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Cavco Industries, Inc.
CVCO
NASDAQ·Consumer Cyclical·Residential Construction·Mkt cap $4.6B
$592.39
▼ -1.58%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$397.38 - $713.01
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 31.0% 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
Hot
+25.4% over 3m
Quality
Stable
Excellent business quality
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: Jul 30, 2026
MAY 21, 2026
Reported EPS of $5.42 vs $5.30 consensus (+2.3% surprise). Revenue of $550.1M vs $571.1M expected (-3.7%).
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+2.3%
Next: Jul 30, 2026
Revenue trend · last 8Q
—
—
—
+17%
+21%
+17%
+10%
+11%
Q4 24
Q1 24
Q2 24
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
$420.1M
$477.6M
$507.5M
$522.0M
$508.4M
$556.9M
$556.5M
$581.0M
Margins · last 8Q
Gross
23.4%
Operating
9.4%
Profit
7.6%
Wall Street consensus
1 analyst · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: UBS · Jun 5, 2026