US · Consumer Cyclical · Residential Construction
EPS came in at 5.43 against a street estimate of 5.55 — a miss of 2.2%.
Analysts rate Cavco Industries Inc a buy (2 buy, 1 hold, 0 sell out of 3) with an average price target of $646.67.
CONFIDENT Record $610M revenue (+9.5% YoY), backlog surged 50% with broad-based order growth. Gross margin pressured 180 bps by tariffs (~$5M) and Texas retail competition. Strong cash generation funded $30M buyback; Road Housing Act positioned as long-term tailwind. Q1 FY2027 All regions saw double-digit sequential order growth. Texas company-owned retail faced competitive pricing but no inventory distress. Wholesale channels remained firm across geographies. Analysts pressed on demand breadth vs. peer visibility, Texas retail inventory risk, and GSE secondary market timing. Management clarified no inventory issues, no pricing-based market share grab, and cautious optimism on policy but no timeline on home-only lending acceleration. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.54% |
| Capital World Investors | 6.85% |
| State Street Corp | 5.21% |
| Vanguard Capital Management, LLC | 4.52% |
| Boston Partners Global Investors, Inc | 4.22% |
| Vanguard Portfolio Management, LLC | 4.12% |
| Fiduciary Management, Inc. of Milwaukee | 3.24% |
| Geode Capital Management, LLC | 3.12% |
| Document | Date |
|---|---|
| Quarterly report · Q1 FY2027 CAVCO INDUSTRIES, INC. – FORM 10-Q SUMMARY Quarter Ended June 27, 2026 --- HEADLINE NUMBERS • Net Revenue: $609.959 million (Q1 2026) vs. $556.857 | 2026-07-31 |
| Shareholder vote results · Q2 FY2027 CAVCO INDUSTRIES INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held July 28, 2026 with 6,929,366 shares represented, representing approx | 2026-07-31 |
| Results announced · Q2 FY2027 CAVCO INDUSTRIES FISCAL 2027 Q1 RESULTS SUMMARY HEADLINE NUMBERS • Net revenue: $610 million, up $53 million or 9.5% year-over-year • Net income: $4 | 2026-07-30 |
| Proxy statement · Q4 FY2026 CAVCO INDUSTRIES, INC. — 2026 PROXY STATEMENT SUMMARY --- CEO TOTAL COMPENSATION AND CHANGE • CEO William C. Boor's compensation figures are not ex | 2026-06-16 |
| Annual report FY2026 CAVCO INDUSTRIES, INC. – FORM 10-K SUMMARY Fiscal Year Ended March 28, 2026 --- HEADLINE NUMBERS • Market capitalization (as of Sept 27, 2025): $2, | 2026-05-22 |
| Results announced · Q1 FY2027 CAVCO INDUSTRIES FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net revenue for fiscal year 2026: $2,245 million, up $230 million or 11.4% from $2,0 | 2026-05-22 |
| Quarterly report · Q3 FY2026 CAVCO INDUSTRIES, INC. – 10-Q SUMMARY (Q3 FY2026, ENDED DECEMBER 27, 2025) --- HEADLINE NUMBERS • Net Revenue (9 months): $1,694.4 million (+12.4% | 2026-02-02 |
| Results announced · Q4 FY2026 CAVCO INDUSTRIES – Q3 FY2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Net revenue: $581.0 million (Q3), up 11.3% from $522.0 million prior year; $1,694. | 2026-01-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Board approves new $150 million stock repurchase program On May 18, 2026, Cavco Industries' Board of Directors approved a new $150 million stock repurchase program. Under this program, the company can buy back its own shares through open market pu | 2026-05-22 |
| Completed acquisition of American Homestar Corporation for $20.62 per share Cavco Industries completed its acquisition of American Homestar Corporation on September 29, 2025. American Homestar shareholders received $20.62 per share in cash, with final payments subje | 2025-09-30 |
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Google PlayApp StoreData updated 2026-09-18.