secwatch / observer

8-K filed February 3, 2026, 6:59 PM ET ticker SKY CIK 0000090896

earnings confidence high sentiment negative materiality 0.75

Champion Homes Q3 FY2026 net income down 11.7%, EPS $0.97; board ups buyback to $150M

Champion Homes, Inc.

2026-Q3 EPS reported $3.12 revenue$2,042,361,000

Net sales $656.6M (+1.8% YoY); U.S. homes sold 6,270 (-2.6%); ASP $99,300 (+4.6%).
Net income $54.3M (-11.7%); diluted EPS $0.97 (-8.5%); adjusted EBITDA $74.8M (-10.2%).
Gross profit margin 26.2% (-190 bps) on higher materials costs and lower volumes.
Board refreshed share repurchase authorization to $150M, adding $50M; $50M repurchased in quarter.
Tawn Kelley named new Chair of Board of Directors.

item 2.02 item 8.01 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001193125-26-035570
form_type: 8-K
ticker: SKY
cik: 0000090896
company_name: Champion Homes, Inc.
filed_at: 2026-02-03T23:59:59+00:00
discovered_at: 2026-05-14T18:02:38.005979+00:00
generated_at: 2026-05-16T05:30:56.327277+00:00
sec_items: ["2.02", "8.01", "9.01"]
event_type: earnings
sentiment: negative
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: high
secwatch_canonical_url: https://secwatch.observer/filing/0001193125-26-035570
json_url: https://secwatch.observer/filing/0001193125-26-035570.json
markdown_url: https://secwatch.observer/filing/0001193125-26-035570.md
text_url: https://secwatch.observer/filing/0001193125-26-035570.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/90896/000119312526035570/0001193125-26-035570-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/90896/000119312526035570/sky-20260203.htm
generated_by_model: deepseek-v4-flash:cloud@v2
review_status: machine_generated
human_reviewed: false
corrected: false
correction_note: null
correction_timestamp: null
superseded_by: null

JSON Markdown Plain text

Comparable filings

PLUS

ePlus Q4 net sales +20.6% to $576M, diluted EPS $0.78; FY2026 net sales +22.1% to $2.44B; dividend raised to $0.27

EPLUS INC May 28, 2026, 4:25 PM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

PATH

UiPath Q1 FY2027 revenue $418M (+17% YoY), first GAAP profit; CEO adopts 10b5-1 plan for up to 2.975M shares

UiPath, Inc. May 28, 2026, 4:14 PM ET earnings Items 2.02, 9.01, 8.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

PagerDuty Q1 revenue $121M up 1% YoY; new CEO DiLullo; $100M buyback

PagerDuty, Inc. May 28, 2026, 4:07 PM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

DKS

DICK'S Q1 GAAP EPS $3.54 vs $3.24 YoY; comp sales +6.0%; raises low-end of FY26 comp guidance

DICK'S SPORTING GOODS, INC. May 27, 2026, 7:02 AM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

SKY

Champion Homes Q4 sales up 4.6% to $621.3M; adjusted EPS $0.68; repurchase authorization increased $150M

Champion Homes, Inc. May 26, 2026, 6:45 AM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

CVCO

Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY

CAVCO INDUSTRIES, INC. May 22, 2026, 10:35 AM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

FLO

Flowers Foods Q1 net income down 20.6%, resets dividend to $0.50 annual; reaffirms FY guidance

FLOWERS FOODS INC May 21, 2026, 4:10 PM ET earnings Items 2.02, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

WMS

ADS Q4 net sales up 9.9% to $676.8M; adjusted EPS $1.07 (+3.9%); dividend raised 11% to $0.20/quarter

ADVANCED DRAINAGE SYSTEMS, INC. May 21, 2026, 7:06 AM ET earnings Items 2.02, 7.01, 8.01, 9.01

same SEC item: 2.02, 8.01, 9.01 same event type: earnings similar materiality

Filing page SEC filing

Source: SEC EDGAR

accession 0001193125-26-035570

view filing index on sec.gov

view primary document

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.