Loading news...
Cavco Industries (NASDAQ: CVCO) reported third-quarter fiscal 2026 results shaped by the closing of its American Homestar acquisition, while also navigating a seasonal slowdown in industry shipments and higher expenses tied to the deal. Industry demand, volumes, and backlog trends President and CEO Bill Boor said there were "a lot of moving parts" in the quarter's
Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript
PHOENIX, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation.
PHOENIX, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 27, 2025 on Thursday, January 29, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 30, 2026 at 1:00 p.m. Eastern Time.
Confluence Investment Management LLC lifted its holdings in Cavco Industries, Inc. (NASDAQ: CVCO) by 62.6% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,287 shares of the construction company's stock after acquiring an additional 4,729 shares during the period. Confluence Investment Management LLC owned
Caxton Associates LLP bought a new position in shares of Cavco Industries, Inc. (NASDAQ: CVCO) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,850 shares of the construction company's stock, valued at approximately $1,238,000. A number
Fisher Asset Management LLC lowered its position in Cavco Industries, Inc. (NASDAQ: CVCO) by 61.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 27,682 shares of the construction company's stock after selling 44,797 shares during the period. Fisher Asset Management LLC owned 0.35%
Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Franklin Resources Inc. grew its position in shares of Cavco Industries, Inc. (NASDAQ: CVCO) by 11.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,218 shares of the construction company's stock after acquiring an additional 1,285 shares during
Ballast Asset Management LP lowered its position in Cavco Industries, Inc. (NASDAQ: CVCO) by 23.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,158 shares of the construction company's stock after selling 3,753 shares during the quarter. Cavco Industries comprises
Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 buyback program support further upside potential.
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.
Here is how Cavco (CVCO) and Great Lakes Dredge & Dock (GLDD) have performed compared to their sector so far this year.
Cavco (CVCO) possesses solid growth attributes, which could help it handily outperform the market.
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 LLC, Research Division James McCanless - Wedbush Securities Inc., Research Division Jesse Lederman - Zelman & Associates LLC Presentation Operator Good day, and thank you for standing by. Welcome to the Second Quarter Fiscal Year 2026 Cavco Industries, Inc. Earnings Call Webcast.
Cavco (CVCO) came out with quarterly earnings of $6.55 per share, beating the Zacks Consensus Estimate of $6.3 per share. This compares to earnings of $5.28 per share a year ago.
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 average selling price per home growth.