Abstract
Champion Homes will release its quarterly results on February 03, 2026 Post Market; this preview compiles last quarter’s performance, the current quarter’s outlook, and institutional expectations to frame the key drivers around earnings, margins, and unit volumes.
Market Forecast
Based on the company’s latest guidance framework and compiled forecasts for the current quarter, Champion Homes’ revenue is projected at USD 648.92 million, with a year-over-year increase of 10.45%. The quarter’s adjusted EPS estimate is USD 0.85, up 4.21% year-over-year, and EBIT is forecast at USD 57.33 million, up 4.42% year-over-year. Forecast gross profit margin, net profit, and net margin are not explicitly provided. The main business highlight centers on U.S. factory-built homes, where pricing discipline and steady single-section demand support the topline trajectory. The most promising segment is U.S. factory-built homes, with last quarter revenue of USD 649.06 million and healthy year-over-year growth, underpinned by community channel orders and improved production cadence.
Last Quarter Review
Champion Homes’ previous quarter delivered revenue of USD 684.43 million, gross profit margin of 27.46%, GAAP net profit attributable to the parent company of USD 58.20 million, net profit margin of 8.50%, and adjusted EPS of USD 1.01, registering year-over-year growth of 8.60%. A key highlight was EBIT at USD 74.82 million, exceeding estimates and reflecting operational efficiency improvements and favorable product mix. Main business strength was led by U.S. factory-built homes revenue of USD 649.06 million, supported by stable community demand and incremental throughput; Canada contributed USD 26.12 million and Company/Other USD 9.26 million.
Current Quarter Outlook
U.S. Factory-Built Homes (Main Business)
The U.S. factory-built homes segment anchors Champion Homes’ revenue base and margin profile, with unit volumes and mix driving earnings sensitivity this quarter. The quarter’s EPS and EBIT estimates imply modest operating leverage relative to last quarter’s actuals, suggesting measured demand in retail and community channels. Pricing discipline remains a central lever: while discounting is contained, mix shifts toward single-section homes can temper gross margin expansion, balanced by productivity gains and lower input volatility. The backlog trajectory and shipment pacing into the community channel will likely determine whether revenue lands closer to the top of estimates. Execution on cycle times and labor productivity is set to be a margin determinant, especially as plants normalize after prior throughput gains. With a forecast revenue of USD 648.92 million and expected EBIT of USD 57.33 million, the segment’s cadence points to steadier shipments rather than outsized growth, and any deviation will reflect late-quarter retail sell-through and seasonal installations.
Canada Factory-Built Homes (Most Promising Business)
The Canadian operations, while smaller, have shown consistent revenue contribution and can serve as a buffer against U.S. regional demand variability. Last quarter’s revenue was USD 26.12 million, and although growth is not explicitly disclosed, a stable order environment and provincial modular initiatives support volumes. The strategic promise is that Canadian plants can leverage cross-border procurement efficiencies to protect margins if U.S. input costs fluctuate, and selective project-based deliveries can lift average selling prices. The quarter’s earnings sensitivity from Canada is modest; however, stronger-than-expected shipments in multi-family and resource-adjacent markets could incrementally enhance consolidated gross margin. Monitoring the mix of home types and any seasonal project timing will be critical to evaluating realized profitability versus estimates.
Key Stock Price Drivers This Quarter
Margin trajectory is a dominant swing factor, given the last quarter’s gross profit margin of 27.46% and the implied moderation in EBIT. Investors will calibrate gross margin resilience against the product mix, input cost environment, and plant-level productivity. The second driver is order intake and backlog trends within the community channel, which can reshape revenue visibility beyond the quarter; a firm backlog historically helps protect shipments and pricing. The third driver is EPS conversion from EBIT, including interest and tax impacts; with an EPS estimate of USD 0.85, conversion rates will be watched for signs of operating discipline and cost control. Amid a housing affordability backdrop, incremental demand from manufactured housing communities could lift volumes, while retail traffic variability and weather-related installations could introduce short-term noise in reported numbers.
Analyst Opinions
Most recent institutional commentary leans toward a cautiously constructive stance, emphasizing stable demand drivers and solid execution while acknowledging margin normalization from prior peaks. The prevailing view favors a modest beat-or-meet scenario contingent on shipment pacing and disciplined pricing, with attention on community channel resilience. Several well-followed sell-side desks highlight the durable affordability value proposition of manufactured housing and the company’s consistent operating playbook, suggesting limited downside if volumes hold and mix does not skew too heavily toward lower-margin units. The balance of opinions shows a majority in the bullish camp, pointing to operating leverage from productivity initiatives and stable community orders as supportive of EPS around consensus. Analysts note that last quarter’s EBIT outperformance of USD 74.82 million versus estimates underscores upside potential if efficiency gains persist, although this quarter’s estimates imply a normalized margin profile. Commentary also underscores that the company’s revenue forecast of USD 648.92 million and EPS of USD 0.85, coupled with a modest EBIT increase versus prior-year levels, reflects a restrained yet positive tone on fundamentals heading into the print.
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