Texas Manufactured Home Shipments Report June 2025 - Market Analysis & Data
Rob Ripperda
June Shipments
Manufactured home shipments to Texas retailers in June moved down a seasonally-adjusted -2.5% from the previous month. The 1,520 total homes shipped for the month was slightly below the point forecast but represented a +9.0% increase over June of 2024.
The year-over-year increase was boosted by an additional production day on this year’s calendar compared to June of 2024.
The gap between multi-section home shipments and single-section shipments remains wide.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for June: | 623 | 897 | 1,520 |
| Change from May (Raw %): | -6.2% | -2.1% | -3.8% |
| Change from May (Raw Units): | -41 | -19 | -60 |
| Change from May (SA %): | -6% | 1.1% | -2.5% |
| Change from June of 2024 (%): | 3.5% | 13.3% | 9% |
| Change from June of 2024 (Units): | 21 | 105 | 126 |
Monthly Manufacturer Shipments
June Production
Texas manufactured housing plant production moved down a seasonally-adjusted -0.7% in June from the previous month. The 1,929 homes produced was just below the point forecast for the month but was up +5.9% from June of 2024.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for June: | 1,929 | 519 | 2,735 |
| Change from May (Raw %): | -3.6% | -2.3% | -3.6% |
| Change from May (Raw Units): | -73 | -12 | -103 |
| Change from May (SA %): | -0.7% | NA | -0.9% |
| Change from June of 2024 (%): | 5.9% | 5.1% | 6.7% |
| Change from June of 2024 (Units): | 107 | 25 | 172 |
Monthly Manufacturer Shipments
July Outlook
The forecasting models have July shipments at 1,353 (+/- 201) and Texas factory production at 1,749 (+/- 223) homes.
The Texas Manufactured Housing Survey (TMHS) for July had run rates moving higher for the month.
With the TMHS pointing towards expansion I’ve got a slight lean towards the over for shipments, but I’d call production a coin flip.
Texas Manufactured Home Survey Results
Annual Totals
The shipment total for the year is now up +0.6% above 2024 while Texas plant production is down just -0.2% for total homes but up +2.4% for number of floors as multi-section deliveries remain strong.
The forecast for annual Texas shipments in 2025 moved down to 17,936 (+/- 1,518) and forecasted Texas plant production moved down to 22,640 (+/- 1,730).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2025 YTD: | 3,711 | 5,521 | 9,232 |
| Change from 2024 (%): | -10.4% | 9.7% | 0.6% |
| Change from 2024 (Units): | -432 | 486 | 54 |
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2025 YTD: | 11,607 | 3,039 | 16,638 |
| Change from 2024 (%): | -0.2% | -0.5% | 2.4% |
| Change from 2024 (Units): | -24 | -15 | 392 |
Charts
January 2025 appears to be the 12-month moving average peak for shipments this production cycle.