earnings
confidence high
sentiment neutral
materiality 0.70
Champion Homes Q4 sales up 4.6% to $621.3M; adjusted EPS $0.68; repurchase authorization increased $150M
Champion Homes, Inc.
- Q4 net sales $621.3M (+4.6% YoY); GAAP net income $29.7M (-18.4%); adjusted net income $37.7M (+0.8%).
- Adjusted EPS for Q4 $0.68; full-year adjusted EPS $3.85 (+9.4% YoY).
- Backlog $316M, down 8% YoY but up 18.8% sequentially from Q3.
- Board increased share repurchase authorization by $50M to $150M available; $200M repurchased in FY2026.
- CEO cites continued execution, mentions acquisition of Homes Direct to expand retail capabilities.