Every material Form 8-K Champion Homes has filed with the SEC since March 13, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Champion Homes reported second-quarter fiscal 2027 results for the quarter ended September 26, 2026. Net sales rose 6.2% to $727.0 million, but diluted EPS fell to $0.97 from $1.03, and the company said higher cost of sales drove the decline in net income. The board also increased the share repurchase authorization by $50.0 million to $150.0 million.
Net sales rose 6.2% to $727.0 million from the prior-year quarter, with U.S. homes sold up 2.3% to 6,724.
Diluted EPS was $0.97 versus $1.03 a year earlier; adjusted diluted EPS was $0.95 versus $1.01.
Net income attributable to Champion Homes was $52.7 million, versus $58.2 million, which the company attributed mainly to inflationary increases in cost of sales.
The board raised the share repurchase program by $50.0 million to $150.0 million; the company repurchased $50.0 million of stock in the quarter.
Champion Homes increased its board from six to seven directors and elected Michael R. Haack, 53, as an independent director effective August 26, 2026. Haack, who is President and CEO of Eagle Materials Inc., joins the Compensation Committee, and Mary Fedewa was named Audit Committee Chair effective the same day. The filing contains no financial figures, so the changes concern board composition and committee roles rather than company results.
Board expanded from six to seven directors; Michael R. Haack, 53, elected with a term expiring at the 2027 Annual Meeting of Shareholders
Haack is President and CEO of Eagle Materials Inc. and joins the Compensation Committee; the Board deems him independent under NYSE standards
Mary Fedewa designated Audit Committee Chair and ceased serving on the Compensation Committee, effective August 26, 2026
Board action was taken August 24, 2026; the press release gives August 24 as the effective date, while the 8-K gives August 26
Champion Homes reported first-quarter fiscal 2027 results for the quarter ended June 27, 2026, with net sales up 1.3% to $710.2 million, while net income attributable to the company fell to $49.2 million from $64.7 million and diluted EPS fell to $0.89 from $1.13. The board also raised the share repurchase authorization by $50.0 million to $150.0 million. The company attributed the profit decline mainly to inflationary cost of sales and a higher effective tax rate, which matters to shareholders because per-share earnings fell year over year.
Net sales rose 1.3% to $710.2 million; U.S. homes sold rose 1.8% to 7,089
Net income attributable to Champion Homes was $49.2 million, versus $64.7 million a year earlier; diluted EPS was $0.89 versus $1.13
Adjusted EBITDA was $73.6 million, versus $94.2 million a year earlier, with an adjusted EBITDA margin of 10.4%
Board raised the share repurchase authorization by $50.0 million to $150.0 million; $50.0 million of stock was repurchased in the quarter
Executive Vice President of Operations Joseph Kimmell will retire effective June 26, 2026, and will consult for the company through August 31, 2026. The board also named Wade Lyall Chief Sales Officer, John Kastanek Chief Customer Experience Officer and Andrew Houser Senior Vice President of Manufacturing, effective June 2, 2026. The filing does not include financial results, so the changes are a leadership transition rather than a direct financial event.
Joseph Kimmell retires as Executive Vice President, Operations, effective June 26, 2026
Kimmell's consulting period runs through August 31, 2026; one-third of his August 2025 RSU award vests at its conclusion
Wade Lyall, John Kastanek and Andrew Houser appointed effective June 2, 2026
Tawn Kelley resigned as Chair and a director of Champion Homes, Inc. (SKY) effective immediately on May 31, 2026. The company said the resignation was not due to any disagreement with the company or its management over operations, policies, or practices. The board named Michael Berman as Chair and reduced the board to six directors.
Tawn Kelley resigned as Chair and a board member effective immediately on May 31, 2026
The company said the resignation was not due to a disagreement over operations, policies, or practices
Michael Berman was appointed Chair of the Board
Gary Robinette was appointed Chair of the Nominating and Governance Committee; board size reduced to six directors
Champion Homes reported fourth-quarter fiscal 2026 results for the quarter ended March 28, 2026, with net sales up 4.6% to $621.3 million but net income down 18.4% to $29.7 million, driven by charges tied to acquisition contingent consideration and a product liability true-up. For the full year, net sales rose 7.3% to $2.7 billion and net income rose 4.3% to $206.9 million. The board also approved a $50.0 million increase to the share repurchase program, bringing the available amount to $150.0 million.
Q4 fiscal 2026 net sales rose 4.6% to $621.3 million; net income fell 18.4% to $29.7 million
Q4 diluted EPS was $0.53 versus $0.63 a year earlier; adjusted EPS was $0.68 versus $0.65
Full-year net sales rose 7.3% to $2.7 billion; net income rose 4.3% to $206.9 million; diluted EPS was $3.66 versus $3.42
Board increased the repurchase authorization by $50.0 million to $150.0 million; $200.0 million was repurchased in fiscal 2026
Champion Homes appointed Timothy Kingston as Chief Accounting Officer and principal accounting officer, effective March 9, 2026, replacing Timothy Burkhardt in that role. Burkhardt remains Vice President and Controller and retires effective May 31, 2026, after helping with the handover. The change is an administrative leadership update that does not include any reported financial results.
Timothy Kingston, age 48, was previously Vice President and Assistant Corporate Controller at Kellanova (formerly Kellogg) from August 2020 to February 2026
Kingston will receive an annual base salary of $365,000
Starting in fiscal 2027, Kingston's target bonus is 50% of base salary and his target long-term incentive award is 85% of base salary
Timothy Burkhardt retires from the Company effective May 31, 2026
Champion Homes reported fiscal third-quarter 2026 results for the quarter ended December 27, 2025. Net sales rose 1.8% to $656.6 million, but net income fell 11.7% to $54.3 million and diluted EPS fell to $0.97, as lower gross profit reduced earnings. The board also refreshed the share repurchase authorization to $150 million after a $50.0 million increase approved January 29, 2026.
Net sales up 1.8% to $656.6 million; U.S. homes sold down 2.6% to 6,270
Gross profit margin fell 190 basis points to 26.2%; net income down 11.7% to $54.3 million
Diluted EPS $0.97 versus $1.06 a year earlier; Adjusted EBITDA down 10.2% to $74.8 million
Board increased the repurchase program by $50.0 million to $150 million on January 29, 2026; $50.0 million repurchased in the quarter
Champion Homes appointed David A. McKinstray as Executive Vice President, Chief Financial Officer and Treasurer, effective January 12, 2026, succeeding Laurie Hough, who is retiring after more than 20 years with the company. Ms. Hough will stay through May 31, 2026, to support the transition, and the filing details pay and severance terms for both executives.
McKinstray, 41, was CFO of WK Kellogg Co from October 2023 to October 2025.
McKinstray's employment agreement sets a $600,000 base salary and a target bonus of 125% of base salary, plus a $650,000 sign-on restricted stock unit award.
Hough will receive $556,000 in severance, equal to twelve months of base salary, under her transition agreement.
Hough served as CFO for the past nine years, according to CEO Tim Larson.
Champion Homes said Chair and director Eddie Capel resigned from the board on November 10, 2025, effective immediately. The company said the resignation was not due to any disagreement over operations, policies, or practices, and the board reduced its size to seven directors.
Eddie Capel resigned as Chair and board member on November 10, 2025, effective immediately
Resignation was not due to any disagreement with the company or its management
Champion Homes reported fiscal second-quarter results for the period ended September 27, 2025, with net sales up 11.0% to $684.4 million and net income attributable to the company up 6.3% to $58.2 million. The board also refreshed the share repurchase authorization to $150 million on October 30, 2025, after $50 million of stock was repurchased during the quarter.
Net sales rose 11.0% to $684.4 million; U.S. homes sold rose 3.4% to 6,575
Net income attributable to Champion Homes rose 6.3% to $58.2 million; diluted EPS rose 9.6% to $1.03
SG&A increased to $113.1 million from $99.7 million, partly offset by a $3.7 million gain on sale of an idle facility
Board refreshed the repurchase authorization to $150 million on October 30, 2025
On August 14, 2025, Champion Homes' Compensation Committee approved one-time restricted stock unit awards under its 2018 Equity Incentive Plan for senior management, which the company says is intended to ensure business continuity and stability in a challenging market environment. The filing names target award values for four executives, and the awards vest in one-third increments over three years, so they tie executive pay to continued service.
Awards approved August 14, 2025 under the 2018 Equity Incentive Plan, described as one-time special awards
Target values: Laurie Hough (CFO) $1,750,000; Wade Lyall (EVP, Sales and Business Development) $1,500,000
Joseph Kimmell (EVP, Operations) $1,000,000; Laurel Krueger (SVP, General Counsel and Secretary) $1,000,000
Awards vest in one-third increments on each of the first three anniversaries of the grant date
Champion Homes reported first-quarter fiscal 2026 results for the quarter ended June 28, 2025, with net sales up 11.7% to $701.3 million and net income up 41.3% to $64.7 million. The company also said its board raised the share repurchase authorization by up to $50.0 million on July 24, 2025, and that it repurchased $50.0 million of stock in the quarter.
Net sales rose 11.7% to $701.3 million; U.S. homes sold rose 6.5% to 6,965
Net income rose 41.3% to $64.7 million; diluted EPS was $1.13 versus $0.79 a year earlier
Backlog fell 11.9% to $302.5 million from the fourth quarter of fiscal 2025
Board refreshed the buyback authorization to $150 million on July 24, 2025; cash and equivalents were $605.3 million at June 28, 2025
Champion Homes and its subsidiary Champion Home Builders entered a Second Amended and Restated Credit Agreement with Wells Fargo Bank as administrative agent, dated July 28, 2025. The agreement replaces the company's existing 2021 credit agreement and provides a $200 million revolving credit facility, with the maturity extended from July 2026 to July 2030. The facility is secured by a first priority interest in substantially all assets, and its covenants include a maximum net leverage ratio and a minimum interest coverage ratio.
Facility size: $200 million revolving credit, including a $45 million letter of credit sub-facility
Maturity extended from July 2026 to July 2030 under the agreement dated July 28, 2025
Pricing ranges from Term SOFR plus 1.125% to 1.875%, or the alternate base rate plus 0.125% to 0.875%, depending on net leverage; unused fee of 0.15% to 0.30%
Covenants: maximum net leverage of 3.25 to 1.00 (3.75 to 1.00 after a material acquisition) and minimum interest coverage of 3.00 to 1.00
Champion Homes reported fiscal fourth-quarter results for the period ended March 29, 2025, with net sales up 10.7% to $593.9 million and net income up $33.6 million to $36.3 million. Adjusted EBITDA fell 1.1% to $52.6 million, and the board refreshed the share repurchase authorization to provide for $100 million of potential future repurchases.
Q4 net sales rose 10.7% to $593.9 million; U.S. homes sold rose 5.1% to 5,941.
Q4 diluted EPS was $0.63 versus $0.05 a year earlier, when results included a $34.5 million water intrusion product liability reserve.
Q4 Adjusted EBITDA fell 1.1% to $52.6 million; margin was 8.9% versus 9.9%.
Full-year fiscal 2025 net income was $198.4 million and diluted EPS was $3.42; the company repurchased $20.0 million of stock in Q4.
Champion Homes, Inc. increased its board from seven to eight directors on March 11, 2025, and appointed Mary B. Fedewa as an independent director effective immediately. Her term runs until the 2025 Annual Meeting of Shareholders, and the company says seven of the eight directors are now independent.
Board size increased from seven to eight directors on March 11, 2025.
Mary B. Fedewa, 59, appointed as independent director; term expires at the 2025 Annual Meeting of Shareholders.
Fedewa co-founded STORE Capital and serves as its President and Chief Executive Officer.
Filing states no arrangements or Item 404(a) transactions tied to her appointment.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Champion Homes filing is on SEC EDGAR ↗. 8-K briefs of other companies →