On this page of StockholderLetter.com we present the latest annual shareholder letter from Skyline Champion Corp — ticker symbol SKY. Reading current and past SKY letters to shareholders can bring important insights into the investment thesis.
2026 Annual Report
Dear Fellow Shareholders, Fiscal 2026 reflected a strong year and performance across Champion Homes. This year we earned the business of 26,622 customers, which is the record number of homes sold since the Company went public in 2018. Our performance this year is a testament to our team s unwavering focus on our customers and on executing against our strategic priorities. I am proud of our team s ability to navigate a dynamic environment and deliver results to our shareholders. In addition to growing Fiscal 2026 sales to $2.7 billion and delivering Adjusted EBITDA of $274 million, we made significant progress against each of our strategic priorities, including the successful acquisition and integration of Iseman Homes. In addition to our capital allocation towards our strategic priorities during the full fiscal year, we continued to return capital to shareholders, repurchasing a total of $200 million worth of shares. The need for affordable housing remains ever-present across the US and Canada. The long-term outlook for Champion is strong, and we have the strategies in place to deliver for all our stakeholders. We are thoughtfully executing these strategies as we evolve the team with a combination of internal advancement, new talent, and selective engagement of outside resources. Our guiding priorities are not only for the long term. They provide a clear roadmap for today s environment and deploying our capital. The strategies include: Winning as a customer-centric, high-performance agile team Innovating and differentiating with products and services by customer segment and that attracts new buyers Expanding and elevating our go-to-market channels, including delivering experiences before, during and after the sale, that earn new customers and their referrals Increasing awareness, demand and advocacy for our brands and homes Leveraging our costs, capacity and investments in people and technology Aligning our capital allocation with our strategy, including M&A and share repurchases In closing, I wanted to share my sincere appreciation for your support. We are excited about the future and all that we will continue to build together. Sincerely, Tim Larson President, Chief Executive Officer and Director
 • shareholder letter icon 6/18/2026 Letter Continued (Full PDF)
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 • Benford's Law Stocks icon SKY Benford's Law Stock Score = 52


SKY Shareholder/Stockholder Letter Transcript:

2026
Annual Report

Dear Fellow Shareholders,
Fiscal 2026 reflected a strong year and performance across Champion Homes. This year we earned the business of 26,622
customers, which is the record number of homes sold since the Company went public in 2018.
Our performance this year is a testament to our team   s unwavering focus on our customers and on executing against our strategic
priorities. I am proud of our team   s ability to navigate a dynamic environment and deliver results to our shareholders.
In addition to growing Fiscal 2026 sales to $2.7 billion and delivering Adjusted EBITDA of $274 million, we made significant
progress against each of our strategic priorities, including the successful acquisition and integration of Iseman Homes. In addition
to our capital allocation towards our strategic priorities during the full fiscal year, we continued to return capital to shareholders,
repurchasing a total of $200 million worth of shares.
The need for affordable housing remains ever-present across the US and Canada. The long-term outlook for Champion is strong,
and we have the strategies in place to deliver for all our stakeholders.
We are thoughtfully executing these strategies as we evolve the team with a combination of internal advancement, new talent, and
selective engagement of outside resources. Our guiding priorities are not only for the long term. They provide a clear roadmap for
today   s environment and deploying our capital. The strategies include:
    Winning as a customer-centric, high-performance agile team
    Innovating and differentiating with products and services by customer segment and that attracts new buyers
    Expanding and elevating our go-to-market channels, including delivering experiences before, during and after the sale, that earn
new customers and their referrals
    Increasing awareness, demand and advocacy for our brands and homes
    Leveraging our costs, capacity and investments in people and technology
    Aligning our capital allocation with our strategy, including M&A and share repurchases
In closing, I wanted to share my sincere appreciation for your support. We are excited about the future and all that we will continue
to build together.
Sincerely,
Tim Larson
President, Chief Executive Officer and Director


shareholder letter icon 6/18/2026 Letter Continued (Full PDF)
 

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