Champion Homes Plunges 14.21% on Revenue Miss

On May 27, 2025, Champion Homes experienced a significant drop of 14.21% in pre-market trading, reflecting investor concerns over the company's recent financial performance.

Champion Homes reported a 10.7% increase in Q4 net sales to $593.9 million, but missed revenue expectations of $600.94 million. The company's stock price closed at $84.26, indicating a decline due to the revenue miss. Despite the increase in net sales, the company's earnings for the fourth quarter increased from the same period last year but fell short of analyst estimates.

Champion Homes' acquisition of Iseman Homes, Inc. is expected to bolster its revenue growth, which reached $2.43 billion in the last twelve months, representing a 22.5% increase. The company's strong financial performance in the previous quarter, where it beat analysts' revenue expectations by 9.2%, reporting revenues of $644.9 million, up 15.3% year on year, suggests that the acquisition could further enhance its market position.

For the full year, Champion Homes reported a profit of $198.4 million, or $3.42 per share, with revenue reported as $2.48 billion. The company's diverse portfolio, including manufactured and modular homes, accessory dwelling units, park-model recreational vehicles, and modular buildings, positions it well in the single-family, multi-family, and hospitality sectors. With around 48 manufacturing facilities throughout the United States and western Canada, Champion Homes is a leading producer of factory-built housing in North America.