Champion Homes 2026 Q1 Earnings Surpasses Expectations with 44.1% Net Income Surge

Champion Homes (SKY) reported its fiscal 2026 Q1 earnings on August 6, 2025. The results exceeded expectations, with robust growth in both revenue and profitability. The company did not provide forward guidance, leaving the market to assess the strength of its current performance and outlook.

Revenue
Champion Homes’ total revenue for Q1 2026 reached $701.32 million, reflecting an 11.7% year-over-year increase from $627.78 million in Q1 2025.

Earnings/Net Income
The company’s earnings per share (EPS) surged 43.0% to $1.13 in Q1 2026, compared to $0.79 in the prior-year period. Net income also climbed 44.1% to $65.99 million, up from $45.79 million in Q1 2025, underscoring the company's strengthening profitability.

Price Action
SKY shares experienced a mixed short-term performance, with a 1.21% decline on the latest trading day. However, the stock gained 12.37% during the past week and rose 6.16% month-to-date.

Post-Earnings Price Action Review
A strategy of buying SKY shares on the earnings release date and holding for 30 days has historically yielded strong returns. Over the past three years, this approach generated a 126.16% return—outperforming the 68.42% benchmark by 57.73%. The 34.84% compound annual growth rate and zero drawdown highlight its effectiveness and low risk.

CEO Commentary
Tim Larson, President and CEO of Champion Homes, credited the company’s customer-centric approach and operational agility for its strong performance. He expressed confidence in the firm’s strategy, noting disciplined capital allocation through the Iseman Homes acquisition and $50 million in share repurchases.

Guidance
The company did not offer forward-looking guidance or expectations for future periods in its SEC 8-K filing. No projections or statements using “we expect” or “we guide to” were included in the earnings release.

Additional News
On August 7, 2025, Champion Homes announced the release of its quarterly earnings, as noted in a brief update on its website. While the site redirected users to enable JavaScript and cookies for full access, the headline confirmed the availability of Q1 2026 results. The timing of the announcement followed the recent Iseman Homes acquisition, as well as $50 million in share repurchases. No new C-level executive appointments or dividend adjustments were disclosed during this period.