Texas Manufactured Home Shipments in November 2021
November Shipments
Manufactured home shipments beat the forecast in November and moved up 2.5% in raw units over October with a large expansion in single-section home deliveries. The product mix came in right at 50% which is the largest share single-sections have had since September of 2020.
The shift towards more single-section units and the calendar containing more weekdays put November of 2021 up 23.5% over November of 2020.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for November: | 770 | 771 | 1,541 |
| Change from October (Raw %): | 16.8% | -8.6% | 2.5% |
| Change from October (Raw Units): | 111 | -73 | 38 |
| Change from October (SA %): | 5.4% | -2.7% | 2.4% |
| Change from November of 2020 (%): | 44.2% | 8% | 23.5% |
| Change from November of 2020 (Units): | 236 | 57 | 293 |
November Production
Texas manufactured housing plants produced roughly the same total number of homes as they did in October but the shift towards single-sections could be obscuring a reduction in the overall number of floors produced. The TDHCA HUD report data that this analysis is based on does not provide details on number of sections for homes shipped out of the state, so the minimum number of floors counting all out of state shipments as single floors fell -3% from the previous month.
Total home production was up 21% over November of last year.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for November: | 2,032 | 546 | 2,779 |
| Change from October (Raw %): | -0.2% | -2.3% | -3.1% |
| Change from October (Raw Units): | -4 | -13 | -89 |
| Change from October (SA %): | -0.2% | -1.3% | -0.9% |
| Change from November of 2020 (%): | 21.2% | 19.7% | 17% |
| Change from November of 2020 (Units): | 356 | 90 | 404 |
December Outlook
The forecasting models have December shipments at 1,328 (+/- 261) and Texas plant production at 1,773 (+/- 308).
The Texas Manufactured Housing Survey results once again showed a majority of respondents reporting increasing run rates for December, but expectations are for an increase in orders to lengthen backlogs over the first half of 2022.
View the Texas Manufactured Home Survey Results for December.
Annual Totals
Manufactured home production is up 13.4% on the year and shipments to Texas retailers are up 11.3%.
The annual forecast for shipments in the state moved up to 17,590 (+/- 266).
Texas plant home production is forecasted to finish the year at 23,363 (+/- 312).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2021 YTD: | 7,448 | 8,814 | 16,262 |
| Change from 2020 (%): | 10.1% | 12.3% | 11.3% |
| Change from 2020 (Units): | 686 | 964 | 1,650 |
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2021 YTD: | 21,590 | 5,928 | 30,033 |
| Change from 2020 (%): | 13.4% | 20.8% | 13.1% |
| Change from 2020 (Units): | 2,559 | 1,020 | 3,473 |
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