The earnings miss on GAAP basis, driven by one-time charges, contrasts with prior beats and may pressure the stock near-term. Watch for commentary on the conference call regarding normalization of those charges and the trajectory of organic demand. The increased buyback authorization signals confidence but is unlikely to fully offset the miss.
Price Chart
Executive Summary
Champion Homes reported Q4 FY2026 GAAP EPS of $0.53, missing the $0.63 consensus by 16%, while revenue grew 4.6% to $621.3M. Net income declined 18.4% due to one-time charges, but adjusted metrics improved slightly. The company also refreshed its share repurchase authorization by $50M to $150M.
Key Financial Metrics
Key Facts
- Q4 GAAP EPS $0.53 vs consensus $0.63 (miss of 15.9%)
- Q4 revenue $621.3M, up 4.6% YoY
- Q4 GAAP net income $29.7M, down 18.4% YoY
- Q4 adjusted EPS $0.68 (up 4.6% YoY) vs prior-year $0.65
- Full-year FY26 revenue $2.66B (+7.3%), GAAP EPS $3.66 (+7.0%)
- Share repurchase authorization increased by $50M to $150M
- Backlog up 18.8% sequentially to $316.0M
Financial Impact
EPS miss of ~16% vs consensus; revenue slightly above expectations; no explicit guidance provided.
Risk Factors
- Continued margin compression from higher costs and product liability charges
- Macro headwinds in housing affordability and interest rates
- Potential further GAAP earnings volatility from contingent consideration adjustments
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-237809 |
| Document: sky-20260526.htm | 0001193125-26-237809 |
| Document: 0001193125-26-237809-index-headers.html | 0001193125-26-237809 |
| Document: 0001193125-26-237809-index.html | 0001193125-26-237809 |
| Document: 0001193125-26-237809.txt | 0001193125-26-237809 |
| 8-K Data (Synthetic) | 0001193125-26-237809 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 11, 2026 7w ago | Insider Cluster | $94.17 $83.30 | ▼ −11.54% | ▼ −10.48% | $87.64 (−6.94%) |
Jun 1, 2026 17w ago | 8-K | $71.65 $88.12 | ▲ +22.99% | ▲ +24.28% | $87.64 (+22.31%) |
May 26, 2026 18w ago | 8-K | $71.79 $88.13 | ▼ −22.76% | ▼ −24.71% | $87.64 (−22.07%) |
Mar 3, 2026 30w ago | 8-K | $89.61 $74.20 | ▼ −17.20% | ▼ −12.78% | $87.64 (−2.20%) |
US Market Status
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