CAVCO INDUSTRIES, INC.
CVCONasdaq
$566.22
↓ -3.3%Jul 17 close · end-of-day
Price
1Y↑ +32.3%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$4.5B
Enterprise Value
$4.2B
P/E
23.6
P/S
2.0
P/B
4.1
EV/EBITDA
16.9
PEG
—
FCF Yield
5.2%
Dividend Yield
—
Revenue (TTM)
$2.2B
Net Income (TTM)
$191.2M
Free Cash Flow (TTM)
$232.1M
Gross Margin
23.5%
Operating Margin
10.2%
Net Margin
8.5%
ROE
17.3%
ROIC
20.9%
Debt / Equity
—
Net Cash
$253.0M
Return 1Y
+32.0%
Company profile
Cavco Industries, Inc. designs, produces, and retails manufactured homes primarily in the United States. The company markets its manufactured homes under the Cavco, Fleetwood, Palm Harbor, Fairmont, Friendship, Chariot Eagle, and Destiny brands. It also builds park model RVs; vacation cabins; and factory-built commercial structures.
- CEO
- William C. Boor
- Sector
- Construction
- Industry
- Construction Materials
- Employees
- 6,300
- Headquarters
- Arizona
- Website
- cavco.com
Management & directors
- Aden AllisonEVP, CFO & Treasurer
- Bigbee PaulChief Accounting Officer
- Boor William CPresident & CEO
- Brandom Jack SPresident, Financial Services
- Cira Brian RPresident,Manufactured Housing
- Nino Matthew APresident, Retail
- Schuknecht Seth GEVP, General Counsel
- Fackrell ReganPresident, Standard Casualty
Roles derived from SEC Form 4 filings.
Earnings
CVCO Q4 2026 Earnings
Period ends 2026-03-28
MetricActualYoY
Revenue$550.1M↑ +8.2%
Diluted EPS$5.43↑ +22.9%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|
| Revenue | $1.1B | $1.6B | $2.1B | $1.8B | $2.0B | $2.2B |
| Gross profit | $239.0M | $408.7M | $554.9M | $426.9M | $465.6M | $526.9M |
| Operating income | $88.8M | $202.5M | $296.6M | $179.0M | $190.3M | $228.6M |
| Net income | $76.6M | $197.7M | $240.8M | $157.9M | $171.0M | $191.2M |
| Diluted EPS | $8.25 | $21.34 | $26.95 | $18.37 | $20.71 | $23.98 |
| Operating cash flow | $114.0M | $144.2M | $255.7M | $224.7M | $178.5M | $267.5M |
| Free cash flow | $88.5M | $125.6M | $211.6M | $207.3M | $157.1M | $232.1M |
| Gross margin | 21.6% | 25.1% | 25.9% | 23.8% | 23.1% | 23.5% |
| Operating margin | 8.0% | 12.4% | 13.8% | 10.0% | 9.4% | 10.2% |
| Net margin | 6.9% | 12.2% | 11.2% | 8.8% | 8.5% | 8.5% |
| Line item | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '25 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $477.6M | $507.5M | $522.0M | $508.4M | $556.9M | $556.5M | $581.0M | $550.1M |
| Gross profit | $103.4M | $116.1M | $129.9M | $116.1M | $129.5M | $134.4M | $135.9M | $127.1M |
| Operating income | $38.6M | $49.1M | $64.0M | $38.6M | $60.4M | $62.2M | $54.6M | $51.5M |
| Net income | $34.4M | $43.8M | $56.5M | $36.3M | $51.6M | $52.4M | $44.1M | $43.1M |
| Diluted EPS | $4.11 | $5.28 | $6.90 | $4.42 | $6.42 | $6.55 | $5.58 | $5.43 |
| Operating cash flow | $47.4M | $54.7M | $37.8M | $38.6M | $55.5M | $78.5M | $66.1M | $67.4M |
| Free cash flow | $42.4M | $49.8M | $32.3M | $32.5M | $46.4M | $68.7M | $57.6M | $59.3M |
| Gross margin | 21.7% | 22.9% | 24.9% | 22.8% | 23.3% | 24.2% | 23.4% | 23.1% |
| Operating margin | 8.1% | 9.7% | 12.3% | 7.6% | 10.8% | 11.2% | 9.4% | 9.4% |
| Net margin | 7.2% | 8.6% | 10.8% | 7.1% | 9.3% | 9.4% | 7.6% | 7.8% |
Company news
May 22, 2026
May 21, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-06-25 | ADEN ALLISON· EVP, CFO & Treasurer | Sale | 1,473 | $625.00 | $920,625.00 | filing |
| 2026-06-12 | ADEN ALLISON· EVP, CFO & Treasurer | Sale | 1,208 | $600.00 | $724,800.00 | filing |
| 2026-06-12 | BIGBEE PAUL· Chief Accounting Officer | Tax withholding | 27 | $592.76 | $16,004.52 | filing |
| 2026-06-12 | ADEN ALLISON· EVP, CFO & Treasurer | Tax withholding | 27 | $592.76 | $16,004.52 | filing |
| 2026-06-09 | KERLEY RICHARD A | Sale | 500 | $588.76 | $294,380.00 | filing |
| 2026-05-28 | Boor William C· President & CEO | Tax withholding | 6,809 | $546.24 | $3.7M | filing |
| 2026-05-28 | Boor William C· President & CEO | Option exercise | 13,100 | $158.36 | $2.1M | filing |
| 2026-05-28 | BIGBEE PAUL· Chief Accounting Officer | Sale | 200 | $537.75 | $107,550.00 | filing |
| 2026-05-22 | Boor William C· President & CEO | Tax withholding | 577 | $509.17 | $293,791.09 | filing |
| 2026-05-22 | SCHUKNECHT SETH G· EVP, General Counsel | Tax withholding | 63 | $509.17 | $32,077.71 | filing |
| 2026-05-22 | BIGBEE PAUL· Chief Accounting Officer | Tax withholding | 31 | $509.17 | $15,784.27 | filing |
| 2026-05-22 | CIRA BRIAN R· President,Manufactured Housing | Sale | 31 | $509.17 | $15,784.27 | filing |
| 2026-05-22 | Nino Matthew A· President, Retail | Tax withholding | 29 | $509.17 | $14,765.93 | filing |
| 2026-05-22 | ADEN ALLISON· EVP, CFO & Treasurer | Tax withholding | 22 | $509.17 | $11,201.74 | filing |
| 2026-05-22 | BRANDOM JACK S· President, Financial Services | Tax withholding | 11 | $509.17 | $5,600.87 | filing |
| 2026-05-20 | Boor William C· President & CEO | Tax withholding | 516 | $495.11 | $255,476.76 | filing |
| 2026-05-20 | ADEN ALLISON· EVP, CFO & Treasurer | Tax withholding | 89 | $495.11 | $44,064.79 | filing |
| 2026-05-20 | SCHUKNECHT SETH G· EVP, General Counsel | Tax withholding | 54 | $495.11 | $26,735.94 | filing |
| 2026-05-20 | CIRA BRIAN R· President,Manufactured Housing | Tax withholding | 26 | $495.11 | $12,872.86 | filing |
| 2026-05-20 | BIGBEE PAUL· Chief Accounting Officer | Tax withholding | 25 | $495.11 | $12,377.75 | filing |
| 2026-05-20 | Nino Matthew A· President, Retail | Tax withholding | 19 | $495.11 | $9,407.09 | filing |
| 2026-05-20 | BRANDOM JACK S· President, Financial Services | Tax withholding | 12 | $495.11 | $5,941.32 | filing |
| 2026-05-20 | Fackrell Regan· President, Standard Casualty | Tax withholding | 10 | $495.11 | $4,951.10 | filing |
| 2026-05-18 | Boor William C· President & CEO | Award | 10,963 | $458.11 | $5.0M | filing |
| 2026-05-18 | Boor William C· President & CEO | Tax withholding | 4,701 | $458.11 | $2.2M | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.