Cavco Industries, Inc. CVCO

557.28 14.07 2.59% as of 25 Sep
Market cap
$4.2B
P/E
24.0×
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.87
Total sells 2.63
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — 3 — — — — — — —
Sell — 1 — — — — — 3 3 1 1 —
Insider Ownership 2.44%

Capital & Financial Ratios

Market Cap 4,180.00
Revenue 2,297.61
Net Income 181.18
Free Cash Flow 234.91
Net Debt (283.91)
Current Ratio 2.23
Debt/Equity 0.00
P/E ratio 23.99
P/S ratio 1.87
P/B ratio 3.87
Past 5Y EPS Growth 20.65%
This Y EPS Growth (5.95%)
Next Y EPS Growth 23.59%
Next 5Y EPS Growth 11.74%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2018 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2024 2025 2026 Q'26
Cash 386 395 273 284
Receivables 77 106 108 116
Inventory 241 253 296 309
Other — — — —
852 910 825 837
2024 2025 2026 Q'26
Payables 34 37 44 46
ST’ Debt — — — —
Other — — — —
273 303 335 376
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 12.16% 15.16% 1.56%
Cash Flow 19.91% 18.59% 1.51%
Earnings 20.91% 19.98% (7.47%)
Book Value 12.06% 10.04% 4.16%

Revenue

Jun Sep Dec Mar Year
’26 610 — — — —
’26 557 557 581 550 2,245
’25 478 507 522 508 2,015
’24 476 452 447 420 1,795
’23 588 577 501 476 2,143
’22 330 360 432 505 1,627
’21 255 258 289 307 1,108
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Jun Sep Dec Mar Year
’26 74 — — — —
’26 56 78 66 67 267
’25 47 55 38 39 178
’24 82 78 46 19 225
’23 58 105 67 26 256
’22 24 56 46 18 144
’21 36 39 17 22 114
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Jun Sep Dec Mar Year
’26 49 — — — —
’26 46 69 58 59 232
’25 42 50 32 32 157
’24 83 74 41 15 212
’23 34 97 60 24 213
’22 22 54 43 9 127
’21 34 37 15 3 89
in millions of $ · fiscal quarters ending in the months shown

EPS

Jun Sep Dec Mar Year
’26 5.43 — — — —
’26 6.42 6.55 5.58 5.42 23.98
’25 4.11 5.28 6.90 4.47 20.71
’24 5.29 4.76 4.27 4.03 18.37
’23 6.63 8.25 6.66 5.39 26.95
’22 2.92 4.06 8.57 5.80 21.34
’21 1.80 1.62 2.12 2.71 8.25
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

2
1Buy 2 3Hold 4 5Sell
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
93.65 121.40 112.00 99.58 170.86 179.47 224.62 304.10 393.53 443.34

Analyst estimates 2027–2029

Powerpack
Low Price
157.80 261.80 210.00 236.10 327.24 324.99 365.63 544.08 618.03 713.01
High Price
4,300 4,500 4,650 5,000 4,700 6,300 7,000 6,500 7,000 7,700
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
774 871 963 1,062 1,108 1,627 2,143 1,795 2,015 2,245
Revenue
20.42% 20.74% 21.37% 21.71% 21.57% 25.12% 25.90% 23.79% 23.10% 23.47%
Gross Margin
55 79 87 93 97 212 307 199 211 245
EBT
7.14% 9.01% 9.00% 8.76% 8.75% 13.03% 14.32% 11.10% 10.47% 10.90%
EBT Margin
38 62 69 75 77 198 241 158 171 191
Net Income
4 4 5 6 6 11 17 19 19 23
Depreciation
86.21 96.55 106.02 116.30 120.58 177.27 242.28 210.98 247.05 285.82
Revenue/Sh
4.23 6.82 7.56 8.22 8.34 21.54 27.20 18.55 20.97 24.26
Earnings/Sh
5.10 6.53 3.62 11.14 12.41 15.71 28.91 26.41 21.88 34.06
Cash Flow/Sh
(0.57) (0.88) (0.83) (0.85) (2.75) (1.89) (4.78) (1.48) (2.60) (4.48)
Capex/Sh
4.53 5.66 2.79 10.29 9.66 13.83 24.13 24.93 19.28 29.58
Free CF/Sh
43.94 50.65 58.32 66.55 74.40 90.47 110.39 121.48 130.50 140.48
Book Value/Sh
9 9 9 9 9 9 9 9 8 8
Shares
27.52 25.09 15.82 17.61 27.05 11.18 11.70 21.01 24.77 19.98
PE Ratio
1.35 1.77 1.13 1.25 1.87 1.36 1.31 1.85 2.10 1.69
PS Ratio
2.65 3.37 2.05 2.18 3.03 2.66 2.88 3.20 3.98 3.45
PB Ratio
1.22 1.60 0.94 1.01 1.56 1.21 1.19 1.65 1.93 1.59
EV/Sales
23.31 27.26 35.91 11.37 19.46 15.46 11.94 14.00 24.72 15.38
EV/FCF
46 59 33 102 114 144 256 225 178 267
Op' Cash Flow
(5) (8) (8) (8) (25) (17) (42) (13) (21) (35)
Capex
41 51 25 94 89 127 213 212 157 232
FCF
217 242 288 344 415 450 511 579 607 489
Working Cap'
58 60 34 15 12 30 36 — — —
Total Debt
(97) (150) (178) (255) (346) (249) (262) (386) (395) (273)
Net Debt
394 457 530 608 684 830 976 1,033 1,065 1,103
Sh' Equity
6.54% 9.59% 9.80% 9.78% 8.70% 18.77% 19.53% 11.86% 12.39% 13.15%
ROA
11.95% 15.02% 14.96% 15.05% 16.46% 21.77% 25.96% 17.29% 17.75% 17.21%
ROIC
10.15% 14.45% 13.91% 13.20% 11.87% 26.11% 26.63% 15.71% 16.30% 17.58%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Mar 2026 · latest quarter Jun 2026

Cavco Industries, Inc. peers in Residential Construction

All 19 Residential Construction stocks →

Cavco Industries, Inc. (CVCO) key facts

  • Cavco Industries, Inc. (CVCO) is a Residential Construction company in the Consumer Cyclical sector, listed on Nasdaq.
  • Cavco Industries, Inc.’s revenue for fiscal 2026 (year ended March 2026) was $2.2 billion, up 11.4% from fiscal 2025.
  • Net income was $190.6 million, or $24.26 per share (basic), a net margin of 8.49%.
  • As of September 25, 2026, CVCO traded at $557.28, a market capitalization of $4.2 billion.
  • At that price the stock trades at 24.0× trailing-twelve-month earnings and 1.9× sales.
  • Return on equity was 17.6% and debt-to-equity 0.00.

Source: company filings (standardised) and stockrow calculations.

Cavco Industries, Inc. (CVCO) Latest News

News by impact score

Fine-tune

17 Sep

4

Cavco Industries unveiled the Grande Arbor, the first HUD-Code manufactured home built without a steel chassis, at the 2026 Innovative Housing Showcase. First-of-kind chassis-free HUD-Code home launch marks major product innovation that can shift Cavco's competitive position in manufactured housing.

9 Sep

4

Affordable housing demand continues rising, prompting factory-built home manufacturers to increase supply in response to market needs. Rising demand and matching factory supply growth directly supports expanded production and revenue potential for Cavco.

7 Aug

3 transcript

Cavco Industries (CVCO) held its Q1 2027 earnings call to review quarterly financial results, operational metrics, and management outlook. Quarterly earnings data and guidance supply performance metrics that typically move near-term valuation and sentiment.

31 Jul

4

Cavco Industries Inc reported record revenue and backlog in Q1 2027 earnings call highlights. Record revenue and backlog signal strong demand and financial strength likely to lift stock trajectory.

3 transcript

Cavco Industries Q1 earnings call highlights key financial results and company outlook. Q1 earnings highlights may influence short-term investor views without major strategic changes.

3

Cavco Industries held its Q1 2027 earnings call covering financial results, operational updates and forward outlook. Quarterly earnings data typically moves near-term valuation and sentiment without reshaping long-term strategy.

30 Jul

3

Cavco Industries reported fiscal 2027 first quarter results. Quarterly results disclosure can shift investor views on financial performance.

23 Jul

3

Cavco Industries maintains dominance in a concentrated industry. Sustained dominance in a concentrated industry supports stable competitive positioning and market performance for Cavco.

1 Jun

3

Cavco Industries hosted Virginia Governor Spanberger for the signing of a landmark manufactured housing bill. Landmark bill signing signals regulatory support that may moderately aid Cavco's manufactured housing operations.

22 May

4 transcript

Cavco Industries Q4 earnings call highlights key financial results, operational updates and outlook for the manufactured housing company. Q4 earnings call details directly affect investor views and can drive material stock price moves.

3 transcript

Cavco Industries reported record revenue in Q4 2026 earnings call along with strategic developments. Record revenue from routine earnings call affects financial performance and sentiment with limited long-term trajectory change.

3 transcript

Cavco Industries reported Q4 2026 earnings including revenue, net income, and segment performance figures, with management commentary on backlog, housing demand, and cost management. Quarterly earnings release supplies updated financial metrics that can shift near-term investor views without indicating major strategic shifts.

3 transcript

Cavco Industries reported Q4 2026 results with revenue and earnings figures, operational updates, and forward guidance on demand, margins, and strategic priorities in manufactured housing. Quarterly earnings and guidance typically produce moderate, short-term moves in valuation and sentiment without guaranteeing structural change.

21 May

3

Cavco Industries reported financial results for its fiscal 2026 fourth quarter and full year. Quarterly and annual results provide updated performance data that can shift near-term investor sentiment without altering long-term strategy.

20 May

4

Cavco Industries is building a new manufacturing facility in El Mirage, Arizona. New manufacturing facility expands production capacity and supports long-term growth.

20 Mar

4

Cavco Industries (CVCO) stock plunged 34% following disclosure of an accounting error, as a $30 million stake in the company emerged. Accounting error caused 34% stock drop and spotlighted $30M stake, likely eroding investor confidence and altering financial trajectory.

25 Feb

3

Cavco Industries (CVCO) garners an Outperform rating as its story shifts positively, supported by steady valuation metrics. Outperform rating signals moderate uplift in investor sentiment and potential short-term performance gains amid steady valuation.

13 Feb

3

Cavco Industries, Inc. has made a $14 million investment in Adtalem Global Education, signaling a potential shift towards healthcare education. This strategic move may indicate Cavco's interest in diversifying its portfolio and tapping into the growing demand for healthcare professionals. The investment aligns with trends in the education sector, particularly in response to the increasing need for skilled workers in healthcare. Analysts suggest that this pivot could enhance Cavco's market positioning and open new revenue streams, reflecting a broader trend of companies investing in education to meet workforce demands. The investment in Adtalem Global Education may moderately influence Cavco's financial performance and market positioning in the education sector.

7 Feb

3

William Boor, President of Cavco Industries, Inc. (CVCO), has increased his stake in the company by purchasing an additional 2.6% of shares. This move reflects Boor's confidence in the company's future performance and aligns with his previous investments in Cavco. The transaction is seen as a positive signal to investors regarding the company's prospects. Insider buying can indicate confidence in the company's future, potentially influencing market sentiment.

2 Feb

3

Cavco Industries, Inc. (CVCO) has experienced a decline in share price, prompting a reassessment of its valuation. Analysts are evaluating the company's financial health and market position in light of recent performance trends. Factors such as production capacity, demand for manufactured homes, and broader economic conditions are influencing investor sentiment. The company's strategic initiatives and potential for growth are also under scrutiny as stakeholders seek to understand the implications of the current market environment on future performance. Recent share price weakness indicates potential challenges that may moderately influence Cavco's financial performance and market positioning.

30 Jan

4 transcript

Cavco Industries, Inc. reported its Q3 earnings, highlighting strong revenue growth and improved margins. The company emphasized its strategic initiatives aimed at expanding production capacity and enhancing operational efficiency. Management expressed optimism about future demand in the manufactured housing sector, driven by favorable market conditions and ongoing housing shortages. Additionally, Cavco is focusing on innovation and sustainability to strengthen its competitive position. Overall, the earnings call reflected a positive outlook for the company's performance in the coming quarters. Significant strategic initiatives and positive market conditions are expected to enhance Cavco's future performance.

4 transcript

Cavco Industries, Inc. reported its Q2 2026 earnings, highlighting significant revenue growth and improved profit margins. The company attributed its performance to increased demand for manufactured homes and effective cost management strategies. Management provided an optimistic outlook for the remainder of the fiscal year, citing ongoing market trends and expansion plans. Key metrics showed a notable rise in sales volume and a decrease in operational expenses, contributing to overall financial stability. The earnings report indicates strong financial performance and positive market trends that could significantly influence investor sentiment and future growth.

4 transcript

Cavco Industries, Inc. reported its Q1 2026 earnings, highlighting a significant increase in revenue and net income compared to the previous year. The company attributed this growth to strong demand for manufactured homes and effective cost management strategies. Management provided an optimistic outlook for the remainder of the fiscal year, emphasizing ongoing investments in product innovation and expansion into new markets. Additionally, the company announced plans to enhance its production capabilities to meet rising consumer demand. Overall, the earnings call reflected a positive trajectory for Cavco, with expectations for continued growth. Significant growth in revenue and net income indicates a strong market position and potential for future expansion.

4 transcript

Cavco Industries, Inc. (CVCO) reported its Q4 2025 earnings, highlighting a strong performance driven by increased demand for manufactured homes. The company noted significant revenue growth compared to the previous year, alongside improvements in operational efficiency. Management provided insights into future strategies, including expansion plans and product innovation aimed at capturing a larger market share. The earnings call emphasized the positive outlook for the upcoming quarters, despite potential challenges in the housing market. The earnings report indicates significant revenue growth and strategic plans that could notably influence the company's future performance.

4 transcript

Cavco Industries, Inc. reported its Q2 2025 earnings, highlighting significant revenue growth and improved profit margins. The company attributed its success to increased demand for manufactured homes and effective cost management strategies. Management provided optimistic guidance for the upcoming quarters, anticipating continued market expansion and potential new product launches. Analysts noted the positive trends in the housing market as a favorable backdrop for Cavco's operations. Significant revenue growth and positive market trends are likely to enhance Cavco's competitive position and investor sentiment.

3 transcript

Cavco Industries, Inc. reported revenue growth in Q3 2026 despite facing margin pressures. The company highlighted its strategic initiatives aimed at enhancing operational efficiency and product offerings. Management expressed optimism about future performance, citing strong demand in the manufactured housing sector. However, challenges related to rising material costs and labor shortages were acknowledged, impacting profit margins. Overall, the earnings call reflected a commitment to navigating these challenges while pursuing growth opportunities. Revenue growth amid margin pressures indicates a moderately noticeable influence on financial performance and market positioning.

29 Jan

4

Cavco Industries, Inc. reported its fiscal Q3 earnings, showcasing a notable increase in revenue and net income compared to the previous year. The company attributed this growth to strong demand for manufactured homes and effective cost management strategies. Additionally, Cavco announced plans for expansion and investment in new product lines to further enhance its market position. Overall, the results reflect a positive outlook for the company amidst a competitive housing market. Significant growth in revenue and net income indicates a strong market position and potential for future expansion.

4

Cavco Industries, Inc. reported its financial results for the third quarter of fiscal 2026, highlighting significant revenue growth and improved profitability. The company experienced increased demand for its manufactured homes, contributing to a rise in sales. Additionally, operational efficiencies and cost management strategies were noted as key factors in enhancing margins. The report indicates a positive outlook for the remainder of the fiscal year, with expectations of continued strong performance in the housing market. Strong revenue growth and improved profitability indicate significant positive momentum for the company's future performance.

15 Jan

3

Cavco Industries, Inc. (CVCO) has been analyzed for its intrinsic value, considering various financial metrics and market conditions. The assessment includes a review of the company's earnings, growth potential, and competitive positioning within the manufactured housing industry. Key factors influencing the valuation include revenue trends, profit margins, and broader economic indicators that may affect demand for Cavco's products. The analysis aims to provide investors with insights into whether the current stock price reflects the company's true worth. The analysis of intrinsic value indicates a moderately noticeable influence on Cavco's financial performance and market positioning.

7 Jan

4

Proposed US legislation aims to enhance the manufactured housing sector, potentially benefiting companies like Cavco Industries, Inc. (CVCO). The legislation is expected to provide significant support for affordable housing initiatives, which could lead to increased demand for manufactured homes. This shift may position Cavco Industries favorably in a growing market, aligning with broader housing trends and addressing the ongoing housing crisis in the US. The legislation could significantly boost demand for manufactured housing, impacting Cavco's market position and financial performance.

stockrow.com/CVCO · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com