US · Consumer Cyclical · Residential Construction
EPS came in at 7.17 against a street estimate of 5.42 — a beat of 32.3%.
Analysts rate Cavco Industries Inc a strong buy (5 buy, 0 hold, 0 sell out of 5) with an average price target of $725.60.
MIXED Cavco delivered record shipments and revenue, with backlog up 63% and workforce housing adding momentum. However, margins declined year over year amid materials inflation, while winter seasonality and uncertain data-center demand temper the outlook. Q2 FY27 Workforce housing activity was strongest in remote Texas projects, with opportunities beginning to spread into other regions. Analysts focused heavily on workforce housing, organic growth, margins, seasonality and capacity. Management emphasized strong backlog and pricing power but cautioned that workforce demand and future margins remain difficult to forecast. 2026-10-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.20% |
| Capital World Investors | 6.85% |
| State Street Corp | 5.44% |
| Vanguard Capital Management, LLC | 4.51% |
| Vanguard Portfolio Management, LLC | 4.30% |
| Boston Partners Global Investors, Inc | 4.22% |
| Geode Capital Management, LLC | 3.36% |
| Fiduciary Management, Inc. of Milwaukee | 3.24% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • For the three months ended September 26, 2026, revenue was $656,378 thousand, up from $556,527 thousand; net income was $55,439 th | 2026-10-30 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal 2027 second-quarter net revenue was $656.4 million, up 17.9% from $556.5 million. • Net income was $55.439 million, up 5.8 | 2026-10-29 |
| 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 · Q1 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 · Q1 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 |
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 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.