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.
2025 ANNUAL REPORT
Dear Fellow Shareholders, Fiscal 2025 represented another exciting chapter in the continued growth and advancement of Champion Homes. I am pleased that since stepping into the role of CEO in December 2024, I have been able to meet with many of you and many of our business partners, customers, and employees. These interactions provide timely feedback and increase my confidence that we have a solid foundation to build on with meaningful near and long-term opportunities that we ve aligned our strategic investments and execution to deliver on. Our performance this year is a testament to the importance of tenacious execution, centered on an unwavering focus on our customers. I am grateful to the entire Champion Homes team for their exceptional efforts to grow revenue and earnings in fiscal 2025. In addition to growing Fiscal 2025 sales 22.7% to $2.5 Billion and delivering Adjusted EBITDA of $285.1 million, we made a significant impact in the communities we serve, providing over 26,000 homes to customers and families across the US and Canada. Each home we sell is a direct result of our exciting home designs, quality, value, and the excellence that our team members strive to deliver before, during and after the sale. 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. Strategies that we are thoughtfully executing as we evolve the team with a combination of internal advancement and new talent. Our guiding priorities are not only for the long-term, they provide a clear roadmap for today s environment and deploying our capital. Including: 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 6/12/2025 Letter Continued (Full PDF)
 • stockholder letter icon 6/16/2023 SKY Stockholder Letter
 • stockholder letter icon 6/20/2024 SKY Stockholder Letter
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 • Benford's Law Stocks icon SKY Benford's Law Stock Score = 96


SKY Shareholder/Stockholder Letter Transcript:

2025
ANNUAL
REPORT

Dear Fellow Shareholders,
Fiscal 2025 represented another exciting chapter in the continued growth and advancement of Champion Homes. I am pleased
that since stepping into the role of CEO in December 2024, I have been able to meet with many of you and many of our business
partners, customers, and employees. These interactions provide timely feedback and increase my confidence that we have a solid
foundation to build on     with meaningful near and long-term opportunities that we   ve aligned our strategic investments and
execution to deliver on.
Our performance this year is a testament to the importance of tenacious execution, centered on an unwavering focus on our
customers. I am grateful to the entire Champion Homes team for their exceptional efforts to grow revenue and earnings in fiscal
2025.
In addition to growing Fiscal 2025 sales 22.7% to $2.5 Billion and delivering Adjusted EBITDA of $285.1 million, we made a
significant impact in the communities we serve, providing over 26,000 homes to customers and families across the US and
Canada. Each home we sell is a direct result of our exciting home designs, quality, value, and the excellence that our team
members strive to deliver before, during and after the sale.
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.
Strategies that we are thoughtfully executing as we evolve the team with a combination of internal advancement and new talent.
Our guiding priorities are not only for the long-term, they provide a clear roadmap for today   s environment and deploying our
capital. Including:
    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 6/12/2025 Letter Continued (Full PDF)
 

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