SKY Network Television Limited (SYKWF) Q4 2026 Earnings Call Transcript
Champion Homes NYSE: SKY reported first-quarter fiscal 2027 results that management said were in line with expectations, as sales growth, higher manufacturing utilization and an expanding order backlog helped the company outperform the broader manufactured-housing industry.
Champion Homes, Inc. remains a Hold, as valuation is elevated despite revenue and EPS beats in Q1 FY2027. SKY's U.S. operations drive value, with unit sales up 1.8% and captive retail expansion, but profitability declined due to higher costs and margin compression. The company boasts a $670.9M net cash position, providing strategic flexibility amid economic uncertainty and potential industry downturns.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 112 | $9,243.96 | $10,209.92 | $965.96 | 10.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2 | $169 | $188.34 | $19.34 | 11.44% |
| NA Nizar Araji National Bank Of Canada /FI/ | 262 | $18,111.74 | $24,803.54 | $6,691.8 | 36.95% |
| BP Brian Poma Neumeier Poma Investment Counsel LLC | 583,826 | $44.92M | $54.81M | $9.89M | 22.01% |
| BG Bart Gancher Intech Investment Management LLC | 18,930 | $1.7M | $1.79M | $91,840.4 | 5.4% |
| Real Estate Management & Development Industry | Real Estate Sector | Timothy Mark Larson CEO | NYSE Exchange | 830830105 CUSIP |
| US Country | 9,300 Employees | 1 Jun 2018 Last Dividend | - Last Split | 31 Dec 1981 IPO Date |
Skyline Champion Corporation, established in 2010 and headquartered in Troy, Michigan, stands as a significant North American producer and retailer of factory-built housing. The company's operation spans the manufacturing and sale of a wide variety of housing and building solutions designed for a range of needs, from individual housing to multi-family and hospitality sector accommodations. Skyline Champion Corporation distinguishes itself through its extensive brand portfolio and its comprehensive geographical reach across the United States and western Canada, catering to a diverse clientele with varying requirements for quality, comfort, and reliability in their housing solutions.
The company's offerings include a broad spectrum of manufactured and modular homes, as well as specialized structures such as park model RVs, accessory dwelling units, and modular buildings targeting the multi-family and hospitality sectors. Below is a detailed look at their product lines and services: