Texas Manufactured Home Shipments Market Analysis

July Shipments

Shipments came in at 1,216 new homes for the month of July, just under the forecast and down a seasonally adjusted -1.6% from June.

The total homes shipped was up 2.3% from July of last year on an expansion in multi-section homes, while single-section shipments moved lower. The product mix was at 55.2% multi-section.

Most plants close the week of Independence Day, so July is typically the lowest month for manufactured home shipments.

Backlogs, supply-chain disruptions, and materials pricing had begun showing signs of improvement in our survey work with Texas A&M, but with a major weather event hitting Louisiana this past weekend, disaster housing needs will likely put additional demand side pressure on production.

The point forecast for August is 1,491 (+/- 297).

The forecast feels slightly conservative given the 22 weekdays and current run rates, take the over.

ShipmentsSinglesMultisTotal
Total for July: 545 671 1,216
Change from June (Raw %): -21.8% -22.8% -22.3%
Change from June (Raw Units): -152 -198 -350
Change from June (SA %): -5.3% -4.4% -1.6%
Change from July of 2020 (%): -4.7% 8.8% 2.3%
Change from July of 2020 (Units): -27 54 27

View the Monthly Manufacturer Shipment Report.

July Production

Total manufactured home production for plants in the state remains at decade highs, with 1,724 new homes produced in July, up a seasonally-adjusted 1.4% from June.

Texas plants shipped another 506 homes to neighboring states in July, well above the 397 homes they shipped out in 2020.

Texas Plant ProductionTotalShipped Out of TXMin Floors
Total for July: 1,683 506 2,333
Change from June (Raw %): -19.3% -11.7% -19.7%
Change from June (Raw Units): -403 -67 -573
Change from June (SA %): 1.4% -3.3% -1.9%
Change from July of 2020 (%): 8.5% 27.5% 8.6%
Change from July of 2020 (Units): 132 109 185

View the Monthly Manufacturer Shipment Report.

Annual Totals

The annual forecast moved down slightly to 17,364 (+/- 1,164).

ShipmentsSinglesMultisTotal
Total for 2021 YTD: 4,621 5,561 10,182
Change from 2020 (%): 6.8% 13.2% 10.2%
Change from 2020 (Units): 294 650 944
Texas Plant ProductionTotalShipped Out of TXMin Floors
Total for 2021 YTD: 13,457 3,688 18,745
Change from 2020 (%): 12.7% 22.1% 12.5%
Change from 2020 (Units): 1,513 668 2,089

View the Annual Manufacturer Shipment Report.

Charts





Here are the annual totals for manufactured home shipments in Texas from 2012 through 2020.