CVCO
Cavco Industries·NASDAQ
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CVCO fundamentals
Cavco Industries (CVCO) released its earnings on Oct 31, 2025: revenue was 556.50M (YoY +9.66%), beat estimates; EPS was 6.55 (YoY +24.05%), beat estimates.
Revenue / YoY
556.50M
+9.66%
EPS / YoY
6.55
+24.05%
Report date
Oct 31, 2025
CVCO Earnings Call Summary for Q2,2026
- Revenue Growth: 9.7% YoY to $556.5M, driven by factory-built housing (+10% units, +4.4% ASP).
- Regional Strategy: Maintained pricing in Southeast (-4% shipments) while accelerating Northern US production.
- Acquisition Impact: Homestar adds 2 plants, 20 stores, 60% sales through company-owned channels.
- Tariff Risk: $2-5.5M/Q potential COGS impact from Canadian lumber tariffs.
- Profitability: Gross margin 24.2%, financial services margin 55.6% (vs 21.8% prior year).
- Share Buybacks: $36M executed, $142M remaining under program.
- Automation Investment: $10M/Q for plant efficiency, safety upgrades.
- Regulatory Progress: HUD code updates, chassis removal bill momentum.
EPS
Revenue
Revenue & Expenses
CVCO has released its 2026 Q2 earnings report, with revenue of 556.53M, reflecting a YoY change of 9.67%, and net profit of 52.38M, showing a YoY change of 19.55%. 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.
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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Breakdown
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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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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Where does Cavco Industries (CVCO) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Cavco Industries (CVCO) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What were the key takeaways from Cavco Industries’s earnings call?What is Cavco Industries's gross profit margin?What guidance did Cavco Industries's management provide for the next earnings period?What is Cavco Industries's latest dividend and current dividend yield?What were the key takeaways from Cavco Industries's earnings call?What factors drove the changes in Cavco Industries's revenue and profit?What is the revenue and EPS growth rate for Cavco Industries year over year?Did Cavco Industries beat or miss consensus estimates last quarter?
