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    C

    Cavco Industries Inc (CVCO)

    Official site

    CONSUMER CYCLICAL • RESIDENTIAL CONSTRUCTION • NASDAQ

    $535.60
    +29.30 (+5.79%)

    Market Cap: $4.01B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    72%(28/39)
    Avg Surprise
    +16.65%

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$5.38
    Range$5.21 - $5.60
    3 analysts
    EPS RevisionsNo revisions (7d)
    0
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$5.96-9.7%
    60d ago$5.60-3.9%
    30d ago$5.41-0.5%
    7d ago$5.41-0.5%
    Current$5.38
    Revenue Consensus
    $613M
    Range$596M - $627M
    4 analysts
    Period ending Dec 31, 2026
    EPS Consensus$5.98
    Range$5.74 - $6.17
    3 analysts
    EPS RevisionsNo revisions (7d)
    0
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$6.49-7.8%
    60d ago$6.04-1.0%
    30d ago$5.89+1.6%
    7d ago$5.89+1.6%
    Current$5.98
    Revenue Consensus
    $622M
    Range$605M - $646M
    4 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Mar 27EST
    		-$5.67---
    Dec 26EST
    		-$5.98---
    Sep 26EST
    		-$5.38---
    Jun 26
    Reported Jul 30
    		$5.43$5.55-2.16%Miss-15.4%
    Mar 26
    Reported May 21
    		$5.42$5.30+2.26%Beat+0.4%
    Dec 25
    Reported Jan 29
    		$5.58$6.00-7.00%Miss-19.1%
    Sep 25
    Reported Oct 30
    		$6.55$6.05+8.26%Beat+24.1%
    Jun 25
    Reported Jul 31
    		$6.42$5.31+20.90%Beat+56.2%
    Mar 25
    Reported May 22
    		$5.40$4.80+12.50%Beat+34.0%
    Dec 24
    Reported Jan 30
    		$6.90$4.61+49.67%Beat+61.6%
    Sep 24
    Reported Oct 31
    		$5.28$4.85+8.87%Beat+10.9%
    Jun 24
    Reported Aug 1
    		$4.11$4.70-12.55%Miss-22.3%
    Mar 24
    Reported May 23
    		$4.03$4.76-15.34%Miss-25.2%
    Dec 23
    Reported Feb 1
    		$4.27$4.37-2.29%Miss-35.9%
    Sep 23
    Reported Nov 2
    		$4.76$5.31-10.36%Miss-42.3%
    Jun 23
    Reported Aug 3
    		$5.29$5.83-9.26%Miss-20.2%
    Mar 23
    Reported May 18
    		$5.39$4.99+8.02%Beat-7.1%
    Dec 22
    Reported Feb 2
    		$6.66$5.68+17.25%Beat+24.7%
    Sep 22
    Reported Nov 3
    		$8.25$5.62+46.80%Beat+103.2%
    Jun 22
    Reported Aug 4
    		$6.63$5.35+23.93%Beat+127.1%
    Mar 22
    Reported May 26
    		$5.80$4.81+20.58%Beat+114.0%
    Dec 21
    Reported Feb 3
    		$5.34$3.32+60.84%Beat+167.0%
    Sep 21
    Reported Nov 4
    		$4.06$2.75+47.64%Beat+126.8%
    Jun 21
    Reported Aug 5
    		$2.92$2.00+46.00%Beat+48.2%
    Mar 21
    Reported May 26
    		$2.71$1.92+41.15%Beat+110.1%
    Dec 20
    Reported Jan 28
    		$2.00$1.82+9.89%Beat-10.7%
    Sep 20
    Reported Oct 29
    		$1.79$1.88-4.79%Miss-26.3%
    Jun 20
    Reported Jul 30
    		$1.97$1.38+42.75%Beat-20.9%
    Mar 20
    Reported May 26
    		$1.29$1.55-16.77%Miss-40.6%
    Dec 19
    Reported Jan 30
    		$2.24$2.02+10.89%Beat+55.6%
    Sep 19
    Reported Oct 28
    		$2.43$2.16+12.50%Beat+45.5%
    Jun 19
    Reported Jul 29
    		$2.49$2.08+19.71%Beat+25.1%
    Mar 19
    Reported May 23
    		$2.17$1.46+48.63%Beat-9.6%
    Dec 18
    Reported Feb 4
    		$1.44$1.90-24.21%Miss-16.3%
    Sep 18
    Reported Nov 8
    		$1.67$1.49+12.08%Beat+149.3%
    Jun 18
    Reported Aug 6
    		$1.99$1.55+28.39%Beat+55.5%
    Mar 18
    Reported May 29
    		$2.40$1.52+57.89%Beat+101.7%
    Dec 17
    Reported Feb 6
    		$1.72$1.24+38.71%Beat+27.4%
    Sep 17
    Reported Nov 7
    		$0.67$0.80-16.25%Miss-
    Jun 17
    Reported Aug 7
    		$1.28$1.08+18.52%Beat-
    Mar 17
    Reported Jun 12
    		$1.19$1.02+16.67%Beat-
    Dec 16
    Reported Feb 6
    		$1.35$0.97+39.18%Beat-

    Key Metrics

    Valuation
    P/E Ratio23.31EV/EBITDA15.81x
    Price/FCF17.59xFCF Yield5.68%
    Profitability
    Profit Margin7.89%Operating Margin9.85%
    ROE16.70%ROICN/A
    Financial Health
    Debt/Equity0.00xInterest Coverage434.58x
    Current Ratio2.23xQuick Ratio1.41x
    Trading Statistics
    Beta1.27Avg Volume113.33K
    52-Week High$713.0052-Week Low$443.34

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$545.25
    SMA 20$548.94
    SMA 50$561.08
    SMA 200$555.36
    EMA 10$537.72
    EMA 20$545.00
    EMA 50$554.04
    EMA 200$550.75

    MACD

    Line: -7.86Signal: -4.22Hist: -3.64

    ADX

    ADX: 16.4+DI: 21.5-DI: 29.3

    Aroon & PSAR

    Aroon Up64.0
    Aroon Down96.0
    PSAR$576.48

    Bollinger Bands

    Upper Band$588.79
    Lower Band$509.08
    %B Position1452%(Upper)
    Band Width0.33

    RSI (14-Day)

    Neutral
    45.8

    Momentum Oscillators

    Stoch %K14.1
    Stoch %D8.5
    Williams %R-66.9
    ROC (10d)-7.2%
    Momentum-41.60
    CCI (20d)-84.6
    MFI (14d)35.4

    Volatility Measures

    ATR (14d)$19.76(3.7%)
    StdDev (20d)19.93
    Hist Vol43.0%(High)

    Volume Flow

    VWAP$528.73
    OBV4.6M
    AD Line1.4M
    CMF (20d)0.105

    Volume Metrics

    Avg Vol (20d)116.6K
    Vol Ratio0.7x
    VWMA (20d)$549.37

    Pivot Points

    R3$536.21
    R2$529.73
    R1$518.01
    Pivot Point$511.53
    S1$499.81
    S2$493.33
    S3$481.61

    Advanced Oscillators

    TSI-11.81
    Ultimate Osc46.1
    KST-17.63

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$609.81M$550.09M$581.01M$556.53M$556.98M$508.30M$522.05M$507.45M$477.66M$420.12M$446.77M$452.03M
    Cost of Revenue$475.37M$423.07M$445.07M$422.12M$427.35M$392.24M$392.09M$391.34M$374.20M$321.10M$343.72M$345.07M
    Gross Profit$134.59M$127.05M$135.92M$134.41M$129.51M$116.12M$129.95M$116.12M$103.40M$99.02M$103.05M$106.96M
    Operating Expenses$81.83M$75.58M$81.36M$72.23M$69.15M$77.49M$65.98M$67.00M$64.85M$61.42M$63.31M$61.51M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$81.83M$75.58M$81.36M$72.23M$69.15M$77.49M$65.98M$67.00M$64.85M$61.42M$63.31M$61.51M
    Operating Income$52.76M$51.47M$54.56M$62.18M$60.36M$38.63M$63.97M$49.13M$38.55M$37.59M$39.74M$45.45M
    Interest Income$3.26M$3.23M$2.96M$5.05M$5.10M$4.53M$5.35M$5.69M$5.51M$5.33M$5.23M$5.81M
    Interest Expense$132,000$134,000$131,000$112,000$164,000$147,000$155,000$125,000$90,000$284,000$842,000$257,000
    Income Before Tax$55.79M$54.55M$57.60M$67.25M$65.30M$42.92M$69.34M$54.95M$43.86M$42.94M$43.91M$51.66M
    Income Tax Expense$13.52M$12.09M$13.53M$14.87M$13.65M$6.59M$12.87M$11.13M$9.43M$9.00M$7.92M$10.09M
    Net Income$42.27M$42.46M$44.07M$52.38M$51.64M$36.33M$56.46M$43.81M$34.43M$33.93M$35.99M$41.57M
    EBITDA$59.35M$57.83M$60.93M$67.65M$65.53M$43.49M$68.92M$54.14M$43.20M$42.56M$44.13M$50.77M
    EBIT$52.66M$51.45M$54.77M$62.32M$60.36M$38.54M$64.14M$49.38M$38.44M$37.88M$39.52M$46.11M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

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    News

    Oppenheimer starts Cavco Industries stock coverage at USD 720.00

    Oppenheimer has initiated coverage on Cavco Industries (CVCO) with an Outperform rating and a USD 720.00 price target. This target is set against a backdrop of record fiscal first-quarter 2027 revenue of USD 609.96...

    ad-hoc-news.de•10/13/26•Bullish

    Cavco Industries, Inc. (CVCO) Stock Forecasts

    Argus has raised its target price for Cavco Industries Inc. (CVCO) to $630.00 from the current price of $535.28. Cavco Industries designs and produces factory-built homes under several brands including Cavco Homes...

    Yahoo! Finance Canada•10/13/26•Bullish

    Cavco Industries, Inc. (CVCO) Stock forecasts

    Argus has raised its target price for Cavco Industries, Inc. (CVCO) to $630.00, an upgrade from its previous rating. Cavco Industries designs and produces factory-built homes under several brands including Cavco Homes...

    Yahoo Finance UK•10/11/26•Bullish

    (CVCO) Risk Channels and Responsive Allocation

    This article analyzes Cavco Industries Inc. (NASDAQ: CVCO), highlighting a weak near-term sentiment that could lead to bearish positioning. It details an exceptional 41.1:1 risk-reward short setup...

    Stock Traders Daily•10/11/26•Somewhat-Bearish

    Trump Administration Unveils New Steps To Bolster Manufactured Housing

    The Trump Administration, through the U.S. Department of Housing and Urban Development (HUD), has launched an action plan to accelerate manufactured housing construction. This initiative follows the 21st Century Road...

    Realtor.com•10/8/26•Bullish

    CVCO Valuation and Fair Value

    P/E
    23.3x
    Forward P/E
    29.5x
    EV/EBITDA
    15.8x
    P/FCF
    17.6x
    PEG
    45.8x
    P/B
    3.7x
    See GNG's fair value

    CVCO Profitability: Margins, ROIC and FCF

    Gross margin
    23.2%
    Operating margin
    9.8%
    Net margin
    7.9%
    ROE
    16.7%
    FCF margin
    10.2%
    FCF yield
    5.7%

    CVCO Competitors

    CompanyTicker
    Valvoline IncVVV
    Kontoor Brands IncKTB
    Greif IncGEF-B
    TRI Pointe Homes IncTPH
    MakeMyTrip LimitedMMYT
    Silgan Holdings IncSLGN
    Gentex CorporationGNTX
    Travel + Leisure CoTNL

    Sector: Consumer Cyclical

    CVCO Analyst Ratings

    Consensus
    Buy
    Analysts
    3
    Strong Buy
    1
    Buy
    2
    Hold
    0
    Sell
    0
    Strong Sell
    0

    CVCO Bull Case vs Bear Case

    Bull case

    • CVCO beat EPS estimates in 75.0% of its last 8 reported quarters.

    CVCO Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    11.7%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $5.38
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 2 down

    Frequently Asked Questions About CVCO

    Does CVCO pay dividends?

    Cavco Industries Inc (CVCO) does not currently pay a regular dividend.

    What is CVCO's P/E ratio?

    Cavco Industries Inc has a price-to-earnings (P/E) ratio of 23.31.

    What is CVCO's market cap?

    Cavco Industries Inc (CVCO) has a market capitalization of $4.01B with a current stock price of $535.60.

    Related stocks

    Sector: Consumer Cyclical

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