{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-056868","form_type":"8-K","ticker":"SKY","cik":"0000090896","company_name":"Champion Homes, Inc.","filed_at":"2023-10-31T23:59:59+00:00","discovered_at":"2026-05-14T18:03:32.358123+00:00","generated_at":"2026-06-09T05:23:25.215128+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Skyline Champion Q2 FY2024: sales down 42.5% to $464M; net income down 68% to $45.7M","bullets":["Net sales $464.2M (-42.5% YoY); U.S. homes sold 4,842 (-33.4%); ASP $88,400 (-14.8%).","Gross margin fell 890 bps to 25.1%; adjusted EBITDA margin down 1,170 bps to 12.7%.","Adjusted EPS $0.82 (-67.3%); net cash from ops $54.3M; cash $701.2M.","Announced strategic investment in ECN Capital & formation of Champion Financing; closed Regional Homes acquisition.","Total backlog $257.8M, down 0.7% sequentially from Q1."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-056868","json":"https://secwatch.observer/filing/0000950170-23-056868.json","markdown":"https://secwatch.observer/filing/0000950170-23-056868.md","text":"https://secwatch.observer/filing/0000950170-23-056868.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/90896/000095017023056868/0000950170-23-056868-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/90896/000095017023056868/sky-20231031.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T05:23:25.215128+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b4d362ba40b63704f7d6eb4d9b458332216274c4","claim":"Champion Homes, Inc. reported second quarter ended September 30, 2023 results: revenue $464.2 million, net income $45.7 million.","evidence_excerpt":"ended September 30, 2023 (“fiscal 2024”). Second Quarter Fiscal 2024 Highlights (compared to Second Quarter Fiscal 2023 unless otherwise noted) · Net sales decreased 42.5% to $464.2 million · U.S. homes sold decreased 33.4% to 4,842 · Total backlog decreased 0.7% to $257.8 million compared to the sequential first quarter · Average selling price (“ASP”) per U.S. home","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/90896/000095017023056868/0000950170-23-056868-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended September 30, 2023"},{"label":"Revenue","value":"$464.2 million"},{"label":"Net income","value":"$45.7 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}