CVCO

Cavco Industries Inc

619.00

Oct 30 • 3:59 PM ET +71.75 (13.11%)

616.51

Aftermarket • 7:30 PM ET -2.49 (-0.40%)

Consumer Cyclical Residential Construction USA Mid NASD

Oct 30, 5:43 PMCavco posts record revenue and shipments as backlog jumps 63% on data center workforce housing demand

Peers: SKY LEGH KBH MTH DHI LGIH BXBL CCS SUI ELS

| Held by: IJR VTI IWM XHB ITB VXF VB IWO IJT SPSM

Scroll to Statements

Index	RUT
Market Cap	4.76B
Enterprise Value	4.49B
Income	184.24M
Sales	2.40B
Book/sh	148.40
Cash/sh	40.90
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	7700
IPO	Jun 20, 2003

P/E	26.23
Forward P/E	22.09
PEG	1.88
P/S	1.99
P/B	4.17
P/C	15.14
P/FCF	20.46
EV/EBITDA	17.60
EV/Sales	1.87
Quick Ratio	1.36
Current Ratio	2.10
Debt/Eq	0.04
LT Debt/Eq	0.04
Option/Short	Yes / Yes

EPS (ttm)	23.60
EPS next Y	28.03
EPS next Q	5.89
EPS this Y	-6.00%
EPS next Y	24.33%
EPS next 5Y	11.74%
EPS past 3/5Y	-3.82% 23.80%
Sales past 3/5Y	1.62% 15.25%
EPS Y/Y TTM	-3.21%
Sales Y/Y TTM	11.83%
EPS Q/Q	9.37%
Sales Q/Q	17.94%
Earnings	Oct 29 AMC
EPS/Sales Surpr.	29.84% 7.06%

Insider Own	2.17%
Insider Trans	-2.29%
Inst Own	100.06%
Inst Trans	-1.93%
ROA	12.04%
ROE	16.57%
ROIC	15.65%
Gross Margin	22.74%
Oper. Margin	9.54%
Profit Margin	7.68%
SMA20	14.76%
SMA50	12.74%
SMA200	12.50%
Trades

Shs Outstand	7.66M
Shs Float	7.52M
Short Float	5.54%
Short Ratio	3.90
Short Interest	0.42M
52W High	713.01 -13.18%
52W Low	443.33 39.62%
Volatility	4.11% 3.86%
ATR (14)	24.83
RSI (14)	68.23
Beta	1.31
Rel Volume	2.33
Avg Volume	106.85K
Volume	248,956

Perf Week	15.86%
Perf Month	7.24%
Perf Quarter	13.44%
Perf Half Y	21.21%
Perf YTD	4.78%
Perf Year	22.82%
Perf 3Y	149.39%
Perf 5Y	157.51%
Perf 10Y	575.03%
Recom	1.50
Target Price	662.00
Prev Close	547.25
Price	619.00
Change %	13.11%

Consensus

Buy

Avg. Price Target

$662.00

Implied Upside

+6.9%

Analysts6incl. previous ratings

Rating Distribution5 Buy · 1 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Oct 28, 2026	Initiated	NNorthland Capital	Outperform	$650	+5.0%
Sep 30, 2026	Initiated	OOppenheimer	Outperform	$720	+16.3%
Jun 05, 2026	Initiated	UUBS	Buy	$700	+13.1%
Dec 03, 2024	Downgrade	WWedbush	Outperform → Neutral	$480	-22.5%
Aug 05, 2022	Upgrade	WWedbush	Neutral → Outperform	$315 → $385	-37.8%
Sep 23, 2020	Upgrade	CCraig Hallum	Hold → Buy	$218	-64.8%
Jul 14, 2020	Initiated	WWedbush	Neutral	$195	-68.5%
Aug 28, 2017	Upgrade	SSidoti	Neutral → Buy
Sep 07, 2016	Resumed	SSidoti	Neutral
Feb 12, 2016	Initiated	SSidoti	Buy	$116	-81.3%

Oct-30-26 04:29PM	Cavco's Record Quarter Beats Big, But A One-Time Refund And Steel Inflation Complicate The Backlog Story (Earnings Whispers) +13.11%
Oct-29-26 04:34PM	Cavco: Fiscal Q2 Earnings Snapshot (Associated Press)
04:05PM	Cavco Industries Reports Fiscal 2027 Second Quarter Results (GlobeNewswire)
Oct-22-26 07:37PM	Cavco's Record Backlog Meets A Margin Test As Stock Slides Toward Post-Earnings Lows (Earnings Whispers) +6.04%
04:30PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 Second Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
04:00AM	Loading…
Sep-29-26 04:00AM	Berkshire Buys Lennar Stock; Its Clayton Homes Unit Could Be Worth $25 Billion (Barrons.com)
Sep-17-26 08:30AM	Cavco Unveils Grande Arbor, First HUD-Code Manufactured Home Built Without a Steel Chassis, at 2026 Innovative Housing Showcase (GlobeNewswire)
Sep-09-26 09:06AM	Affordable Housing Demand Is Rising and Factory Supply Is Following (PR Newswire)
Aug-07-26 05:30AM	Berkshire Goes All-In on Housing Bet With Taylor Morrison Deal (Bloomberg)
Jul-31-26 09:00PM	Cavco Industries Inc (CVCO) (Q1 2027) Earnings Call Highlights: Record Revenue and Backlog ... (GuruFocus.com)
Jul-30-26 04:39PM	Cavco: Fiscal Q1 Earnings Snapshot (Associated Press)
04:05PM	Cavco Industries Reports Fiscal 2027 First Quarter Results (GlobeNewswire)
Jul-23-26 06:05PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 First Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Jun-01-26 09:41PM	Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing (GlobeNewswire)
02:55PM	These home-builder stocks look cheap after Berkshire's 'vote of confidence' in the sector (MarketWatch)
09:00PM	Loading…
May-22-26 09:00PM	Cavco Industries Inc (CVCO) Q4 2026 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
May-21-26 04:23PM	Cavco: Fiscal Q4 Earnings Snapshot (Associated Press)
04:05PM	Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results (GlobeNewswire)
09:19AM	Earnings To Watch: Cavco Industries Inc (CVCO) Reports Q4 2026 Result (GuruFocus.com)
May-20-26 04:05PM	Cavco Industries Announces Building New Manufacturing Facility in El Mirage, Arizona (GlobeNewswire) +6.54%
May-14-26 06:15PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Fourth Quarter and Year End Earnings Release and Conference Call Webcast (GlobeNewswire)
Apr-14-26 08:00AM	Cavco Earns National Recognition for Manufactured and Modular Home Design (GlobeNewswire)
Mar-10-26 05:27AM	New Strong Sell Stocks for March 10th (Zacks)
Jan-30-26 08:03PM	Cavco Industries Inc (CVCO) Q3 2026 Earnings Call Highlights: Revenue Growth Amid Margin Pressures (GuruFocus.com) -20.32% -5.33%
05:10PM	Cavco Industries Q3 Earnings Call Highlights (MarketBeat)
Jan-29-26 04:24PM	Cavco: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2026 Third Quarter Results (GlobeNewswire)
07:21AM	Cavco Industries Inc (CVCO) Q3 2026 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-22-26 05:54PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Jan-07-26 12:30PM	US legislation could give 'quantum' boost to manufactured housing (Yahoo Finance Video)
04:36PM	Loading…
Dec-10-25 04:36PM	Patrick Industries Stock Sees RS Rating Climb To 74 (Investor's Business Daily)
Dec-03-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Cavco (CVCO) is a Great Choice (Zacks)
Nov-21-25 09:40AM	Is Dycom Industries (DY) Stock Outpacing Its Construction Peers This Year? (Zacks) +5.37%
Nov-14-25 12:00PM	Cavco (CVCO) is a Great Momentum Stock: Should You Buy? (Zacks)
Nov-11-25 05:10AM	Amid Destruction in Home Construction, 3 Stocks Stay Hot (Motley Fool)
Nov-05-25 09:40AM	Are Construction Stocks Lagging Cavco Industries (CVCO) This Year? (Zacks) +5.50%
Nov-04-25 12:45PM	Cavco (CVCO) is an Incredible Growth Stock: 3 Reasons Why (Zacks)
Nov-01-25 06:20AM	Why Cavco Industries Stock Zoomed 5% Higher Today (Motley Fool)
Oct-31-25 07:01PM	Cavco Industries Inc (CVCO) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +5.12%
Oct-30-25 06:15PM	Cavco (CVCO) Beats Q2 Earnings and Revenue Estimates (Zacks)
05:13PM	Cavco: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2026 Second Quarter Results (GlobeNewswire)
09:26AM	What To Expect From Cavco Industries Inc (CVCO) Q2 2026 Earnings (GuruFocus.com)
Oct-29-25 09:32AM	Cavco Industries Inc (CVCO) Q2 2026 Earnings Report Preview: What To Look For (GuruFocus.com) -9.67%
Oct-28-25 04:30PM	Cavco Industries Appoints Lisa L. Daniels to Board of Directors (GlobeNewswire) -5.17%
Oct-23-25 03:41PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Second Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Oct-16-25 08:59AM	Corteva (CTVA) Declined Following the Report of Business Split (Insider Monkey)
Sep-30-25 09:25AM	Cavco Industries Announces the Completion of the Acquisition of Manufactured Home Builder and Retailer, American Homestar (GlobeNewswire)
Sep-12-25 07:17AM	Thor Industries (THO) Moves 3.2% Higher: Will This Strength Last? (Zacks)
Aug-02-25 03:16AM	Cavco Industries Inc (CVCO) Q1 2026 Earnings Call Highlights: Record Home Shipments and Strong ... (GuruFocus.com)
Jul-31-25 05:40PM	Cavco (CVCO) Q1 Earnings and Revenues Beat Estimates (Zacks)
04:41PM	Cavco: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2026 First Quarter Results (GlobeNewswire)
09:24AM	What To Expect From Cavco Industries Inc (CVCO) Q1 2026 Earnings (GuruFocus.com)
Jul-30-25 09:37AM	What To Expect From Cavco Industries Inc (CVCO) Q1 2026 Earnings (GuruFocus.com)
Jul-25-25 12:54PM	Do Options Traders Know Something About Cavco Industries Stock We Don't? (Zacks)
Jul-23-25 07:29PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 First Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Jul-14-25 05:00PM	Cavco Industries Announces Planned Acquisition of Manufactured Home Builder and Retailer, American Homestar Corporation (GlobeNewswire)
Jul-08-25 04:00AM	Bear of the Day: Champion Homes (SKY) (Zacks)
May-24-25 03:01AM	Cavco Industries Inc (CVCO) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amidst ... (GuruFocus.com)
02:01AM	Q4 2025 Cavco Industries Inc Earnings Call (Thomson Reuters StreetEvents)
May-22-25 05:20PM	Cavco (CVCO) Q4 Earnings Surpass Estimates (Zacks) -5.30%
04:26PM	Cavco: Fiscal Q4 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2025 Fourth Quarter and Year End Results (GlobeNewswire)
09:15AM	Cavco Industries Inc (CVCO) Q4 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
May-21-25 09:17AM	Earnings To Watch: Cavco Industries Inc (CVCO) Reports Q4 2025 Result (GuruFocus.com)
May-14-25 10:16PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Fourth Quarter and Year End Earnings Release and Conference Call Webcast (GlobeNewswire)
May-01-25 09:15AM	Patrick Industries (PATK) Q1 Earnings and Revenues Beat Estimates (Zacks)
Apr-19-25 09:40AM	Cavco Industries: Affordability Remains A Clear Competitive Edge (Seeking Alpha)
Mar-31-25 09:40AM	Is ChampionX (CHX) Outperforming Other Construction Stocks This Year? (Zacks)
Mar-26-25 01:28PM	Manufactured-Home Builder Nails Industry Leadership As Stock Nears Buy Point (Investor's Business Daily)
Mar-18-25 02:53PM	General need for housing is driving our stock higher, says Cavco Industries CEO (CNBC TV)
Mar-15-25 09:30AM	Cavco Industries unifies manufacturing brand lineup under Cavco name (TipRanks)
Mar-14-25 09:25AM	Cavco Unifies Under a Strong Brand Strategy (GlobeNewswire)
Feb-28-25 12:16PM	Is Cavco Industries, Inc. (CVCO) the Best Residential Construction Stocks to Buy? (Insider Monkey)
Feb-05-25 12:45PM	3 Reasons Growth Investors Will Love Cavco (CVCO) (Zacks)
Feb-01-25 04:02AM	Q3 2025 Cavco Industries Inc Earnings Call (Thomson Reuters StreetEvents)
02:06AM	Cavco Industries Inc (CVCO) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jan-30-25 05:45PM	Cavco (CVCO) Q3 Earnings and Revenues Surpass Estimates (Zacks) +6.67%
04:43PM	Cavco: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2025 Third Quarter Results (GlobeNewswire)
07:09AM	Cavco Industries Inc (CVCO) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-29-25 07:13AM	What To Expect From Cavco Industries Inc (CVCO) Q3 2025 Earnings (GuruFocus.com)
Jan-23-25 11:45AM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Third Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Dec-11-24 04:12PM	This Covid-Era Performer Scores Breakaway Gap On Dividend, Earnings (Investor's Business Daily)
07:48AM	This Covid-Era Performer Eyes Buy Point On Earnings, 20% Dividend Hike (Investor's Business Daily)
Dec-10-24 04:05PM	This Covid-Era Performer Has Surged 64% This Year And Is Poised To Break Out (Investor's Business Daily)
Nov-22-24 09:40AM	Is Cavco Industries (CVCO) Stock Outpacing Its Construction Peers This Year? (Zacks)
Nov-05-24 06:30AM	Enpro Appoints Allison Aden to Board of Directors (Business Wire)
Nov-02-24 07:00PM	Cavco Industries Inc (CVCO) Q2 2025 Earnings Call Highlights: Strong Revenue Growth Amid ... (GuruFocus.com)
Oct-31-24 05:25PM	Cavco (CVCO) Q2 Earnings and Revenues Top Estimates (Zacks) +9.01%
04:19PM	Cavco: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Cavco Industries Reports Fiscal 2025 Second Quarter Results and Announces New $100 Million Stock Repurchase Program (GlobeNewswire)
09:03AM	What To Expect From Cavco Industries Inc (CVCO) Q2 2025 Earnings (GuruFocus.com)
Oct-30-24 09:09AM	Cavco Industries Inc (CVCO) Q2 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-23-24 09:23PM	Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Second Quarter Earnings Release and Conference Call Webcast (GlobeNewswire)
Oct-22-24 01:16PM	Cavco Industries Releases 2024 Enviornmental, Social and Governance (GlobeNewswire)
Oct-09-24 03:57PM	Cavco Industries Inc (CVCO) Q1 2025 Earnings Call Highlights: Navigating Challenges with ... (GuruFocus.com)
Sep-22-24 02:36AM	Cavco Industries, Inc. (CVCO): A Good Home Builder Stock to Consider Buying Now (Insider Monkey)
Sep-13-24 01:24PM	HUD's Latest Code Changes Signal a New Era for Multi-Unit Affordable Housing (GlobeNewswire)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BIGBEE PAUL	Chief Accounting Officer	Aug 18 '26	Sale	592.00	342	202,464	736	Aug 19 06:20 PM
BIGBEE PAUL	Officer	Aug 17 '26	Proposed Sale	607.01	342	207,597		Aug 17 05:26 PM
Daniels Lisa Lynn	Director	Jul 30 '26	Sale	569.96	30	17,099	297	Aug 03 07:22 PM
LISA DANIELS	Director	Jul 30 '26	Proposed Sale	565.24	30	16,957		Jul 30 04:21 PM
ADEN ALLISON	EVP, CFO & Treasurer	Jun 25 '26	Sale	625.00	1,473	920,625	9,147	Jun 26 09:35 PM
ALLISON ADEN	Officer	Jun 25 '26	Proposed Sale	611.60	1,473	900,887		Jun 25 04:25 PM
ADEN ALLISON	EVP, CFO & Treasurer	Jun 12 '26	Sale	600.00	1,208	724,800	10,647	Jun 15 08:12 PM
BIGBEE PAUL	Officer	Jun 15 '26	Proposed Sale	537.74	200	107,548		Jun 15 04:06 PM
ALLISON K. ADEN	Officer	Jun 12 '26	Proposed Sale	598.95	1,208	723,532		Jun 12 04:46 PM
KERLEY RICHARD A	Director	Jun 09 '26	Sale	588.76	500	294,380	6,169	Jun 11 05:45 PM
KERLEY RICHARD A	Director	Jun 08 '26	Proposed Sale	562.10	500	281,050		Jun 08 01:23 PM
Boor William C	President & CEO	May 28 '26	Option Exercise	158.36	13,100	2,074,516	75,300	Jun 01 07:15 PM
BIGBEE PAUL	Chief Accounting Officer	May 28 '26	Sale	537.75	200	107,550	1,105	Jun 01 04:34 PM
CIRA BRIAN R	President,Manufactured Housing	May 22 '26	Sale	509.17	31	15,784	4,290	May 27 06:58 PM
ADEN ALLISON	EVP, CFO & Treasurer	May 15 '26	Sale	455.76	129	58,793	8,806	May 19 07:57 PM
Boor William C	President & CEO	Apr 10 '26	Option Exercise	125.69	10,200	1,282,038	58,222	Apr 14 05:27 PM
Greenblatt David A.	Director	Feb 03 '26	Buy	463.01	413	191,225	15,989	Feb 05 09:50 AM
Greenblatt David A.	Director	Feb 04 '26	Buy	500.00	87	43,500	16,076	Feb 05 09:50 AM
Boor William C	President & CEO	Feb 04 '26	Buy	495.00	1,000	495,000	48,022	Feb 05 09:43 AM
MOSTER STEVEN W	Director	Feb 02 '26	Buy	456.23	300	136,869	2,976	Feb 04 05:21 PM
KERLEY RICHARD A	Director	Nov 07 '25	Sale	568.99	500	284,495	6,669	Nov 12 11:40 AM
KERLEY RICHARD A	Director	Nov 07 '25	Proposed Sale	566.84	500	283,418		Nov 07 01:16 PM

Cavco Industries, Inc. engages in the development of residential modular structures. It offers manufactured homes, modular homes, park model RVs and cabins, commercial structures, mortgage lending, and insurance. The firm's brands include Cavco, Fleetwood, Palm Harbor and Fairmont, Friendship, Chariot Eagle and Destiny. It operates through following business segments: Factory-Built Housing and Financial Services. The Factory-Built Housing segment includes wholesale and retail systems-built housing operations. The Financial Services segment includes manufactured housing consumer finance and insurance. The company was founded in 1965 and is headquartered in Phoenix, AZ.

PresidentMr. William C. Boor C.F.A.

Executive VPMs. Allison K. Aden CPA

EVPMr. Seth G. Schuknecht

President of RetailMr. Matthew Allen Nino

President of Manufactured HousingMr. Brian R. Cira

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CVCO

Cavco Industries Inc

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