Champion Homes, Inc. (SKY)
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
$93.16-3.13%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryResidential ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · SKY
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 42.8% |
| Our one-year growth estimate | diamond | 15.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the US dollar and the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 27.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 14 industry peers · Company calendar date is not available
SKY — earnings miss
Dated 2026-08-04
Results of Operations and Financial Condition. On August 4, 2026, Champion Homes, Inc. (the “Company”) issued a press release relating to its results of operations and financial condition for the quarter ended June 27, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The attached press release contains both U.S. Generally Accepted Accounting Principles (“GAAP”) and non-GAAP financial measures. Reconciliations between non-GAAP and GAAP financia…
Why it matters: Fiscal Q1 sales rose 1.3%, but higher material costs weighed on profit. The next report can show if sales growth and margins hold.
Watch forFiscal Q2 sales rise year over year and adjusted gross margin stays at or above 25.2%.
Also watch forFiscal Q2 sales fall year over year or adjusted gross margin drops below 25.2%.
Why it matters: The deal would add nine stores in the Southeast. Closing on time would advance Champion's retail expansion.
Supportive ifChampion reports that the Timberline asset purchase closed by the end of fiscal Q4 2027.
Worry ifChampion reports that the deal was delayed, ended, or did not close by the end of fiscal Q4 2027.
Why it matters: More U.S. homes sold helped lift fiscal Q1 sales. A drop in home sales could point to weaker demand.
Watch forFiscal Q2 U.S. homes sold rise year over year from the 7,089 homes sold in fiscal Q1.
Also watch forFiscal Q2 U.S. homes sold fall year over year.
Why it matters: Management has named cash from operations as a priority. Strong cash flow supports day-to-day needs and planned investment.
Supportive ifIn the next reported quarter, cash from operations is at least $72.5 million.
Worry ifIn the next reported quarter, cash from operations falls below $72.5 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$157 on $10,000 · ±1.6% | How much price usually moves either way. |
| Bad day | $396 loss on $10,000 · 4.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,307 loss on $10,000 · 33.1% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.