Pulling SEC filings + quote and writing the call…

Champion Homes, Inc.
Next earnings Aug 3, 2026 · consensus $0.88 EPS, $709M rev
Last earnings +1.1% on 2026-05-26
Debt-free manufactured-housing leader growing into the affordability tailwind, with a fortress balance sheet and aggressive buybacks.
Sources: SEC EDGAR (CIK 0000090896, latest 10-K filed 2026-05-26) · EODHD · analysis by claude-code · as of 6/21/2026, 9:01:37 PM.
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The fundamentals carry the rating, but the price is rich (~29% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Champion Homes is a leading manufactured-housing builder positioned squarely in the most affordable segment of US housing — a structural tailwind given persistent shortages of attainable homes. FY2026 was a solid growth year: revenue rose 7.3% to $2.66B, net income grew 4.3% to $207M (EPS $3.66, +7.0%), with a 26.4% gross margin and 13.2% ROE. The recovery from the FY2024 trough ($2.02B revenue, $147M net income) shows volumes rebuilding as the housing market normalizes.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $2.21B | $2.61B | $2.02B | $2.48B | $2.66B |
| Gross profit | $589M | $819M | $486M | $664M | $704M |
| Operating income | $333M | $518M | $175M | $237M | $252M |
| Net income | $248M | $402M | $147M | $198M | $207M |
| Diluted EPS | $4.33 | $7.00 | $2.53 | $3.42 | $3.66 |
| Net margin | 11.2% | 15.4% | 7.2% | 8.0% | 7.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
2 buys · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1071 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-12 | Kastanek John Allan Chief Customer Exp. Officer | Award | 6.27K | |
| 2026-06-09 | KIMMELL JOSEPH A. EVP, Operations | Sell | 4.00K @ $75.91 | $304K |
| 2026-06-05 | KIMMELL JOSEPH A. EVP, Operations | Sell | 5.04K @ $75.83 | $382K |
| 2026-06-05 | KIMMELL JOSEPH A. EVP, Operations | Sell | 2.88K @ $75.48 | $217K |
| 2026-03-31 | Larson Timothy Mark President & CEO | Tax | 1.05K @ $72.54 | $76.4K |
| 2026-03-29 | LYALL JONATHAN WADE EVP Sales/Business Development | Tax | 508.00 @ $72.54 | $36.9K |
| 2026-03-29 | Hough Laurie M. Other | Tax | 1.26K @ $72.54 | $91.3K |
| 2026-03-29 | KIMMELL JOSEPH A. EVP, Operations | Tax | 606.00 @ $72.54 | $44.0K |
| 2026-03-29 | Burkhardt Timothy A. VP & Controller | Tax | 399.00 @ $72.54 | $28.9K |