Champion Homes, Inc.
SKY · Mobile Homes · 54.9M shares · +1%/yr ↑ shares · EDGAR filings ↗
Reference price $75.91 · est. market cap ~$4.2B — last insider sale, 2026-06-09 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75Scaled manufactured-housing leader with strong returns, minimal debt, and ample cash.
Strengths
- ROA 9.7% (88th pct), ROIC 12.5% (80th pct), ROE 13.2% (70th pct)
- Near-zero leverage, interest coverage 33x (92nd pct), FCF $270M (78th pct)
Risks
- Gross margin in 30th pct; net/operating margins only mid-pack
- Modest growth (revenue +7.3%, net income +4.3%) in a cyclical end market
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
26.4%
Operating margin
9.5%
Net margin
7.8%
Return on equity
13.2%
Return on assets
9.7%
ROIC
12.5%
Revenue growth (QoQ)
-5.4%
Net-income growth
4.3%
Debt / equity
0.0×
Net debt / EBITDA
-2.1×
Interest coverage
33.4×
Current ratio
2.5×
Free cash flow
$270M
EBITDA
$300M
Tangible book value
$1.2B
Cash & investments
$638M
Stock comp / revenue
0.8%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-12 | Kastanek John Allan | Grant | 6.3K | — |
| 2026-06-09 | KIMMELL JOSEPH A. | Sell | 4.0K | $75.91 |
| 2026-06-05 | KIMMELL JOSEPH A. | Sell | 2.9K | $75.48 |
| 2026-06-05 | KIMMELL JOSEPH A. | Sell | 5.0K | $75.83 |
| 2026-03-31 | Larson Timothy Mark | Tax withheld | 1.1K | $72.54 |
| 2026-03-29 | Hough Laurie M. | Tax withheld | 1.3K | $72.54 |
| 2026-03-29 | Burkhardt Timothy A. | Tax withheld | 399 | $72.54 |
| 2026-03-29 | KIMMELL JOSEPH A. | Tax withheld | 606 | $72.54 |
| 2026-03-29 | LYALL JONATHAN WADE | Tax withheld | 508 | $72.54 |
| 2026-03-25 | Burkhardt Timothy A. | Tax withheld | 1.2K | $72.54 |
| 2026-03-25 | Hough Laurie M. | Tax withheld | 4.8K | $72.54 |
| 2026-03-25 | Hough Laurie M. | Tax withheld | 2.4K | $72.54 |
| 2026-03-25 | Hough Laurie M. | Tax withheld | 825 | $75.62 |
| 2026-03-25 | Larson Timothy Mark | Tax withheld | 3.9K | $72.54 |
| 2026-03-25 | Larson Timothy Mark | Grant | 23K | — |
| 2026-03-25 | Larson Timothy Mark | Grant | 23K | — |
| 2026-03-25 | Larson Timothy Mark | Tax withheld | 2.1K | $72.54 |
| 2026-03-25 | Larson Timothy Mark | Tax withheld | 1.9K | $75.62 |
| 2026-03-25 | Kingston Timothy M. | Grant | 1.8K | — |
| 2026-03-25 | Kingston Timothy M. | Grant | 1.8K | — |
| 2026-03-25 | McKinstray David | Grant | 7.8K | — |
| 2026-03-25 | McKinstray David | Grant | 7.8K | — |
| 2026-03-25 | LYALL JONATHAN WADE | Grant | 5.7K | — |
| 2026-03-25 | LYALL JONATHAN WADE | Grant | 5.7K | — |
| 2026-03-25 | LYALL JONATHAN WADE | Tax withheld | 1.5K | $72.54 |
| 2026-03-25 | LYALL JONATHAN WADE | Tax withheld | 397 | $75.62 |
| 2026-03-25 | LYALL JONATHAN WADE | Tax withheld | 3.5K | $72.54 |
| 2026-03-25 | KIMMELL JOSEPH A. | Tax withheld | 3.5K | $72.54 |
| 2026-03-25 | KIMMELL JOSEPH A. | Tax withheld | 1.7K | $72.54 |
| 2026-03-25 | KIMMELL JOSEPH A. | Tax withheld | 474 | $75.62 |
| 2026-03-25 | Krueger Laurel | Grant | 5.7K | — |
| 2026-03-25 | Krueger Laurel | Grant | 5.7K | — |
| 2026-03-25 | Krueger Laurel | Tax withheld | 436 | $75.62 |
| 2026-03-25 | Burkhardt Timothy A. | Tax withheld | 2.4K | $72.54 |
| 2026-03-25 | Burkhardt Timothy A. | Tax withheld | 312 | $75.62 |
| 2026-03-20 | KIMMELL JOSEPH A. | Tax withheld | 975 | $72.54 |
| 2026-03-20 | Larson Timothy Mark | Tax withheld | 1.1K | $72.54 |
| 2026-03-20 | LYALL JONATHAN WADE | Tax withheld | 829 | $72.54 |
| 2026-03-20 | Hough Laurie M. | Tax withheld | 1.3K | $72.54 |
| 2026-03-20 | Burkhardt Timothy A. | Tax withheld | 690 | $72.54 |
| 2026-03-06 | KIMMELL JOSEPH A. | Sell | 2.9K | $82.25 |
| 2026-01-12 | McKinstray David | Grant | 8.3K | — |
| 2025-12-16 | Larson Timothy Mark | Tax withheld | 2.4K | $86.12 |
| 2025-12-12 | Burkhardt Timothy A. | Option exercise | 5.8K | $15.00 |
| 2025-12-12 | Burkhardt Timothy A. | Sell | 5.8K | $87.37 |
| 2025-12-12 | Burkhardt Timothy A. | Option exercise | 6.3K | $31.21 |
| 2025-12-12 | Burkhardt Timothy A. | Sell | 6.3K | $87.44 |
| 2025-12-11 | KIMMELL JOSEPH A. | Sell | 1.8K | $88.35 |
| 2025-11-24 | KIMMELL JOSEPH A. | Sell | 1.8K | $82.04 |
| 2025-08-15 | Krueger Laurel | Grant | 14K | — |
| 2025-08-15 | LYALL JONATHAN WADE | Grant | 21K | — |
| 2025-08-15 | Hough Laurie M. | Grant | 25K | — |
| 2025-08-15 | KIMMELL JOSEPH A. | Grant | 14K | — |
| 2025-08-11 | KIMMELL JOSEPH A. | Sell | 1.0K | $65.24 |
| 2025-08-08 | KIMMELL JOSEPH A. | Sell | 3.0K | $66.03 |
| 2025-08-01 | Krueger Laurel | Tax withheld | 641 | $64.84 |
| 2025-07-24 | Capel Eddie | Grant | 2.3K | $66.39 |
| 2025-07-24 | Patel Nikul | Grant | 2.3K | $66.39 |
| 2025-07-24 | Fedewa Mary | Grant | 2.3K | $66.39 |
| 2025-07-24 | Helgren Erin Claire | Grant | 2.3K | $66.39 |
| 2025-07-24 | Berman Michael B | Grant | 2.3K | $66.39 |
| 2025-07-24 | Robinette Gary E | Grant | 2.3K | $66.39 |
| 2025-07-24 | Kelley Tawn | Grant | 2.3K | $66.39 |
| 2025-06-09 | Fedewa Mary | Grant | 1.5K | $64.48 |
| 2025-03-29 | KIMMELL JOSEPH A. | Tax withheld | 701 | $94.08 |
| 2025-03-29 | LYALL JONATHAN WADE | Tax withheld | 602 | $94.08 |
| 2025-03-29 | Larson Timothy Mark | Tax withheld | 779 | $94.08 |
| 2025-03-29 | Burkhardt Timothy A. | Tax withheld | 399 | $94.08 |
| 2025-03-29 | Hough Laurie M. | Tax withheld | 1.3K | $94.08 |
| 2025-03-25 | Hough Laurie M. | Grant | 6.8K | — |
| 2025-03-25 | Krueger Laurel | Grant | 4.0K | — |
| 2025-03-25 | Krueger Laurel | Grant | 4.0K | — |
| 2025-03-25 | KIMMELL JOSEPH A. | Grant | 4.9K | — |
| 2025-03-25 | KIMMELL JOSEPH A. | Grant | 4.9K | — |
| 2025-03-25 | LYALL JONATHAN WADE | Grant | 4.9K | — |
| 2025-03-25 | LYALL JONATHAN WADE | Grant | 4.9K | — |
| 2025-03-25 | Larson Timothy Mark | Grant | 16K | — |
| 2025-03-25 | Larson Timothy Mark | Grant | 16K | — |
| 2025-03-25 | Burkhardt Timothy A. | Grant | 3.3K | — |
| 2025-03-25 | Burkhardt Timothy A. | Grant | 3.3K | — |
| 2025-03-25 | Hough Laurie M. | Grant | 6.8K | — |
| 2025-03-20 | Larson Timothy Mark | Tax withheld | 1.1K | $94.94 |
| 2025-03-20 | Burkhardt Timothy A. | Tax withheld | 615 | $94.94 |
| 2025-03-20 | LYALL JONATHAN WADE | Tax withheld | 767 | $94.94 |
| 2025-03-20 | Hough Laurie M. | Tax withheld | 1.6K | $94.94 |
| 2025-03-20 | KIMMELL JOSEPH A. | Tax withheld | 916 | $94.94 |
| 2025-03-03 | Berman Michael B | Sell | 1.0K | $101.81 |
| 2025-02-28 | Robinette Gary E | Gift | 2.0K | — |
| 2025-02-11 | Burkhardt Timothy A. | Gift | 5.0K | — |
| 2025-02-11 | Burkhardt Timothy A. | Sell | 3.8K | $106.87 |
| 2025-02-10 | KIMMELL JOSEPH A. | Sell | 4.3K | $104.21 |
| 2025-01-04 | LYALL JONATHAN WADE | Tax withheld | 1.0K | $90.43 |
| 2025-01-04 | KIMMELL JOSEPH A. | Tax withheld | 664 | $90.43 |
| 2025-01-04 | Burkhardt Timothy A. | Tax withheld | 810 | $90.43 |
| 2025-01-04 | Larson Timothy Mark | Tax withheld | 609 | $90.43 |
| 2025-01-04 | Larson Timothy Mark | Tax withheld | 1.3K | $90.43 |
| 2025-01-04 | Larson Timothy Mark | Tax withheld | 1.1K | $90.43 |
| 2025-01-04 | KIMMELL JOSEPH A. | Tax withheld | 1.2K | $90.43 |
| 2025-01-04 | Burkhardt Timothy A. | Tax withheld | 426 | $90.43 |
| 2025-01-04 | Burkhardt Timothy A. | Tax withheld | 862 | $90.43 |
| 2025-01-04 | Hough Laurie M. | Tax withheld | 869 | $90.43 |
| 2025-01-04 | Hough Laurie M. | Tax withheld | 1.7K | $90.43 |
| 2025-01-04 | LYALL JONATHAN WADE | Tax withheld | 571 | $90.43 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-03 | Exec/director changeExhibits | filing ↗ |
| 2026-06-01 | Exec/director change | filing ↗ |
| 2026-05-26 | ResultsOtherExhibits | filing ↗ |
| 2026-04-27 | Other | filing ↗ |
| 2026-03-03 | Exec/director change | filing ↗ |
| 2026-02-03 | ResultsOtherExhibits | filing ↗ |
| 2025-12-02 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-11-14 | Other | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-03 | 2026-06-01 | 0001193125-26-253964 ↗ |
| 8-K | 2026-06-01 | 2026-05-31 | 0001193125-26-249679 ↗ |
| 10-K | 2026-05-26 | 2026-03-28 | 0001193125-26-239333 ↗ |
| 8-K | 2026-05-26 | 2026-05-26 | 0001193125-26-237809 ↗ |
| 8-K | 2026-04-27 | 2026-04-24 | 0001193125-26-182121 ↗ |
| 8-K | 2026-03-03 | 2026-03-02 | 0001193125-26-088226 ↗ |
| 10-Q | 2026-02-04 | 2025-12-27 | 0001193125-26-037613 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001193125-26-035570 ↗ |
| 8-K | 2025-12-02 | 2025-12-01 | 0001193125-25-305286 ↗ |
| 8-K | 2025-11-14 | 2025-11-13 | 0001193125-25-280793 ↗ |
| 8-K | 2025-11-12 | 2025-11-10 | 0001193125-25-275652 ↗ |
| 10-Q | 2025-11-05 | 2025-09-27 | 0001193125-25-266982 ↗ |