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Champion Homes (SKY) Is Up 10.8% After Mixed Q3 And Blythe Village Launch - Has The Bull Case Changed?

Simply Wall St·02/16/2026 11:15:13
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  • Champion Homes, Inc. recently reported third-quarter fiscal 2025 results showing higher sales of US$656.61 million year over year but lower net income of US$54.34 million, while also opening Blythe Village, a 67-unit, offsite-built affordable housing community in Fresno, California.
  • The Blythe Village build-to-rent project highlights Champion’s push into scalable, HUD-code manufactured communities that can expand its role in addressing affordable housing shortages.
  • Next, we’ll explore how this combination of earnings performance and the Blythe Village affordable build-to-rent launch may influence Champion’s investment narrative.

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Champion Homes Investment Narrative Recap

To own Champion Homes, you need to believe in manufactured and offsite-built housing as a credible answer to affordability, with earnings supporting that story despite quarterly noise. The latest quarter showed modest sales growth but softer net income, while Blythe Village underscores that the near term catalyst remains community and developer demand for HUD-code projects. The biggest near term risk still looks like any pullback in orders across key sales channels, which this news does not appear to materially change.

Among recent announcements, the third quarter fiscal 2025 results are most relevant here, since they frame Blythe Village against a backdrop of growing year to date revenue and earnings. That context matters for investors weighing how much a 67 unit, build to rent community really moves the needle, given the broader catalysts tied to affordable housing policy support, offsite construction adoption and Champion’s push into multifamily and modular projects.

Yet investors should also be aware that if order rates soften and community demand cools, the story around offsite-built growth could...

Read the full narrative on Champion Homes (it's free!)

Champion Homes’ narrative projects $2.8 billion revenue and $228.5 million earnings by 2028.

Uncover how Champion Homes' forecasts yield a $98.60 fair value, a 3% upside to its current price.

Exploring Other Perspectives

SKY 1-Year Stock Price Chart
SKY 1-Year Stock Price Chart

Three fair value estimates from the Simply Wall St Community span about US$77.12 to US$98.60, underlining how far apart individual views can be. Set against this, the key risk of moderating orders and softer demand in community and independent channels could shape which of these scenarios feels more realistic for Champion Homes’ future performance, so it is worth considering several of these viewpoints side by side.

Explore 3 other fair value estimates on Champion Homes - why the stock might be worth as much as $98.60!

Build Your Own Champion Homes Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Champion Homes research is our analysis highlighting 2 key rewards that could impact your investment decision.
  • Our free Champion Homes research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Champion Homes' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.