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
- $10M Synergies Achieved: American HomeStar integration delivers $10M annual savings, with half realized by Q4.
- Revenue Growth 11.3%: Q3 revenue driven by HomeStar and 4% ASP increase, despite volume decline.
- Gross Margin Pressure: 23.4% consolidated margin (-150bps YoY) due to input costs and retail compression.
- Spring Optimism: Stable backlogs (4-6 weeks) and plant flexibility position for Q4+ production ramp.
- Tariff Impact: $3M Q3 COGS impact from tariffs, with ongoing visibility challenges.
- Liquidity Strong: $225M cash post $44M buyback, supporting strategic initiatives.
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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.
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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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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You can ask Aime
What were the key takeaways from Cavco Industries’s earnings call?What guidance did Cavco Industries's management provide for the next earnings period?What is Cavco Industries's gross profit margin?What were the key takeaways from Cavco Industries's earnings call?Did Cavco Industries beat or miss consensus estimates last quarter?What is the market's earnings forecast for Cavco Industries next quarter?What is Cavco Industries's latest dividend and current dividend yield?What does Cavco Industries do and what are its main business segments?
