Texas Manufactured Home Shipments Report - Market Analysis & Data
Rob Ripperda
August Shipments
Manufactured home shipments to Texas retailers moved down 4.9% in August on a seasonally-adjusted basis from the prior month. Year over year, shipments were 1.3% above August of 2025 with the same number of production days as last August on the calendar.
The 1,425 total homes shipped for the month landed in the lower half of the prediction interval at 120 homes below the point forecast from last month.
Single-section shipments carried the month, up 7.0% over August of 2025, while multi-section shipments slipped 2.5%. The multi-section share of product mix fell to 58% from 63% in July.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for August: | 598 | 827 | 1,425 |
| Change from July (Raw %): | 10.3% | -8.7% | -1.6% |
| Change from July (Raw Units): | 56 | -79 | -23 |
| Change from July (SA %): | 5.1% | -8.6% | -4.9% |
| Change from August of 2025 (%): | 7% | -2.5% | 1.3% |
| Change from August of 2025 (Units): | 39 | -21 | 18 |
Monthly Manufacturer Shipments
August Production
Texas manufactured housing plant production moved down 1.9% in August on a seasonally-adjusted basis from the previous month. The total of homes produced was 1,810 and the minimum number of floors was 2,576.
Year over year, total homes were 0.4% below August of 2025, and minimum floors were also 0.4% below the previous year.
The production total landed in the lower side of the prediction interval, 23 homes under last month’s point forecast.
Out-of-state deliveries rebounded 13.1% from July to their highest month since last October, though they were still 3.7% below last August. The share of production headed out-of-state climbed to 27%.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for August: | 1,810 | 492 | 2,576 |
| Change from July (Raw %): | 1.3% | 13.1% | -2% |
| Change from July (Raw Units): | 23 | 57 | -53 |
| Change from July (SA %): | -1.9% | NA | -2.8% |
| Change from August of 2025 (%): | -0.4% | -3.7% | -0.4% |
| Change from August of 2025 (Units): | -8 | -19 | -11 |
Monthly Manufacturer Shipments
September Outlook
The forecasting models, which starting this month blend the production-rate models with factory-out permits, have September shipments around 1,458 (1,317–1,599), Texas factory production around 1,804 (1,682–1,925), and minimum floors around 2,610 (2,440–2,780).
The Texas Manufactured Housing Survey (TMHS) reported production run rates rising across more than half the weighted sample in September, with nearly three-quarters expecting higher run rates over the six months ahead.
The survey had run rates increasing for August last month, but that didn’t materialize in the hard data, likely due to an uptick in commercial unit deliveries.
Texas Manufactured Home Survey Results
Placements Comparison
The plot below compares the 12-month moving average of shipments into Texas with placements (the first appearance of each new home in TDHCA records, by installation report or by title, whichever comes first). Placements replaces the retail sales and new installation lines from earlier reports. It counts a home once, whether it was sold at retail and titled or placed into a community’s inventory, so it is the broadest signal we have for new homes that are sited. Some of the difference in the spread is homes sold into Texas by retailers in Louisiana, Oklahoma and New Mexico, roughly 500 to 900 a year. Those homes shipped to the retailer’s state and were counted as that state’s shipments, but they were placed and titled in Texas.
Retail Sold Orders
The share of homes sold within a month of manufacture is a good indicator of homes built to order rather than for dealer inventory. The percentage ran near 55.9% in 2023 and has since settled around 45% on a trailing-12-month basis. The remaining balance is homes built for retail lots and community developments for a future buyer. The most recent complete reading is May 2026.
Year to Date
Shipments
Shipments for the year are currently 1.3% below 2025. Single-section shipments are running 1.5% below last year’s pace and multi-section homes 1.1% below.
The forecast for 2026 Texas shipments moved down to 17,631 (16,730–18,636).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2026 YTD: | 4,790 | 7,098 | 11,888 |
| Change from 2025 (%): | -1.5% | -1.1% | -1.3% |
| Change from 2025 (Units): | -74 | -77 | -151 |
Production
Texas plant total home production for 2026 is 7.4% below the previous year and the minimum floors built are 5.5% below 2025. Homes shipped out of state are running 20.8% below last year’s pace.
The forecast for 2026 Texas plant production moved down to 21,348 (20,315–22,443).
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2026 YTD: | 14,141 | 3,235 | 20,599 |
| Change from 2025 (%): | -7.4% | -20.8% | -5.5% |
| Change from 2025 (Units): | -1,122 | -848 | -1,205 |
Annual Totals
