| Schedule of Business Segment Information |
The following tables provide selected financial data by segment (dollars in thousands): | | | | | | | | | | | | | | | | | | | Three Months Ended September 26, 2026 | | Factory-built housing | | Financial services | | Consolidated | | Net revenue | $ | 633,736 | | | $ | 22,642 | | | $ | 656,378 | | | Cost of sales | 499,761 | | | 9,005 | | | 508,766 | | | Gross profit | 133,975 | | | 13,637 | | | 147,612 | | | Selling, general and administrative expenses | 69,625 | | | 8,085 | | | 77,710 | | | Income from operations | 64,350 | | | 5,552 | | | 69,902 | | | Interest income | 3,595 | | | — | | | 3,595 | | | Interest expense | (282) | | | — | | | (282) | | | Other income, net | 136 | | | — | | | 136 | | | Income before income taxes | 67,799 | | | 5,552 | | | 73,351 | | | Income tax expense | (16,969) | | | (943) | | | (17,912) | | | Net income | $ | 50,830 | | | $ | 4,609 | | | $ | 55,439 | | | | | | | | | Six Months Ended September 26, 2026 | | Factory-built housing | | Financial services | | Consolidated | | Net revenue | $ | 1,219,708 | | | $ | 46,629 | | | $ | 1,266,337 | | | Cost of sales | 963,714 | | | 20,421 | | | 984,135 | | | Gross profit | 255,994 | | | 26,208 | | | 282,202 | | | Selling, general and administrative expenses | 143,595 | | | 15,950 | | | 159,545 | | | Income from operations | 112,399 | | | 10,258 | | | 122,657 | | | Interest income | 6,858 | | | — | | | 6,858 | | | Interest expense | (414) | | | — | | | (414) | | | Other income, net | 38 | | | — | | | 38 | | | Income before income taxes | 118,881 | | | 10,258 | | | 129,139 | | | Income tax expense | (29,486) | | | (1,943) | | | (31,429) | | | Net income | $ | 89,395 | | | $ | 8,315 | | | $ | 97,710 | |
| | | | | | | | | | | | | | | | | | | Three Months Ended September 26, 2026 | | Factory-built housing | | Financial services | | Consolidated | | Depreciation | $ | 6,230 | | | $ | 52 | | | $ | 6,282 | | | Amortization | $ | 603 | | | $ | — | | | $ | 603 | | | Capital expenditures | $ | 29,704 | | | $ | — | | | $ | 29,704 | | | | | | | | | Six Months Ended September 26, 2026 | | Factory-built housing | | Financial services | | Consolidated | | Depreciation | $ | 12,270 | | | $ | 98 | | | $ | 12,368 | | | Amortization | $ | 1,206 | | | $ | 2 | | | $ | 1,208 | | | Capital expenditures | $ | 55,097 | | | $ | 100 | | | $ | 55,197 | |
| | | | | | | | | | | | | | | | | | | Three Months Ended September 27, 2025 | | Factory-built housing | | Financial services | | Consolidated | | Net revenue | $ | 535,117 | | | $ | 21,410 | | | $ | 556,527 | | | Cost of sales | 412,623 | | | 9,497 | | | 422,120 | | | Gross profit | 122,494 | | | 11,913 | | | 134,407 | | | Selling, general and administrative expenses | 65,757 | | | 6,472 | | | 72,229 | | | Income from operations | 56,737 | | | 5,441 | | | 62,178 | | | Interest income | 5,046 | | | — | | | 5,046 | | | Interest expense | (112) | | | — | | | (112) | | | Other income, net | 142 | | | — | | | 142 | | | Income before income taxes | 61,813 | | | 5,441 | | | 67,254 | | | Income tax expense | (13,661) | | | (1,212) | | | (14,873) | | | Net income | $ | 48,152 | | | $ | 4,229 | | | $ | 52,381 | | | | | | | | | Six Months Ended September 27, 2025 | | Factory-built housing | | Financial services | | Consolidated | | Net revenue | $ | 1,070,811 | | | $ | 42,573 | | | $ | 1,113,384 | | | Cost of sales | 827,473 | | | 21,998 | | | 849,471 | | | Gross profit | 243,338 | | | 20,575 | | | 263,913 | | | Selling, general and administrative expenses | 128,911 | | | 12,466 | | | 141,377 | | | Income from operations | 114,427 | | | 8,109 | | | 122,536 | | | Interest income | 10,149 | | | — | | | 10,149 | | | Interest expense | (276) | | | — | | | (276) | | | Other income, net | 142 | | | — | | | 142 | | | Income before income taxes | 124,442 | | | 8,109 | | | 132,551 | | | Income tax expense | (26,789) | | | (1,739) | | | (28,528) | | | Net income (loss) | $ | 97,653 | | | $ | 6,370 | | | $ | 104,023 | |
| | | | | | | | | | | | | | | | | | | Three Months Ended September 27, 2025 | | Factory-built housing | | Financial services | | Consolidated | | Depreciation | $ | 4,898 | | | $ | 63 | | | $ | 4,961 | | | Amortization | $ | 366 | | | $ | 6 | | | $ | 372 | | | Capital expenditures | $ | 9,861 | | | $ | — | | | $ | 9,861 | | | | | | | | | Six Months Ended September 27, 2025 | | Factory-built housing | | Financial services | | Consolidated | | Depreciation | $ | 9,633 | | | $ | 125 | | | $ | 9,758 | | | Amortization | $ | 732 | | | $ | 12 | | | $ | 744 | | | Capital expenditures | $ | 18,870 | | | $ | — | | | $ | 18,870 | |
| | | | | | | | | | | | | September 26,
2026 | | March 28,
2026 | | Total assets: | | | | | Factory-built housing | $ | 1,350,431 | | | $ | 1,235,105 | | | Financial services | 261,097 | | | 256,034 | | | Consolidated | $ | 1,611,528 | | | $ | 1,491,139 | |
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