Factory-Built Housing / Manufactured & Modular Homes
Strategic Profile
The company was formerly known as Skyline Champion Corporation and changed its name to Champion Homes, Inc. in August 2024, with operations founded in 2010. Champion Homes benefits from strong housing demand driven by affordability concerns and positioning in factory-built housing, which offers cost-effective solutions compared to traditional construction.
Cyborg Score Rationale
In 2024, the company's revenue was $2.48 billion with a 22.65% increase, and earnings reached $198.41 million with 35.25% growth. Recently, the company demonstrated strong cash generation with free cash flow margin rising to 14.1%. However, valuation concerns temper the outlook.
Top Insights
Recently reported strong Q4 2025 results that beat Wall Street's profit expectations with adjusted profit of $0.96 per share, surpassing consensus estimates of $0.84
Stock is trading 19.9% below its 52-week high of $108.14 from February 2025, presenting potential buying opportunity
Analyst consensus is "Buy" with a 12-month stock price target of $95.50, implying upside from current levels
Extensive portfolio of 15+ proprietary home brands provides diversification and market reach across multiple geographic and demographic segments
Named Competitors
Cavco Industries — Manufactured and modular housing producer
Green Brick Partners — Homebuilding and residential property company