Cavco Industries, Inc.
CVCO
Positions held
Your positionsCVCO isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Cavco Industries operates in a competitive residential construction market, benefiting from a strong demand for manufactured homes as affordability challenges persist in traditional housing.
- Cavco's revenue for 2025 was $2.015 billion, a 12.7% increase from $1.795 billion in 2024.
- The company has a strong buy recommendation with a target mean price of $665, indicating significant upside potential.
- The residential construction industry is facing challenges with rising interest rates, which could dampen housing demand and impact Cavco's sales.
- Cavco's earnings growth has declined by 15.4% year-over-year, indicating potential profitability concerns.
- The company's operating margin decreased to 9.4% in 2025 from 10.0% in 2024, reflecting pressure on profitability.
Fundamentals
| Market cap | $4.22B | Enterprise value | $4.00B | Trailing P/E | 23.87 | Forward P/E | 19.04 |
| PEG | 45.77 | Price / book | 3.81 | Beta | 1.27 | Dividend yield | 0.00% |
| Revenue growth | 9.5% | Earnings growth | -15.4% | Gross margin | 21.9% | Operating margin | 9.8% |
| Profit margin | 7.9% | ROE | 16.7% | ROA | 9.6% | Debt / equity | 0.04 |
| Current ratio | 2.23 | Free cash flow | $163.88M | Analyst recommendation | strong_buy | Mean target | $665.00 |
| 52w high | $713.01 | 52w low | $443.34 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | — | $550M | $581M | $557M | $557M | $508M |
| Op margin | — | 9.4% | 9.4% | 11.2% | 10.8% | 7.6% |
| Net income | — | $42.5M | $44.1M | $52.4M | $51.6M | $36.3M |
| Gross margin | — | 23.1% | 23.4% | 24.2% | 23.3% | 22.8% |
| Gross profit | — | $127M | $136M | $134M | $130M | $116M |
| Operating income | — | $51.5M | $54.6M | $62.2M | $60.4M | $38.6M |
- Revenue -5% vs prior quarter ($550M vs $581M).
- Gross margin 23.1% (was 23.4% prior quarter).
Yearly (6y)
| 2026 | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| Revenue | $2.2B | $2.0B | $1.8B | $2.1B |
| Op margin | 10.2% | 9.4% | 10.0% | 13.8% |
| Net income | $191M | $171M | $158M | $241M |
| Gross margin | 23.5% | 23.1% | 23.8% | 25.9% |
| Gross profit | $527M | $466M | $427M | $555M |
| Operating income | $229M | $190M | $179M | $297M |
Headlines — positive tone
• [OK · fundamentals] Cavco Industries Inc (CVCO) (Q1 2027) Earnings Call Highlights: Record Revenue and Backlog ...
News
2026-10-03 · Cavco Industries (CVCO) Stock Sees Fair Value Lift As Analysts Weigh Growth And Valuation
2026-09-30 · Cavco Industries Positioned for Demand, Margin Recovery, Oppenheimer Says
2026-09-30 · Oppenheimer Initiates Cavco Industries at Outperform With $720 Price Target
2026-09-29 · New Strong Sell Stocks for September 29th
2026-09-29 · Berkshire Buys Lennar Stock; Its Clayton Homes Unit Could Be Worth $25 Billion
2026-09-18 · Is the Options Market Predicting a Spike in Cavco Industries Stock?
2026-09-14 · New Strong Sell Stocks for September 14th
2026-09-09 · Affordable Housing Demand Is Rising and Factory Supply Is Following
2026-08-26 · New Strong Sell Stocks for August 26th
2026-08-21 · Is Cavco Industries (CVCO) Too Expensive for New Investors?
2026-08-20 · New Strong Sell Stocks for August 20th
Price (daily)
Full chart · RSI · MACD · patterns