Texas Manufactured Home Shipments Report April 2025 - Market Analysis & Data
Rob Ripperda
April Shipments
Manufactured home shipments to Texas retailers in April moved up a seasonally-adjusted +4.7% from the previous month. The 1,670 total homes shipped for the month was 152 homes above the point forecast and was up +3.0% from April of 2024.
The year-over-year expansion in multi-section home shipments continues with April up +13.6% over 2024.
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for April: | 673 | 997 | 1,670 |
| Change from March (Raw %): | 19.5% | 6.6% | 11.5% |
| Change from March (Raw Units): | 110 | 62 | 172 |
| Change from March (SA %): | 11.6% | 2.9% | 4.7% |
| Change from April of 2024 (%): | -9.4% | 13.6% | 3% |
| Change from April of 2024 (Units): | -70 | 119 | 49 |
Monthly Manufacturer Shipments
April Production
Texas manufactured housing plant production slowed in April moving down a seasonally-adjusted -5.2% from March as manufacturers shifted production toward more in-state deliveries while out-of-state deliveries declined.
The 1,989 homes produced was just 18 homes below the point forecast and was -1.4% below April of 2024. The product shift towards more multi-section deliveries left the floor production data with mixed results, down from March but up +2.1% from April of 2024.
The run rates for both total homes and floors moved down from March as production pulled back slightly.
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for April: | 1,989 | 470 | 2,875 |
| Change from March (Raw %): | 2.1% | -13.9% | 2.1% |
| Change from March (Raw Units): | 41 | -76 | 60 |
| Change from March (SA %): | -5.2% | NA | -4.1% |
| Change from April of 2024 (%): | -1.4% | -8.4% | 2.1% |
| Change from April of 2024 (Units): | -29 | -43 | 58 |
Monthly Manufacturer Shipments
May Outlook
The forecasting models have May shipments at 1,577 (+/- 219) and Texas factory production at 1,888 (+/- 224) homes.
The Texas Manufactured Housing Survey (TMHS) for May has run rates moving slightly higher and out-of-state shipments moving lower once again, so take the same calls as last month, over on shipments and a coin flip on production.
Texas Manufactured Home Survey Results
Annual Totals
The shipment total for the year is currently -0.4% below 2024 while Texas plant production is down -0.7% for total homes but is up +2.9% for number of floors as multi-section deliveries remain strong.
The forecast for annual Texas shipments in 2025 moved down to 17,261 (+/- 2,441) and forecasted Texas plant production moved down to 23,100 (+/- 2,747).
| Shipments | Singles | Multis | Total |
|---|---|---|---|
| Total for 2025 YTD: | 2,424 | 3,708 | 6,132 |
| Change from 2024 (%): | -15.5% | 12.6% | -0.4% |
| Change from 2024 (Units): | -443 | 416 | -27 |
| Texas Plant Production | Total | Shipped Out of TX | Min Floors |
|---|---|---|---|
| Total for 2025 YTD: | 7,676 | 1,989 | 11,065 |
| Change from 2024 (%): | -0.7% | 0.7% | 2.9% |
| Change from 2024 (Units): | -54 | 14 | 307 |
Charts
January 2025 appears to be the 12-month moving average peak for shipments this production cycle.