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8-K ·Filed Oct 5, 2026

SKY

Champion Homes, Inc.
NEUTRAL
Impact 4/10
Horizonmonths Processed21d 7h ago SEC0001193125-26-414136
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

The acquisition is small in scale (nine retail locations) relative to Champion's existing 95 retail locations. Monitor the Q4 FY2027 close for any material financial impact or integration updates. The lack of disclosed terms limits near-term trading catalysts.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+5d
SKY ▼ -8.71% at T+5d
NEUTRAL call -8.71% · α vs SPY -8.57% · entry $85.89 → $78.41
Next anchor: T+20d in 6d
Latest observation: T+13 -8.68% FF3 residual α
Entry = T+0 close
Oct 5, 2026
via day close
T+1d
-5.66%
call -5.66% · α -5.42%
$81.03
settled 21d ago
T+5d
-8.71%
call -8.71% · α -8.57%
$78.41
settled 15d ago
T+20d
Pending
in 6d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Champion Homes announced a definitive agreement to acquire the assets of Timberline Homes, Inc., adding nine retail locations in Alabama, Mississippi, and Florida. The deal expands Champion's Southeastern U.S. retail footprint and advances its direct-to-consumer strategy. No purchase price or financial terms were disclosed.

Key Facts

  • Champion Homes entered a definitive agreement to acquire the assets of Timberline Homes, Inc. (THI).
  • The acquisition adds nine retail locations across Alabama, Mississippi, and Florida.
  • The transaction is expected to close in Champion's fourth quarter of fiscal year 2027.
  • All Timberline employees will be offered employment by Champion post-closing.
  • No purchase price or financial terms were disclosed in the filing.

Financial Impact

Undisclosed — no purchase price, revenue, or earnings impact provided in the filing.

Risk Factors

  • Integration risk — combining operations and systems across nine new locations.
  • Customary closing conditions may delay or prevent completion.
  • No financial terms disclosed, making it difficult to assess value creation or dilution.

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-414136
Document: sky-ex99_1.htm0001193125-26-414136
Document: 0001193125-26-414136-index-headers.html0001193125-26-414136
Document: 0001193125-26-414136-index.html0001193125-26-414136
Document: 0001193125-26-414136.txt0001193125-26-414136
6 reports for SKY
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SKY — sortable, filterable
TypeNow
Oct 9, 2026
17d ago
SC 13G/A
NEUTRAL ★ 3/10
$79.63awaiting T+60—$79.25 (−0.48%)
Oct 5, 2026
21d ago
8-K
NEUTRAL ★ 4/10
$85.89awaiting T+60—$79.25 (−7.73%)
Aug 11, 2026
10w ago
Insider Cluster
NEUTRAL ★ 2/10
$93.88awaiting T+60—$79.25 (−15.58%)
Jun 1, 2026
21w ago
8-K
NEUTRAL ★ 2/10
$71.65 $91.74▲ +28.04%▲ +26.81%$79.25 (+10.61%)
May 26, 2026
21w ago
8-K
BEARISH ★ 6/10
$71.79 $92.58▼ −28.96%▼ −26.23%$79.25 (−10.39%)
Mar 3, 2026
33w ago
8-K
NEUTRAL ★ 3/10
$89.61 $73.05▼ −18.48%▼ −28.57%$79.25 (−11.56%)
Showing 6 of 6

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Report published Oct 5, 2026