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Cavco Industries, Inc. (CVCO)

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Cavco Industries, Inc. (CVCO) reported revenue of $610 million for Q1 FY2027, the quarter ended 27 June 2026, up 9.5% on the same quarter a year earlier. Net income was $42 million, down 18.1% on the year, and diluted earnings per share $5.43. The figures are the company's own, from the 10-Q it filed with the SEC on 31 July 2026.

Revenue$610 millionup 9.5%
Net income$42 milliondown 18.1%
Diluted EPS$5.43
QuarterQ1 FY2027ended 27 June 2026

Cavco Industries (CVCO) in brief

Cavco Industries (CVCO) reported revenue of $2.2 billion for fiscal 2026, the year ended 28 March 2026, up 11.4% on the year before.
Read moreNet income was $191 million and diluted earnings per share $23.98. Revenue was $2.0 billion in fiscal 2025, $1.8 billion in fiscal 2024, $2.1 billion in fiscal 2023 and $1.6 billion in fiscal 2022. Net income in the same years was $171 million, $158 million, $241 million and $198 million. Over the twelve months to 27 June 2026, Cavco Industries reported revenue of $2.3 billion and net income of $181 million. Revenue grew 15.2% a year, compounded, over the five years to fiscal 2026. Cavco Industries had 8 million shares outstanding at the latest filed count. At the close of 9 October 2026 the market cap of Cavco Industries was $4.1 billion, 23.1 times its earnings over the last twelve months.

Ratios

From the filings

ROE16.3%
ROCE19.9%
Operating margin9.6%
Net margin7.9%
FCF margin10.2%
Interest cover434.12
Debt to equityn/a
Cash conversion1.58
Share count, 1 year-2.6%
Sales CAGR, 3 years1.6%
Profit CAGR, 3 years-7.5%
EPS, TTM$22.98

At the close of 9 October 2026

Price$531.82
Market cap$4.1 billion
Stock P/E23.14
Price to book3.69
EV / EBITDA15.71
Dividend yieldn/a
Market cap / sales1.78
52-week high$697.76
52-week low$455.76
Price, 1 year4.9%
Price CAGR, 3 years25.0%
Price CAGR, 5 years17.9%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest price, the last regular-hours trade on IEX. Nothing here is a valuation or a view.
CVCOgreeksoup.ai
Daily prices to 9 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
Read moreData provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on CVCO

Filings14 in twelve months: 6 current reports (8-K), about 4 results of operations; 1 shareholder vote; 1 other events; 1 officer or director change; 1 regulation FD disclosure
Planned insider sales7 Form 144 notices in twelve months, $2.5 million; latest 17 August 2026
Options tapeput/call 0.02 by open interest at the 9 October 2026 close; the straddle prices a 3.9% move to 16 October 2026
13F holders9 of the followed funds hold it; largest Geode Capital Management; 8 Schedule 13D or 13G filings in twelve months
Insider trading9 sales and 5 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest342,764 shares short, 3.04 days to cover at 30 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026 *Q1 FY2027
Revenue452447420478507522508557557581550610
Cost of revenue345344321374391392392427422445423475
Gross profit10710399.0103116130116130134136127135
Gross margin24%23%24%22%23%25%23%23%24%23%23%22%
SG&A61.563.361.464.967.066.077.569.172.281.475.681.8
Operating income45.539.737.638.649.164.038.660.462.254.651.552.8
Operating margin10%9%9%8%10%12%8%11%11%9%9%9%
Interest expense0.30.80.30.10.10.20.10.20.10.10.10.1
Pre-tax income51.743.942.943.955.069.342.965.367.357.654.655.8
Tax rate20%18%21%22%20%19%15%21%22%23%22%24%
Net income41.536.033.934.443.856.536.351.652.444.142.542.3
Net margin9%8%8%7%9%11%7%9%9%8%8%7%
Diluted EPS$4.76$4.27$4.03$4.11$5.28$6.90$4.42$6.42$6.55$5.58$5.42$5.43
Operating cash flow77.945.918.647.454.737.838.655.578.566.167.474.5
Capital expenditure4.34.84.25.04.95.46.19.19.78.58.025.5
Free cash flow73.641.114.442.449.832.332.546.468.757.659.349.0
Buybacks40.955.912.529.542.842.234.250.036.143.830.030.0
Shares outstanding8m8m8m8m8m8m8m8m8m8m8m8m
Filing10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 12 fiscal years and the trailing twelve months

FY2015FY2016FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026TTM
Revenue5677127748719631,0621,1081,6272,1431,7952,0152,2452,298
Cost of revenue4415686166917578318691,2181,5881,3681,5501,7181,766
Gross profit126144158181206231239409555427466527532
Gross margin22.3%20.3%20.4%20.7%21.4%21.7%21.6%25.1%25.9%23.8%23.1%23.5%23.2%
Selling, general and administrative87.798.1101107122146150206258248275298311
Operating income38.546.356.873.884.184.988.8202297179190229221
Operating margin6.8%6.5%7.3%8.5%8.7%8.0%8.0%12.4%13.8%10.0%9.4%10.2%9.6%
Interest expense4.64.44.44.43.41.50.70.70.91.60.50.50.5
Pre-tax income37.344.055.378.586.793.096.9212307199211245235
Income tax13.515.517.317.018.117.920.314.265.941.340.054.154.0
Effective tax rate36.2%35.2%31.3%21.7%20.8%19.3%20.9%6.7%21.5%20.7%19.0%22.1%23.0%
Net income23.828.538.061.568.675.176.6198241158171191181
Net margin4.2%4.0%4.9%7.1%7.1%7.1%6.9%12.1%11.2%8.8%8.5%8.5%7.9%
Diluted EPS$2.64$3.15$4.17$6.68$7.40$8.10$8.25$21.34$26.95$18.37$20.71$23.98$22.98
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment

FY2024FY2025FY2026Share
latest year
Factory-built housing1,7171,9332,15796.1%
Financial services78.282.387.13.9%
Factory-built housingFinancial services
1,795FY20242,015FY20252,245FY2026

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2015FY2016FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026TTM
Operating cash flow25.743.545.859.032.8102114144256225178267286
Capital expenditure2.23.55.38.47.614.325.518.744.117.421.435.451.8
Free cash flow23.540.040.550.625.287.488.5126212207157232235
Free cash flow margin4.1%5.6%5.2%5.8%2.6%8.2%8.0%7.7%9.9%11.5%7.8%10.3%10.2%
Cash from investing-2.1-38.2-7.1-4.7-5.8-25.2-23.3-159-129-31.7-24.0-222-242
Cash from financing0.0-4.1-3.00.1-26.4-20.8-7.0-65.1-102-108-148-163-146
Depreciation and amortisation3.83.93.74.04.75.86.311.016.918.519.323.024.6
Share-based compensation1.71.82.12.33.43.94.45.16.36.88.712.813.3
Buybacksn/an/an/an/a0.00.01.459.6103109149160140
Diluted shares, weighted9m9m9m9m9m9m9m9m9m9m8m8m8m
Shares outstanding at period end9m9m9m9m9m9mn/an/a9m8m8m8m8m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2015FY2016FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026TTM
Funded by
Shareholders' equity3203533944575306086848309761,0331,0651,1031,110
Non-controlling interestn/an/an/an/a0.00.00.00.81.20.0n/an/an/a
Redeemable equity0.00.0n/an/an/an/a0.00.81.20.00.00.0n/a
Operating lease liabilitiesn/an/an/an/a0.010.713.413.221.735.131.530.733.7
Finance lease liabilitiesn/an/an/an/an/a0.30.26.05.96.16.06.0n/a
Other liabilities182201213218196192255304302280305351397
Total liabilities and equity5035546076757258109521,1551,3081,3541,4071,4911,541
Owned
Fixed assets44.755.157.063.463.577.296.8164228224n/an/an/a
Goodwilln/an/an/an/a72.975.175.1101115122122209209
Intangible assetsn/an/an/an/a9.815.114.428.529.828.216.728.127.5
Investments31.939.141.545.444.846.154.555.033.635.637.954.457.9
Loansn/a89.695.895.086.882.3n/an/an/an/an/an/an/a
Cash and equivalents96.697.8133187187242322244271353356237243
Receivables27.029.129.435.040.742.847.496.189.377.1106108116
Inventory75.394.893.9109116114131244263241253296309
Other assets227148157140103116210222278273515559579
Total assets5035546076757258109521,1551,3081,3541,4071,4911,541
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded12.2%15.2%1.6%9.7%
Profit growth, compounded20.9%20.0%-7.5%-3.8%
Return on equity, average15.7%19.4%16.2%17.3%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Questions

What was Cavco Industries' revenue in fiscal 2026?

Cavco Industries (CVCO) reported revenue of $2.2 billion for fiscal 2026, the year ended 28 March 2026, up 11.4% on the year before.

How much did Cavco Industries earn in fiscal 2026?

Net income was $191 million for fiscal 2026, and diluted earnings per share $23.98.

What is Cavco Industries' P/E ratio?

At the close of 9 October 2026, Cavco Industries traded at 23.1 times its earnings over the twelve months to 27 June 2026.

What is Cavco Industries' market cap?

The market cap of Cavco Industries was $4.1 billion at the close of 9 October 2026.

Peers: Construction Materials

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Arcosa, Inc. ACA$7.2 billion14.7516.5%11.8%2.6%0.480.1%
Simpson Manufacturing Co., Inc. SSD$7.0 billion18.7017.9%20.6%6.5%0.140.7%
Eagle Materials Inc. EXP$5.1 billion13.0227.1%n/a1.7%1.170.6%
Fortune Brands Innovations, Inc. FBIN$4.7 billion31.726.4%6.8%-2.3%1.112.6%
Louisiana-Pacific Corp. LPX$4.6 billion83.183.1%3.0%-14.4%0.200.4%
Trex Co. Inc. TREX$4.6 billionn/an/an/a7.0%0.25n/a
Champion Homes, Inc. SKY$4.3 billion23.3012.2%8.7%4.5%0.02n/a
Griffon Corp. GFF$4.1 billion23.10138.6%19.7%-12.0%9.750.8%
Cavco Industries, Inc. CVCO$4.1 billion23.1416.3%9.6%9.7%n/an/a
UFP Industries Inc. UFPI$4.1 billion17.018.2%5.1%-4.7%0.081.9%
Mueller Water Products, Inc. MWA$3.4 billion15.3819.8%19.4%5.9%0.401.2%
Crane Nxt, Co. CXT$2.9 billion20.8511.1%14.0%17.3%0.991.3%
All 23 in Construction Materials
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Parker-Hannifin Corp. PH$121.3 billion33.7923.7%23.6%8.3%0.490.8%
CRH Public Ltd. Co. CRH$54.3 billion14.3816.0%14.3%6.3%0.741.8%
Snap-on Inc. SNA$18.6 billion18.3717.1%25.4%4.0%0.202.5%
Masco Corp. MAS$13.6 billion15.80n/a17.5%-0.6%n/a1.8%
Stanley Black & Decker, Inc. SWK$13.4 billion21.606.9%5.6%0.6%0.533.7%
Crane Co. CR$11.8 billion35.7715.4%17.9%16.3%0.500.4%
Watts Water Technologies Inc. WTS$11.8 billion30.8217.5%19.1%17.1%0.050.6%
Valmont Industries Inc. VMI$9.0 billion18.2528.7%13.7%3.8%0.420.6%
Owens Corning OC$9.0 billionn/an/an/an/a1.362.5%
Arcosa, Inc. ACA$7.2 billion14.7516.5%11.8%2.6%0.480.1%
Simpson Manufacturing Co., Inc. SSD$7.0 billion18.7017.9%20.6%6.5%0.140.7%
Eagle Materials Inc. EXP$5.1 billion13.0227.1%n/a1.7%1.170.6%
Fortune Brands Innovations, Inc. FBIN$4.7 billion31.726.4%6.8%-2.3%1.112.6%
Louisiana-Pacific Corp. LPX$4.6 billion83.183.1%3.0%-14.4%0.200.4%
Trex Co. Inc. TREX$4.6 billionn/an/an/a7.0%0.25n/a
Champion Homes, Inc. SKY$4.3 billion23.3012.2%8.7%4.5%0.02n/a
Griffon Corp. GFF$4.1 billion23.10138.6%19.7%-12.0%9.750.8%
Cavco Industries, Inc. CVCO$4.1 billion23.1416.3%9.6%9.7%n/an/a
UFP Industries Inc. UFPI$4.1 billion17.018.2%5.1%-4.7%0.081.9%
Mueller Water Products, Inc. MWA$3.4 billion15.3819.8%19.4%5.9%0.401.2%
Crane Nxt, Co. CXT$2.9 billion20.8511.1%14.0%17.3%0.991.3%
Proto Labs Inc. PRLB$2.2 billion74.984.4%6.6%10.2%0.00n/a
Koppers Holdings Inc. KOP$820 millionn/a-22.5%-2.2%-5.0%2.340.7%
1 company shares its SEC industry code (Mobile Homes); the rest are the names nearest in size in its wider industry, Construction Materials, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q27 June 202631 July 2026EDGAR
10-K28 March 202622 May 2026EDGAR
10-Q27 December 20252 February 2026EDGAR
10-Q27 September 202531 October 2025EDGAR
10-Q28 June 20254 August 2025EDGAR
10-K29 March 202523 May 2025EDGAR
10-Q28 December 202431 January 2025EDGAR
10-Q28 September 20241 November 2024EDGAR
10-Q29 June 20242 August 2024EDGAR
10-K30 March 202424 May 2024EDGAR

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