Quick answer: latest quarter results, by ticker or company name

Reported Q: Q3 2025 Rev YoY: +16.9% EPS YoY: +61.7% Move: +1.54%

Cavco Industries Inc

CVCO

$547.02 1.54%

Exchange NASDAQ Sector Consumer Cyclical Industry Residential Construction

Q3 2025

Published: Jan 31, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for CVCO

Reported

Report Date

Jan 31, 2025

Quarter Q3 2025

Revenue

522.04M

YoY: +16.9%

EPS

6.90

YoY: +61.7%

Market Move

+1.54%

Previous quarter: Q2 2025

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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

Period Q3 2025

Currency USD

Report Type Quarterly Earnings

Generated Feb 9, 2026

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

Financial Highlights

### Financial Performance
- Revenue: $522 million (YoY: +16.8%, QoQ: +2.9%)
- Gross Profit: $129.95 million (Gross Margin: 24.9%, YoY: +180 bps)
- Operating Income: $63.97 million (Operating Margin: 12.2%, YoY: +60.98%, QoQ: +30.2%)
- Net Income: $56.46 million (Net Margin: 10.8%, YoY: +56.9%, QoQ: +28.9%)
- Diluted EPS: $6.90 (YoY: +61.72%, QoQ: +30.77%)

Cavco posted strong revenue growth backed by a 21.6% increase in homes sold, although average revenue per home dipped by 3.5%. Noteworthy improvement in gross margins was attributed to better fixed overhead leverage and reductions in input costs.

Income Statement

Metric	Value	YoY Change	QoQ Change
Revenue	522.04M	16.85%	2.87%
Gross Profit	129.95M	26.10%	11.91%
Operating Income	63.97M	60.98%	30.22%
Net Income	56.46M	56.90%	28.86%
EPS	6.97	61.72%	30.77%

Key Financial Ratios

Gross Profit Margin

Fair

24.90%

Gross profit margin is moderate, room for improvement in cost management

Operating Profit Margin

Fair

12.30%

Operating margin is moderate, room for improvement in cost management

Net Profit Margin

Good

10.80%

Net profit margin is healthy and competitive within industry standards

Return on Assets

Fair

4.07%

Return on assets is acceptable but below top-tier companies

Return on Equity

Fair

5.34%

Return on equity is acceptable but below top-tier companies

Current Ratio

Strong

3.08

Current ratio indicates excellent liquidity and financial flexibility

Debt to Equity

Conservative

0.03

Debt-to-equity shows conservative leverage and low financial risk

P/E Ratio

Fair Value

15.89x

P/E ratio in line with market averages

Price to Book

Premium

3.40x

Trading at premium to book value, reflects strong intangibles or growth

Historical Earnings Comparison

Period	Revenue ($M)	EPS ($)	YoY Growth	Report
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

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Cavco Industries Inc (CVCO) Q3 2025 Earnings Report

Company Status Snapshot

Earnings Highlights

Executive Summary

Key Performance Indicators

Revenue Trend

Margin Analysis

Financial Highlights

Income Statement

Key Financial Ratios

Management Insights Available for Members

Peer Comparison Available for Members

Investment Outlook & SWOT Available for Members

Historical Earnings Comparison

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Q3 2025 Reports in Consumer Cyclical Sector

Related Financial Data

Sector Analysis: Consumer Cyclical

CVCO Full Profile

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Earnings Calendar