Skyline Homes Q4 FY2026 Earnings Call
With Tim Larson (President and CEO) and Dave McKinstray (EVP, CFO, and Treasurer).
Founded in 1951 in Elkhart, Indiana, Skyline initially produced the affordable housing units popularly known as house trailers or mobile homes. These units evolved into today's manufactured and modular housing. In 1960, we opened our first travel trailer plant.
More about Skyline Homes
During its 50-plus years of operation, Skyline has built more than 870,000 homes and 460,000 recreational vehicles (RVs), most of them travel trailers. Skyline continues to be committed to producing the best products at the best prices. It has earned a reputation for uncompromising integrity in all of its relationships with communities, suppliers, retailers and with the hundreds of thousands of Americans who live in Skyline-built homes and enjoy Skyline-built RVs.
1Prepared remarks3 speakers
Good morning. Thank you for joining us for today's conference call and review of our business results for the fourth quarter and full year ended March 28th, 2026. Here to review the results are Tim Larson, Champion Homes President and CEO, and Dave McKinstray, Champion Homes Executive Vice President, CFO, and Treasurer. Earlier this morning, Champion Homes issued its earnings release. As a reminder, the earnings release and statements made during today's call include forward-looking statements within the meaning…
Thank you, Ellen. It's great to welcome you to Champion Homes as our new Director of Investor Relations. Good morning, everyone. Fiscal 2026 results reflect a year of strong execution and performance. We navigated a challenged macro environment by being agile and active across the business, with our customer-centric approach as our North Star. On our call a year ago, we shared our strategic priorities, and we are encouraged by the progress of our team and the impact we are experiencing in the marketplace.
This is…
Thanks, Tim. Good morning, everyone. I will begin by reviewing our fourth quarter fiscal 2026 financial results, including a discussion on our balance sheet and cash flows. I'll finish with our outlook for the first quarter of fiscal 2027. Net sales for the fourth quarter were $621.3 million, an increase of 4.6% compared to the prior year period, coming in slightly ahead of our expectations of low double single-digit revenue growth. In the U.S., the number of homes sold in the fourth quarter decreased 0.6% to…