Cavco/$CVCO
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Capital at risk
About Cavco
Cavco Industries Inc designs and produces factory-built homes distributed through a network of independent and company-owned retailers, planned community operators and residential developers. It is also a producer of park model RVs, vacation cabins and Factory-built commercial structures. It operates principally in two segments: factory-built housing, which includes wholesale and retail factory-built housing operations and Financial services, which include manufactured housing consumer finance and insurance. The factory-built housing segment generates the majority of revenue from building and selling manufactured and modular homes to both wholesale customers and end consumers through company owned retail stores.
- Ticker
- $CVCO
- Sector
- Consumer Discretionary
- Primary listing
- NASDAQ
- Employees
- 7,700
- Headquarters
- Phoenix, United States
- Website
- www.cavcohomes.com
Cavco Metrics
BasicAdvanced
$4.4B
25.07
$22.99
1.28
-
Price and volume
Market cap
$4.4B
Beta
1.28
52-week high
$713.01
52-week low
$443.34
Average daily volume
105K
Financial strength
Current ratio
2.229
Quick ratio
1.051
Long term debt to equity
0.037
Total debt to equity
0.037
Interest coverage (TTM)
434.12%
Profitability
EBITDA (TTM)
244.601
Gross margin (TTM)
21.89%
Net profit margin (TTM)
7.89%
Operating margin (TTM)
9.93%
Effective tax rate (TTM)
22.96%
Revenue per employee (TTM)
$300,000
Management effectiveness
Return on assets (TTM)
9.33%
Return on equity (TTM)
16.66%
Valuation
Price to earnings (TTM)
25.068
Price to revenue (TTM)
1.954
Price to book
4
Price to tangible book (TTM)
5.08
Price to free cash flow (TTM)
19.135
Free cash flow yield (TTM)
5.23%
Free cash flow per share (TTM)
30.116
Growth
Revenue change (TTM)
9.69%
Earnings per share change (TTM)
-0.16%
3-year revenue growth (CAGR)
4.21%
10-year revenue growth (CAGR)
12.06%
3-year earnings per share growth (CAGR)
-3.56%
10-year earnings per share growth (CAGR)
21.99%
What the Analysts think about Cavco
Analyst ratings (Buy, Hold, Sell) for Cavco stock.
Analyst projections of the future price of Cavco stock.
Bulls say / Bears say
Demand momentum has become materially stronger. Cavco shipped a record 5,657 homes in the first quarter, while backlog rose more than 50% year on year to $298 million despite the higher shipments, giving the business seven to nine weeks of production visibility. (The Motley Fool, Cavco Industries)
Factory-built homes are gaining a clearer policy tailwind as an affordability solution. The bipartisan 21st Century ROAD to Housing Act is intended to improve financing access, reduce regulatory barriers and encourage local authorities to allow more manufactured housing, while state-level zoning reforms could broaden Cavco’s addressable market. (Cavco Industries)
Cavco has room to grow without immediately needing full-scale capacity expansion: utilisation was about 75% while orders rose across every region. Its financial-services segment also improved sharply, with gross margin rising to 52.4%, and the company repurchased about $30 million of shares in the quarter. (Cavco Industries, Markets Insider)
Factory-built housing gross margin fell to 20.8% from 22.6%, while management estimated tariffs and inflation reduced cost of goods sold by about $5 million sequentially. Price competition in Cavco’s Texas retail markets adds pressure because the company cannot simply pass all cost increases to customers. (The Motley Fool, Cavco Industries)
Cavco’s earnings conversion weakened even as sales reached a record: first-quarter net income fell 18.1% year on year and diluted EPS dropped to $5.43 from $6.42. Higher selling, general and administrative costs, including the American Homestar acquisition and increased compensation, could limit the benefit of future volume growth. (StockTitan, Markets Insider)
Manufactured-home demand remains exposed to buyer financing conditions, and Cavco still describes the macroeconomic environment for prospective buyers as challenging. Some potential policy benefits may also take time: HousingWire reports that chassis-related regulatory changes could require a year or more before they affect production and sales. (Cavco Industries, HousingWire)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.
Cavco Financial Performance
Revenues and expenses
Cavco Earnings Performance
Company profitability
Upcoming events
No upcoming events
Cavco News
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Funds containing Cavco
AllUSDGBPEUR
Fund name | Fund size | $CVCO weighting |
|---|---|---|
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.25% |
iShares S&P Small Cap 600£ISP6 | £2.4B | 0.25% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.15% |
SPDR Russell 2000 US Small Cap£R2SC | £4.1B | 0.15% |
iShares MSCI World Small Cap$WSML | $9B | 0.04% |
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