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Mar 30, 2024

Skyline Champion Q4 2024 Earnings Report

Skyline Champion reported mixed results for Q4 2024, with increased net sales and US homes sold offset by lower gross profit margins and net income.

Key Takeaways

Skyline Champion's Q4 2024 saw a 9.1% increase in net sales to $536.4 million and a 15.3% rise in US homes sold, driven by the Regional Homes acquisition. However, gross profit margin contracted significantly due to remediation costs for water intrusion issues, leading to a 95.2% decrease in net income to $2.8 million. The company also announced a new $100 million share repurchase program.

Net sales increased by 9.1% to $536.4 million compared to the prior-year period.

U.S. homes sold increased by 15.3% to 5,652, influenced by the Regional Homes acquisition.

Gross profit margin contracted by 1,040 basis points to 18.3%, impacted by $34.5 million in remediation costs.

Net income decreased by 95.2% to $2.8 million due to lower gross profit margins and increased SG&A spend.

Total Revenue
$536M
Previous year: $492M
+9.1%
EPS
$0.62
Previous year: $1
-38.0%
U.S. homes sold
5.65K
Previous year: 4.9K
+15.3%
U.S. avg. home price
$89.7K
Previous year: $92.7K
-3.2%
Canadian homes sold
189
Gross Profit
$98.4M
Previous year: $141M
-30.3%
Cash and Equivalents
$495M
Previous year: $748M
-33.8%
Free Cash Flow
-$7.84M
Previous year: $38.1M
-120.6%
Total Assets
$1.92B
Previous year: $1.56B
+23.1%

Skyline Champion

Skyline Champion

Skyline Champion Revenue by Geographic Location

Forward Guidance

Skyline Champion did not provide specific financial guidance in the earnings report.

Revenue & Expenses

Visualization of income flow from segment revenue to net income