SK
SKY
SKY What Champion Homes promised, and what happened
Guidance
What management said, and what became of it
17 of 18 judged targets kept · 5 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted SG&A as % of net sales (guide) | 16% to 17% range | Mar 2026 | Adjusted SG&A expenses represented 16.4% of net sales for the quarter within our expected range. | Achieved |
| Adjusted SG&A as % of net sales (guide) | 16% to 17% | Jun 2026 | In Q2, we expect adjusted SG&A as a percent of sales to be 16% to 17%, consistent with Q1 and our run rates following the Iseman acquisition. | New |
The full ledger
Open Champion Homes’s full ledger
A free account opens 5 company ledgers a month. All 23 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 23 tracked commitments for Champion Homes
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.