is approximate.
$4.4B
Oct 23 close
P/E Last close divided by diluted earnings per share over the last four quarters.
23.0x
On $3.43 EPS (TTM)

What Champion Homes does

No business description yet.

Legal name
Champion Homes, Inc.
Fiscal year ends
March 28, 2026
Latest annual report
—
Accession · CIK
0001193125-26-239333
0000090896

Revenue and margins

Champion Homes had $2.7B of revenue in fiscal 2026, up 7.3% on the year before.

Revenue
Revenue
Margins, % of revenue
Gross Operating Net FCF
Margins, % of revenue
Gross Operating Net FCF

Net income and earnings per share

From fiscal 2016 to 2026, diluted EPS grew 38.1% a year. Loss periods are shown in red.

Net income
Net income
Diluted EPS
Diluted EPS

Returns on capital

After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.

Return on capital, equity and assets (annual)
Return on capital Return on equity Return on assets

Cash flow

Free cash flow was $270M in fiscal 2026, 10.1% of revenue. Cash from operations minus capital spending.

Free cash flow
Free cash flow
Cash from operations vs capital spending
Cash from operations Capital spending
Cash from operations vs capital spending
Cash from operations Capital spending

Dividends, buybacks and share count

Champion Homes returned $200M to shareholders in fiscal 2026, 74% of free cash flow. The diluted share count fell 2.7%.

Dividends and buybacks
Dividends Buybacks
Dividends and buybacks
Dividends Buybacks
Diluted shares outstanding (annual)

Value Champion Homes yourself

Change the assumptions and see what they imply per share. These are models, not forecasts or price targets — the answer depends entirely on what you put in.

Discounted cash flow

Value per share

—

Adds net cash of $615M and divides by 56.5M diluted shares. Ten years of cash flows plus a terminal value, discounted to today.

Earnings multiple

Value per share

—

Reference multiples: today 23.0x · peers 17.1x · sector 17.7x.

Balance sheet

Cash, debt and the ratios that show how comfortably Champion Homes can carry it.

Cash vs debt (incl. leases)
Cash Debt
Fiscal year endFY22FY23FY24FY25FY26
Cash and short-term investments $435M$748M$495M$610M$638M
Debt incl. finance leases $12.4M$12.4M$24.7M$24.8M$23.8M
Net debt / EBITDA −1.2x−1.4x−2.2x−2.1x−2.1x
Debt / equity 0.0x0.0x0.0x0.0x0.0x
Interest coverage 102.6x158.2x38.0x28.0x33.4x
Current ratio 2.2x4.2x2.4x2.4x2.5x
Quick ratio 1.6x3.4x1.5x1.6x1.7x
Total assets $1.2B$1.6B$1.9B$2.1B$2.1B
Total liabilities $410M$330M$501M$566M$559M
Shareholders' equity $825M$1.2B$1.4B$1.5B$1.6B
Net debt (− = net cash) −$423M−$735M−$470M−$586M−$615M

Insider trades

Open-market purchases and sales by officers, directors and 10% owners, from Form 4 filings. 'Plan' marks trades under a pre-arranged Rule 10b5-1 plan.

Bought, 12 months

$0.0M

0 insiders

Sold, 12 months

$2.8M

4 insiders

Of sales under plans

0%

$0.0M

DateInsiderTradeSharesPriceValueFiling
Aug 10, 2026 Michael B BermanDirector Sold 1,500 $93.22 $0.1M Form 4
Aug 7, 2026 Erin Claire HelgrenDirector Sold 1,100 $95.00 $0.1M Form 4
Jun 9, 2026 Joseph A. KimmellEVP, Operations Sold 4,000 $75.91 $0.3M Form 4
Jun 5, 2026 Joseph A. KimmellEVP, Operations Sold 7,922 $75.70 $0.6M Form 4
Mar 6, 2026 Joseph A. KimmellEVP, Operations Sold 2,880 $82.25 $0.2M Form 4
Dec 12, 2025 Timothy A. BurkhardtVP & Controller Sold 12,183 $87.41 $1.1M Form 4
Dec 11, 2025 Joseph A. KimmellEVP, Operations Sold 1,800 $88.35 $0.2M Form 4
Nov 24, 2025 Joseph A. KimmellEVP, Operations Sold 1,812 $82.04 $0.1M Form 4

Piotroski F-score

Nine pass/fail tests of profitability, funding and efficiency. 8–9 is strong, 0–2 weak.

TestFY24FY25FY26
Net income is positive ✓ ✓ ✓
Cash from operations is positive ✓ ✓ ✓
Return on assets rose ✕ ✓ ✕
Cash from operations exceeds net income ✓ ✓ ✓
Debt fell relative to assets ✕ ✓ ✓
Current ratio rose ✕ ✓ ✓
Share count didn't rise ✕ ✕ ✓
Gross margin rose ✕ ✓ ✕
Revenue rose relative to assets ✕ ✕ ✕
F-score 3 / 97 / 96 / 9
Accruals ratio −4.4%−2.1%−4.6%
Altman Z'' 6.877.107.31

Similar companies

Each company's latest fiscal year. Fiscal years end in different months, so periods don't line up exactly.

CompanyMarket capGrowthOp. marginFCF marginROICP/EF-score
Champion Homes SKY $4.4B 7.3% 9.5% 10.1% 20.8% 23.0x 6
Installed Building Products IBP $5.3B 1.0% 13.0% 10.1% 22.6% 21.5x 7 Compare →
Cavco Industries CVCO $4.2B 11.4% 10.2% 10.3% — 23.2x — Compare →
Green Brick Partners GRBK $2.8B −1.0% — 10.2% 17.9% 9.7x — Compare →
Century Communities CCS $1.7B −6.4% — 3.0% — 12.7x — Compare →

10 years of figures

US$ millions unless stated. Hover a ratio's name for its definition.

Download CSV
Fiscal yearFY16FY17FY19FY20FY21FY22FY23FY24FY25FY26
Income statement
Revenue $212M $237M $1.4B $1.4B $1.4B $2.2B $2.6B $2.0B $2.5B $2.7B
Gross profit $23.3M $22.0M $245M $279M $288M $589M $819M $486M $664M $704M
Operating income $2.2M $0.3M −$29.7M $86.5M $109M $333M $518M $175M $237M $252M
Interest expense $0.3M $0.3M $5.3M $4.6M $3.8M $3.2M $3.3M $4.6M $8.5M $7.5M
Pretax income $1.9M $0.0M −$41.3M $85.1M $111M $330M $534M $201M $257M $271M
Income tax $0.0M $0.0M $16.9M $26.9M $26.5M $82.4M $132M $47.1M $53.7M $56.8M
Net income $1.7M $0.0M −$58.2M $58.2M $84.9M $248M $402M $147M $198M $207M
Diluted EPS $0.20 $0.00 −$1.09 $1.02 $1.49 $4.33 $7.00 $2.53 $3.42 $3.66
Diluted shares 0.01B 0.01B 0.05B 0.06B 0.06B 0.06B 0.06B 0.06B 0.06B 0.06B
Cash flow
Cash from operations $3.9M $2.9M $65.2M $76.7M $154M $225M $416M $223M $241M $304M
Capital expenditure $1.1M $1.4M $12.1M $15.4M $8.0M $32.0M $52.2M $52.9M $50.5M $34.1M
Free cash flow $2.7M $1.5M $53.1M $61.4M $146M $193M $364M $170M $190M $270M
Depreciation and amortization $1.1M $1.0M $16.1M $18.5M $17.7M $20.9M $26.7M $34.9M $41.9M $47.8M
Stock-based compensation $0.1M $0.2M $102M $8.3M $6.0M $9.8M $14.2M $19.6M $18.3M $20.9M
Acquisitions $0.0M $0.0M $9.7M $0.0M $52.5M $0.2M $6.8M $283M $0.0M $27.3M
Share buybacks $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $80.0M $200M
Dividends paid $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M
Dividends and buybacks $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $80.0M $200M
Balance sheet
Cash and short-term investments $7.7M $11.4M $127M $210M $263M $435M $748M $495M $610M $638M
Total debt — — $54.3M $77.3M $39.3M $12.4M $12.4M $24.7M $24.8M $23.8M
Finance lease liabilities $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M $0.0M
Current assets $35.8M $37.3M $318M $399M $500M $782M $1.0B $918M $1.1B $1.1B
Current liabilities $18.0M $18.4M $206M $187M $264M $350M $249M $390M $451M $455M
Inventory $11.4M $12.2M $123M $126M $166M $241M $202M $319M $361M $358M
Property and equipment, net $11.6M $11.0M $109M $109M $115M $133M $177M $291M $307M $314M
Total assets $55.0M $55.6M $700M $782M $918M $1.2B $1.6B $1.9B $2.1B $2.1B
Total liabilities $29.8M $30.3M $288M $307M $349M $410M $330M $501M $566M $559M
Shareholders' equity $25.1M $25.3M $412M $474M $569M $825M $1.2B $1.4B $1.5B $1.6B
Margins
Gross margin 11.0% 9.3% 18.0% 20.4% 20.3% 26.7% 31.4% 24.0% 26.7% 26.4%
Operating margin 1.0% 0.2% −2.2% 6.3% 7.7% 15.1% 19.9% 8.7% 9.5% 9.5%
EBITDA margin 1.5% 0.6% −1.0% 7.7% 8.9% 16.0% 20.9% 10.4% 11.2% 11.3%
Net margin 0.8% 0.0% −4.3% 4.3% 6.0% 11.2% 15.4% 7.2% 8.0% 7.8%
FCF margin 1.3% 0.6% 3.9% 4.5% 10.3% 8.7% 14.0% 8.4% 7.7% 10.1%
Returns
Return on capital — — — 17.3% 24.1% 66.9% 86.7% 18.5% 19.6% 20.8%
Return on capital employed 6.1% 0.9% — 15.9% 17.4% 43.3% 47.2% 12.3% 14.9% 15.1%
Return on equity 6.9% 0.0% — 13.1% 16.3% 35.6% 39.1% 11.1% 13.4% 13.3%
Return on assets 3.2% 0.0% — 7.9% 10.0% 23.1% 28.7% 8.4% 9.8% 9.8%
Growth
Revenue growth 13.3% 11.7% — 0.7% 3.7% 55.3% 18.1% −22.3% 22.7% 7.3%
Net income growth — −99.7% — — 46.0% 192.2% 62.0% −63.5% 35.3% 4.3%
EPS growth — −100.0% — — 46.1% 190.6% 61.7% −63.9% 35.2% 7.0%
FCF growth — −44.4% — 15.5% 137.8% 32.0% 89.1% −53.4% 12.1% 41.7%
Share count change 0.0% 1.4% — 6.1% 0.4% 0.6% 0.2% 1.0% 0.2% −2.7%
Financial health
Net debt / EBITDA — — — −1.3x −1.8x −1.2x −1.4x −2.2x −2.1x −2.1x
Debt / equity — — 0.1x 0.2x 0.1x 0.0x 0.0x 0.0x 0.0x 0.0x
Interest coverage 6.9x 1.0x −5.6x 18.7x 28.5x 102.6x 158.2x 38.0x 28.0x 33.4x
Current ratio 2.0x 2.0x 1.5x 2.1x 1.9x 2.2x 4.2x 2.4x 2.4x 2.5x
Quick ratio 1.4x 1.4x 1.0x 1.5x 1.3x 1.6x 3.4x 1.5x 1.6x 1.7x
Capital allocation
Capex / revenue 0.5% 0.6% 0.9% 1.1% 0.6% 1.5% 2.0% 2.6% 2.0% 1.3%
Stock comp / revenue 0.0% 0.1% 7.5% 0.6% 0.4% 0.4% 0.5% 1.0% 0.7% 0.8%
Payouts / FCF 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 42.0% 74.1%
Quality scores
Piotroski F-score — — — — 5.0 7.0 7.0 3.0 7.0 6.0
Altman Z'' 8.4 8.2 2.0 4.1 4.5 7.1 11.0 6.9 7.1 7.3
Accruals ratio −4.1% −5.2% — −2.5% −8.1% 2.2% −1.0% −4.4% −2.1% −4.6%

Source: SEC EDGAR XBRL filings (CIK 0000090896). Data updated October 20, 2026. Quarterly fourth quarters are the full year minus the first nine months. For information only — not investment advice. Check the original filings before relying on any figure.

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