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 ...

SKYLINE@ CHAMPION Investor Presentation November 2019 DISCLAIMER FORWARD-LOOKING STATEMENTS Statements in this presentation and discussions that follow, including those about the industry shipments, demographic trends, financing availability, the potential results of operational improvements, synergies resulting from the combination of the operations of Skyline Champion Corporation (f/k/a Skyline Corporation) ("Skyline") and Champion Enterprises Holdings, LLC ("Champion") (the "Transaction") and future grow ...

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 September 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 Inco ...

Financial Data and Key Metrics Changes - Net sales decreased by 9% to $322 million in the second quarter compared to the same quarter last year, with a decline in U.S. factory-built housing segment revenue of $29.5 million and a decrease of $1.8 million in the Canadian segment [21][22] - Net income for the second quarter was $17.5 million or $0.31 per share, compared to net income of $17.7 million or earnings of $0.31 per share during the same period last year [28] - Adjusted EBITDA for the quarter was $28.9 million, a decrease of 10.9% over the same period a year ago, with an adjusted EBITDA margin of 9% [30] Business Line Data and Key Metrics Changes - Consolidated orders were up 70% sequentially from the first quarter and up 53% from the second quarter of last year [9] - Delivered 4,991 homes during the quarter, an 18% improvement from the first quarter but down 7% from the prior year [9] - U.S. housing segment gross margins were 19.2% of segment net sales, down 170 basis points from the second quarter last year due to increased material costs [25] Market Data and Key Metrics Changes - U.S. manufacturing facilities improved capacity utilization by 5%, reaching 63% during the quarter despite challenges from COVID-19 and supply chain disruptions [9] - Canadian revenue decreased by 7% to $24.6 million compared to last year, driven by a 4% decline in average home selling price [24] Company Strategy and Development Direction - The company is focused on expanding its automation and digital capabilities to scale effectively over the long term [18] - The demand for affordable housing solutions is expected to grow, driven by low interest rates and favorable demographic trends [17] - The company is gaining traction in the builder-developer channel with its Genesis brand, which offers a turnkey solution for builders [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the strength of the housing market, driven by low interest rates and changing lifestyles [7][8] - The company anticipates continued challenges from increased material costs and labor constraints in the near term, but expects strong demand for single-family homes to persist [31][33] - Management noted that while recruitment has improved, production capability may still be limited by COVID-related absenteeism [34] Other Important Information - The company's effective tax rate for the quarter was 24.4%, down from 29.8% in the prior year, primarily due to increased federal tax credits [29] - The company had $264 million in cash and cash equivalents as of September 26, 2020, and generated $32 million of operating cash flow during the quarter [37][38] Q&A Session Summary Question: Monthly cadence of homes shipped through the quarter - Management reported a 21% increase in production in the second quarter versus the first quarter, with production levels in October running about 10% to 15% higher than the average of the second quarter [46][47] Question: Significant bottlenecks to expanding production - Management identified labor improvements early in the quarter, but later faced supply disruptions, particularly with forest products [48] Question: Margins outlook - Management expects margins to decrease sequentially from the second quarter due to backlog length and lumber contract structures [50] Question: Increased backlogs and input costs volatility - Management indicated that the pricing environment is favorable, allowing for the passing of price increases, although some contracts were disrupted [55] Question: Competitive dynamics - Management noted that demand currently outweighs manufacturing supply, with the ability to pass on price increases depending on regional competitive pressures [71] Question: Genesis product line rollout - Management expressed excitement about the Genesis product line, which is gaining traction with builders and offers a turnkey solution [79]

Skyline Champion Corporation (NYSE:SKY) Q1 2021 Earnings Conference Call July 30, 2020 8:00 AM ET Company Participants Sarah Janowicz - Investor Relations Mark Yost - President & Chief Executive Officer Laurie Hough - Executive Vice President & Chief Financial Officer Conference Call Participants Greg Palm - Craig-Hallum Matthew Bouley - Barclays Daniel Moore - CJS Securities Operator Good morning, and welcome to Skyline Champion Corporation's First Quarter Fiscal Year 2021 Earnings Call. The company issued ...

For the quarterly period ended June 27, 2020 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-04714 Skyline Champion Corporation (Exact name of registrant as specified in its charter) Indiana 35-1038277 (State of Incorpora ...

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 March 28, 2020 [ ] 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 Identi ...