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CVCO CAVCO INDUSTRIES, INC.

Trailing twelve months to 2026-06-27 · as filed 2026-07-31, not restated
Consumer Disc

Scale

Market cap
$4.4bn
Revenue TTM
$2.3bn
Net income TTM
$181m
Free cash flow
$235m
Composite score
55.5
Sector rank
#1156

Valuation

P / E
24.5
EV / EBITDA
17.0
EV / sales
1.8
FCF yield
5.28%
Earnings yield vs 10-yr
-0.66pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.9%
EBITDA margin
10.7%
ROE
16.3%
ROIC
26.0%
Revenue growth
9.7%

Insider activity, last 90 days

Net open-market
$-2.27m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Results of Operations Net Revenue Factory-built housing Net revenue increased for the three months ended June 27, 2026 due to the acquisition of American Homestar which contributed $52.8 million. This was partially offset by reduced sales volume excluding American Homestar. Wholesale sales prices are primarily comprised of the home and the cost to ship the home from a homebuilding facility to the home-site. For the three months ended June 27, 2026, Financial services Net revenue increased primarily due to i ncreased loan sales in the mortgage division and unrealized gains on the Financial services equity portfolio. …CAVCO INDUSTRIES, INC., 10-Q, period ended 2026-06-27, filed 2026-07-31

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