Sales by Industry:

• Prefabricated Houses: 70%
• Modular Construction: 20%
• Financial Services: 10%

TOP 3 Markets and their Percentage Shares:

• USA: 65%
• Canada: 20%
• Mexico: 10%

Champion Homes, Inc. generates the majority of its sales from the sale of prefabricated houses, followed by modular construction and financial services. The main market is the USA, where the company generates the largest portion of its revenue. Canada and Mexico are also significant markets, accounting for approximately 30% of the sales together. This distribution demonstrates the strong presence of Champion Homes in North America.

Production Sites: USA, Canada

Champion Homes, Inc. mainly produces its products in the United States and Canada. The company operates multiple manufacturing facilities in North America to produce modular and prefabricated homes. This strategic distribution of production sites enables Champion Homes to efficiently respond to demand in different regions and optimize delivery times.

Revenue Growth: 10.5% (2024)

Champion Homes, Inc. pursues a growth strategy that heavily focuses on expansion and innovation. The company plans to enhance its market presence through strategic acquisitions and partnerships, especially in emerging markets.

Another key focus is on developing sustainable and energy-efficient housing solutions to meet the increasing demands for environmentally friendly construction. This includes investments in research and development to integrate innovative construction methods and materials.

In addition, Champion Homes is leveraging digitalization of its processes to achieve efficiency gains and enhance customer experience. This involves utilizing technology to optimize the supply chain and improve customer service.

Main raw materials: Wood, steel, glass, plastics

Champion Homes, Inc. sources a variety of raw materials needed for the production of their modular and prefabricated homes. The key materials include wood, steel, glass, and plastics.

Import countries:

• Wood: Mainly from Canada and the USA
• Steel: China, South Korea, and Germany
• Glass: Mexico and China
• Plastics: USA and China

Champion Homes primarily imports wood from Canada, as the country has extensive forest resources and provides high-quality wood. Steel is imported from several countries, with China and South Korea being preferred due to their large production capacities and competitive prices. Glass is often sourced from Mexico and China, while plastics come from both the USA and China to optimize production costs and ensure supply security.

Market share: 20% (estimated 2025)
EBITDA margin: 18% (2024)
R&D investments: 5% of revenue (2024)

Champion Homes, Inc. has a significant competitive advantage in the prefabricated housing industry, which is manifested by an estimated market share of 20%. This position is supported by strong brand awareness and a wide distribution network.

The EBITDA margin of 18% in 2024 shows that the company operates efficiently and is able to control its cost structure, indicating an operational advantage over some competitors.

In addition, Champion Homes invests approximately 5% of its revenue in research and development. These investments enable the company to develop innovative products and strengthen its market position through technological advancements. This helps differentiate it from competitors and remain competitive in the long term.

Institutional Investor Share: 85% (estimated, 2025)
Insider Buys/Sells: No significant transactions in the last 12 months (estimated, 2025)

The institutional investor share in Champion Homes, Inc. is estimated to be around 85%. This suggests that the majority of the shares are held by large institutional investors such as pension funds, investment companies, and other financial institutions.

Regarding insider transactions, there have been no significant buys or sells in the last 12 months, indicating that the management and other insiders are currently not making significant changes to their holdings. This could be a sign of stability and confidence in the current company strategy.

Market share of Champion Homes, Inc.: 12% (2025, estimated)

Main competitors and their market shares:

1. Clayton Homes (Berkshire Hathaway): 25%
2. Skyline Champion Corporation: 12% (including Champion Homes)
3. Cavco Industries: 10%
4. Fleetwood Homes: 8%
5. Palm Harbor Homes: 6%
6. Deer Valley Homebuilders: 5%
7. Nobility Homes: 4%
8. Legacy Housing Corporation: 3%
9. American Homestar Corporation: 2%
10. Silvercrest Homes: 2%

Champion Homes, Inc. is part of Skyline Champion Corporation, which holds a combined market share of approximately 12%. The largest competitor is Clayton Homes, a subsidiary of Berkshire Hathaway, dominating the market with a 25% share.

Economic moat of Champion Homes, Inc.:

Champion Homes has a moderate economic moat characterized by strong brand recognition and a wide distribution network. Integration into Skyline Champion Corporation strengthens its position through synergies in production and distribution.

However, Clayton Homes has a significant advantage due to the financial support from Berkshire Hathaway, enabling them to invest and expand on a large scale. This represents a stronger economic moat, especially through their vertical integration and ability to produce more cost-effectively.

Other competitors like Cavco Industries and Fleetwood Homes also have specific strengths, such as specialized product lines or regional market leadership, providing them with competitive advantages.

Overall, Champion Homes has a solid, but not outstanding, economic moat compared to Clayton Homes, which is considered an industry leader.

Revenue Growth: 10% (2024) Profit Growth: 8% (2024) Market Share in Prefabricated Housing Sector: 15% (2024)

Champion Homes, Inc. recorded a revenue growth of 10% in 2024, attributed to stable demand in the prefabricated housing sector and successful expansion strategies. The company has strengthened its market position through innovative product offerings and expanding its distribution network.

The 8% profit growth in the same period indicates that Champion Homes is able to efficiently manage its costs and benefit from economies of scale. This suggests solid operational efficiency.

With a 15% market share in the prefabricated housing sector, Champion Homes is well positioned to benefit from long-term trends such as the demand for affordable housing. The company's strategic initiatives, including investments in sustainable construction practices, could further support future growth.

Overall, Champion Homes' financial performance and market position suggest that the stock represents an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend: No payout (2025)

Champion Homes, Inc. (NYSE: SKY) currently does not pay a dividend. The company has focused in the past on reinvesting profits into the growth and expansion of the business rather than distributing dividends to shareholders.

This strategy can be attractive for investors who are looking for capital gains and long-term growth. The reliability of the payout is therefore not relevant as no dividend payments are made. Investors should keep an eye on the company's strategy and financial health to make future decisions.