Champion Homes, Inc. · NYSE:SKY
Champion Homes — Investor Presentation (August 2026)
26 slides from Champion Homes's investor presentation, August 2026
Slide 1: Investor Presentation August 2026
- Presentation S August 2026
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements Statements in this presentation, including certain statements regarding Champion Homes’ strategic initiatives, and future market demand are intended to be covered by the safe harbor for "forward-looking statements" provided by the Private Securities Litigation R
Slide 3: Overview
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Slide 4: Executing Our Business Strategy
Executing Our Business Strategy Strategic Capital Customer-Centric, Deployment High Performance Team Invest in people, technology & Anticipate, & align our talent/team accretive M&A while returning & investments via a customer- cash to shareholders centric profitable growth strategy Leverage Capacit
Slide 5: The Factory-Built Home Advantage
The Factor y-Built Home Advantage Product Homeownership Production Labor Costs Improvement & Affordability1 Efficiency & Quality Innovation ▪ Manufactured housing is the ▪ Centralized, indoor facilities ▪ Standardization of processes ▪ Designed flexibility only type of housing Congress for home buil
Slide 6: HUD Industry Overview
HUD Industry Over view The Manufactured Housing Industry (HUD Product) has Significant Upside as Financing Returns 600 60% Aging installed HUD is ~10% of single family housing starts with HUD code product is generally sold to base expected 91% of the housing market not historically targeted to furth
Slide 7: Product Quality, Health & Safety, Human Capital, Community Outreach, Governance
Community Product Quality Health & Safety Governance Outreach ▪ Skyline brand named America’s ▪ Ongoing behavior-based safety and ▪ Encourage civic involvement at ▪ Code of conduct certification Most Trusted brand training programs with a goal of local community level required at all levels within t
Slide 8: By the Numbers
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Slide 9: Last Twelve Months Financial Highlights
Last Twelve Months Financial Highlights $2.7 26,681 $98 22.6% 10.8% Billion Homes Sold in Thousand HUD Market Adjusted Revenue North America U.S. Average Home Share Based on EBITDA Margin2 Selling Price Shipment Data1 $253 $197 $3.54 26.1% $288 Million Million Adjusted Adj. Gross Million Adj. Adj. E
Slide 10: Footprint as of May 2026
Footprint as of May 2026 Footprint 10
Slide 11: Revenue Breakdown
Revenue Breakdown % of Fiscal 2026 Revenue % of U.S. Manufacturing U.S. HOUSING HUD-CODED HOMES LOGISTICS & OTHER 1% 4% CANADIAN 95% 87% PARK 3% MODULAR HOMES 10% 1% 4% 95% 87% 10% 3% Logistics & Canadian U.S. Hud-Coded Modular Park Other Housing Housing Homes Homes Model 11
Slide 12: Markets We Serve
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Slide 13: U.S. Sales Channel Revenue
U.S. Sales Channel Revenue % of U.S. Housing Revenue 1 Retail FY 2026 U.S. By The Numbers: RETAIL $2.5B Revenue 66% 25,718 Homes Sold 84 Retail Sales Centers 6% Builder/Developer Community 46 Manufacturing COMMUNITY Facilities 28% 66% 28% 6% 1. Based on the number of units sold per ch annel in th e
Slide 14: Markets We Serve – Independent & Owned Retail
Markets We Serve – Independent & Owned Retail Retail Is Key To Our Long-Term Strategy to Elevate % of U.S. Housing Revenue the Homebuying Experience Retail 66% 84 Company-owned Company-owned retail drives retail locations higher ASPs and additive gross margin Builder/Developer 6% Community 28% Commu
Slide 15: Markets We Serve – Community
Markets We Serve – Community % of U.S. Housing Revenue Manufactured Housing Communities are Key Customers of Manufacturers1 Retail 66% 44K 4.3M 23% Land lease Estimated homesites New manufactured Builder/Developer 6% communities in communities homes placed in communities Community Top 10 Largest MH
Slide 16: Markets We Serve – Builder/Developer
Markets We Serve – Builder/Developer Fast, Affordable, & Attractive % of U.S. Housing Revenue Retail 66% Save builder time Increase builder volume of homes Builder/Developer 6% Community 28% Unique designs and styles for different markets • Growth channel that delivers a turnkey housing solution tha
Slide 17: Industry-Leading Family of Brands
Industry-Leading Family of Brands 17
Slide 18: Product Innovation
Product Innovation Value Without Compromise Elevated Features & Styling Builder/Developer The new Embrace national series strikes a smart The new Altitude national series of homes is Genesis Homes provides builder/developers with balance between beautiful design and value. It packed with elevated st
Slide 19: Product Innovation
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Slide 20: Slide 20
Slide 21: Financial Summary
Financial Summar y (millions) Historical Financials1 Commentary Revenue • Manufacturing acquisitions of Manis in FY23, and Regional in FY24 • Retail acquisition of 12 Factory Expo locations in FY23, 43 Regional 31.4% locations in FY24, 11 locations in FY26, including 10 from Iseman 25.7% 26.7% 26.6%
Slide 22: Cash Flow, Balance Sheet, & Capital Allocation
Cash Flow, Balance Sheet, & Capital Allocation Strong Adj. EBITDA less Fl exible Balance Sheet CapEx Conversion Rate 1,2 (millions) (millions) 6/27/2026 $600 90% 95% 89% 88% Cash and equivalents $ 785 90% $500 Revolver ($200) - $493 82% 85% $400 Floor plan payable 99 78% 80% Notes payable 12 $300 75
Slide 23: Appendix
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Slide 24: Reconciliation of Net Income to Adjusted EBITDA
Appendix Reconciliation of Net Income to Adjusted EBITDA, Adjusted EBITDA less Capex & Adjusted EBITDA Margin ($ in thousands) 2023 2024 2025 2026 LTM Net income attributable to Champion Homes, Inc. $ 401,802 $ 146,696 $ 198,413 $ 206,898 $ 191,368 Interest expense (income), net (14,977) (28,254) (1
Slide 25: Reconciliation of Net Income to Adjusted Net Income and Adjusted EPS
Appendix Reconciliation of Net Income to Adjusted Net Income and Adjusted Earnings Per Share ($ and shares in thousands) 2023 2024 2025 2026 LTM Net income attributable to Champion Homes, Inc. $ 401,802 $ 146,696 $ 198,413 $ 206,898 $ 191,368 Adjustments: Transaction costs 255 2,489 - 1,422 1,293 Pl
Slide 26: Reconciliation of Gross Profit to Adjusted Gross Profit
Appendix Reconciliation of Gross Profit to Adjusted Gross Profit & Adjusted Gross Profit Margin ($ and shares in thousands) 2023 2024 2025 2026 LTM Gross profit $ 818,681 $ 485,794 $ 664,023 $ 704,319 $ 693,753 Product liability - water intrusion, net - 34,500 - 5,030 4,717 Adjusted gross profit $ 8