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]

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 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 Inco ...

SKYLINE感 CHAMPION Investor Presentation August 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 growth ...

Skyline Champion Corporation (NYSE:SKY) Q2 2019 Earnings Conference Call August 1, 2019 8:00 AM ET Company Participants Mark Yost - CEO Laurie Hough - EVP and CFO Conference Call Participants Daniel Moore - CJS Securities Greg Palm - Craig-Hallum Capital Group Phil Ng - Jefferies Matthew Bouley - Barclays Mike Dahl - RBC Capital Markets Operator Good morning, and welcome to Skyline Champion Corporation's First Quarter Fiscal Year 2020 Earnings Call. The company issued an earnings press release yesterday aft ...

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 June 29, 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 Incorpora ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended March 30, 2019 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 Identification No.) P.O. Box 743 2520 By-Pass Road Elkhart, Indiana 46515 (Address of Principal Executive Of ...

Skyline Champion Corporation. (NYSE:SKY) Q4 2019 Results Earnings Conference Call May 22, 2019 8:30 AM ET Company Participants Keith Anderson - CEO Laurie Hough - EVP & CFO Mark Yost - EVP and President of U.S. Operations Conference Call Participants Daniel Moore - CJS Securities Greg Palm - Craig-Hallum Capital Group Matthew Bouley - Barclays Phil Ng - Jefferies Mike Eisen - RBC Capital Markets Rohit Seth - SunTrust Operator Good morning. Welcome to Skyline Champion Corporation's Fourth Quarter and Full-Ye ...

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 29, 2018 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 or other ...

Skyline Champion Corp (NYSE:SKY) Q3 2018 Earnings Conference Call February 6, 2019 8:30 AM ET Company Participants Keith Anderson - CEO Laurie Hough - EVP & CFO Conference Call Participants Greg Palm - Craig-Hallum Colin Devine - Jefferies Rohit Seth - SunTrust Operator Good morning, and welcome to Skyline Champion Corporation's Third Quarter Fiscal 2019 Earnings Call. The company issued an earnings press release yesterday. Before we begin, I would like to remind everyone that yesterday's press release and ...