Texas Manufactured Housing Market Report January 2026 and 2025 Year End - Sales Data & Analysis


January

Early Look

New manufactured home sales for January 2026 titled to date are down a seasonally-adjusted 13.6% from the previous month but are 26.6% above January of 2025 as the titling shift that has been underway since August of 2025 continues to inflate year-over-year numbers. Home sales that would have previously been titled with an earlier purchase contract date a year ago are now getting titled with a later date of when the change in ownership ultimately occurs.

Until we get through the summer of 2026, year-over-year numbers should remain high.

As you can see in the plot below the early January reading is historically high due to the titling cadence change, and the sequential seasonally-adjusted decline has more to do with December being the highest seasonally-adjusted month on record at both the early release point and at the regular release point. The cadence shift will add noise to the seasonal-adjustments, but they’re still one of our best gauges on the health of the retail market. Early release seasonal-adjustments have been running higher than historical totals since July of 2025, and the January total is 2% above the average since that upward shift.

All in all, the month is looking better than the headline previous month decline would suggest.

The comparisons in the table below are based on where the previous month’s numbers were when originally reported on one month ago.

New Sales Singles Multis Total
Total for January: 345 522 867
Change from December (Raw %): -26.1% -22.7% -24.1%
Change from December (Raw Units): -122 -153 -275
Change from December (SA %): -19.1% -8.8% -13.6%
Change from January of 2025 (%): 10.9% 39.6% 26.6%
Change from January of 2025 (Units): 34 148 182

TMHA Member’s Retailer Annual Sales Totals Report


December

Titled on Time

New home sales for December titled to date were up a seasonally adjusted 7.1% from the previous month and are up 32.5% on the raw total from December of 2024. Revisions should be much lower moving forward but the December total for 2024 settled at 1,242 purchased homes, so the 2025 total was not far off from that mark.

As mentioned above, the seasonally-adjusted sales total for the month was a series record for the data we’ve been tracking since 2012 as the cadence shifted sales that would have gone to earlier sales month revisions were instead titled with ownership changing in December.

Monthly retail sales titled to date. Previous months revised up with additional titles issued.

While the plot above contains revised totals for previous months the comparisons in the table below are based on where the previous month’s numbers were when released one month ago.

New Sales Singles Multis Total
Total for December: 501 722 1,223
Change from November (Raw %): 29.5% 7.9% 15.8%
Change from November (Raw Units): 114 53 167
Change from November (SA %): 20.3% 4.2% 7.1%
Change from December of 2024 (%): 27.5% 36.2% 32.5%
Change from December of 2024 (Units): 108 192 300

TMHA Member’s Retailer Monthly Sales Totals Report


Annual Totals

The year-over-year total for new home sales in 2025 moved below 2024 with a 0.1% decline for all retail sales titled through this point in the calendar year closing out 2025 monthly reporting.

Multi-section sales closed the reporting year up 5.2% while single-section sales were down 7%.

As noted above, we expect revisions to 2025 sales totals to be minimal, so 2024 sales shouldn’t give up their lead from here.

New Sales Singles Multis Total
Total for 2025 titled to date: 6,231 9,124 15,355
Change from 2024 (%): -7% 5.2% -0.1%
Change from 2024 (Units): -467 451 -16

TMHA Member’s Retailer Annual Sales Totals Report


New Home Characteristics

The shift in title cadence has really pulled down the median age of multi-section homes to the shortest amount of days in our records, yet the same dynamic hasn’t carried over to single-section homes, whose median age remains near its 2023 peak.

Median age of new manufactured homes at retail sale by section type
New Home Characteristics for 2025 Singles Multis Total
Median Age of Home (Days): 122 62 85
Median Square Footage: 1,080 1,680 1,475

New Home Placement Locations

Here are the breakdowns in year-over-year changes for the top 10 counties in new home placements across home section types.

Bastrop, sitting at number five on the list has seen much larger year-over-year growth in new home installations than the rest of the top 10 counties.

TMHA Member’s Total Annual Retail Sales per County Report


Shipment Comparison

The last third of the year is usually a period of aggregate inventory buildup, but not having the typical large drawdown in inventory that we usually see in July has been putting downward pressure on shipments into 2026. The robust retail sales of December should pull the difference in shipments for that month close to zero.

Monthly difference between manufactured home shipments and retail sales in Texas

Moving Averages

The 12-month moving average for shipments peaked in July of 2025 for this last production expansion cycle and has been moving lower through January 2026.

The 12-month moving average for retail sales is currently plotted through October 2025. Until those lines cross again, shipments will continue to face headwinds.

THMA Public Shipment Report


Used Homes

The used home retail sales data is noisy as it includes commercial purchases of park-owned homes after a manufactured home property is sold to a new buyer, but there was a clear downward trend in total transactions in the higher interest rate environment from 2022 through 2024 and have been roughly flat since.

Used Sales Singles Multis Total
Total for 2025 titled to date: 2,405 1,092 3,497
Change from 2024 (%): 4.6% 9.1% 6%
Change from 2024 (Units): 106 91 197

Revised Monthly Totals

Because titles continue to come in for past sales months, here are all prior months for the year and what their current sales totals are at this report release.

New Sales Month Singles Multis Total (YoY%)
January 484 594 1,078 6.4
February 487 686 1,173 -3.5
March 630 917 1,547 3.5
April 605 855 1,460 -6.5
May 577 778 1,355 -4.0
June 495 631 1,126 -14.4
July 533 770 1,303 2.8
August 525 934 1,459 2.0
September 503 746 1,249 -0.3
October 497 801 1,298 -0.9
November 394 689 1,083 -6.0

Used Sales Month Singles Multis Total (YoY%)
January 174 80 254 25.7
February 150 80 230 -12.9
March 436 101 537 71.0
April 244 88 332 16.5
May 186 93 279 -12.3
June 169 92 261 21.4
July 189 94 283 15.0
August 176 91 267 -7.6
September 149 90 239 -5.2
October 231 105 336 -1.5
November 138 77 215 -1.4