CVCO Cavco Industries, Inc.
Price Chart
Executive Summary
Cavco Industries reported Q4 FY2026 EPS of $5.42, a 2.3% beat vs the $5.30 consensus, on revenue of $550M (+8% YoY). The beat was driven by strong financial services margins and higher factory-built housing ASPs, while the company also announced a new $150M buyback authorization.
Key Financial Metrics
Actionable Insight
The EPS beat and strong financial services margin expansion are positive, but the flat backlog and uncertain housing environment temper the outlook. The $150M buyback signals management confidence. Watch the upcoming conference call for order momentum commentary and FY2027 guidance.
Key Facts
- Q4 EPS $5.42 vs consensus $5.30 (2.3% beat)
- Q4 revenue $550M, +8% YoY from $508M
- Financial services gross margin surged to 69.4% from 36.8% YoY
- Full-year EPS $23.98 vs $20.71 (+15.8% YoY)
- Board approved $150M additional stock repurchase program
- Backlog $195M, roughly flat YoY
- Wholesale orders in Q4 up significantly from Q3 and prior-year Q4
Financial Impact
Q4 EPS beat by $0.12; revenue beat by ~$21M vs consensus; $150M buyback authorized (~4% of market cap)
Risk Factors
- Housing demand remains uncertain; wholesale order pickup may not sustain
- Factory-built housing gross margin compressed 110 bps YoY due to higher input costs
- Backlog essentially flat YoY at $195M
- Stock buybacks reduce share count but do not fix underlying demand
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3299722 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 1, 2026
8d ago
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Insider Cluster
| $545.93 $544.46 | ▼ −0.27% | ▲ +0.45% | $562.96 (+3.12%) |
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May 27, 2026
13d ago
|
Insider Cluster
| $538.44 $536.52 | ▼ −0.36% | ▼ −0.60% | $562.96 (+4.55%) |
|
May 22, 2026
18d ago
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8-K
| $509.17 $529.02 | ▲ +3.90% | ▲ +3.31% | $562.96 (+10.56%) |
|
May 21, 2026
19d ago
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Press Release
| $509.17 $529.02 | ▲ +3.90% | ▲ +3.31% | $562.96 (+10.56%) |
|
May 14, 2026
26d ago
|
Press Release
| $455.76 $458.11 | ▲ +0.52% | ▲ +0.58% | $562.96 (+23.52%) |
US Market Status
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