Cavco Industries Inc
CVCO
$578.64 0.11%
Exchange: NASDAQ | Sector: Consumer Cyclical | Industry: Residential Construction
Q4 2025
Published: May 23, 2025

Earnings Highlights

  • EPS of $4.47 increased by 11.3% from previous year
  • ""The good news is that weather backs up installations and shipments, but it doesn't negate them." - Bill Boor, CEO" - Bill Boor
CVCO
Cavco Industries Inc

Executive Summary

Cavco Industries Inc (CVCO) reported its Q4 2025 results with notable revenue growth, despite facing challenges from adverse weather and industry dynamics. The company achieved net revenues of $508.4 million, up 21% year-over-year, largely due to a 28.5% boost in unit shipments. However, average revenue per home sold experienced a decline, highlighting the competitive pricing pressures in the market. Management remains optimistic about strategic investments and operational efficiencies but acknowledges economic uncertainties could impact future performance. Overall, Cavco's strong cash position and aggressive share buyback program signify confidence in long-term growth prospects.

Key Performance Indicators

EPS
Increasing
4.53
QoQ: -35.01% | YoY: 11.30%

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