SKY Champion Homes (SKY) Q4 FY26 earnings call
Champion Homes delivered a strong Q4 FY26, achieving record annual home sales and exceeding revenue expectations despite a challenging macro environment. The company strategically expanded its retail footprint through the Homes Direct acquisition and continued to return capital to shareholders. While facing near-term inflationary pressures and mix headwinds impacting Q1 FY27 margins, management remains confident in its value proposition and long-term growth strategy.
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SKY operating KPIs by quarter
| KPI | This call Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|
| Manufacturing capacity utilization | 59%Manufacturing capacity utilization, including idle facilities, was 59% in the fourth quarter consistent with the third quarter sequentially and slightly below the 60% we reported in the same period last year.Source: earnings call transcript | 62%Manufacturing capacity utilization during the quarter was 62%, up from 59% sequentially and up 1 percentage point compared to the same period last year.Source: earnings call transcript | +3 pt |
| Manufacturing backlog | $316MManufacturing backlog ended the quarter at $316 million, up $50 million or approximately 19% sequentially.Source: earnings call transcript | $421.8MManufacturing orders increased year-over-year, resulting in an increase in backlogs to $421.8 million versus $302 million at the end of the first quarter last year.Source: earnings call transcript | +33.5% |
| Average backlog lead time | 8 weeksThe average backlog lead time was 8 weeks, consistent with both the prior quarter and the same period last year.Source: earnings call transcript | ~9 weeksManufacturing backlog lead time ended the quarter at approximately 9 weeks, which is within our target range of 4 to 12 weeks.Source: earnings call transcript | — |
| Homes sold United States | 5,908In the United States, the number of homes sold in the fourth quarter decreased 0.6% to 5,908 with the total for the full fiscal year coming to 25,718 homes.Source: earnings call transcript | 7,089In the United States, homes sold increased 1.8% to 7,089 units for Q1.Source: earnings call transcript | +20% |
| Homes sold Canada | 243In Canada, homes sold increased to 243 from 230 in the prior year.Source: earnings call transcript | 185In Canada, homes sold declined to 185 from 250 in the prior year quarter.Source: earnings call transcript | -23.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.