Champion Homes beats Q4 sales, adjusted net income estimates on higher prices

Champion Homes

26/05/2026 11:52

Overview

U.S. factory-built housing maker's fiscal Q4 sales rose 4.6%, beating analyst expectations

Adjusted net income for fiscal Q4 rose 0.8% and beat analyst estimates

Company repurchased $50 mln of stock in Q4, refreshed buyback authorization for $150 mln

Outlook

The company did not provide specific guidance in the press release

Result Drivers

HIGHER SELLING PRICES - Q4 sales growth was driven by a 4.6% increase in average selling price per U.S. home, attributed to product mix and channel dynamics

ACQUISITIONS - Sales from the Iseman Homes acquisition partially offset lower volume in the community/REIT channel

ONE-TIME CHARGES - Net income declined due to charges related to the change in fair value of acquisition contingent consideration and product liability true-up

Company press release: ID:nBw9t3YKVa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$621.3 mln
$607.32 mln (5 Analysts)
Q4 Adjusted EPS
$0.68
Q4 Adjusted Net Income
Beat
$37.7 mln
$34.32 mln (4 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the homebuilding peer group is "buy"

Wall Street's median 12-month price target for Champion Homes Inc is $100.50, about 41.5% above its May 22 closing price of $71.00

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 20 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)