UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Indiana 35-1038277 (State of Incorporation) (I.R.S. Employer Identification No.) 755 West Big Beaver Road, Suite 1000 Troy, Michigan 48084 (Address of Principal Executive Offices) (Zip Code) (248) 614-8211 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock SKY New York Stock Exchange ...

Skyline Champion Corporation (NYSE:SKY) Q3 2022 Earnings Conference Call February 3, 2022 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 Daniel Moore – CJS Securities Greg Palm – Craig-Hallum Matt Bouley – Barclays Mike Dahl – RBC Capital Markets Collin Verron – Jefferies Jay McCanless – Wedbush Operator Good morning and welcome to Skyline Champion Corporation's Third Quarte ...

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 2, 2021 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 such filing requirements for the past 90 days. Yes ☒ No ☐ Indicate by check mark whether th ...

Skyline Champion Corporation (NYSE:SKY) Q2 2022 Earnings Conference Call November 3, 2021 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 Daniel Moore – CJS Securities Matt Bouley – Barclays Mike Dahl – RBC Capital Markets Phil Ng – Jefferies Jay McCanless – Wedbush Operator Good morning, and welcome to Skyline Champion Corporation's Second Quarter Fisca ...

Financial Data and Key Metrics Changes - Net sales increased by 87% to $510 million in Q1 FY2022 compared to the same quarter last year, driven by a $208 million increase in the U.S. factory-built housing segment and a $23 million increase in the Canadian segment [20][23] - Net income for Q1 was $42.9 million or $0.75 per diluted share, compared to $11.9 million or $0.21 per diluted share in the same period last year, reflecting higher revenue and gross profit [25] - Adjusted EBITDA for the quarter was $62.7 million, an increase of 178% over the same period a year ago, with an adjusted EBITDA margin expanding by 410 basis points to 12.3% [26] Business Line Data and Key Metrics Changes - U.S. factory-built revenue increased by 87% driven by a 58% increase in the number of homes sold, totaling 6,372 homes [20][21] - Canadian revenue increased by 149% to $38 million, driven by a 100% increase in the number of homes sold to 385 units [23] - Gross profit increased to $112 million, up 107% versus the prior-year quarter due to increased sales volume and higher pricing [23] Market Data and Key Metrics Changes - Backlogs grew by more than $341 million during Q1 to $1.2 billion, despite sequential unit production growth [6] - U.S. manufacturing facilities operated at capacity utilization levels near 80% for the quarter, improving about 2% from the prior quarter [6][11] Company Strategy and Development Direction - The company is focused on expanding capacity and investing in automation to enhance production processes, aiming to boost supply to channel partners and customers seeking affordable housing [13][14] - The strategic direction includes a move into digital and turnkey offerings to meet the growing demand for affordable housing solutions [15][16] - The company plans to continue investing in technology to enhance the customer buying experience and drive growth [15] Management's Comments on Operating Environment and Future Outlook - Management expects strong demand for affordable housing to continue through the second quarter, with challenges from raw material availability and supply chain issues expected to persist in the near term [12] - The company anticipates that supply chain challenges will cause sequential declines in production in the second and third quarters, but expects improvements by the fourth quarter [12] - Management remains confident in the long-term growth opportunities due to low entry-level housing supply and increasing millennial household formations [13] Other Important Information - The company had $288 million in cash and cash equivalents as of July 3, 2021, and entered into a $200 million revolving credit facility to enhance liquidity for strategic initiatives [29][30] - The company is focused on executing growth and operational initiatives, planning to reinvest cash into the business [30] Q&A Session Summary Question: What drove the sequential improvement in raw material availability? - Management indicated that the first quarter benefited from sourcing additional materials from the supply chain, allowing for an uptick in production [34] Question: Are there measures in place to restrict orders to align with production? - Management stated that backlogs are encouraging and reflect strong demand, with no controls being put in place as delivery times remain manageable [35] Question: Can you provide specific examples of automation efforts? - Management expressed excitement about automation initiatives and plans to test automation pilots over the next 12 to 24 months to address labor challenges [42][43] Question: What is the outlook on lumber prices and margin opportunities? - Management noted that while lumber prices have decreased, other material costs remain high, leading to margin compression during the quarter [45] Question: Why isn't the company acting more aggressively to bring on new capacity? - Management cited supply chain and labor challenges as limiting factors for increasing output, with expectations for improvement in the fall [52] Question: What insights can you provide on buyer qualifications? - Management indicated that appraisals are not keeping pace with price increases, affecting buyer qualifications, but buyers are still able to qualify for homes [56] Question: What are the key demand drivers for housing? - Management highlighted that many first-time home buyers are seeking attainable housing due to high prices of site-built homes and demographic shifts towards rural living [68]

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 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 July 3, 2021 Indiana 35-1038277 (State of Incorporation) (I.R.S. Employer Identification No.) 755 West Big Beaver Road, Suite 1000 Troy, ...

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 3, 2021 [ ] 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 - Adjusted EBITDA grew by 18% to $135 million, with margins expanding by 120 basis points [4] - Net sales increased by 49% to $448 million in Q4 compared to the same quarter last year [17] - Net income for Q4 was $33.9 million, or $0.59 per diluted share, compared to $6 million or $0.11 per diluted share during the same period last year [21] - Adjusted EBITDA for the quarter was $51.2 million, an increase of 155% over the same period a year ago, with an adjusted EBITDA margin of 11.4% [22] Business Line Data and Key Metrics Changes - U.S. factory-built housing segment revenue increased by $120.6 million, driven by a 29% increase in homes sold [18] - Canadian factory-built housing segment revenue increased by 212% to $35.2 million, driven by a 222% increase in homes sold [19] - Gross profit increased to $99.1 million, up 65% versus the prior year quarter due to increased sales volume and higher pricing [20] Market Data and Key Metrics Changes - Backlogs grew by $370 million during Q4 to reach $859 million, driven by strong demand for new housing [5] - Production increased, allowing delivery times to moderate to 28 weeks at the end of March, compared to 18 weeks at the end of Q3 [6] - U.S. manufacturing facilities capacity utilization improved to 77%, an increase of 7 percentage points from Q3 [6] Company Strategy and Development Direction - The company aims to capitalize on the growing demand for affordable housing and is focused on expanding capacity and investing in automation [10] - Digital and turnkey offerings are being prioritized to enhance customer experience and streamline the buying process [11][12] - The company is committed to ESG initiatives, including a reforestation program to plant one tree for every tree used in home construction [13] Management's Comments on Operating Environment and Future Outlook - Management expects strong demand for attainable housing to continue in the first half of fiscal '22, with potential moderation in the second half due to supply chain and labor challenges [9] - The company is confident in its ability to manage through short-term supply challenges while focusing on long-term growth strategies [10] - Management noted that the transition from site-built homes to manufactured housing is expected to accelerate due to inflationary pressures [52] Other Important Information - The company acquired ScotBilt Homes, enhancing its manufacturing and distribution presence in the mid-south region [8] - Cash and cash equivalents stood at $263 million, with long-term borrowings of $39 million [24] Q&A Session Summary Question: Can you provide details on the customer buying experience and digital initiatives? - The company is simplifying the buying process by driving leads to retail partners and enhancing online home design and configuration tools [32] Question: What are the biggest pain points regarding raw material availability? - The raw material supply chain is a significant short-term driver, with supply partners facing production challenges and implementing allocations [35] Question: How sustainable is the recent production and shipment growth? - The company has seen productivity gains and believes the digital solutions are helping to gain market share, especially in states where overall volume has declined [45] Question: How does the company plan to manage pricing in light of inflation? - The company is taking price increases to offset inflation but is monitoring the impact on customer affordability [50][68] Question: What is the status of the Genesis rollout and demand trends by channel? - There is strong interest in the Genesis product, but supply issues are the primary focus, not demand [62]

Skyline Champion Corporation (NYSE:SKY) Q3 2021 Earnings Conference Call February 2, 2021 8:00 AM ET Company Participants Sarah Janowicz – Director of Investor Relations and External Reporting Mark Yost – President and Chief Executive Officer Laurie Hough – Executive Vice President and Chief Financial Officer Conference Call Participants Greg Palm – Craig-Hallum Daniel Moore – CJS Securities Matthew Bouley – Barclays Mike Dahl – RBC Capital Markets Philip Ng – Jefferies Jay McCanless – Wedbush Greg Palm – C ...

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 26, 2020 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 ...