Cavco Industries Inc
CVCO
$578.64 0.11%
Exchange: NASDAQ | Sector: Consumer Cyclical | Industry: Residential Construction
Q3 2025
Published: Jan 31, 2025

Earnings Highlights

  • Revenue of $522.04M up 16.9% year-over-year
  • EPS of $6.90 increased by 61.7% from previous year
  • Gross margin of 24.9%
  • Net income of 56.46M
  • "William Boor: 'We've made significant changes to underwriting to manage claims cost, and we implemented needed premium increases.'" - William Boor, CEO
CVCO
Cavco Industries Inc

Executive Summary

Cavco Industries Inc (CVCO) delivered substantial financial results in Q3 2025, with net revenues reaching $522 million, reflecting a 16.8% increase year-over-year. The company achieved a notable EPS of $6.90, a 30% sequential jump driven by improved performance in both its Financial Services and Factory-built Housing segments. The management highlighted a strategic decision to ramp up production in anticipation of ongoing market recovery despite the seasonal challenges typical for this quarter. With healthy backlogs and enhanced operational efficiencies, Cavco is well-positioned for continued growth as the market stabilizes heading into 2025.

Key Performance Indicators

Revenue
Increasing
522.04M
QoQ: 2.87% | YoY: 16.85%
Gross Profit
Increasing
129.95M
24.89% margin
QoQ: 11.91% | YoY: 26.10%
Operating Income
Increasing
63.97M
QoQ: 30.22% | YoY: 60.98%
Net Income
Increasing
56.46M
QoQ: 28.86% | YoY: 56.90%
EPS
Increasing
6.97
QoQ: 30.77% | YoY: 61.72%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 556.53 6.54 +9.7% View
Q1 2026 556.86 6.42 +16.6% View
Q4 2025 0.00 4.47 +0.0% View
Q3 2025 522.04 6.90 +16.9% View
Q2 2025 507.46 5.28 +12.3% View