Cavco Industries, Inc.
CVCO
NASDAQ·Consumer Cyclical·Residential Construction·Mkt cap $4.4B
$566.19
▲ +0.94%
P/E
23.56
Mkt Cap
$4.4B
52-Wk Range
$443.34–$713.01
52-Week Range
$443.34 - $713.01
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 3.7% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
6 reasons
- Vertical integration from manufacturing to retail distribution with 45 company-owned stores
- Diversified brand portfolio (14 brands) serving multiple market segments and price points
- Integrated financial services providing mortgages, loans, and insurance for customer retention
- Extensive national distribution network across 48 states and Canada with independent dealers
- Established market position since 1965 with strong brand recognition in affordable housing
- Ability to serve commercial and institutional markets (military housing, schools, workforce housing)
Bear Case
2 risks
- Average volatility.
- Significant premium - growth priced in
Growth
Stable outlook
Steady revenue growth (12% YoY)
Value
Significant premium - growth priced in
Momentum
Stable
+0.6% over 3m
Quality
Stable
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying CVCO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
JUL 30, 2026
Reported EPS of $5.43 vs $5.69 consensus (-4.6% surprise). Revenue of $610.0M vs $590.5M expected (+3.3%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-4.6%
Revenue trend · last 8Q
—
—
+17%
+21%
+17%
+10%
+11%
+10%
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q1 27
$477.6M
$507.5M
$522.0M
$508.4M
$556.9M
$556.5M
$581.0M
$610.0M
Margins · last 8Q
Gross
22.1%
Operating
8.7%
Profit
6.9%
Wall Street consensus
2 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: Zelman · Aug 6, 2026
vs Industry
How CVCO stacks vs Residential Construction
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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