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Mobile Homes SIC 2451
4 companies filing with the SEC under SIC 2451. Median revenue growth +18% year on year in Q3 2026 (middle half +12% to +45%, 3 companies). The growth model expects the industry's combined revenue to grow +14% in Q3 2026.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +13.6% | $1.5B | $1.3B – $1.6B |
| Q4 2026 | +18.4% | $1.5B | $1.3B – $1.7B |
| Q1 2027 | +20.8% | $1.5B | $1.3B – $1.7B |
| Q2 2027 | +21.4% | $1.7B | $1.5B – $1.9B |
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| SKY Champion Homes | $727M | +6% | mature |
| CVCO Cavco Industries | $656M | +18% | transition |
| LEGH Legacy Housing | $69.7M | +72% | expansion |
| NOBH Nobility Homes | $12.1M | — | mature |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.