Cavco Industries, Inc. Stock News

Cavco Industries delivered strong Q2 results with 9.6% YoY revenue growth, driven by factory-built housing and strategic production adjustments. CVCO's acquisition of American Homestar expands its presence in high-growth southern regions, boosting market share to 15% and retail locations to 100. Despite a premium 22x forward P/E, CVCO's robust EPS outlook, debt-free balance sheet, and active bu...

Macroeconomic headwinds are plaguing the housing sector, but certain pockets continue to thrive. Installers and low-cost providers have been able to dampen the effects of high rates and home prices.

Cavco Industries is upgraded to a soft "Buy" due to its resilience and growth despite broader housing market weakness. CVCO's niche in factory-built homes, recent acquisition of American Homestar, and strong backlog support continued expansion. The company boasts a fortress balance sheet with no debt and significant cash reserves, enhancing its financial stability.

Persistently strong demand for housing helped drive the builder's growth in its fiscal second quarter of 2026. Other areas of its operations also did well, including financial services.

Cavco Industries, Inc. ( CVCO ) Q2 2026 Earnings Call October 31, 2025 1:00 PM EDT Company Participants Mark Fusler - Director of Financial Reporting & Investor Relations William Boor - President, CEO & Director Allison Aden - Executive VP, CFO & Treasurer Paul Bigbee - Chief Accounting Officer Conference Call Participants Dan Moore - CJS Securities, Inc. Greg Palm - Craig-Hallum Capital Group ...

PHOENIX, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the second fiscal quarter ended September 27, 2025. Quarterly Highlights Net revenue was $556.5 million , up $49 million or 9.7% compared to $507.5 million in the second quarter of the prior year, primarily on home sales volume and averag...

Former KPMG Vice Chair of Growth and Strategy and qualified Securities and Exchange Commission (“SEC”) Financial Expert Former KPMG Vice Chair of Growth and Strategy and qualified Securities and Exchange Commission (“SEC”) Financial Expert

PHOENIX, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the second quarter ended September 27, 2025 on Thursday, October 30, 2025 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, October 31, 2025 at 1:00 p.m. Eastern Time.