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Champion Homes (SKY) investor relations material
Champion Homes Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales increased 1.8% year-over-year to $656.6 million in Q3, driven by higher average selling prices despite lower unit volumes in the U.S. and modest growth in Canada.
Net income attributable to the company fell 11.7% to $54.3 million, primarily due to lower gross margins and higher SG&A expenses.
Adjusted EBITDA dropped 10.2% to $74.8 million, with margin down 150 basis points to 11.4%.
The company completed the acquisition of Iseman Homes, enhancing its retail footprint and contributing to higher SG&A expenses.
Leadership changes included the appointment of Tawn Kelley as Chair of the Board and continued integration of Regional Homes.
Financial highlights
Gross profit decreased 4.9% to $172.2 million, with gross margin compressing by 190 basis points to 26.2% due to higher material costs and lower sales volume.
SG&A expenses rose to $109.7 million, mainly from the Iseman Homes acquisition; SG&A as a percentage of sales remained flat at 16.7%.
Operating income fell 14.2% to $62.5 million.
Cash and cash equivalents increased to $659.8 million at quarter-end.
Net cash from operating activities was $100.0 million for the quarter.
Outlook and guidance
Q4 revenue expected to be up low single digits year-over-year, with gross margin in the 25%-26% range.
Management remains focused on operational execution, digital and retail strategies, and product differentiation to drive future growth.
Cautious consumer sentiment, seasonally lower winter period, and potential weather disruptions factored into guidance.
Manufacturing backlog decreased to $266.0 million from $312.6 million year-over-year, as production outpaced new orders.
Management anticipates sufficient liquidity and compliance with debt covenants for the next year and beyond.
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