CVCO logo

CAVCO INDUSTRIES INC

CVCONASDAQ
๐Ÿ† #1237 by market capEarnings Oct 29US Equity
$592.14โ–ผ $2.01 (โˆ’0.34%)
Live
1hโ–ผ 0.9%
24hโ–ผ 0.3%
7dโ–ฒ 0.8%
14dโ–ฒ 4.8%
30dโ–ฒ 6.7%
1yโ–ฒ 31.5%
๐ŸฆMarket Cap
$4.57B
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
+11.4%
Healthy
๐Ÿ“ŠGross Margin
23.5%
Moderate
๐Ÿ’ตFCF Margin
10.3%
Healthy
โš–๏ธP/S Ratio
2.0x
Cheap
Otter Score
47
Weak

Trading Snapshot

Day Range
$588.47 โ€“ $597.76
52-Week Range
$443.34 โ€“ $713.01
Volume
$1.76B
Avg Volume
$1.64B
Shares Outstanding
7.7M
Next Earnings
Oct 19, 2026

Fundamentals Snapshot

Annual Revenue
$2.24B
Last Q Revenue
$610M
P/E Ratio
23.5
P/S Ratio
2.0x
EPS (TTM)
$23.98
Dividend Yield
โ€”

Why Investors Own CVCO

  • โœ“High-growth profile โ€” revenue up +26.3% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 31% gross margin and 14% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$2.24Bโ–ฒ +28.1% YoY
Gross Margin (TTM)
30.8%โ–ฒ +4.4% YoY
Operating Income (TTM)
$602Mโ–ฒ +28.1% YoY
Free Cash Flow (TTM)
$316Mโ–ฒ +28.1% YoY

About CAVCO INDUSTRIES INC

Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services. The company offers its extensive range of manufactured homes under numerous recognized brand names, including Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, and MidCountry. Beyond traditional homes, Cavco's production capabilities encompass recreational park model vehicles, vacation cabins, and various factory-built commercial structures. This commercial portfolio includes multi-unit apartment buildings, condominiums, hotels, temporary housing for workforces, educational facilities, and accommodations for U.S. military personnel. The firm further diversifies its offerings with an assortment of modular homes, featuring designs such as single and multi-section ranches, split-level residences, Cape Cod-style houses, two- and three-story structures, and multi-family units. To support its housing sales, Cavco provides a suite of financial services, extending both conforming and non-conforming mortgages, as well as specialized home-only loans. These financial products are available to individuals purchasing factory-built homes sold through Cavco's proprietary retail outlets and its extensive network of independent distributors, builders, community operators, and developers. Moreover, the company furnishes property and casualty insurance solutions specifically tailored for owners of manufactured homes. As of April 3, 2022, Cavco maintained a retail footprint of 45 company-owned locations situated across Oregon, Arizona, Nevada, New Mexico, Texas, Indiana, Oklahoma, Florida, and New York. Its products are also distributed widely throughout 48 U.S. states and Canada via a broad network of independent dealerships, in addition to reaching customers through planned community developments and residential builders. Established in 1965, Cavco Industries, Inc. has its corporate headquarters situated in Phoenix, Arizona.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Weak
47/100

Analyst Ratings

โ“˜
Consensus
Buy
10 analysts
Strong Buy2
Buy6
Hold2
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

SeekingAlphaยท7d ago

Cavco Industries: Manufactured Housing's Edge Endures

Cavco Industries' margin performance did reflect housing market conditions, as its retail pricing power is limited. Read more on CVCO stock here.

SeekingAlphaยท11d ago

Cavco Industries, Inc. (CVCO) Q1 2027 Earnings Call Transcript

Cavco Industries, Inc. (CVCO) Q1 2027 Earnings Call July 31, 2026 1:00 PM EDTCompany ParticipantsMark Fusler - Director of Financial Reporting, Investor...

ChartMillยท12d ago

Cavco Industries (NASDAQ:CVCO) Q1 Results Mixed as Revenue Beats, EPS Misses

Cavco Industries Q1 results mixed: revenue beat estimates slightly, but EPS missed by 6.4%. Record sales volume, stock down 8% in past month. No forward guidance provided.

๐Ÿš€
Benzingaยท12d ago

Cavco Indus Q1 Adj. EPS $5.43 Misses $5.69 Estimate, Sales $609.959M Beat $590.537M Estimate

Cavco Indus (NASDAQ:CVCO) reported quarterly earnings of $5.43 per share which missed the analyst consensus estimate of $5.69 by 4.57 percent. This is a 15.42 percent decrease over earnings of $6.42 per share from the

Yahooยท19d ago

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 First Quarter Earnings Release and Conference Call Webcast

Phoenix, July 23, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the first quarter ended June 27, 2026 on Thursday, July 30, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, July 31, 2026 at 1:00 p.m. Eastern Time. Date: July 31, 2026 Time: 1:00 p.m. ET Listen via Internet: https://investor.cavco.com/ Listen via Telephone: To participate in the call, please register here to receive th

Yahooยท20d ago

Cavco Industries (CVCO) Maintains Dominance in a Concentrated Industry

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial [โ€ฆ]