Texas Manufactured Home Shipments Market Analysis

Manufactured home shipments for January moved up 19.5% from December to land at 1,267 homes shipped. Increased days of production over December usually account for the rise in shipments, so the year-over-year comparison tends to be more meaningful. However, January of 2018 marked the last month of 100+ single-section homes being shipped in from out of state as part of the Hurricane Harvey relief effort so the -21.7% decline is skewed by that event. There were still some FEMA units coming into the state in February of 2018, but I expect the year-over-year comparisons to be much less distorted next month, and without any large FEMA impact by March.

Multi-section shipments have been in lock-step with single-section shipments since last June, and actually came in higher than single-section shipments this month at 642 homes shipped. That was an increase of 14.4% over last January and up a full 32.9% when compared to January of 2017.

You can see the surge in single-section homes as part of the FEMA relief effort in the first chart below, and then how tightly multi and single-section shipments have been tracking for the last eight months.

View the Annual Manufacturer Shipment Report.

January

ShipmentsSinglesMultisTotal
Total for January: 625 642 1,267
Change from December: 18.8% 20.2% 19.5%
Change from January of 2018: -40.9% 14.4% -21.7%
Change from 2018 (Units): -432 81 -351

Charts