Texas Manufactured Housing Market Report December 2025 - Sales Data & Analysis


December

Early Look

New manufactured home sales for December 2025 titled to date are up a seasonally-adjusted 7.2% from the previous month as the titling shift that has been underway since August continues to inflate the 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 ocurrs.

In the plot below you can see that from July forward the 2025 monthly sales totals are still ahead of 2024, but with the exception of December we expect that the 2024 sales totals should ultimately end above the 2025 totals. Those sort of additional sales that were ultimately realized for 2024 are pushing up the December 2025 total at present and will carry over into 2026.

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

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 December: 467 675 1,142
Change from November (Raw %): 31.9% 10.5% 18.3%
Change from November (Raw Units): 113 64 177
Change from November (SA %): 20.4% 6.6% 7.2%
Change from December of 2024 (%): 51.1% 65% 59.1%
Change from December of 2024 (Units): 158 266 424

THMA Member’s Retailer Annual Sales Totals Report


November

Titled on Time

New home sales for November titled to date were down a seasonally adjusted 0.3% from the previous month and are up just 2.9% on the raw total from November of 2024. As mentioned above, the November total for 2024 will ultimately finish above the 2025 total as purchase contracts that were signed for the month in 2024 were subsequently added in.

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 November: 387 669 1,056
Change from October (Raw %): -19.9% -13.5% -15.9%
Change from October (Raw Units): -96 -104 -200
Change from October (SA %): -3.9% -0.4% -0.3%
Change from November of 2024 (%): -15.7% 18% 2.9%
Change from November of 2024 (Units): -72 102 30

THMA Member’s Retailer Monthly Sales Totals Report


Annual Totals

The year-over-year gain in new home sales for 2025 over 2024 continues to narrow and now sits at 2.3% for all retail sales titled through this point in the calendar.

Multi-section sales are currently up 8% while single-section sales are down 4.9%.

The increased speed in title work submission is pushing year-over-year sales up some, but the effects should not be as strong as seen in the individual month figures.

Now that we have moved into 2026 though, some of those sales are now getting pushed into the new year, so sales for 2024 will likely catch and exceed sales for 2025.

New Sales Singles Multis Total
Total for 2025 titled to date: 6,186 9,042 15,228
Change from 2024 (%): -4.9% 8% 2.3%
Change from 2024 (Units): -321 668 347

THMA Member’s Retailer Annual Sales Totals Report


New Home Characterstics

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, but that same dynamic should apply to single-section homes too yet their median age remains near the 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 84
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.

THMA Member’s Total Annual Retail Sales per County Report


Shipment Comparison

August marked the second time that retail sales outpaced shipments for a month in 2025. That usually occurs in July, but the shift in title cadence likely pushed what would have been reported July sales forward into August. The last third of the year is usually a period of aggregate inventory build up, so not having the typical drawdown in inventory that we usually see in July is putting downward pressure on shipments for the remainder of 2025 and into 2026.

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 November.

The 12-month moving average for retail sales is currently plotted through October.

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 manufacured 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 sales have been moving sideways since.

Used Sales Singles Multis Total
Total for 2025 titled to date: 2,277 1,034 3,311
Change from 2024 (%): 2.9% 8.8% 4.7%
Change from 2024 (Units): 64 84 148

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 483 594 1,077 6.8
February 486 684 1,170 -3.6
March 630 917 1,547 3.5
April 605 854 1,459 -6.3
May 574 777 1,351 -3.8
June 494 629 1,123 -13.7
July 532 768 1,300 3.6
August 520 932 1,452 2.8
September 502 745 1,247 2.3
October 494 790 1,284 3.9

Used Sales Month Singles Multis Total (YoY%)
January 174 77 251 24.9
February 148 80 228 -13.6
March 435 101 536 71.2
April 242 88 330 17.4
May 185 93 278 -11.7
June 167 88 255 20.9
July 165 91 256 4.9
August 173 87 260 -1.5
September 146 86 232 -5.3
October 176 95 271 -17.4