CVCO
Cavco Industries·NASDAQ
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CVCO fundamentals
Cavco Industries (CVCO) released its earnings on Jan 29, 2026: revenue was 580.99M (YoY +11.29%), missed estimates; EPS was 5.58 (YoY -19.13%), missed estimates.
Revenue / YoY
580.99M
+11.29%
EPS / YoY
5.58
-19.13%
Report date
Jan 29, 2026
CVCO Earnings Call Summary for Q3,2026
- Revenue Expansion: Q3 revenue surged 11.3% YoY to $581 million, fueled by the American HomeStar acquisition and higher pricing.
- Gross Margin Strain: Factory-built gross margin dropped to 21.7% due to input cost inflation and retail price compression.
- Synergy Payoff: $10 million annual synergies from HomeStar are materializing, with $5 million realized in Q3.
- Cash Position: Strong balance sheet with $225 million cash and $98 million remaining on buyback program.
- Production Flexibility: Plants positioned to scale up in Q4 if spring demand improves.
Earnings
EPS
Revenue
Revenue & Expenses
CVCO has released its 2026 Q3 earnings report, with revenue of 580.99M, reflecting a YoY change of 11.29%, and net profit of 44.07M, showing a YoY change of -21.95%. The Sankey diagram below clearly presents CVCO's revenue sources and cost distribution.
Key Indicators
Cavco Industries (CVCO) key financial stats and ratios, covering profitability, financial health, and leverage.
Income Statement
Cavco Industries (CVCO)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Balance Sheet
Cavco Industries (CVCO)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Cash Flow
Cavco Industries (CVCO)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Revenue Breakdown
Where does Cavco Industries (CVCO) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Cavco Industries (CVCO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
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What does Cavco Industries do and what are its main business segments?What were the key takeaways from Cavco Industries’s earnings call?What is Cavco Industries's gross profit margin?What is the revenue and EPS growth rate for Cavco Industries year over year?What were the key takeaways from Cavco Industries's earnings call?Did Cavco Industries beat or miss consensus estimates last quarter?What guidance did Cavco Industries's management provide for the next earnings period?What factors drove the changes in Cavco Industries's revenue and profit?
