Texas Manufactured Home Shipments Market Analysis
January Shipments
Manufactured home shipments to Texas retailers in January moved down a seasonally-adjusted -4.5% from the previous month as deliveries slowed per production day to the lowest rate since January of 2024. The 1,523 total homes shipped for the month was on the low side of the forecast but was up +5% over January of 2024. The year-over-year gain was from increased multi-section home shipments, single-sections were down -15%.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for January: | 606 | 917 | 1,523 |
| Change from December (Raw %): | 10.6% | 16.8% | 14.3% |
| Change from December (Raw Units): | 58 | 132 | 190 |
| Change from December (SA %): | -5.7% | -2% | -4.5% |
| Change from January of 2024 (%): | -15% | 24.3% | 5% |
| Change from January of 2024 (Units): | -107 | 179 | 72 |
January Production
Texas manufactured housing plant production was also lower in January but with only a seasonally-adjusted decline of -2.8% from the previous month. The 1,927 homes produced was a +7.3% increase over the January of 2024 production total. The run rates for both total homes and for floors were the lowest they’ve been in the last 12 months.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for January: | 1,927 | 511 | 2,770 |
| Change from December (Raw %): | 19.8% | 20.8% | 21.1% |
| Change from December (Raw Units): | 319 | 88 | 482 |
| Change from December (SA %): | -2.8% | NA | -2.3% |
| Change from January of 2024 (%): | 7.3% | 14.6% | 12.2% |
| Change from January of 2024 (Units): | 131 | 65 | 301 |
February Outlook
The forecasting models have February shipments at 1,424 (+/- 213) and Texas factory production at 1,782 (+/- 226) homes.
The Texas Manufactured Housing Survey (TMHS) for February showed a decrease in run rates for roughly a third of the market, so take the under for both forecasts.
View the Texas Manufactured Home Survey Results for February.
Annual Totals
The forecast for annual Texas shipments in 2025 moved down to 18,460 (+/- 3,383) and forecasted Texas plant production moved up to 23,356 (+/- 3,912).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2025 YTD: | 606 | 917 | 1,523 |
| Change from 2024 (%): | -15% | 24.3% | 5% |
| Change from 2024 (Units): | -107 | 179 | 72 |
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2025 YTD: | 1,927 | 511 | 2,770 |
| Change from 2024 (%): | 7.3% | 14.6% | 12.2% |
| Change from 2024 (Units): | 131 | 65 | 301 |
Charts
January 2025 could be the 12-month moving average peak for shipments this production cycle, the expected pull back in shipments in February rolling in and the leap year 2024 moving out will lower the average with next month’s release.