Skyline Champion Corporation (NYSE:SKY) Q2 2024 Earnings Conference Call November 1, 2023 9:00 AM ET Company Participants Mark Yost - President & Chief Executive Officer Laurie Hough - Executive Vice President & Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Capital Group Daniel Moore - CJS Securities Phil Ng - Jefferies Christopher Kalata - RBC Capital Markets Operator Good morning, and welcome to Skyline Champion Corporation Second Quarter Fiscal 2024 Earnings Call. The comp ...

FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Indiana 35-1038277 (State of Inco ...

Skyline Champion Corporation (NYSE:SKY) Q1 2024 Earnings Conference Call August 2, 2023 9:00 AM ET Company Participants Mark Yost - President & Chief Executive Officer Laurie Hough - Executive Vice President & Chief Financial Officer Conference Call Participants Elizabeth Langan - Barclays Phil Ng - Jefferies Chris Kalata - RBC Capital Markets Greg Palm - Craig-Hallum Capital Group Operator Good morning, and welcome to Skyline Champion Corporation's First Quarter Fiscal 2024 Earnings Call. The company issue ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 1, 2023 an emerging growth company. See the def ...

Skyline Champion Corporation (NYSE:SKY) Q4 2023 Earnings Conference Call May 30, 2023 9:00 AM ET Company Participants Mark Yost - President and Chief Executive Officer Laurie Hough - Executive Vice President and Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Capital Group Daniel Moore - CJS Securities, Inc. Matthew Bouley - Barclays Philip Ng - Jefferies Christopher Kalata - RBC Capital Markets Jay McCanless - Wedbush Securities Operator Good morning and welcome to Skyline Cha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 1, 2023 [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE PERIOD FROM TO Commission File Number 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Indiana 35-1038277 (State of Incorporation) (I.R.S. Employer Identif ...

Financial Data and Key Metrics Changes - Net sales increased by 9% to $582 million compared to the same quarter last year [12] - Net income for the third quarter increased by 22% to $83 million or $1.44 per diluted share compared to $68 million or $1.18 per diluted share during the same period last year [16] - Consolidated gross profit increased by 11% to $174 million, with gross margins improving by 50 basis points [15] Business Line Data and Key Metrics Changes - U.S. factory-built housing segment revenue grew by $58 million, primarily driven by an increase in average selling price [36] - The number of homes sold in the U.S. factory-built segment decreased by approximately 1% to 5,749 homes [36] - Canadian revenue decreased by 15% to $31 million, driven by a 19% decline in the number of homes sold [14] Market Data and Key Metrics Changes - The backlog at the end of the quarter was down $282 million to $532 million, a 35% decrease compared to the September quarter [8] - Average selling price per U.S. home sold increased by 14% to $94,200 due to product mix and price increases [13] - Demand varies widely by geography, with lower orders and backlogs in the South Central regions of the U.S. [32] Company Strategy and Development Direction - The company is focusing on enhancing customer experience, streamlining product offerings, and transforming home building and buying processes [30] - There is a growing interest in affordable housing solutions, with expectations of gaining market share from traditional site-built builders [79] - The company plans to invest in production automation and expand its digital presence to engage consumers [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term growth potential, supported by demand for affordable housing and strategic positioning [20] - The company anticipates a sequential seasonal decline in fourth-quarter revenue, estimating a high single-digit decrease [32] - Management noted that while the current economic environment poses challenges, the company is well-positioned to outperform the broader housing market [43] Other Important Information - The effective tax rate for the quarter was 23.1%, down from 25.6% in the prior year [16] - The company repaid $39 million in outstanding floor plan borrowings, focusing on reinvesting cash into the business [19] - The company has $712 million in cash and cash equivalents as of December 31, 2022 [42] Q&A Session Summary Question: Can you elaborate on the retail side and inventory destocking? - Management indicated that destocking is occurring on a market-by-market basis, with most dealers expected to finalize by March [21] Question: Is there a pickup in retail traffic with the recent pullback in rates? - Retail foot traffic has increased since the beginning of the calendar year, although it was down in the third quarter [22] Question: What is the expected margin perspective moving forward? - Margins are expected to normalize back to historical levels, around 26% to 27%, with some pressure from new facilities [50] Question: How is the demand outlook for fiscal 2024? - Management is optimistic about fiscal 2024, citing a low supply of homes for sale and strong interest from builders [58] Question: Are there any bottlenecks in production to meet demand? - The company is expanding capacity to meet bulk orders from builders, ensuring adequate supply [60] Question: What is the impact of the retail channel on ASP? - The retail channel typically has higher ASPs than wholesale, and the mix will influence future ASPs [104]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Indiana 35-1038277 (State of Incor ...

Skyline Champion Corporation (NYSE:SKY) Q2 2023 Earnings Conference Call November 2, 2022 9:00 AM ET Company Participants Mark Yost - President and CEO Laurie Hough - Executive Vice President and CFO Conference Call Participants Greg Palm - Craig-Hallum Capital Group Daniel Moore - CJS Securities Matthew Bouley - Barclays Phil Ng - Jefferies Mike Dahl - RBC Capital Markets Jay McCanless - Wedbush Operator Good morning, and welcome to Skyline Champion Corporation's Second Quarter Fiscal 2023 Earnings Call. T ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 1, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Indiana 35-1038277 (State of Incorpo ...