Cavco Industries, Inc. (CVCO)
NASDAQ:CVCO
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CVCO Stock Chart & Stats
$539.06
$2.89(0.66%)
At close: 4:00 PM EST
$539.06
$2.89(0.66%)
Day’s Range― - ―
52-Week Range$393.53 - $713.01
Previous CloseN/A
Volume8.91K
Average Volume (3M)145.72K
Market Cap
$4.19B
Enterprise Value$3.90B
Total Cash (Recent Filing)$273.26M
Total Debt (Recent Filing)$30.75M
Price to Earnings (P/E)22.1
Beta0.89
Next Earnings
Jul 30, 2026EPS Estimate
5.82Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)24.26
Shares Outstanding7,683,979
10 Day Avg. Volume187,376
30 Day Avg. Volume145,719
Financial Highlights & Ratios
PEG Ratio1.22
Price to Book (P/B)3.32
Price to Sales (P/S)1.63
P/FCF Ratio15.77
Enterprise Value/Market Cap0.93
Enterprise Value/Revenue1.74
Enterprise Value/Gross Profit7.39
Enterprise Value/Ebitda15.65
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)24.48
Revenue Forecast (FY)$2.44B
Bulls Say, Bears Say
Bulls Say
Conservative Balance SheetCavco's exceptionally low leverage and steadily increasing equity provide durable financial flexibility. That capital strength supports plant investments, acquisitions, and buybacks without heavy borrowing, reduces refinancing risk during downturns, and preserves strategic optionality across housing cycles.
Strong Free Cash Flow GenerationConsistent and improving cash generation underpins sustainable capital allocation. High FCF conversion funds capex, the El Mirage plant, acquisitions and buybacks while limiting reliance on external financing, supporting long-term returns and resilience through working-capital swings.
Scale, Financial-services Growth & SynergiesRecord unit volumes, expanding financial-services income and a forward‑flow loan agreement diversify revenue and increase capital efficiency. Realized acquisition synergies from American HomeStar (> $10M run-rate) and scale gains support margin improvement and durable competitive positioning.
Bears Say
Input Cost And Tariff PressureRising lumber, OSB and steel costs and tariff uncertainty represent structural margin risk for factory-built housing. With cost pass-through lag and competitive pricing constraints, sustained commodity inflation can materially compress gross margins unless offset by productivity, pricing power, or sourcing changes.
Cyclical Demand And Margin NormalizationThe business remains exposed to construction-cycle volatility: past revenue declines, sequential quarterly weakness and lower utilization (~70%) drive earnings variability. Margin normalization from peak levels indicates persistent sensitivity to volume, product mix and macro housing demand trends over multiple quarters.
Higher Ongoing Tax BurdenThe expiration of ENERGY STAR tax credits increases the company's effective tax rate and reduces net income and free cash flow on a go‑forward basis. This permanent policy change lowers post-tax returns and the cash available for reinvestment or shareholder distributions absent offsetting operational improvements.
Cavco Industries News
CVCO FAQ
What was Cavco Industries, Inc.’s price range in the past 12 months?
Cavco Industries, Inc. lowest stock price was $393.53 and its highest was $713.00 in the past 12 months.
What is Cavco Industries, Inc.’s market cap?
Cavco Industries, Inc.’s market cap is $4.19B.
When is Cavco Industries, Inc.’s upcoming earnings report date?
Cavco Industries, Inc.’s upcoming earnings report date is Jul 30, 2026 which is in 56 days.
How were Cavco Industries, Inc.’s earnings last quarter?
Cavco Industries, Inc. released its earnings results on May 21, 2026. The company reported $5.42 earnings per share for the quarter, beating the consensus estimate of $5.259 by $0.161.
Is Cavco Industries, Inc. overvalued?
According to Wall Street analysts Cavco Industries, Inc.’s price is currently Overvalued.
Does Cavco Industries, Inc. pay dividends?
Cavco Industries, Inc. does not currently pay dividends.
What is Cavco Industries, Inc.’s EPS estimate?
Cavco Industries, Inc.’s EPS estimate is 5.82.
How many shares outstanding does Cavco Industries, Inc. have?
Cavco Industries, Inc. has 7,683,979 shares outstanding.
What happened to Cavco Industries, Inc.’s price movement after its last earnings report?
Cavco Industries, Inc. reported an EPS of $5.42 in its last earnings report, beating expectations of $5.259. Following the earnings report the stock price went up 3.597%.
Which hedge fund is a major shareholder of Cavco Industries, Inc.?
Currently, no hedge funds are holding shares in CVCO
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cavco Industries Stock Smart Score
Underperform
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Analyst Consensus
Moderate Buy
Average Price Target:
― (―)
― (―)
Blogger Sentiment
Bullish
CVCO Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 10.2K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $182.1K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▼ 5.9%
Last 30 Days ▼ 5.9%
Technicals
SMA
Negative
20 days / 200 days
Momentum
28.90%
12-Months-Change
Fundamentals
Return on Equity
17.55%
Trailing 12-Months
Asset Growth
6.01%
Trailing 12-Months
Company Description
Cavco Industries, Inc.
Cavco Industries, Inc. designs, produces, and retails manufactured homes primarily in the United States. It operates in two segments, Factory-Built Housing and Financial Services. The company markets its manufactured homes under the Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, and MidCountry brands. It also builds park model RVs; vacation cabins; and factory-built commercial structures, including apartment buildings, condominiums, hotels, workforce housing, schools, and housing for the United States military troops. In addition, the company produces various modular homes, which include single and multi-section ranch, split-level, and Cape Cod style homes, as well as two- and three-story homes, and multi-family units. Further, it provides conforming and non-conforming mortgages and home-only loans to purchasers of various brands of factory-built homes sold by company-owned retail stores, as well as various independent distributors, builders, communities, and developers. Additionally, the company offers property and casualty insurance to owners of manufactured homes. As of April 3, 2022, it operated 45 company-owned retail stores in Oregon, Arizona, Nevada, New Mexico, Texas, Indiana, Oklahoma, Florida, and New York. The company also distributes its homes through a network of independent distribution points in 48 states and Canada; and through planned community operators and residential developers. Cavco Industries, Inc. was founded in 1965 and is headquartered in Phoenix, Arizona.
CVCO Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented several strong fundamental positives: record annual shipments (20.8k), double-digit YoY revenue and EPS growth, improving consolidated gross margin, meaningful financial services momentum (including a forward-flow investor agreement), tangible synergies from the American HomeStar acquisition (> $10M annual run-rate), disciplined capital deployment (>$360M deployed, $160M buybacks), and a strategic new plant to expand Southwest capacity. Offsetting these positives were near-term operational headwinds: sequential revenue and operating income declines, factory-built margin compression due to higher input costs and mix shifts, weather-related production losses, tariff/commodity cost risk, and a higher effective tax rate going forward. Overall, the balance of material performance metrics, strategic actions, cash generation, and realized synergies outweigh the near-term challenges and risks discussed on the call.View all CVCO earnings summariesCVCO Stock 12 Month Forecast
Average Price Target
―Technical Analysis
Ownership Overview
1.71% Insiders
38.17% Mutual Funds
30.34% Other Institutional Investors
3.49% Public Companies and
Individual Investors
Options Prices
Currently, No data available
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