Champion Homes, Inc. · NYSE:SKY
Champion Homes — Q4 2026 Earnings Presentation
26 slides from Champion Homes's earnings presentation, May 26, 2026
Slide 1: May 2026 Presentation
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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 Factory-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 build
Slide 6: HUD Industry Overview
HUD Industry Overview The Manufactured Housing Industry (HUD Product) has Significant Upside as Financing Returns 600 60% Aging installed HUD code product is generally sold to HUD is ~10% of single family housing starts with base expected 91% of the housing market not historically targeted to furthe
Slide 7: Product Quality, Health & Safety, Human Capital, Community, 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: Fiscal 2026 Financial Highlights
Fiscal 2026 Financial Highlights $2.7 26,622 $98 22.5% 11.6% Billion Homes Sold in Thousand HUD Market Adjusted Revenue North America U.S. Average Home Share Based on EBITDA Margin2 Selling Price Shipment Data1 $274 $217 $3.85 26.6% $308 Million Million Adjusted Fiscal 2026 Adj. Million Adj. Adj. EB
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 Revenue1 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% 65% 28% 5% 1. Based on the number of units sold per channel in the U.S
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 New manufactured Builder/Developer Estimated homesites 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: Financial Highlights
Slide 21: Five-year Financial Summary
Five-year Financial Summary (millions) Historical Financials1 Commentary • Manufacturing footprint expansion since FY22 includes organic Revenue expansions in Navasota, TX, Pembroke, NC, and Decatur, IN 31.4% 26.7% 26.7% 26.6% • Manufacturing acquisitions of Manis in FY23, and Regional in FY24 25.7%
Slide 22: Cash Flow, Balance Sheet, & Capital Allocation
Cash Flow, Balance Sheet, & Capital Allocation Strong Adj. EBITDA less Flexible Balance Sheet CapEx Conversion Rate 1,2 (millions) (millions) 3/28/2026 $600 91% 95% 90% Cash and equivalents $ 638 89% 90% $500 Revolver ($200) - $400 82% 85% Floor plan payable 95 $493 78% 80% Notes payable 12 $300 $32
Slide 23: Appendix
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Slide 24: Reconciliation of Net Income to Adjusted EBITDA
Appendix Reconciliation of Net Income to Adjusted EBITDA, Adjusted EBITDA less Capex & Adjusted EBITDA Margin ($ in thousands) 2022 2023 2024 2025 2026 Net income attributable to Champion Homes, Inc. $ 248,044 $ 401,802 $ 146,696 $ 198,413 $ 206,898 Interest expense (income), net 2,512 (14,977) (28,
Slide 25: Reconciliation of Net Income to Adjusted Net Income and EPS
Appendix Reconciliation of Net Income to Adjusted Net Income and Adjusted Earnings Per Share ($ and shares in thousands) 2022 2023 2024 2025 2026 Net income attributable to Champion Homes, Inc. $ 248,044 $ 401,802 $ 146,696 $ 198,413 $ 206,898 Adjustments: Transaction costs - 255 2,489 - 1,422 Plant
Slide 26: Reconciliation of Gross Profit to Adjusted Gross Profit
Appendix Reconciliation of Gross Profit to Adjusted Gross Profit & Adjusted Gross Profit Margin ($ in thousands) 2022 2023 2024 2025 2026 G ross profit $ 5 8 9 , 12 3 $ 8 18 , 6 8 1 $ 485,794 $ 664,023 $ 7 0 4 , 3 19 Product liability - water intrusion - - 34,500 - 5,030 Adjuste d G ross profit $ 5