How does Champion Homes’ 6.5% U.S. homes sold growth compare to the pace of its primary competitors?
Answer
Champion Homes reported that U.S. home‑unit sales rose 6.5 % in the first quarter of fiscal 2026 (June 28 2025) versus the same quarter a year earlier. While this is a solid increase for Champion, the news release does not include any data on the sales‑growth rates of its primary competitors (e.g., Clayton Homes, Skyline, or other major manufacturers in the manufactured‑housing segment). Consequently, a direct, apples‑to‑apples comparison cannot be made from the information provided.
Below is a structured view of what we can and cannot determine from the available data, along with guidance on how you could obtain a meaningful benchmark against peers.
1. What the release tells us about Champion Homes
| Metric (Q1 FY 2026 vs Q1 FY 2025) | Result |
|---|---|
| U.S. homes sold | +6.5 % (to 6,965 units) |
| Net sales | +11.7 % (to $701.3 M) |
| Average selling price (ASP) | +3.6 % (to $95 K per home) |
| Backlog | –11.9 % (to $302.5 M) |
The 6.5 % increase in unit volume indicates that Champion is successfully expanding its market‑share or benefiting from a generally buoyant demand environment for manufactured housing.
2. Why we cannot gauge the “pace of its primary competitors” from this release
| Reason | Explanation |
|---|---|
| No competitor figures disclosed | The Business Wire announcement only contains Champion’s own performance metrics. |
| Lack of industry‑wide context | No mention of overall sector growth, macro‑economic drivers, or how other listed manufacturers performed in the same quarter. |
| No historical competitor trends | Even if a competitor’s prior‑year growth were known, we would still lack the current‑quarter data needed for a side‑by‑side comparison. |
Because of these gaps, any claim about Champion’s growth being “faster,” “slower,” or “in line” with peers would be speculative.
3. How to benchmark Champion’s 6.5 % unit‑sales growth against peers
| Step | Action | Sources |
|---|---|---|
| Identify the primary competitors | In the U.S. manufactured‑housing space, the most comparable publicly‑traded peers are typically: • Clayton Homes (a subsidiary of Berkshire Hathaway) • Skyline Homes (formerly Skyline Champion) • Lennar’s manufactured‑housing division (if disclosed) • Other regional manufacturers that file SEC reports |
Company websites, SEC filings, industry reports. |
| Collect quarterly unit‑sales data | Pull the “Units sold” or “Homes delivered” figures from each competitor’s Q1 FY 2026 earnings release (or Form 10‑Q). | SEC EDGAR, press releases, earnings call transcripts. |
| Calculate YoY growth | Use the same formula Champion used: [(Current Quarter Units – Same Quarter Prior Year Units) / Same Quarter Prior Year Units] × 100 % |
Simple spreadsheet or financial‑analysis software. |
| Compare the percentages | Place all YoY growth rates side‑by‑side to see whether Champion’s 6.5 % is above, below, or similar to the peer set. | Visual chart (bar graph) for quick insight. |
| Contextualize with macro trends | Overlay broader industry data (e.g., NAHB manufactured‑housing market index, U.S. housing‑starts data) to see if a 6–7 % rise is typical for the sector. | NAHB, HUD, Bloomberg, Reuters. |
Illustrative example (hypothetical)
| Company | Q1 FY 2026 Units Sold | Q1 FY 2025 Units Sold | YoY Growth |
|---------|----------------------|----------------------|------------|
| Champion Homes (SKY) | 6,965 | 6,527 | +6.5 % |
| Clayton Homes | 8,200 | 7,900 | +3.8 % |
| Skyline Homes | 5,400 | 5,100 | +5.9 % |
| Other Co. | 4,750 | 4,500 | +5.6 % |
If the above were the real numbers, Champion would be out‑performing Clayton but roughly in line with Skyline and the rest of the market.
4. Take‑aways for Stakeholders
| Audience | Insight |
|---|---|
| Investors | Champion’s 6.5 % unit‑sales growth is a positive sign, but without peer data you can’t yet determine whether it translates into a competitive advantage. Conduct the benchmark steps above to assess relative momentum. |
| Management | If peers are growing faster, it may signal a need to accelerate production capacity, pricing strategy, or marketing initiatives. Conversely, if Champion is out‑pacing the market, the company can highlight this in investor communications. |
| Analysts | When building a valuation model, incorporate both absolute growth (6.5 %) and a relative‑growth factor (e.g., “+1 % vs. industry average”) to refine revenue forecasts. |
5. Quick Summary
- Champion Homes: U.S. home‑unit sales ↑ 6.5 % YoY in Q1 FY 2026.
- Competitor comparison: Not possible from the current news release alone; no peer data is disclosed.
- Action: Retrieve the same quarter’s unit‑sales figures for identified competitors from their SEC filings or press releases, compute YoY growth, and then directly compare to Champion’s 6.5 % increase.
Until those external data points are gathered, any statement about Champion’s growth “relative to the pace of its primary competitors” would be conjectural. By following the benchmarking steps outlined, you can produce a factual, data‑driven comparison.