Texas Manufactured Home Shipments Report August 2025 - Market Analysis & Data
Rob Ripperda
August Shipments
Manufactured home shipments to Texas retailers slowed down in August by a seasonally-adjusted -4.8% from the previous month and by -10.2% on the raw total compared to August of 2024. The year-over-year comparison is accentuated by the production schedule which had two less operating days in 2025 and a comparison in the homes shipped per operating day has the year-over-year decline at -5.9%.
The 1,407 total homes shipped for the month was 156 homes below the point forecast from last month which was expected given the reported production decline in the Texas Manufactured Housing Survey (TMHS).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for August: | 559 | 848 | 1,407 |
| Change from July (Raw %): | -5.9% | 5.2% | 0.5% |
| Change from July (Raw Units): | -35 | 42 | 7 |
| Change from July (SA %): | -11.1% | -1.8% | -4.8% |
| Change from August of 2024 (%): | -16.9% | -5.1% | -10.2% |
| Change from August of 2024 (Units): | -114 | -46 | -160 |
Monthly Manufacturer Shipments
August Production
Texas manufactured housing plant production moved down a seasonally-adjusted -10.3% in August from the previous month for total number of homes produced and down -8.3% when looking at the minimum number of floors that were built.
The 1,818 homes produced was -171 homes below last month’s point forecast and represented a -7.9% year-over-year decrease from August of 2024.
As mentioned earlier, the production schedule for August of 2025 had two less operating days from 2024 and when looking at the rate of homes produced per operating day the year-over-year comparison tightens to -3.5%.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for August: | 1,818 | 511 | 2,587 |
| Change from July (Raw %): | -1.1% | -4.1% | 0.3% |
| Change from July (Raw Units): | -20 | -22 | 8 |
| Change from July (SA %): | -10.3% | NA | -7.1% |
| Change from August of 2024 (%): | -7.9% | 5.1% | -8.3% |
| Change from August of 2024 (Units): | -155 | 25 | -234 |
Monthly Manufacturer Shipments
September Outlook
The forecasting models have September shipments at 1,416 (+/- 208) and Texas factory production at 1,811 (+/- 223) homes.
The Texas Manufactured Housing Survey (TMHS) had sentiment leaning towards lower run rates in September.
With the TMHS pointing towards a continued decline in run rates I’ve got a slight lean towards the under for production, but the survey had a broader decline in out-of-state deliveries than it did in lowered run rates so I think shipments could land on the high side.
The September production calendar has the same number of days as August so we could see some improvement in the seasonally-adjusted numbers next month.
Texas Manufactured Home Survey Results
Annual Totals
The shipment total for the year has now moved -0.3% below 2024 and Texas plant total home production moved down -0.4%. The minimum floors built year-over-year remains positive up +1.5% over 2024.
The forecast for annual Texas shipments in 2025 moved down to 17,682 (+/- 915) and forecasted Texas plant production moved down to 22,673 (+/- 1,062).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2025 YTD: | 4,864 | 7,175 | 12,039 |
| Change from 2024 (%): | -9.8% | 7.5% | -0.3% |
| Change from 2024 (Units): | -530 | 498 | -32 |
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2025 YTD: | 15,263 | 4,083 | 21,804 |
| Change from 2024 (%): | -0.4% | 2% | 1.5% |
| Change from 2024 (Units): | -56 | 82 | 318 |
Charts
January 2025 appears to be the 12-month moving average peak for shipments this production cycle.