Champion Homes grows revenue 7% to $2.7B, expands retail 17%, but backlog falls 8% amid slowing orders

Filed May 26, 2026 · Period ending March 28, 2026 · Compared to 10-K May 27, 2025 · ~1 min read

Key Changes

• high

  Manufacturing backlog declined 8% to $316M as production outpaced orders, reversing prior year's momentum when rising customer demand drove backlog expansion—signals softer near-term demand environment.

  MD&A: Backlog verify on EDGAR →
• high

  Water intrusion remediation liability increased $8.5M to $35.6M after actual repair experience showed low-end estimate no longer appropriate; partially offset by $3.5M cost-sharing agreement with roofing distributor.

  MD&A: Water Intrusion verify on EDGAR →
• high

  Material weakness in Regional Homes retail controls fully remediated in Q4 FY2026; disclosure controls and internal controls now effective after year-long remediation effort.

  Controls & Procedures verify on EDGAR →