NYSE$SKY

Skyline Champion Corporation · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Reported strong first quarter fiscal 2023 results driven by increased sales and earnings growth.

Skyline Champion Corporation reported a strong first quarter with a 42.3% increase in net sales to $725.9 million and a 173.1% increase in net income to $117.2 million compared to the prior-year period. The growth was driven by demand for homes and increased production levels. The company's ongoing efforts to streamline product offerings and invest in capacity and people are paying off as they sequentially reduced backlog and improved delivery times.

  • Net sales increased 42.3% to $725.9 million.
  • U.S. homes sold increased 6.9% to 6,813.
  • Average selling price per U.S. home sold increased 35.1% to $97,000.
  • Net income increased by 173.1% to $117.2 million.

Headline financials

Total Revenue

$726M

Previous: $510M+42.3%
EPS (adj)

$2.04

Previous: $0.75+172.0%
U.S. Homes Sold

6.8K

Previous: 6.4K+6.9%
U.S. Avg Home Price

$97K

Previous: $71.8K+35.1%
Capital Expenditures

-$9.44M

Previous: -$9.22M-2.3%
Free Cash Flow

$38M

Previous: $22.7M+67.5%
Net Income

$117M

Previous: $42.9M+173.1%
Operating Income

$157M

Previous: $57.5M+173.1%
Gross Profit

$229M

Previous: $112M+105.6%
Cash & Equivalents

$464M

Previous: $288M+61.2%
Total Assets

$1.37B

Previous: $986M+39.2%
Stock-Based Comp

$3.96M

Previous: $1.44M+174.8%

Revenue & EPS history

Skyline Champion · Revenue · Quarterly

$726M

Q1 2023+42.3%vs Q1 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Skyline Champion expects awareness of their housing solutions to continue to increase given the tighter economic environment and challenges within the traditional site-built home market.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

-0.1%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+5.2%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+25.9%

Q4 2017

Best reaction

-27.8%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+4.3%+14.1%+8.4%
Q2 2026+9.6%+25.3%+28.4%
Q1 2026+4.8%-0.4%+18.5%
Q4 2025-16.9%-22.4%-26.0%
Q3 2025+13.5%+13.7%+4.1%
Q2 2025+1.5%+3.8%+17.7%
Q1 2025+12.1%+12.8%+21.3%
Q4 2024-10.6%-10.9%-10.8%
Q3 2024+11.4%+13.7%+15.4%
Q2 2024-5.7%+0.7%+1.9%
Q1 2024-5.9%-2.7%+2.3%
Q4 2023-9.9%-3.3%+2.1%
Q3 2023+11.0%+7.8%+12.4%
Q2 2023-18.5%-19.7%-7.7%
Q1 2023-4.6%+3.3%-13.7%
Q4 2022-16.6%+0.8%-15.9%
Q3 2022+4.4%+9.9%-0.3%
Q2 2022+6.2%+11.7%+24.1%
Q1 2022+4.3%+3.9%+11.8%
Q4 2021+22.6%+19.3%+24.6%
Q3 2021+17.6%+21.7%+29.8%
Q2 2021+7.1%+2.6%+26.9%
Q1 2021+10.7%+12.2%+14.2%
Q4 2020+9.0%+9.6%+3.4%
Q3 2020-14.1%-20.0%-29.2%
Q2 2020-2.9%+8.6%+14.2%
Q1 2020+3.0%+0.4%-3.9%
Q4 2019+18.2%+22.0%+33.1%
Q3 2019+10.9%+8.9%+13.0%
Q2 2019+0.6%-6.2%-27.2%
Q1 2019+1.8%-9.2%+3.6%
Q4 2018+6.1%+7.1%+19.5%
Q3 2018+6.1%+7.1%+19.5%
Q2 2018-0.9%-3.2%+0.4%
Q4 2017+25.9%-7.7%+0.2%
Q3 2017-27.8%-17.2%-26.2%
Q2 2017-8.8%-17.0%-27.2%
Q1 2017+5.7%+3.3%-0.8%
Q4 2016+3.8%+4.1%+19.3%
Q3 2016-1.8%
Q2 2016+22.7%
Q1 2016+8.3%
Q4 2015+3.0%
Q3 2015-0.3%
Q2 2015-6.2%
Q1 2015+3.7%
Q4 2014-5.8%
Q3 2014-9.4%
Q2 2014-4.2%
Q1 2014-6.8%
Q4 2013-2.7%
Q3 2013-8.1%
Q2 2013+0.2%
Q1 2013-2.1%
Q4 2012+10.5%
Q3 2011-2.4%
Q3 2012-2.4%
Q2 2012+0.9%
Q4 2011-26.6%
Q2 2011-26.6%
Q1 2012-26.6%
Q1 2011-26.6%
Q1 2010+6.3%
Q4 2009+6.8%

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