Cavco Industries, Inc.

Cavco Industries, Inc.

CVCO
Cavco Industries, Inc.US flagNASDAQ Global Select
604.47
USD
+11.99
- -
4.64BMarket Cap
Cavco Industries, Inc.
CVCO
(NASDAQ Global Select)

Recent

price

604.47

P/E

ratio

- -

div

yld

- -

ROIC.AI

2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
TTM
FRC
25.89
64.42
65.02
64.55
64
80.13
86.21
96.54
106.02
116.3
120.58
177.28
242.27
210.99
247.06
285.81
285.79
Revenue per Share
0.43
2.22
0.71
1.97
2.69
3.21
4.23
6.82
7.56
8.22
8.34
21.54
27.2
18.55
20.97
24.26
24.26
Basic EPS, GAAP
0.33
2.04
2.87
5.38
2.65
4.5
4.51
5.6
2.78
9.57
9.63
13.68
23.92
24.36
19.25
29.55
29.55
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
3.23
5.34
5.99
7.01
9.23
12.4
16.51
23.21
30.85
38.91
46.92
68.51
98.3
120.75
146.89
176.85
176.83
Book Value per Share
17.72
25.3
27.23
25.7
27.5
30.69
35.03
41.45
49.21
56.67
64.66
76.46
94.2
103.83
113.5
110.31
110.3
Tangible Book Value per Share
7
7
7
8
9
9
9
9
9
9
9
9
9
9
8
8
8
Basic Weighted Avg Shares
172
443
452
533
567
712
774
871
963
1,062
1,108
1,627
2,143
1,795
2,015
2,245
2,245
Sales/Revenue/Turnover
1.71
3.64
4.65
5.91
6.79
6.51
7.34
8.47
8.74
8
8.02
12.44
13.84
9.97
9.44
10.18
10.18
Operating Margin (%)
1
6
4
4
4
4
4
4
5
6
6
11
17
19
19
23
23
Depreciation Expense
3
15
5
16
24
29
38
62
69
75
77
198
241
158
171
191
191
Net Income, GAAP
17.92
7.75
38.15
32.72
36.19
35.18
31.34
21.68
20.83
19.27
20.91
6.72
21.49
20.72
18.97
22.13
22.13
Effective Tax Rate (%)
1.65
3.44
1.1
3.04
4.2
4.01
4.91
7.06
7.13
7.07
6.92
12.15
11.23
8.79
8.49
8.49
8.49
Profit Margin (%)
81
86
107
129
164
174
217
242
288
344
415
450
511
579
607
489
489
Working Capital
- -
81
72
60
60
55
52
34
15
23
24
13
22
35
32
31
31
LT Debt
186
255
269
290
320
353
394
457
530
608
684
831
978
1,033
1,065
1,103
1,103
Total Equity
1.19
5.16
3.69
5.95
6.54
7.45
8.94
11.86
12.26
11.41
10.45
24.3
25.25
13.72
14.25
15.96
15.96
Return on Invested Capital (%)
2.17
4.77
1.53
9.9
19.33
19.45
21.58
27.25
24.36
21.91
18.44
36.05
31.38
16.27
14.96
14.42
14.42
Return on Capital (%)
14.13
52.4
12.67
32.61
34.11
29.73
29.36
34.39
28.03
23.63
19.49
37.3
32.11
16.64
15.37
14.73
14.73
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
30
34
31
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
8
8
8
Market Capitalization
4,638
4,660
3,803

Working Capital

FRC

in mil. unless spec.
Sep'26
Dec'26
Mar'26
Total Current Assets
935
817
825
Cash, Cash Equivalents & STI
392
242
253
Accounts Receivable, Net
116
106
108
Inventories
258
291
296
Total Current Liabilities
318
329
335
Payables & Accruals
205
201
207
ST Debt
- -
- -
- -
Deferred Revenue
46
48
54

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
12.22%
10.31%
3.63%
Free Cash Flow
35.59%
26.38%
47.76%
Net Income, GAAP
28.31%
33%
11.41%
Sales/Revenue/Turnover
13.23%
17.19%
11.36%
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
476
452
447
420
1,795
2025
478
507
522
508
2,015
2026
557
557
581
550
2,245

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
5.35
4.8
4.31
4.07
18.55
2025
4.15
5.33
6.97
- -
20.97
2026
6.49
6.62
5.65
5.48
24.26

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
Business
Cavco Industries, Inc. (Nasdaq: CVCO) designs, manufactures and markets factory-built housing, including manufactured homes, modular homes, park model RVs, vacation cabins and commercial buildings; the company distributes its products through independent retailers and 99 company-owned retail locations across the United States. Core brands encompass Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, MidCountry and Solitaire, with offerings featuring customizable floor plans from 400 to 2,500 square feet, average prices of $70,000 to $150,000 targeting low- to middle-income families, first-time buyers, retirement communities and rural residents. Founded in 1965 and headquartered in Phoenix, Arizona, Cavco operates 33 manufacturing production lines in 16 U.S. states including Arizona, California, Florida, Idaho, Indiana, Minnesota, New Mexico, North Carolina, Pennsylvania, Tennessee, Texas and Wisconsin, plus two facilities in Mexico; subsidiaries include CountryPlace Mortgage for homebuyer financing in Dallas, Texas, and Standard Casualty for manufactured home insurance in San Antonio, Texas. In September 2025, Cavco completed its $190 million all-cash acquisition of American Homestar Corporation, adding two manufacturing facilities producing 1,676 homes annually and 19 retail stores primarily in Texas, Louisiana and Oklahoma to bolster South-Central U.S. market presence, vertical integration via financing and insurance, and operational synergies. The deal, announced in July 2025 and funded from existing cash reserves while preserving substantial liquidity, proves immediately accretive to earnings and cash flow. Cavco, one of the largest U.S. producers of systems-built structures by wholesale shipments with capacity for 21,000 homes yearly, continues emphasizing affordable housing solutions amid industry demand.

Company News

MCPAPIChat
  • Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing

  • Is Cavco Industries Inc (CVCO) Overvalued After 3.3% Rally? GF Value Says Overvalued

  • Cavco Industries: Relatively Defensive Against Sector Pressure

  • Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript

  • Cavco Industries Q4 Earnings Call Highlights

  • Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results

  • Cavco Industries Inc (CVCO) Shares Surge 6.5% -- What GF Score of 97 Tells Investors

  • Cavco Industries Announces Building New Manufacturing Facility in El Mirage, Arizona

  • Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Fourth Quarter and Year End Earnings Release and Conference Call Webcast

  • Cavco Industries: Declining Backlog And Challenging Market Conditions Worry Me (Downgrade)

  • Cavco Earns National Recognition for Manufactured and Modular Home Design

  • Allspring Global Investments Holdings LLC Sells 3,062 Shares of Cavco Industries, Inc. $CVCO

  • Cavco Industries, Inc. $CVCO Shares Sold by Dimensional Fund Advisors LP

  • New Strong Sell Stocks for March 10th

  • Analysts Set Cavco Industries, Inc. (NASDAQ:CVCO) Target Price at $550.00

  • Cavco Stock Up 9% in a Year as One Fund Sells Off $12 Million in Shares

  • What Investors Should Know as One Fund Sells $11 Million of Cavco Industries Stock

  • Analysts Set Cavco Industries, Inc. (NASDAQ:CVCO) PT at $550.00

  • Investors Hated Cavco's Latest Earnings Release, But The Investment Case Remains Intact

  • Cavco Industries Q3 Earnings Call Highlights