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 ...

Skyline Champion Corporation (NYSE:SKY) Q4 2020 Earnings Conference Call May 21, 2020 8:00 AM ET Company Participants Sarah Janowicz - Investor Relations Mark Yost - President and Chief Executive Officer Laurie Hough - Executive Vice President and Chief Financial Officer Conference Call Participants Mike Dahl - RBC Capital Markets Greg Palm - Craig-Hallum Daniel Moore - CJS Securities Matthew Bouley - Barclays Collin Verron - Jefferies Rohit Seth - SunTrust Operator Good morning and welcome to Skyline Champ ...

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 28, 2019 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 ...

Financial Data and Key Metrics Changes - Revenue decreased by 3.5% to $342 million compared to the same quarter last year [8][18] - Operating income increased nearly 50% year-over-year, with adjusted EBITDA growing by 13% to $29.7 million [8][24] - Adjusted EBITDA margin improved by 130 basis points to 8.7% [8][24] - Net income for the quarter was $17 million, or $0.30 per share, compared to $10.5 million, or $0.19 per share in the prior year [22] Business Line Data and Key Metrics Changes - U.S. factory-built housing segment revenue declined by $4.7 million, while Canadian revenue decreased by 16% to $23 million [18][19] - Average selling price per U.S. home sold decreased by 2% to $60,600 due to a shift in product mix towards single-section homes [18] - Canadian units sold decreased to 276 homes from 329 homes in the prior year [19] Market Data and Key Metrics Changes - HUD industry volumes increased by approximately 6.7% year-over-year, with strong growth in the South-Central region [11] - The broader housing market showed signs of strong growth, particularly for affordable housing [12] Company Strategy and Development Direction - The company is focused on operational improvements and product rationalization initiatives to achieve a 10% adjusted EBITDA margin target within 18 to 24 months [26] - The company anticipates continued growth driven by favorable demographic and economic factors, particularly in affordable housing [10][31] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the market's health, driven by increased demand for affordable housing and improvements in the financing environment [31] - The company expects HUD industry volume growth to continue at a mid-single-digit rate for the remainder of the calendar year [11][31] Other Important Information - Consolidated backlog decreased to $133 million from $181 million year-over-year, with an average U.S. plant backlog of five weeks of production [25] - The company had $171 million in cash and cash equivalents, with $44 million of unused borrowing capacity under its revolving credit facility [27][28] Q&A Session Summary Question: Can you discuss underlying demand trends and expectations for backlog? - Management noted good traffic at the dealership level and expects backlog to build into the fourth quarter [34] Question: What are your thoughts on average selling prices and product mix? - Management anticipates a gradual uptick in average selling prices as the year progresses, particularly towards multi-section homes [35] Question: Can you elaborate on the Genesis and builder developer channel? - Management reported strong interest and activity from builders and developers, with some orders already in production [37] Question: What trends are you seeing in January? - Management indicated good year-over-year order activity in January [41] Question: Can you discuss the M&A pipeline? - Management is actively looking at M&A opportunities, with a pipeline of potential near-term and long-term activity [44] Question: What is your outlook for the near-term revenue? - Management expects softness in the RV market and Canadian revenues but anticipates good growth in the U.S. [50] Question: What is your expectation for HUD market growth in 2020? - Management expects mid-single-digit growth for the HUD industry, with the company likely to perform similarly [55] Question: Can you provide insights on financing trends? - Management noted that GSEs have not yet moved on the duty-to-serve chattel program but expressed optimism about private placements and interest rate drops [90]

Financial Data and Key Metrics Changes - Consolidated quarterly revenue was flat at $355 million compared to the prior year period, despite soft HUD industry shipments [7][19] - Gross profit increased by 25% year-over-year to $74 million, driven by improved material costs and synergies from the merger [7][22] - Adjusted EBITDA grew by 36% year-over-year to $32.5 million, with an adjusted EBITDA margin of 9.2%, a 250 basis point improvement [7][26] - Net income for the quarter was $17.7 million or $0.31 per share, compared to a net loss of $77 million or a loss of $1.42 per share in the prior year [24] Business Line Data and Key Metrics Changes - U.S. factory-built segment revenue grew by 2%, driven by a 2% increase in average selling price to $62,200 [20] - Canadian revenue increased by 4% to $26 million, with stable home sales volume at 311 homes [21] - The factory-built housing segment comprised 96% of total revenue, up from 93% in the prior year [19] Market Data and Key Metrics Changes - HUD industry shipments declined by approximately 2.6% year-over-year, with Texas being a primary driver of the decrease [8][9] - Backlog decreased by 32% year-over-year to $172 million, but grew 12% sequentially from the June quarter [12][13] - Retailers have normalized their ordering patterns, keeping inventory levels lower than last year [12] Company Strategy and Development Direction - The company remains positive on the outlook for the manufactured housing industry, driven by strong demand for affordable housing [8][10] - The launch of the Genesis Home brand aims to serve builder developers and retailers, with a focus on off-site construction options [16][40] - The company is investing in technology and automation to improve production efficiency and reduce reliance on subcontractors [18][99] Management's Comments on Operating Environment and Future Outlook - Management noted that the demand environment is strong, with placements up 7% through August [36] - The company expects continued growth in the HUD industry volumes for the remainder of the fiscal year [10] - Management anticipates that EBITDA margins can reach around 10% over the next 18 to 24 months, driven by operational improvements [80] Other Important Information - The company completed a securitization of a $0.5 billion portfolio of manufactured housing home loans, marking a significant milestone in the market [14][86] - The effective tax rate for the quarter was 29.8%, compared to a negative 8.2% in the prior year [25] Q&A Session Summary Question: Can you provide insights on geographic areas outperforming in demand? - Management indicated that while Texas has been a drag, overall demand remains strong, with placements up 7% [36] Question: What are the biggest levers for continued improvement in margins? - Management highlighted operational improvements and margin enhancements as key drivers, with significant upside potential remaining [38] Question: Can you elaborate on the Genesis brand and its impact? - The Genesis brand is aimed at builder developers, focusing on off-site solutions that improve returns and reduce construction time [40][98] Question: What are the expectations for volume growth and ASPs for the remainder of the year? - Management expects mid-single-digit volume growth, with stronger performance anticipated in the fourth quarter [62] Question: How is the automation initiative progressing at the Leesville plant? - Management reported positive progress with automation, indicating it could be rolled out to other facilities in the future [68]