Texas Manufactured Home Shipments Report December 2025 - Market Analysis & Data
Rob Ripperda
December Shipments
Manufactured home shipments to Texas retailers moved down 5.8% in December on a seasonally-adjusted basis from the prior month. Year over year, shipments were 12% below December of 2024.
While shipments didn’t keep pace with December of 2024, they landed right in the middle of the December 2022 and 2023 totals.
The 1,173 total homes shipped for the month landed in the lower side of the prediction interval at 38 homes below the point forecast from last month.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for December: | 476 | 697 | 1,173 |
| Change from November (Raw %): | -10.9% | -4.4% | -7.1% |
| Change from November (Raw Units): | -58 | -32 | -90 |
| Change from November (SA %): | -10.1% | -1.6% | -5.8% |
| Change from December of 2024 (%): | -13.1% | -11.2% | -12% |
| Change from December of 2024 (Units): | -72 | -88 | -160 |
Monthly Manufacturer Shipments
December Production
Texas manufactured housing plant production moved down in December 1.9% on a seasonally-adjusted basis from the previous month. The total of homes produced was 1,469 and minimum floors were 2,121.
Year over year, total homes were 8.6% below December of 2024, and minimum floors were 7.3% below.
The production total landed in the lower side of the prediction interval, 48 homes below last month’s point forecast.
Overall production faired slightly better than shipments to Texas retailers with the December homes total coming in above both 2022 and 2023.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for December: | 1,469 | 347 | 2,121 |
| Change from November (Raw %): | -5.3% | -2.5% | -5.1% |
| Change from November (Raw Units): | -82 | -9 | -114 |
| Change from November (SA %): | -1.9% | NA | -1.6% |
| Change from December of 2024 (%): | -8.6% | -18% | -7.3% |
| Change from December of 2024 (Units): | -139 | -76 | -167 |
Monthly Manufacturer Shipments
January Outlook
The forecasting models point to January shipments around 1,377 (1,175–1,579) and Texas factory production around 1,739 (1,518–1,961).
The Texas Manufactured Housing Survey (TMHS) signaled another month of lowered run rates in January.
Texas Manufactured Home Survey Results
Retail Sales Comparison
The 12-month moving average for shipments peaked in July 2025 for this production expansion cycle and has been moving lower through December 2025.
The 12-month moving average for retail sales is currently plotted through September 2025. Late title work will continue to push the most recent months higher, though not to the extent seen in prior years.
Year to Date
Shipments
Shipments for the year finished 4.9% below 2024. The market was unable to keep pace with the strong Q4 that occurred in the previous year.
Looking forward to 2026, the full-year forecast for Texas shipments starts at 16,200 (12,999–19,958).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2025 YTD: | 6,948 | 10,347 | 17,295 |
| Change from 2024 (%): | -12.9% | 1.4% | -4.9% |
| Change from 2024 (Units): | -1,025 | 140 | -885 |
Production
Texas plant total home production finished 3.7% below the previous year and the minimum floors built were 2.3% below 2024.
The full-year forecast for Texas plant production in 2026 is 20,461 (16,635–24,831).
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2025 YTD: | 21,953 | 5,810 | 31,436 |
| Change from 2024 (%): | -3.7% | -0.8% | -2.3% |
| Change from 2024 (Units): | -852 | -48 | -726 |
Annual Totals
