Cavco/$CVCO

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About Cavco

Cavco Industries Inc designs and produces factory-built homes under the Cavco Homes, Fleetwood Homes, and Palm Harbor Homes brands. It also produces modular homes, park model homes, and vacation cabins, as well as commercial structures, among others. The company operates principally in two segments: Factory-built housing, which includes wholesale and retail systems-built housing operations, and the Financial services segment, which includes manufactured housing consumer finance and insurance. Cavco receives a majority of its revenue from the Factory-built housing segment.

Ticker

$CVCO
Primary listing

Employees

7,000

Cavco Metrics

BasicAdvanced
$4.4B
23.14
$24.29
1.30
-

What the Analysts think about Cavco

Analyst ratings (Buy, Hold, Sell) for Cavco stock.

Bulls say / Bears say

Cavco Industries posted net revenue of $508 million in Q4 FY25, up 21% year-over-year, driven by strong growth in home sales volumes, reflecting solid demand for factory-built housing (Reuters).
Order backlogs as of March 29, 2025 increased to $197 million from $191 million a year earlier, providing good visibility for future production and signaling continued healthy order flow (Reuters).
The Board authorized an additional $150 million share repurchase program in May 2025, demonstrating confidence in the company’s financial position and management’s commitment to returning value to shareholders (Reuters).
Consolidated gross profit margin in Q4 FY25 dropped by 80 basis points to 22.8% compared to the same period last year, indicating pressure on overall profitability due to rising input costs and lower average selling prices (Reuters).
Factory-built housing gross profit margin slipped by 10 basis points year-over-year to 22.3% in Q4 FY25, pointing to narrowing margins in Cavco’s core business even as shipment volumes increased (Reuters).
Management stated that “unusually harsh weather across the southern states in February impacted the transition into the Spring selling season,” illustrating the company’s exposure to weather-related disruptions in its key markets (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 10 Nov 2025.

Cavco Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Cavco Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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