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 selling prices.
- Synergy Potential: $10 million annual cost savings expected from the deal, with half achieved by Q4, driving operational efficiency.
- Gross Margin Challenge: Consolidated gross margin dipped to 23.4% due to higher costs and localized retail price compression.
- Cash Management: $225 million in unrestricted cash post-acquisition, with $98 million remaining for share buybacks.
- Spring Optimism: Production rates held steady, positioning for potential spring demand recovery.
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.
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 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?What factors drove the changes in Cavco Industries's revenue and profit?What is the market's earnings forecast for Cavco Industries next quarter?Did Cavco Industries beat or miss consensus estimates last quarter?What is Cavco Industries's latest dividend and current dividend yield?What does Cavco Industries do and what are its main business segments?
