NYSE$SKY

Skyline Champion Corporation · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported strong sales and earnings growth, driven by increased capacity, improved production levels, and strategic initiatives.

Skyline Champion Corporation announced strong second quarter fiscal 2023 results, with net sales increasing by 53.9% to $806.8 million and net income increasing by 184.1% to $144.1 million compared to the prior-year period. The company's performance was driven by increased capacity, improved production levels, and strategic initiatives.

  • Net sales increased 53.9% to $806.8 million.
  • U.S. homes sold increased 23.2% to 7,274.
  • Gross profit margin expanded by 930 basis points to 34.0%.
  • Net income increased by 184.1% to $144.1 million.

Headline financials

Total Revenue

$807M

Previous: $524M+53.9%
EPS (adj)

$2.51

Previous: $0.89+182.0%
U.S. Homes Sold

7.3K

Previous: 5.9K+23.2%
U.S. Avg Home Price

$104K

Previous: $79.9K+29.8%
Capital Expenditures

-$25.6M

Previous: -$15.1M-69.6%
Free Cash Flow

$253M

Previous: $73.8M+242.8%
Net Income

$144M

Previous: $50.7M+184.1%
Operating Income

$190M

Previous: $68M+179.7%
Gross Profit

$274M

Previous: $129M+111.9%
Cash & Equivalents

$677M

Previous: $310M+118.2%
Total Assets

$1.51B

Previous: $1.01B+49.2%
Stock-Based Comp

$3.79M

Previous: $2.77M+36.8%

Revenue & EPS history

Skyline Champion · Revenue · Quarterly

$807M

Q2 2023+53.9%vs Q2 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Skyline Champion believes it can continue to outperform the broader housing industry due to attractive price points, product offerings, enhanced production capabilities and future growth opportunities as more people become buyers of our homes.

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 Q2 2023

Historical avgQ2 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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