Barclays has upgraded Champion Homes Inc (SKY) to Overweight from Equal-Weight, signaling a more positive outlook on the company's prospects. This change, effective December 7, 2025, comes as Champion Homes continues to navigate the consumer products landscape, specifically in the manufacturing and retail of mobile homes and other manufactured housing.
Headquartered in Troy, Michigan, Champion Homes employs 9,000 full-time staff and operates within the U.S. Factory-built Housing segment. The company boasts a diverse portfolio that includes manufactured and modular homes, accessory dwelling units (ADUs), and park-models, catering to various sectors including single-family, multifamily, and hospitality.
As of now, Champion Homes has a market capitalization of $4.3 billion, with a trailing P/E ratio of 19.51 and an EPS of 3.84. The upcoming earnings report is anticipated on August 3, 2026, with an estimated EPS of $1.01 and revenue of $713.8 million. Recent earnings performance has shown strong results, with the Q2 2026 EPS reported at $1.01, surpassing estimates by 22.1%.
The upgrade underscores Barclays' belief in the potential for improved fundamentals and business performance at Champion Homes, which operates a factory-direct retail business with 72 locations across the United States. Analyst ratings can fluctuate as new information emerges, and they should be considered alongside other factors such as company fundamentals and industry trends.
This update provides insight into the evolving sentiment surrounding Champion Homes and its strategic direction in the manufactured housing sector.