Skyline Champion Q1 sales beats estimates

Reuters
Aug 06
Skyline Champion Q1 sales beats estimates

Overview

  • Skyline Champion fiscal Q1 sales rise 11.7%, beating analyst expectations, per LSEG data

  • EPS for fiscal Q1 increases 43%

  • Company repurchased $50 mln in shares and closed Iseman Homes acquisition

Outlook

  • Company confident in strategy and demand for homes

  • Skyline Champion sees dynamic market and consumer environment

Result Drivers

  • U.S. HOME SALES - 6.5% increase driven by higher shipments to community sales channel

  • PRICE INCREASES - ASP per U.S. home rose 3.6% due to product mix changes and higher prices at retail centers

  • ISEMAN ACQUISITION - Completed acquisition of Iseman Homes, contributing to strategic growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Sales

Beat

$701.30 mln

$642.30 mln (6 Analysts)

Q1 EPS

$1.13

Q1 Net Income

Beat

$64.70 mln

$47.30 mln (4 Analysts)

Q1 Gross Margin

27.1%

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the homebuilding peer group is "buy."

  • Wall Street's median 12-month price target for Champion Homes Inc is $85.00, about 23% above its August 4 closing price of $65.47

  • The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nBw3W8ZLra

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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