Cavco Industries (CVCO) Financials: Revenue & Earnings
CVCO$530.91-8.29 -1.54%
$4.08B
Market Cap
23.19
P/E
23.54
Forward P/E
51
Score
Cavco Industries (CVCO) Financials: Revenue & Earnings
CVCO price $530.91 -8.29 -1.54%
- Ticker
- CVCO
- Price
- $530.91
- Change
- -8.29 -1.54%
- Market cap ?
- $4.08B
- P/E ?
- 23.19
- Forward P/E ?
- 23.54
- Dividend yield ?
- 0.00%
- Beta ?
- 1.27
- Sector
- Consumer Cyclical
- Industry
- Residential Construction
- Stocklytics score
- 51
- Value
- 48
- Quality
- 62
- Growth
- 43
Stocklytics score rationale: value 48, quality 62, growth 43.
Financials
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 773797000 | 871235000 | 962746000 | 1061774000 | 1108051000 | 1627158000 | 2142713000 | 1794792000 | 2015458000 | 2244505000 |
Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services. The company offers its extensive range of manufactured homes under numerous recognized brand names, including Cavco…
Fair value
CVCO fair value $505.25. Price $530.91. Price is 5% above fair value.
Above fair value, and more expensive than usual. A larger premium than on 90% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 234.66M. Growth 20.00%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.29% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 7.69M. Net debt -226.28M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-10-29 | — | 5.52 | — | 613.30M |
| 2026-07-30 | 5.43 | 5.69 | 609.96M | 590.54M |
| 2026-05-21 | 5.42 | 5.26 | 550.13M | 571.06M |
| 2026-01-29 | 5.58 | 6.00 | 580.99M | 593.35M |
| 2025-10-30 | 6.55 | 6.09 | 556.53M | 542.92M |
| 2025-07-31 | 6.42 | 5.81 | 556.86M | 524.96M |
| 2025-05-22 | 5.40 | 4.87 | 508.36M | 504.15M |
| 2025-01-30 | 6.90 | 4.89 | 522.04M | 480.31M |
| 2024-10-31 | 5.28 | 4.76 | 507.46M | 479.80M |
| 2024-08-01 | 4.11 | 4.70 | 477.60M | 462.32M |
| 2024-05-23 | 4.03 | 4.51 | 420.12M | 463.48M |
| 2024-02-02 | 4.27 | 4.27 | 446.77M | 425.93M |
| 2023-11-02 | 4.76 | 5.27 | 452.03M | 467.66M |
| 2023-08-04 | 5.29 | 5.82 | 475.88M | 501.07M |
| 2023-05-19 | 5.39 | 5.10 | 476.38M | 490.05M |
| 2023-02-02 | 6.66 | 5.79 | 500.60M | 513.51M |
| 2022-11-03 | 8.25 | 5.88 | 577.39M | 554.78M |
| 2022-08-04 | 6.63 | 5.13 | 588.34M | 467.38M |
| 2022-05-26 | 5.80 | 4.81 | 505.48M | 435.50M |
| 2022-02-03 | 5.34 | 3.48 | 431.71M | 403.78M |
| 2021-11-04 | 4.06 | 2.72 | 359.54M | 331.67M |
| 2021-08-05 | 2.92 | 2.14 | 330.42M | 330.42M |
| 2021-05-26 | 2.71 | 1.92 | 306.50M | 295.39M |
| 2021-01-28 | 2.12 | 1.73 | 288.77M | 271.20M |
| 2020-10-29 | 1.62 | 1.50 | 257.98M | 238.87M |
| 2020-07-30 | 1.80 | 0.92 | 254.80M | 208.21M |
| 2020-05-26 | 1.29 | 1.55 | 255.34M | 306.80M |
| 2020-01-30 | 2.25 | 1.93 | 273.72M | 234.79M |
| 2019-10-28 | 2.25 | 2.00 | 268.68M | 238.82M |
| 2019-07-29 | 2.31 | 1.95 | 264.04M | 222.89M |
| 2019-05-23 | 2.17 | 1.46 | 241.11M | 162.22M |
| 2019-02-04 | 1.44 | 1.45 | 233.70M | 235.32M |
| 2018-11-08 | 1.67 | 1.49 | 241.53M | 215.47M |
| 2018-08-06 | 2.12 | 1.55 | 246.40M | 180.15M |
| 2018-05-29 | 2.40 | 1.52 | 242.53M | 153.58M |
| 2018-02-06 | 2.33 | 1.24 | 221.38M | 149.14M |
| 2017-11-07 | 0.67 | 0.80 | 200.51M | 239.40M |
| 2017-08-07 | 1.28 | 1.08 | 206.82M | 174.49M |
| 2017-06-12 | 1.19 | 1.02 | 198.00M | 169.71M |
| 2017-02-06 | 1.35 | 0.97 | 202.31M | 145.36M |
Dividends
Yield 0.00%. Payout ratio 0.00%. Frequency —.
Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-18 | BIGBEE PAUL | Sell | 342 | $592.00 | 202.46K |
| 2026-08-11 | KERLEY RICHARD A | Buy | 290 | — | — |
| 2026-08-11 | KERLEY RICHARD A | Sell | 290 | — | — |
| 2026-07-30 | Boor William C | Sell | 128 | $562.40 | 71.99K |
| 2026-07-30 | Daniels Lisa Lynn | Sell | 30 | $569.96 | 17.10K |
| 2026-07-27 | Greenblatt David A. | Buy | 225 | — | — |
| 2026-07-27 | Daniels Lisa Lynn | Buy | 225 | — | — |
| 2026-07-27 | SZE JULIA | Buy | 225 | — | — |
| 2026-07-27 | Blount Susan L | Buy | 225 | — | — |
| 2026-07-27 | KERLEY RICHARD A | Buy | 225 | — | — |
| 2026-07-27 | MOSTER STEVEN W | Buy | 225 | — | — |
| 2026-07-27 | BUNGER STEVEN G | Buy | 311 | — | — |
| 2026-06-25 | ADEN ALLISON | Sell | 1.47K | $625.00 | 920.62K |
| 2026-06-12 | BIGBEE PAUL | Sell | 27 | $592.76 | 16.00K |
| 2026-06-12 | ADEN ALLISON | Sell | 1.21K | $600.00 | 724.80K |
| 2026-06-12 | ADEN ALLISON | Sell | 27 | $592.76 | 16.00K |
| 2026-06-09 | KERLEY RICHARD A | Sell | 500 | $588.76 | 294.38K |
| 2026-05-28 | Boor William C | Buy | 13.10K | $158.36 | 2.07M |
| 2026-05-28 | Boor William C | Sell | 6.81K | $546.24 | 3.72M |
| 2026-05-28 | Boor William C | Sell | 13.10K | $158.36 | 2.07M |
| 2026-05-28 | BIGBEE PAUL | Sell | 200 | $537.75 | 107.55K |
| 2026-05-22 | SCHUKNECHT SETH G | Sell | 63 | $509.17 | 32.08K |
| 2026-05-22 | BRANDOM JACK S | Sell | 11 | $509.17 | 5.60K |
| 2026-05-22 | ADEN ALLISON | Sell | 22 | $509.17 | 11.20K |
| 2026-05-22 | Nino Matthew A | Sell | 29 | $509.17 | 14.77K |
| 2026-05-22 | Boor William C | Sell | 577 | $509.17 | 293.79K |
| 2026-05-22 | CIRA BRIAN R | Sell | 31 | $509.17 | 15.78K |
| 2026-05-22 | BIGBEE PAUL | Sell | 31 | $509.17 | 15.78K |
| 2026-05-20 | ADEN ALLISON | Sell | 89 | $495.11 | 44.06K |
| 2026-05-20 | BIGBEE PAUL | Sell | 25 | $495.11 | 12.38K |
| 2026-05-20 | Boor William C | Sell | 516 | $495.11 | 255.48K |
| 2026-05-20 | BRANDOM JACK S | Sell | 12 | $495.11 | 5.94K |
| 2026-05-20 | CIRA BRIAN R | Sell | 26 | $495.11 | 12.87K |
| 2026-05-20 | Fackrell Regan | Sell | 10 | $495.11 | 4.95K |
| 2026-05-20 | Nino Matthew A | Sell | 19 | $495.11 | 9.41K |
| 2026-05-20 | SCHUKNECHT SETH G | Sell | 54 | $495.11 | 26.74K |
| 2026-05-18 | BRANDOM JACK S | Buy | 132 | — | — |
| 2026-05-18 | Fackrell Regan | Buy | 132 | — | — |
| 2026-05-18 | SCHUKNECHT SETH G | Buy | 814 | $458.11 | 372.90K |
| 2026-05-18 | SCHUKNECHT SETH G | Sell | 341 | $458.11 | 156.22K |
| 2026-05-18 | SCHUKNECHT SETH G | Buy | 461 | — | — |
| 2026-05-18 | CIRA BRIAN R | Buy | 1.37K | $458.11 | 627.61K |
| 2026-05-18 | CIRA BRIAN R | Sell | 368 | $458.11 | 168.58K |
| 2026-05-18 | CIRA BRIAN R | Buy | 308 | — | — |
| 2026-05-18 | BIGBEE PAUL | Buy | 783 | $458.11 | 358.70K |
| 2026-05-18 | BIGBEE PAUL | Sell | 336 | $458.11 | 153.92K |
| 2026-05-18 | BIGBEE PAUL | Buy | 185 | — | — |
| 2026-05-18 | Nino Matthew A | Buy | 979 | $458.11 | 448.49K |
| 2026-05-18 | Nino Matthew A | Sell | 242 | $458.11 | 110.86K |
| 2026-05-18 | Nino Matthew A | Buy | 264 | — | — |
| 2026-05-18 | Boor William C | Buy | 10.96K | $458.11 | 5.02M |
| 2026-05-18 | Boor William C | Sell | 4.70K | $458.11 | 2.15M |
| 2026-05-18 | Boor William C | Buy | 4.35K | — | — |
| 2026-05-18 | ADEN ALLISON | Buy | 3.91K | $458.11 | 1.79M |
| 2026-05-18 | ADEN ALLISON | Sell | 1.89K | $458.11 | 867.66K |
| 2026-05-18 | ADEN ALLISON | Buy | 1.14K | — | — |
| 2026-05-15 | Boor William C | Sell | 554 | $455.76 | 252.49K |
| 2026-05-15 | ADEN ALLISON | Sell | 129 | $455.76 | 58.79K |
| 2026-05-15 | BIGBEE PAUL | Sell | 45 | $455.76 | 20.51K |
| 2026-05-15 | CIRA BRIAN R | Sell | 44 | $455.76 | 20.05K |
| 2026-05-15 | Nino Matthew A | Sell | 29 | $455.76 | 13.22K |
| 2026-04-18 | SCHUKNECHT SETH G | Sell | 41 | $539.06 | 22.10K |
| 2026-04-10 | Boor William C | Buy | 10.20K | $125.69 | 1.28M |
| 2026-04-10 | Boor William C | Sell | 4.99K | $519.67 | 2.59M |
| 2026-04-10 | Boor William C | Sell | 10.20K | $125.69 | 1.28M |
| 2026-02-13 | SCHUKNECHT SETH G | Sell | 44 | $590.38 | 25.98K |
| 2026-02-04 | Greenblatt David A. | Buy | 87 | $500.00 | 43.50K |
| 2026-02-04 | Boor William C | Buy | 1.00K | $495.00 | 495.00K |
| 2026-02-03 | Greenblatt David A. | Buy | 13 | $481.00 | 6.25K |
| 2026-02-03 | Greenblatt David A. | Buy | 400 | $462.43 | 184.97K |
| 2026-02-02 | MOSTER STEVEN W | Buy | 300 | $456.23 | 136.87K |
| 2025-11-07 | KERLEY RICHARD A | Sell | 500 | $568.99 | 284.50K |
| 2025-10-31 | BRANDOM JACK S | Sell | 21 | $529.80 | 11.13K |
| 2025-10-27 | Daniels Lisa Lynn | Buy | 102 | $588.47 | 60.02K |
| 2025-10-27 | Daniels Lisa Lynn | Other | 0 | — | — |
| 2025-09-04 | SCHUKNECHT SETH G | Sell | 145 | $550.00 | 79.75K |
| 2025-08-29 | BIGBEE PAUL | Sell | 300 | $530.45 | 159.13K |
| 2025-08-25 | CIRA BRIAN R | Buy | 1.00K | $153.94 | 153.94K |
| 2025-08-25 | CIRA BRIAN R | Sell | 1.00K | $522.00 | 522.00K |
| 2025-08-25 | CIRA BRIAN R | Sell | 1.00K | $153.94 | 153.94K |
| 2025-08-22 | Blount Susan L | Buy | 2.50K | $141.16 | 352.90K |
| 2025-08-22 | Blount Susan L | Sell | 411 | $518.24 | 213.00K |
| 2025-08-22 | Blount Susan L | Sell | 2.09K | $519.51 | 1.09M |
| 2025-08-22 | Blount Susan L | Sell | 2.50K | $141.16 | 352.90K |
| 2025-08-22 | BIGBEE PAUL | Sell | 300 | $522.68 | 156.80K |
| 2025-08-20 | KERLEY RICHARD A | Sell | 500 | $480.55 | 240.28K |
| 2025-08-14 | Blount Susan L | Buy | 2.00K | $141.16 | 282.32K |
| 2025-08-14 | Blount Susan L | Sell | 1.00K | $485.00 | 485.00K |
| 2025-08-14 | Blount Susan L | Sell | 1.00K | $481.42 | 481.42K |
| 2025-08-14 | Blount Susan L | Sell | 2.00K | $141.16 | 282.32K |
| 2025-08-08 | KERLEY RICHARD A | Buy | 286 | — | — |
| 2025-08-08 | KERLEY RICHARD A | Sell | 286 | — | — |
| 2025-08-01 | BRANDOM JACK S | Sell | 16 | $422.81 | 6.76K |
| 2025-07-30 | Boor William C | Sell | 128 | $403.12 | 51.60K |
| 2025-07-28 | Greenblatt David A. | Buy | 290 | $414.52 | 120.21K |
| 2025-07-28 | BUNGER STEVEN G | Buy | 411 | $414.52 | 170.37K |
| 2025-07-28 | MOSTER STEVEN W | Buy | 290 | $414.52 | 120.21K |
| 2025-07-28 | Blount Susan L | Buy | 290 | $414.52 | 120.21K |
| 2025-07-28 | KERLEY RICHARD A | Buy | 290 | $414.52 | 120.21K |
| 2025-07-28 | SZE JULIA | Buy | 290 | $414.52 | 120.21K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 365, holders +14 vs prior quarter. Ownership 101.51%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 1.25M | 50.28K | +4.20% | 767.11M |
| CAPITAL WORLD INVESTORS | 528.19K | -88.39K | -14.34% | 324.51M |
| STATE STREET CORP | 419.20K | 17.30K | +4.30% | 257.55M |
| VANGUARD CAPITAL MANAGEMENT LLC | 347.62K | -504 | -0.14% | 213.57M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 331.16K | 13.44K | +4.23% | 203.46M |
| BOSTON PARTNERS | 325.60K | 25.94K | +8.66% | 199.57M |
| GEODE CAPITAL MANAGEMENT, LLC | 259.18K | 18.51K | +7.69% | 159.26M |
| FIDUCIARY MANAGEMENT INC /WI/ | 250.13K | -17.38K | -6.50% | 153.68M |
| DIMENSIONAL FUND ADVISORS LP | 203.46K | 2.51K | +1.25% | 125.00M |
| AMERIPRISE FINANCIAL INC | 180.51K | 40.66K | +29.08% | 110.90M |
| BOSTON TRUST WALDEN CORP | 155.71K | 15.93K | +11.40% | 95.67M |
| GW&K INVESTMENT MANAGEMENT, LLC | 153.44K | -9.85K | -6.03% | 94.27M |
| INVESCO LTD. | 149.66K | -32.13K | -17.67% | 91.95M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 130.35K | 269 | +0.21% | 80.01M |
| POINT72 ASSET MANAGEMENT, L.P. | 109.53K | 6.81K | +6.63% | 67.29M |
| FMR LLC | 109.29K | -58.09K | -34.71% | 67.15M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 108.39K | 3.66K | +3.50% | 66.59M |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 108.39K | 108.39K | New | 66.59M |
| VICTORY CAPITAL MANAGEMENT INC | 105.87K | 26.63K | +33.60% | 65.05M |
| NORTHERN TRUST CORP | 86.94K | 5.27K | +6.46% | 53.41M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 86.55K | -6.07K | -6.55% | 53.18M |
| GAMCO INVESTORS, INC. ET AL | 79.84K | -3.23K | -3.89% | 49.05M |
| MARSHALL WACE, LLP | 74.84K | 68.00K | +994.14% | 45.98M |
| JUPITER TOPCO LLC | 69.91K | 69.91K | New | 42.95M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 69.71K | 15.61K | +28.86% | 42.83M |
Earnings and financials
Cavco Industries, Inc. (CVCO) trades at $530.91, with a market cap of $4.08B and a trailing P/E of 23.19. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Financials
| 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|
| 773797000 | 871235000 | 962746000 | 1061774000 | 1108051000 | 1627158000 | 2142713000 | 1794792000 | 2015458000 | 2244505000 |
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