InsidersTradesSigma
Track the Skyline Champion Corp share price and the full directors' dealings record of the company, a publicly traded company based in United States. Shares trade on the US market, under the authority of SEC (Form 4). Operating in the Construction sector, Skyline Champion Corp has published 144 insider filings. Market capitalisation: €4.6bn. The latest transaction was disclosed on 5 August 2024 (Attribution). Among the most active insiders: KIMMELL JOSEPH A.. All data is openly available.
144
Insider Decl.
n/a
Thresholds
n/a
n/a
Buy Volume
€12m
22 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Skyline Champion Corp Buy (bullish), based on 6 analysts. Average price target: US$92.50.
32Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 10,816 of 29,063 companies
58.0
score / 100
Value53
Quality63
FCF yld5.2%
Earn yld4.0%
EV/EBITDA16.1x
ROE13%
Gross mgn26%
Net mgn7.8%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 5 August 2024
Declarations144 total
1,226 shares@ US$81.5117.3% of flowCommon StockSEC:0000950170-24-090442:0
1,226 shares@ US$81.5150.4% of flowCommon StockSEC:0000950170-24-090461:0
1,226 shares@ US$81.5132.8% of flowCommon StockSEC:0000950170-24-090456:0
1,226 shares@ US$81.510.8% of flowCommon StockSEC:0000950170-24-090452:0
1,226 shares@ US$81.5120.5% of flowCommon StockSEC:0000950170-24-090470:0
1,226 shares@ US$81.5112.0% of flowCommon StockSEC:0000950170-24-090476:0
1,226 shares@ US$81.5120.5% of flowCommon StockSEC:0000950170-24-090446:0
3,500 shares@ US$71.9814.2% of flowCommon StockSEC:0000950170-24-074625:0
1,519 shares@ US$69.615.9% of flowCommon StockSEC:0000950170-24-068640:0
10,042 shares@ US$70.1216.3% of flowCommon StockSEC:0000950170-24-067737:0
25,944 shares@ US$85.0122.2% of flowCommon StockSEC:0000950170-24-048069:0
6,927 shares@ US$85.0133.0% of flowCommon StockSEC:0000950170-24-048082:0
8,659 shares@ US$85.0113.0% of flowCommon StockSEC:0000950170-24-048067:0
4,177 shares@ US$85.0113.8% of flowCommon StockSEC:0000950170-24-048076:0
6,248 shares@ US$85.0112.3% of flowCommon StockSEC:0000950170-24-048079:0
6,248 shares@ US$85.0111.9% of flowCommon StockSEC:0000950170-24-048072:0
32,315 shares@ US$85.0127.6% of flowCommon StockSEC:0000950170-24-039823:0
4,742 shares@ US$85.0115.6% of flowCommon StockSEC:0000950170-24-039834:0
7,911 shares@ US$85.0137.6% of flowCommon StockSEC:0000950170-24-039832:0
10,769 shares@ US$85.0116.2% of flowCommon StockSEC:0000950170-24-039827:0
7,797 shares@ US$85.0114.9% of flowCommon StockSEC:0000950170-24-039839:0
7,797 shares@ US$85.0115.4% of flowCommon StockSEC:0000950170-24-039829:0
1,906 shares@ US$84.262.8% of flowCommon StockSEC:0000950170-24-035149:0
836 shares@ US$84.261.6% of flowCommon StockSEC:0000950170-24-035136:0
1,092 shares@ US$84.265.1% of flowCommon StockSEC:0000950170-24-035147:0
25 of 144 declarations
关于 Skyline Champion Corp
Skyline Champion Corp. (NYSE: SKY) 是一家主要的北美工厂建造房屋公司，总部位于美国密歇根州特洛伊。该公司于 2018 年 6 月由 Skyline Corporation 和 Champion Enterprises Holdings 的运营资产合并而成，形成了在预制和模块化房屋领域更广泛的平台。对于讲法语的投资者来说，这是一种与经济适用房的长期需求、经销商库存正常化和住宅建设周期相关的工业住房股票。 Skyline Champion 将自己描述为北美领先的预制房屋和模块化房屋生产商。其产品组合还包括公园式房车、附属住宅单元 (ADU) 和用于多户住宅及酒店等相关终端市场的模块化建筑。除了其核心制造业务外，该集团还经营互补的零售和物流活动，这可以改善客户获取并捕获更多的价值链。这种更广泛的运营模式在一个分散的行业中非常重要，因为分销范围和交付能力至关重要。 该公司拥有 70 多年的房屋建造经验，这使其在产品设计、制造技术和客户关系方面具有深厚的实力。其制造足迹广泛，在美国多个州和加拿大西部设有工厂。这种地理分布有助于 Skyline Champion 满足住房需求较强地区的市场需求，并更有效地管理运输经济性。在一个运费成本、当地市场准入和经销商关系至关重要的业务中，这种足迹相对于规模较小或多元化程度较低的同行而言，是一个重要的竞争优势。 从竞争角度来看，Skyline Champion 受益于公认的品牌组合、广泛的产品供应和支持采购及制造效率的规模化平台。该公司旨在满足对交付更快且成本可能低于传统现场建造替代方案的房屋的需求。管理层还强调了对自动化、数字技术、产能利用率以及有机增长加收购增长的投资，所有这些都旨在随着时间的推移提高生产力和盈利能力。 近期发展显示业务处于转型期。在 2024 年 5 月发布的 2024 财年业绩中，Skyline Champion 报告全年收入同比下降，同时指出第四季度美国房屋销售强劲，并授权了一项新的 100 million 美元股票回购计划。管理层指出经销商去库存和区域差异是逆风，并记录了与进水问题相关的补救成本。对于投资者而言，关键问题是该公司能否在市场条件改善时，将其规模、品牌组合和制造网络转化为利润复苏和更稳定的增长。
