Champion Homes (SKY)
Market Price (2/9/2026): $83.6 | Market Cap: $4.7 BilSector: Consumer Discretionary | Industry: Homebuilding
Champion Homes (SKY)
Market Price (2/9/2026): $83.6Market Cap: $4.7 BilSector: Consumer DiscretionaryIndustry: Homebuilding
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% | Weak multi-year price returns2Y Excs Rtn is -23%, 3Y Excs Rtn is -29% | Key risksSKY key risks include [1] reduced orders and margins due to high sensitivity to interest rates, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% | ||
| Attractive yieldFCF Yield is 5.6% | ||
| Low stock price volatilityVol 12M is 47% | ||
| Megatrend and thematic driversMegatrends include Future of Housing. Themes include Affordable Housing Solutions, Modular & Industrialized Construction, and Energy-Efficient Prefabricated Homes. |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Attractive yieldFCF Yield is 5.6% |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include Future of Housing. Themes include Affordable Housing Solutions, Modular & Industrialized Construction, and Energy-Efficient Prefabricated Homes. |
| Weak multi-year price returns2Y Excs Rtn is -23%, 3Y Excs Rtn is -29% |
| Key risksSKY key risks include [1] reduced orders and margins due to high sensitivity to interest rates, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Champion Homes reported strong earnings that consistently beat analyst expectations. The company's Q2 fiscal 2026 earnings, reported on November 4, 2025, showed an EPS of $1.01, surpassing the consensus estimate of $0.81 by $0.20, with quarterly revenue also exceeding expectations. Similarly, for Q4 CY2025 (fiscal Q3 2026, ending December 2025), Champion Homes posted a non-GAAP profit of $0.96 per share, which was 14.1% above analysts' consensus estimates of $0.84, and revenue met expectations at $656.6 million. These consistent beats on profitability and revenue signals positively impacted investor confidence.
2. Positive analyst sentiment and multiple price target upgrades bolstered investor confidence. Champion Homes received a consensus rating of "Moderate Buy" from analysts. Between November 2025 and January 2026, several financial firms upgraded their ratings or increased price targets for SKY. For instance, on December 8, 2025, Barclays upgraded the stock from "Hold" to "Buy" and raised its price target from $79 to $100. RBC Capital similarly upgraded its rating from "Hold" to "Buy" on November 6, 2025, adjusting its price target from $85 to $91. Zelman & Associates also raised its rating to "outperform" in November 2025, and CJS Securities elevated it to a "strong-buy" in December 2025. This wave of positive analyst coverage and increased price targets suggested a favorable outlook for the company's stock.
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Stock Movement Drivers
Fundamental Drivers
The 22.5% change in SKY stock from 10/31/2025 to 2/8/2026 was primarily driven by a 22.1% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2082026 | Change |
|---|---|---|---|
| Stock Price ($) | 68.23 | 83.59 | 22.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,557 | 2,636 | 3.1% |
| Net Income Margin (%) | 8.5% | 8.1% | -4.7% |
| P/E Multiple | 17.9 | 21.9 | 22.1% |
| Shares Outstanding (Mil) | 57 | 56 | 2.1% |
| Cumulative Contribution | 22.5% |
Market Drivers
10/31/2025 to 2/8/2026| Return | Correlation | |
|---|---|---|
| SKY | 22.5% | |
| Market (SPY) | 1.3% | 8.6% |
| Sector (XLY) | -1.6% | 16.5% |
Fundamental Drivers
The 37.3% change in SKY stock from 7/31/2025 to 2/8/2026 was primarily driven by a 24.4% change in the company's P/E Multiple.| (LTM values as of) | 7312025 | 2082026 | Change |
|---|---|---|---|
| Stock Price ($) | 60.90 | 83.59 | 37.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,483 | 2,636 | 6.2% |
| Net Income Margin (%) | 8.0% | 8.1% | 1.4% |
| P/E Multiple | 17.6 | 21.9 | 24.4% |
| Shares Outstanding (Mil) | 57 | 56 | 2.5% |
| Cumulative Contribution | 37.3% |
Market Drivers
7/31/2025 to 2/8/2026| Return | Correlation | |
|---|---|---|
| SKY | 37.3% | |
| Market (SPY) | 9.6% | 16.0% |
| Sector (XLY) | 6.8% | 30.4% |
Fundamental Drivers
The -9.5% change in SKY stock from 1/31/2025 to 2/8/2026 was primarily driven by a -38.2% change in the company's P/E Multiple.| (LTM values as of) | 1312025 | 2082026 | Change |
|---|---|---|---|
| Stock Price ($) | 92.33 | 83.59 | -9.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,340 | 2,636 | 12.6% |
| Net Income Margin (%) | 6.4% | 8.1% | 26.2% |
| P/E Multiple | 35.4 | 21.9 | -38.2% |
| Shares Outstanding (Mil) | 58 | 56 | 3.1% |
| Cumulative Contribution | -9.5% |
Market Drivers
1/31/2025 to 2/8/2026| Return | Correlation | |
|---|---|---|
| SKY | -9.5% | |
| Market (SPY) | 15.8% | 30.9% |
| Sector (XLY) | 2.3% | 37.6% |
Fundamental Drivers
The 41.8% change in SKY stock from 1/31/2023 to 2/8/2026 was primarily driven by a 171.0% change in the company's P/E Multiple.| (LTM values as of) | 1312023 | 2082026 | Change |
|---|---|---|---|
| Stock Price ($) | 58.95 | 83.59 | 41.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,706 | 2,636 | -2.6% |
| Net Income Margin (%) | 15.4% | 8.1% | -47.3% |
| P/E Multiple | 8.1 | 21.9 | 171.0% |
| Shares Outstanding (Mil) | 57 | 56 | 1.9% |
| Cumulative Contribution | 41.8% |
Market Drivers
1/31/2023 to 2/8/2026| Return | Correlation | |
|---|---|---|
| SKY | 41.8% | |
| Market (SPY) | 76.2% | 38.8% |
| Sector (XLY) | 62.5% | 43.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| SKY Return | 155% | -35% | 44% | 19% | -4% | -1% | 170% |
| Peers Return | 61% | -23% | 71% | 4% | 0% | 7% | 135% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -1% | 81% |
Monthly Win Rates [3] | |||||||
| SKY Win Rate | 83% | 25% | 67% | 50% | 42% | 50% | |
| Peers Win Rate | 73% | 42% | 57% | 53% | 43% | 90% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| SKY Max Drawdown | -3% | -45% | 0% | -12% | -32% | -10% | |
| Peers Max Drawdown | -4% | -44% | -1% | -11% | -18% | -5% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CVCO, LEGH, DHI, LEN, PHM.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/6/2026 (YTD)
How Low Can It Go
| Event | SKY | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -47.9% | -25.4% |
| % Gain to Breakeven | 91.9% | 34.1% |
| Time to Breakeven | 624 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -66.3% | -33.9% |
| % Gain to Breakeven | 196.4% | 51.3% |
| Time to Breakeven | 305 days | 148 days |
| 2018 Correction | ||
| % Loss | -65.9% | -19.8% |
| % Gain to Breakeven | 193.3% | 24.7% |
| Time to Breakeven | 219 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -64.2% | -56.8% |
| % Gain to Breakeven | 179.0% | 131.3% |
| Time to Breakeven | 4,358 days | 1,480 days |
Compare to CVCO, LEGH, DHI, LEN, PHM
In The Past
Champion Homes's stock fell -47.9% during the 2022 Inflation Shock from a high on 12/8/2021. A -47.9% loss requires a 91.9% gain to breakeven.
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About Champion Homes (SKY)
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Champion Homes (SKY):- The Ford of factory-built homes.
- The General Motors of manufactured housing.
AI Analysis | Feedback
- Manufactured Homes: Factory-built homes constructed to federal Manufactured Home Construction and Safety Standards (HUD Code).
- Modular Homes: Homes built in sections in a factory and then assembled on-site to state and local building codes.
- Park Model RVs: Smaller recreational vehicles designed for temporary or seasonal living.
- Accessory Dwelling Units (ADUs): Secondary housing units on a single-family residential lot.
- Financial Services: Providing financing options for the purchase of manufactured and modular homes through captive finance operations.
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Champion Homes (SKY) Major Customers
Champion Homes (symbol: SKY) sells primarily to other businesses rather than directly to individual consumers. According to its SEC filings (e.g., the 10-K for the fiscal year ended December 31, 2022), Champion Homes does not have any single "major customer" that accounted for 10% or more of its consolidated net sales. Therefore, specific names of major customer companies with their symbols cannot be provided. Instead, Champion Homes serves a broad and diversified network of business customers, which can be categorized as follows:- Independent Retailers/Dealers: These businesses purchase manufactured and modular homes from Champion Homes. They then sell these homes to individual consumers for placement on private land, in manufactured home communities, or as part of other housing solutions. This represents a primary channel for Champion's residential products.
- Developers and Builders: These companies acquire manufactured and modular homes from Champion Homes for integration into larger residential projects, such as planned communities, subdivisions, and multi-family housing developments.
- Commercial and Industrial Customers: Champion Homes also designs and builds modular buildings for a variety of non-residential applications. These customers include businesses, government entities, and institutions that require modular solutions for purposes such as offices, schools, healthcare facilities, dormitories, and workforce housing.
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Tim Larson, President and Chief Executive Officer
Tim Larson was named President and Chief Executive Officer of Champion Homes, Inc. in December 2024, succeeding Mark Yost. He previously served as Chief Growth Officer for the company since May 2021. Mr. Larson is an accomplished executive with significant experience in the consumer products and manufacturing industries, including leading and transforming omnichannel retail businesses. He previously served as President and Chief Executive Officer of Jostens, Inc. from January 2008 to January 2013. From August 2013 to January 2018, he was the Chief Marketing Officer and Senior Vice President of Global Customer Excellence for Polaris Industries. Mr. Larson also acted as Board Chair for several businesses, including Spectro Alloys and Botanic Innovations.
Laurie Hough, Executive Vice President, Chief Financial Officer, and Treasurer
Laurie Hough has served as Executive Vice President, Chief Financial Officer, and Treasurer of Champion Homes, Inc. since June 1, 2018. Prior to this role, from October 2016 to June 2018, she was the Executive Vice President and Chief Financial Officer of both Champion Holdings and CHB. Ms. Hough also held the positions of Vice President and Controller of Champion Holdings and CHB from July 2013 to October 2016, and Vice President of Accounting and Financial Reporting from October 2010 to July 2013. Before joining Champion, she served as Manager of Financial Consolidations at Chrysler Group LLC and as an Audit Manager at PwC.
Joseph Kimmell, Executive Vice President, Operations
Joseph Kimmell was named Executive Vice President, Operations for Champion Homes, Inc. effective July 1, 2019. He re-joined CHB in July 2010 as Regional Vice President of the Northeast Region. Prior to that, Mr. Kimmell served as General Manager at various CHB facilities from 1997 until 2009.
Wade Lyall, Executive Vice President, Sales and Business Development
Wade Lyall was named Executive Vice President, Sales and Business Development for Champion Homes, Inc. effective July 1, 2019. Mr. Lyall joined CHB in 2000 as a Sales Manager.
Laurel Krueger, Senior Vice President, General Counsel, and Secretary
Laurel Krueger has served as Senior Vice President, General Counsel, and Secretary of Champion Homes, Inc. since August 1, 2024. She joined Champion Home Builders, Inc., a subsidiary of Champion Homes, Inc., in June 2024 as Deputy General Counsel. Previously, she served as Sr. Vice President, Chief Legal Officer and Corporate Secretary of Express, Inc. since September 2021, and prior to that, as Executive Vice President, General Counsel and Corporate Secretary of Kontoor Brands, Inc. since January 2019.
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The key risks to Champion Homes (NYSE: SKY) primarily revolve around macroeconomic factors, competitive pressures, and operational challenges.
Economic Conditions and Interest Rates: The manufactured housing industry is highly sensitive to general economic conditions, including consumer confidence, the availability of financing, and interest rate fluctuations. Higher interest rates have historically led to slower order rates, reduced margins, and softer demand for Champion Homes' products. This directly impacts the affordability of homes and the willingness of consumers to purchase.
Intense Competition: Champion Homes operates in a competitive market and faces increasing competition from other modular housing companies. This competitive environment can put pressure on pricing, market share, and profitability.
Supply Chain Disruptions, Material Costs, and Natural Disasters: The company is exposed to risks associated with supply chain disruptions and volatile material costs, such as lumber. While Champion Homes has generally been able to pass on higher material costs through surcharges and price increases, this ability can fluctuate. Additionally, natural disasters and adverse weather conditions can impact sales, disrupt manufacturing operations, and increase raw material costs.
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The emergence and rapid advancement of 3D printing technology for residential construction represents a clear emerging threat. Companies specializing in 3D-printed homes are demonstrating the potential for significant reductions in construction time, labor costs, and material waste. This technology directly challenges the value proposition of traditional factory-built homes, which rely on modular and manufactured building techniques, by offering a potentially faster, cheaper, and more automated method of producing housing units, particularly in segments like affordable housing where SKY operates.
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Champion Homes (SKY) operates in several addressable markets for its main products and services, primarily within North America, with specific market sizes identified for the U.S. and globally.
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Manufactured Homes: The addressable market size for manufactured homes in the U.S. is estimated at approximately $13.74 billion in 2025, with projections to reach $18.92 billion by 2030.
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Modular Homes: The North American modular construction market, which includes modular homes, is estimated to be approximately $19.77 billion in 2025, with an expected increase to $25.40 billion by 2030.
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Park Model RVs and Vacation Homes: The global Park Model RVs market was valued at $1.88 billion in 2024 and is projected to reach $2.01 billion in 2025, with an anticipated growth to $3.44 billion by 2033. The U.S. holds a significant share, accounting for approximately 85% of the global market.
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Accessory Dwelling Units (ADUs): The global Accessory Dwelling Unit (ADU) market was valued at approximately $18 billion in 2024 and is projected to reach $19.65 billion in 2025. The U.S. market contributes over 36% to the total global share.
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Commercial Structures (Modular Buildings): Within the broader North American modular construction market, commercial applications represented a 38.57% revenue share in 2024. Based on the North American modular construction market size of $19.77 billion in 2025, the commercial segment of this market would be approximately $7.63 billion.
AI Analysis | Feedback
Champion Homes (symbol: SKY) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Strategic Acquisitions and Expanded Capacity: The successful integration of acquisitions, notably Regional Homes, has exceeded synergy targets ahead of schedule, significantly contributing to increased sales across all channels. Furthermore, the company's expansion of both retail and manufacturing capacity, including acquisitions such as Iseman Homes, supports higher home volumes.
- Growing Demand in the Builder/Developer Channel and Affordable Housing Market: Champion Homes is experiencing robust performance in its builder/developer channel, with an acceleration in securing new builders. This growth is underpinned by a sustained demand for affordable housing solutions, as both smaller-to-mid-tier and larger traditional builders face margin pressures and challenges in meeting the needs of first-time homebuyers.
- Enhanced Digital Direct-to-Consumer and "Builder-as-a-Service" Offerings: The company is actively strengthening its digital direct-to-consumer presence and strategically expanding into "Builder-as-a-Service" and direct consumer retail sales via digital platforms. These initiatives are designed to broaden market reach and enhance customer value.
- Expansion of Financing Solutions: Collaborations, such as "Champion Financing" with Triad Financial Services, are gaining traction. This program offers new floor plan financing options for independent dealers and consumer client financing for selected national products, aiming to improve financing accessibility and stimulate growth in the manufactured housing market.
- Favorable Product Mix and Pricing Power: Champion Homes is observing a shift in its product mix towards more multi-section homes, which naturally leads to higher average selling prices. Additionally, increased pricing at the company's owned retail sales centers is contributing to expanded gross margins and, consequently, revenue growth.
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Share Repurchases
- Champion Homes' Board of Directors authorized a $50 million increase to its existing share repurchase program in May 2025, bringing the total program capacity to $150 million. This authorization was refreshed in July 2025 to provide for $150 million of potential future repurchases.
- In the first quarter of fiscal year 2026 (ended June 28, 2025), Champion Homes repurchased $50 million of its common stock.
- The company repurchased $20 million of common stock in the fourth quarter of fiscal year 2025 (ended March 29, 2025) and an additional $20 million in the third quarter of fiscal year 2025 (ended December 28, 2024).
Outbound Investments
- Champion Homes announced a definitive agreement in May 2025 to acquire Iseman Homes, Inc., including 10 retail sales centers across several states, with the acquisition expected to close in fiscal first quarter ending June 30, 2025. Iseman Homes generated approximately $40 million in annual revenue.
- The acquisition of Regional Homes significantly contributed to an increase in net sales for fiscal year 2025 and was a strategic initiative aimed at strengthening Champion's distribution network and retail footprint.
- Other acquisitions for fiscal year 2025 included Factory Expo, Manis Custom Builders, and ScotBilt Homes.
Capital Expenditures
- Champion Homes is continuously engaged in capital expenditures.
- The company's capital allocation strategy includes investing in production automation technology to reduce labor, minimize material waste, and enhance operational precision.
- Strategic capital deployment also focuses on investing in technology and accelerating product innovation, and expanding retail capabilities.
Latest Trefis Analyses
| Title | |
|---|---|
| ARTICLES |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 124.56 |
| Mkt Cap | 15.4 |
| Rev LTM | 9,974 |
| Op Inc LTM | 1,504 |
| FCF LTM | 232 |
| FCF 3Y Avg | 1,007 |
| CFO LTM | 268 |
| CFO 3Y Avg | 1,086 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.6% |
| Rev Chg 3Y Avg | 0.8% |
| Rev Chg Q | -6.1% |
| QoQ Delta Rev Chg LTM | -1.7% |
| Op Mgn LTM | 11.0% |
| Op Mgn 3Y Avg | 13.8% |
| QoQ Delta Op Mgn LTM | -1.3% |
| CFO/Rev LTM | 10.8% |
| CFO/Rev 3Y Avg | 10.0% |
| FCF/Rev LTM | 10.0% |
| FCF/Rev 3Y Avg | 9.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 15.4 |
| P/S | 1.6 |
| P/EBIT | 10.8 |
| P/E | 13.8 |
| P/CFO | 16.7 |
| Total Yield | 8.7% |
| Dividend Yield | 0.3% |
| FCF Yield 3Y Avg | 5.7% |
| D/E | 0.1 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -2.8% |
| 3M Rtn | -2.3% |
| 6M Rtn | 6.0% |
| 12M Rtn | -1.5% |
| 3Y Rtn | 43.8% |
| 1M Excs Rtn | 7.6% |
| 3M Excs Rtn | 0.2% |
| 6M Excs Rtn | -2.1% |
| 12M Excs Rtn | -18.4% |
| 3Y Excs Rtn | -17.8% |
Price Behavior
| Market Price | $83.59 | |
| Market Cap ($ Bil) | 4.7 | |
| First Trading Date | 12/31/1981 | |
| Distance from 52W High | -22.7% | |
| 50 Days | 200 Days | |
| DMA Price | $87.12 | $76.74 |
| DMA Trend | indeterminate | up |
| Distance from DMA | -4.1% | 8.9% |
| 3M | 1YR | |
| Volatility | 41.2% | 47.6% |
| Downside Capture | 35.45 | 104.55 |
| Upside Capture | 34.04 | 66.51 |
| Correlation (SPY) | 19.0% | 31.6% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.23 | 1.09 | 0.59 | 1.06 | 0.81 | 1.14 |
| Up Beta | 2.92 | 2.25 | 1.59 | 2.73 | 0.72 | 1.02 |
| Down Beta | 1.10 | 0.81 | -0.17 | -0.02 | 0.60 | 0.74 |
| Up Capture | -3% | 45% | 112% | 117% | 82% | 242% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 11 | 19 | 30 | 61 | 116 | 377 |
| Down Capture | 197% | 159% | 35% | 92% | 113% | 109% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 9 | 22 | 31 | 64 | 133 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SKY | |
|---|---|---|---|---|
| SKY | -17.8% | 47.4% | -0.27 | - |
| Sector ETF (XLY) | 3.7% | 24.2% | 0.09 | 40.2% |
| Equity (SPY) | 15.4% | 19.4% | 0.61 | 31.4% |
| Gold (GLD) | 73.9% | 24.8% | 2.19 | 4.9% |
| Commodities (DBC) | 8.9% | 16.6% | 0.34 | 9.0% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 43.8% |
| Bitcoin (BTCUSD) | -27.1% | 44.7% | -0.57 | 13.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SKY | |
|---|---|---|---|---|
| SKY | 19.8% | 47.7% | 0.55 | - |
| Sector ETF (XLY) | 8.1% | 23.7% | 0.30 | 54.5% |
| Equity (SPY) | 14.4% | 17.0% | 0.68 | 50.8% |
| Gold (GLD) | 21.4% | 16.9% | 1.03 | 9.6% |
| Commodities (DBC) | 11.5% | 18.9% | 0.49 | 11.2% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 50.8% |
| Bitcoin (BTCUSD) | 16.1% | 58.0% | 0.49 | 21.7% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with SKY | |
|---|---|---|---|---|
| SKY | 34.7% | 58.6% | 0.75 | - |
| Sector ETF (XLY) | 13.5% | 21.9% | 0.56 | 44.7% |
| Equity (SPY) | 15.4% | 17.9% | 0.74 | 42.4% |
| Gold (GLD) | 15.7% | 15.5% | 0.84 | 2.7% |
| Commodities (DBC) | 8.0% | 17.6% | 0.37 | 13.0% |
| Real Estate (VNQ) | 6.0% | 20.7% | 0.25 | 40.3% |
| Bitcoin (BTCUSD) | 68.7% | 66.7% | 1.08 | 11.7% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/3/2026 | |||
| 11/4/2025 | 10.1% | 26.3% | 28.4% |
| 8/5/2025 | 4.5% | 5.9% | 19.1% |
| 5/27/2025 | -16.4% | -24.6% | -26.8% |
| 2/4/2025 | 13.5% | 13.9% | 6.6% |
| 10/28/2024 | -1.6% | 0.1% | 13.9% |
| 8/6/2024 | 11.1% | 15.7% | 20.2% |
| 5/21/2024 | -7.4% | -10.8% | -8.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 15 | 15 |
| # Negative | 8 | 6 | 6 |
| Median Positive | 10.1% | 15.3% | 16.0% |
| Median Negative | -9.0% | -7.2% | -8.4% |
| Max Positive | 18.9% | 26.3% | 28.4% |
| Max Negative | -16.4% | -24.6% | -26.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/04/2026 | 10-Q |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/27/2025 | 10-K |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 10/29/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/29/2024 | 10-K |
| 12/31/2023 | 02/06/2024 | 10-Q |
| 09/30/2023 | 11/01/2023 | 10-Q |
| 06/30/2023 | 08/02/2023 | 10-Q |
| 03/31/2023 | 05/30/2023 | 10-K |
| 12/31/2022 | 02/07/2023 | 10-Q |
| 09/30/2022 | 11/02/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/24/2022 | 10-K |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Burkhardt, Timothy A | VP & Controller | Direct | Sell | 12162025 | 87.41 | 12,183 | 1,064,873 | 2,904,518 | Form |
| 2 | Kimmell, Joseph A | EVP, Operations | Direct | Sell | 12152025 | 88.35 | 1,800 | 159,030 | 4,786,538 | Form |
| 3 | Kimmell, Joseph A | EVP, Operations | Direct | Sell | 11252025 | 82.04 | 1,812 | 148,656 | 4,592,353 | Form |
| 4 | Kimmell, Joseph A | EVP, Operations | Direct | Sell | 8122025 | 66.03 | 3,000 | 198,090 | 2,942,825 | Form |
| 5 | Kimmell, Joseph A | EVP, Operations | Direct | Sell | 8122025 | 65.24 | 1,000 | 65,240 | 2,842,376 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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