Champion Homes (NYSE:SKY) Shares Gap Up After Better-Than-Expected Earnings

Champion Homes, Inc. (NYSE:SKY) gapped up before the market opened on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $76.03, but opened at $81.27. Champion Homes shares last traded at $80.13, with a volume of 97,794 shares traded.

The company reported $0.96 EPS for the quarter, topping analysts’ consensus estimates of $0.83 by $0.13. The business had revenue of $656.61 million for the quarter, compared to analyst estimates of $649.40 million. Champion Homes had a return on equity of 13.85% and a net margin of 8.10%.The firm’s revenue for the quarter was up 1.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.04 earnings per share.

Key Stories Impacting Champion Homes

Here are the key news stories impacting Champion Homes this week:

• Positive Sentiment: Quarterly beat — Champion reported an EPS beat and slight revenue outperformance, driven by product mix and pricing that supported margins this quarter. That topline/earnings beat is the primary near-term positive underpinning the stock. Champion Homes beats expectations with varied product mix, brand power
• Positive Sentiment: Analyst view remains constructive — several outlets note an average analyst recommendation around “moderate buy,” which supports the view that fundamentals are intact despite near-term volatility. Champion Homes receives average recommendation of “Moderate Buy”
• Neutral Sentiment: Earnings-call color — management emphasized navigating a mixed market environment (demand variability across channels and regions) and discussed strategic actions; this provides useful context but leaves some outcome uncertainty. Q3 2026 earnings call transcript
• Neutral Sentiment: Headline coverage explaining intraday moves — several articles explain why the stock traded up earlier (reaction to the beat) but also flag emerging concerns; these pieces help explain today’s elevated activity. Why Champion Homes (SKY) Stock Is Trading Up Today
• Negative Sentiment: Margin volatility risk — deep-dive coverage highlights that recent product launches and channel shifts are creating margin variability; investors worry these changes could pressure near-term margins or require reinvestment. That uncertainty is a clear driver of the share pullback. Q4 deep dive: Product launches and channel shifts drive margin volatility
• Negative Sentiment: Mixed revenue signal — some summaries describe revenue as essentially in-line (limiting upside surprise) while EPS benefited from mix; investors often punish stocks when beats are driven by mix rather than broad demand improvement. Revenue in line with expectations

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on SKY. Weiss Ratings restated a “hold (c)” rating on shares of Champion Homes in a research report on Wednesday, January 21st. Zacks Research raised shares of Champion Homes from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Royal Bank Of Canada restated an “outperform” rating and set a $101.00 target price on shares of Champion Homes in a report on Friday, January 9th. Zelman & Associates cut shares of Champion Homes from an “outperform” rating to a “neutral” rating in a research note on Thursday. Finally, Barclays raised their price target on Champion Homes from $100.00 to $111.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $106.00.

Insider Buying and Selling at Champion Homes

In other Champion Homes news, EVP Joseph A. Kimmell sold 1,800 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $88.35, for a total value of $159,030.00. Following the sale, the executive vice president owned 54,177 shares in the company, valued at approximately $4,786,537.95. The trade was a 3.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Timothy A. Burkhardt sold 12,183 shares of the business’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $87.41, for a total transaction of $1,064,916.03. Following the completion of the sale, the vice president directly owned 33,230 shares in the company, valued at approximately $2,904,634.30. This represents a 26.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 15,795 shares of company stock worth $1,372,603 over the last ninety days. 1.20% of the stock is currently owned by insiders.

Institutional Trading of Champion Homes

Institutional investors and hedge funds have recently bought and sold shares of the stock. Parkside Financial Bank & Trust increased its holdings in Champion Homes by 257.4% during the third quarter. Parkside Financial Bank & Trust now owns 386 shares of the company’s stock worth $29,000 after buying an additional 278 shares during the last quarter. Salomon & Ludwin LLC acquired a new stake in shares of Champion Homes in the third quarter valued at approximately $30,000. Advisory Services Network LLC bought a new position in shares of Champion Homes during the 3rd quarter worth approximately $35,000. AdvisorNet Financial Inc acquired a new position in shares of Champion Homes during the 3rd quarter worth approximately $50,000. Finally, Caitong International Asset Management Co. Ltd increased its holdings in shares of Champion Homes by 10,171.4% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 719 shares of the company’s stock worth $45,000 after acquiring an additional 712 shares during the last quarter.

Champion Homes Trading Down 1.4%

The business has a 50 day moving average of $87.30 and a two-hundred day moving average of $78.21. The firm has a market cap of $4.65 billion, a P/E ratio of 22.14 and a beta of 1.09. The company has a current ratio of 2.71, a quick ratio of 1.77 and a debt-to-equity ratio of 0.01.

Champion Homes Company Profile

Champion Homes, traded under the NYSE ticker SKY, operates as a leading provider of factory-built housing solutions in North America. The company specializes in the design, manufacture and sale of manufactured and modular homes, serving a broad spectrum of customers from first-time homebuyers to those seeking upscale residential properties. Champion Homes leverages vertically integrated operations to streamline production, ensuring consistent quality and cost efficiencies across its product lines.

The company’s product portfolio encompasses single- and multi-section modular homes, manufactured home models, park models and select commercial modular buildings.