Abstract
Champion Homes will release fiscal results on November 03, 2026 Post-Mkt. This preview consolidates last quarter’s actuals and the current quarter’s company- and street-level projections for revenue, margin, and EPS, and assesses the main business trajectory alongside institutional sentiment since April 27, 2026.
Market Forecast
Consensus expects Champion Homes’ current quarter revenue at 721.04 million US dollars, up 13.45% year over year, EBIT at 64.78 million US dollars with 11.06% growth, and EPS at 0.94 with 14.85% growth; the year-over-year change figures are decimal ratios converted to percentages per convention. The company’s model implies a steady margin framework, with investors watching whether gross margin can hold near the mid-20s and net margin in the mid–single digits alongside a modest improvement in adjusted EPS year over year.
The main business remains factory-built homes across the United States and Canada, where the U.S. factory-built homes unit leads the mix; investors look for steady orders and production cadence into calendar year-end. The business with the largest upside appears to be the U.S. factory-built homes segment, projected to contribute 677.36 million US dollars last quarter and positioned for mid-teens revenue growth this quarter on easier comps.
Last Quarter Review
Champion Homes reported revenue of 710.23 million US dollars, a gross profit margin of 25.24%, net profit attributable to the parent company of 49.16 million US dollars, a net profit margin of 6.92%, and adjusted EPS of 0.88, with adjusted EPS down 26.05% year over year. Quarterly net income rose 65.65% quarter over quarter, reflecting stronger operational throughput and mix normalization into the summer build season. The main business was led by U.S. factory-built homes revenue of 677.36 million US dollars; Canada contributed 23.32 million US dollars, and corporate/other was 9.55 million US dollars.
Current Quarter Outlook
Main business: Factory-built homes
The current quarter outlook is anchored by manufacturing throughput, retailer inventory alignment, and order intake for U.S. factory-built homes. With consensus revenue at 721.04 million US dollars, the market is looking for a sequentially flat-to-slightly higher top line and a year-over-year gain of 13.45%, suggesting improved channel sell-through relative to the prior year. The pricing environment is expected to remain disciplined, with cost relief in select inputs offset by wage and transportation pressure, implying that gross margin could track near the mid-20s while mix determines incremental margin capture. Given the sensitivity of this business to mortgage rates and community operator demand, any confirmation of sustained order growth into November would be key for the stock’s near-term setup.
Most promising business: U.S. factory-built homes
The U.S. unit remains the core earnings driver and the largest opportunity for upside to estimates, building on a 677.36 million US dollars contribution in the last reported quarter. Street modeling implies mid-teens year-over-year growth this quarter for consolidated revenue, with the U.S. unit positioned to outgrow Canada given its scale and breadth of retail and community channels. Catalysts include potential acceleration in community orders, continued backlog rebuild, and improved plant utilization, which historically support incremental EBIT flow-through in this model. If production stability holds and discounting remains limited, the unit could support a slight uptick in operating margin even with modest input-cost volatility.
Stock-price drivers this quarter
Three variables are poised to dominate the near-term share-price reaction: margin durability, order trends, and outlook commentary. Margin durability will hinge on whether gross margin lands near the mid-20s and net margin holds in the mid–single digits, as modeled by the market; a mix-driven beat could translate into upside to the 64.78 million US dollars EBIT forecast. Order trends, particularly for U.S. community and retail channels, will signal demand velocity into the December quarter and shape how investors underwrite fiscal year EPS power. Outlook commentary, including color on production cadence, backlog, and pricing discipline, will inform whether the 0.94 EPS and 13.45% revenue growth expectations are conservative or already reflected in the shares.
Analyst Opinions
Analyst commentary in recent months skews constructive, with a majority leaning bullish on the setup into November 03, 2026. Positive voices emphasize recovering orders, stable pricing, and evidence of operating leverage as volumes rebuild from last year’s trough, framing the 13.45% revenue growth and mid-20s gross margin guardrails as attainable. The stance is supported by institutions highlighting improving throughput and the potential for incremental EBIT leverage if mix holds, aligning with the 64.78 million US dollars EBIT forecast and implying room for EPS to meet or slightly exceed the 0.94 mark if execution remains solid.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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