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Mar 29, 2025
Skyline Champion Q4 2025 Earnings Report
Skyline Champion reported a strong rebound in Q4, with higher sales volumes, improved margins, and a return to profitability following a one-time charge in the prior year.
Key Takeaways
Champion Homes posted solid Q4 results driven by increased home sales, a stronger gross margin, and higher operating income compared to a year ago when results were impacted by a $34.5M liability reserve.
Revenue by Geographic Location
Forward Guidance
Champion Homes remains cautiously optimistic, highlighting continued strategic investments and a strong backlog amid market volatility.
Positive Outlook
- Acquisition of Iseman Homes to expand retail footprint
- Backlog up 9.9% sequentially, indicating future demand
- Gross margin improved due to absence of prior liability
- U.S. home sales and ASPs increased
- Cash position improved with $610M on hand
Challenges Ahead
- Adjusted EBITDA declined 1.1% YoY
- SG&A expenses rose due to compensation and investments
- EBITDA margin contracted by 110 bps
- Uncertainty from ongoing market volatility
- EPS still recovering from prior-year impacts
Historical Earnings Impact
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Avg. Return Before/After Earnings
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