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    Champion Homes (SKY) Is Up 6.6% After Mixed Q3 Results And Bigger Buyback - What's Changed

    Simply Wall St·02/09/2026 02:07:46
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    • Champion Homes, Inc. recently reported third-quarter 2025 results showing higher sales of US$656.61 million year on year, alongside lower quarterly net income, while also increasing its remaining share repurchase authorization to US$150 million.
    • At the same time, the company underscored its role in addressing affordable housing by opening Blythe Village in Fresno, a large-scale build-to-rent community using offsite-built manufactured homes.
    • We’ll now explore how Champion Homes’ blend of earnings performance and the Blythe Village offsite-built project shapes its broader investment narrative.

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    What Is Champion Homes' Investment Narrative?

    To own Champion Homes, you need to be comfortable with a business balancing modestly growing sales with some earnings pressure, while leaning into manufactured housing as a practical answer to affordability. The latest quarter showed higher revenue but softer net income, which keeps near term margin trends and pricing power front of mind as key catalysts to watch. The increased US$150 million buyback authorization adds a financial angle that could matter for per share results if cash generation holds up. At the same time, Blythe Village is more about validating the offsite, build to rent model than moving the needle financially on its own. It reinforces Champion’s role in attainable housing, but the real swing factors still sit in execution, cyclicality and the relatively high valuation.

    However, one key risk around valuation and execution is easy to overlook. Champion Homes' shares are on the way up, but they could be overextended by 14%. Uncover the fair value now.

    Exploring Other Perspectives

    SKY 1-Year Stock Price Chart
    SKY 1-Year Stock Price Chart

    Three Simply Wall St Community fair value views, spanning roughly US$73 million to US$99 million, show how far apart individual investors can be. Set against a premium earnings multiple and a management team still bedding in, these differing views underline why it helps to weigh several perspectives before forming expectations about Champion Homes’ future performance.

    Explore 3 other fair value estimates on Champion Homes - why the stock might be worth as much as 18% more than the current price!

    Build Your Own Champion Homes Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Champion Homes research is our analysis highlighting 2 key rewards that could impact your investment decision.
    • Our free Champion Homes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Champion Homes' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.