Cavco Industries, Inc.

NasdaqGS:CVCO 주식 리포트

시가총액: US$3.9b

Cavco Industries 경영진

경영진 기준 점검 3/4

Cavco Industries CEO는 Bill Boor, Apr2019 에 임명되었습니다 의 임기는 7.08 년입니다. 총 연간 보상은 $7.64M, 13.8% 급여 및 86.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $32.16M 가치에 해당하는 회사 주식의 0.82% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.8 년과 7.3 년입니다.

핵심 정보

Bill Boor

최고경영자

US$7.6m

총 보수

CEO 급여 비율13.84%
CEO 재임 기간7.1yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간4.8yrs
이사회 평균 재임 기간7.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 25

Cavco Industries: Relatively Defensive Against Sector Pressure

Summary Cavco Industries, Inc. reported a revenue miss in Q4, but sales were still more stable than many traditional homebuilders. Housing market conditions weighed on the sector. Margins declined noticeably as weaker pricing power and a sales volume hiccup weighed on CVCO's earnings. The report underlines that CVCO's factory-built housing's better affordability is a clear edge in the current housing market. CVCO stock prices in fair long-term earnings growth assumptions. I estimate 13% upside to $555. Read the full article on Seeking Alpha
내러티브 업데이트 May 01

CVCO: Outperform Upgrade And Earnings Framework Will Support Future Upside

Analysts have adjusted their price target for Cavco Industries to $587.50, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E, and supported by recent research that upgraded the stock to Outperform from Neutral. Analyst Commentary Recent research that moved Cavco Industries to an Outperform rating has sparked fresh discussion around how the current valuation lines up with the company’s earnings profile, execution track record and potential growth runway.
내러티브 업데이트 Apr 11

CVCO: Outperform Upgrade And Active Buybacks Will Support Future Upside

Analysts have maintained their $587.50 price target for Cavco Industries while slightly updating key inputs such as the discount rate and assumed future P/E. This reflects refreshed views following a recent upgrade to Outperform.
내러티브 업데이트 Mar 27

CVCO: Outperform Upgrade And Buybacks Will Support Future Upside Conviction

Analysts have kept their price target for Cavco Industries steady at $587.50, and a recent upgrade to Outperform supports the view that current assumptions around discount rate, revenue growth, profit margin, and future P/E remain appropriate. Analyst Commentary Bullish Takeaways Bullish analysts see the Outperform rating as aligned with the existing price target, suggesting they view current assumptions on discount rate, revenue growth, profit margins, and future P/E as reasonable for the risk profile.
내러티브 업데이트 Mar 11

CVCO: Outperform Upgrade And Buybacks Will Support Constructive Upside Conviction

Analysts have fine tuned their outlook on Cavco Industries, keeping the fair value estimate steady at $587.50 while modestly adjusting underlying inputs such as the discount rate and assumed future P/E, citing the recent upgrade to Outperform as support for a more constructive view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade to Outperform as support for the view that current pricing does not fully reflect their fair value estimate of $587.50, even with updated discount rate and P/E assumptions.
내러티브 업데이트 Feb 25

CVCO: Outperform Upgrade And Buybacks Will Likely Support Balanced Risk Reward Profile

Analysts have kept their fair value estimate for Cavco Industries steady at $587.50 while making only minimal tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects refreshed models following a recent upgrade to Outperform by Street research.
내러티브 업데이트 Feb 09

CVCO: Outperform Upgrade And Buybacks Will Likely Sustain Fairly Balanced Risk Profile

Analysts have reset their price target on Cavco Industries from US$605 to about US$587.50, reflecting updated assumptions for revenue growth, profit margins, and a modestly higher future P/E. Recent research support also includes a move to an Outperform rating.
내러티브 업데이트 Jan 26

CVCO: Ongoing Buybacks Will Likely Sustain Risk Of Future Multiple Compression

Analysts have kept their price target for Cavco Industries broadly in line with prior estimates, with only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E feeding into a refreshed fair value view of about $605 per share. What's in the News Completed a buyback tranche between June 29, 2025 and September 27, 2025, repurchasing 15,133 shares, or 0.19% of shares, for $8.32 million under the program announced on May 22, 2025 (Key Developments).
분석 기사 Jan 21

Cavco Industries, Inc.'s (NASDAQ:CVCO) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
내러티브 업데이트 Jan 11

CVCO: Share Repurchases Will Likely Leave Shares Vulnerable To Future Multiple Compression

Analysts have lifted their price target for Cavco Industries from about $587 to $605, citing updated assumptions around revenue growth, discount rates and future P/E that modestly shift their view of the company’s long term earnings profile and valuation. What's in the News Cavco Industries completed a share repurchase of 15,133 shares, about 0.19% of the company, for US$8.32 million under the buyback announced on May 22, 2025 (Key Developments).
내러티브 업데이트 Dec 15

CVCO: Share Repurchases And Stable Margins Will Likely Support A Fair Outlook

Analysts have modestly raised their price target on Cavco Industries to approximately 587 dollars per share. This reflects slightly lower discount rate assumptions and a marginally reduced forward price to earnings multiple, while keeping long term growth and margin expectations intact.
내러티브 업데이트 Nov 30

CVCO: Share Repurchase Activity And Margin Stability Will Likely Maintain a Steady Outlook

Analysts have reiterated their price target for Cavco Industries at $586.67, citing minimal changes in key valuation inputs and maintaining confidence in the company's outlook. What's in the News From June 29, 2025 to September 27, 2025, Cavco Industries completed the repurchase of 15,133 shares, representing 0.19 percent for $8.32 million, as part of the buyback announced on May 22, 2025 (Key Developments).
내러티브 업데이트 Nov 16

CVCO: Share Repurchases And Improved Margins Will Likely Support Steady Outlook

Analysts have modestly raised their price target for Cavco Industries to $586.67, citing improving revenue growth and profit margin projections as key factors for the positive revision. What's in the News Cavco Industries completed the repurchase of 15,133 shares, representing 0.19% of the company, for $8.32 million as part of the buyback announced on May 22, 2025 (Key Developments).
내러티브 업데이트 Nov 02

CVCO: Revenue Strength Will Offset Margin Pressure And Support Steady Performance

Narrative Update on Cavco Industries: Analyst Price Target Revision Analysts have revised their fair value estimate for Cavco Industries upwards by $38.33 to $586.67, citing improved revenue growth expectations despite a slight decrease in projected profit margins. What's in the News The company completed the repurchase of 156,539 shares, representing 1.95 percent, for $72.26 million under the buyback announced on October 31, 2024 (Key Developments).
분석 기사 Oct 28

Cavco Industries (NASDAQ:CVCO) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
분석 기사 Sep 17

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$560?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw a significant share...
분석 기사 Aug 28

Cavco Industries, Inc.'s (NASDAQ:CVCO) 28% Share Price Surge Not Quite Adding Up

Cavco Industries, Inc. ( NASDAQ:CVCO ) shares have had a really impressive month, gaining 28% after a shaky period...
분석 기사 Aug 07

Cavco Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

NasdaqGS:CVCO 1 Year Share Price vs Fair Value Explore Cavco Industries's Fair Values from the Community and select...
분석 기사 Jul 31

Is Cavco Industries (NASDAQ:CVCO) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jun 29

Cavco Industries' (NASDAQ:CVCO) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
분석 기사 Jun 13

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$416?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw significant share...
분석 기사 May 11

Cavco Industries, Inc.'s (NASDAQ:CVCO) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 24.9x Cavco Industries, Inc. ( NASDAQ:CVCO ) may be sending bearish...
Seeking Alpha Apr 19

Cavco Industries: Affordability Remains A Clear Competitive Edge

Summary Cavco Industries has reported very strong earnings despite lingering uncertainty in the housing market. Improved capacity utilization has raised margins. The housing market has further uncertainty ahead. Mortgage rates have remained high, and tariffs could add material expense pressure. Cavco is still well positioned for industry headwinds. As Cavco's stock has appreciated, the stock is now quite expensive. I estimate a fair value of $424. Read the full article on Seeking Alpha
분석 기사 Mar 26

Is Cavco Industries (NASDAQ:CVCO) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Mar 11

At US$511, Is It Time To Put Cavco Industries, Inc. (NASDAQ:CVCO) On Your Watch List?

Cavco Industries, Inc. ( NASDAQ:CVCO ), might not be a large cap stock, but it saw a decent share price growth of 19...
분석 기사 Feb 24

The Returns At Cavco Industries (NASDAQ:CVCO) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
분석 기사 Feb 05

Cavco Industries, Inc. Just Beat EPS By 41%: Here's What Analysts Think Will Happen Next

Cavco Industries, Inc. ( NASDAQ:CVCO ) defied analyst predictions to release its quarterly results, which were ahead of...
Seeking Alpha Feb 03

After Cavco Industries' Earnings Pop, I'm Waiting For A Better Entry

Summary Cavco Industries, Inc. excels in factory-built homes, with strong stock performance and a robust balance sheet, but faces valuation concerns. The company’s growth is driven by rising demand for affordable housing, though declining revenue per home and inflationary pressures pose risks. Financial services show improvement, but gains are fragile due to weather-related insurance claims and increased customer charges. Despite operational efficiency and digital initiatives, Cavco’s high valuation and economic vulnerabilities suggest holding CVCO stock rather than buying at current levels. Read the full article on Seeking Alpha
분석 기사 Feb 01

Unpleasant Surprises Could Be In Store For Cavco Industries, Inc.'s (NASDAQ:CVCO) Shares

With a price-to-earnings (or "P/E") ratio of 24.3x Cavco Industries, Inc. ( NASDAQ:CVCO ) may be sending bearish...
분석 기사 Dec 09

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$501?

Cavco Industries, Inc. ( NASDAQ:CVCO ), might not be a large cap stock, but it received a lot of attention from a...
분석 기사 Nov 21

These 4 Measures Indicate That Cavco Industries (NASDAQ:CVCO) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 02

Return Trends At Cavco Industries (NASDAQ:CVCO) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
분석 기사 Oct 15

Cavco Industries, Inc.'s (NASDAQ:CVCO) Popularity With Investors Is Under Threat From Overpricing

Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 24.6x might make it look like a sell...
Seeking Alpha Sep 20

Cavco Industries Isn't AI... It's About AH (Affordable Housing), The Other Big A

Summary AI is widely assumed to be big, but AH (Affordable Housing) is a more critical need and is becoming a vital growth investment theme in its own right. That’s why shares of Cavco, in particular, and homebuilders, in general, have been performing better than interest rate trends alone might lead one to expect. Investors are looking beyond today’s soft company earnings toward gains many expect as society tackles affordability obstacles. I expect eventually less-shocking home sticker-prices to boost demand and homebuilder activity, even if mortgage rates don’t retreat to recent lows. Manufactured-housing company Cavco is well positioned to capitalize on the more affordable direction in which the industry is going. Read the full article on Seeking Alpha
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새로운 내러티브 Sep 04

Factory-Built Housing's Surge And Decisive Moves Promise Revitalized Earnings Growth

Strong demand for factory-built housing and effective management of insurance operations indicate potential for increased revenue and improved financial margins.
분석 기사 Aug 19

We Think Cavco Industries (NASDAQ:CVCO) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Aug 01

Return Trends At Cavco Industries (NASDAQ:CVCO) Aren't Appealing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Seeking Alpha Jul 30

Cavco Industries Remains A 'Buy' Due To Favorable Residential Market Dynamics And Consumer Behavior

Summary There are many strong short-term tailwinds Cavco benefits from, including the residential market dynamics and consumers trading down. As the affordable alternative to traditional homebuilders, demand should pick up from struggling consumers. Declining rates will be a huge catalyst for this. Despite Q4 earnings missing expectations, the underlying business is strong, with orders improving sequentially for the sixth straight quarter. Therfore, Cavco deserves a "Buy" rating. Read the full article on Seeking Alpha
분석 기사 Jul 15

Does This Valuation Of Cavco Industries, Inc. (NASDAQ:CVCO) Imply Investors Are Overpaying?

Key Insights Cavco Industries' estimated fair value is US$298 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 Jun 29

Cavco Industries, Inc. (NASDAQ:CVCO) Investors Are Less Pessimistic Than Expected

It's not a stretch to say that Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 18.2x...
Seeking Alpha Jun 26

Cavco Industries: Fair Performance, Fair Valuation (Rating Downgrade)

Summary Cavco Industries reported FY2024 results with falling earnings as the housing market stayed weak with higher interest rates but still continued generating healthy earnings. The performance has been in line with peers over the longer term but has recently trailed peers by a slight margin. The company expects orders to pick back up in FY2025, as orders started to pick back up at the start of calendar year 2024. While an earnings recovery in FY2025 should start to elevate earnings, the valuation has only a very modest remaining upside. Read the full article on Seeking Alpha
분석 기사 May 28

Cavco Industries, Inc. (NASDAQ:CVCO) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

As you might know, Cavco Industries, Inc. ( NASDAQ:CVCO ) last week released its latest full-year, and things did not...
분석 기사 May 24

At US$354, Is It Time To Put Cavco Industries, Inc. (NASDAQ:CVCO) On Your Watch List?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw significant share...
분석 기사 Apr 24

Slowing Rates Of Return At Cavco Industries (NASDAQ:CVCO) Leave Little Room For Excitement

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Seeking Alpha Apr 09

Quarterly Update: Analyzing Cavco's Triumph In Affordable Housing

Summary Cavco Industries is a leading producer of manufactured homes in the US, offering affordable alternatives to traditional homebuilders. CVCO stock is not as cheap compared to 7 months ago as it surged 40% since my initial coverage, but that doesn't mean this story is over. Macroeconomic trends, including a strong economy and declining house affordability, continue to support Cavco's growth prospects. I reiterate my "Buy" rating, as I believe the stock will continue appreciating in the medium term. Read the full article on Seeking Alpha
분석 기사 Apr 09

Cavco Industries (NASDAQ:CVCO) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Mar 25

Some Confidence Is Lacking In Cavco Industries, Inc.'s (NASDAQ:CVCO) P/E

Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 19.2x might make it look like a sell...
Seeking Alpha Mar 20

Cavco Industries: Fantastic Business But Transition Period To Avoid

Summary CVCO’s growth has been impressive (CAGR: +14%), driven by strong execution and industry tailwinds. The housing industry is benefiting from considerable tailwinds, primarily due to a housing shortage and population growth. We expect this to drive growth in the coming years. The business is seeing near-term headwinds, however, due to the current macroeconomic environment. Whilst this is weighing on near-term growth, we see resilience in the market. The company’s growth has considerably outpaced its peers but CVCO is lacking in margins. We believe the gap can close but requires supreme execution. CVCO’s valuation is fair considering the upside potential from growth, while also reflecting the downside risk associated with economic conditions. Read the full article on Seeking Alpha

CEO 보수 분석

Bill Boor의 보수는 Cavco Industries의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$191m

Dec 27 2025n/an/a

US$184m

Sep 27 2025n/an/a

US$197m

Jun 28 2025n/an/a

US$188m

Mar 29 2025US$8mUS$1m

US$171m

Dec 28 2024n/an/a

US$169m

Sep 28 2024n/an/a

US$148m

Jun 29 2024n/an/a

US$146m

Mar 30 2024US$5mUS$950k

US$158m

Dec 30 2023n/an/a

US$171m

Sep 30 2023n/an/a

US$195m

Jul 01 2023n/an/a

US$227m

Apr 01 2023US$5mUS$950k

US$241m

Dec 31 2022n/an/a

US$247m

Oct 01 2022n/an/a

US$267m

Jul 02 2022n/an/a

US$230m

Apr 02 2022US$5mUS$850k

US$198m

Jan 01 2022n/an/a

US$169m

Oct 02 2021n/an/a

US$110m

Jul 03 2021n/an/a

US$87m

Apr 03 2021US$4mUS$825k

US$77m

Dec 26 2020n/an/a

US$63m

Sep 26 2020n/an/a

US$65m

Jun 27 2020n/an/a

US$70m

Mar 28 2020US$4mUS$793k

US$75m

보상 대 시장: Bill의 총 보수(USD7.64M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.02M) 수준입니다.

보상과 수익: Bill의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Bill Boor (59 yo)

7.1yrs
재임 기간
US$7,639,958
보수

Mr. William C. Boor, CFA also known as Bill, is Independent Director of La-Z-Boy Incorporated from December 8, 2025. He has been the Chief Executive Officer of Great Lakes Brewing Company since September 2...


리더십 팀

이름직위재임 기간보수지분
William Boor
President7.1yrsUS$7.64m0.82%
$ 32.2m
Allison Aden
Executive VP4.8yrsUS$2.98m0.15%
$ 6.0m
Seth Schuknecht
EVP, General Counsel2.3yrsUS$3.90m0.025%
$ 981.6k
Matthew Nino
President of Retail6.2yrsUS$1.39m0.034%
$ 1.3m
Brian Cira
President of Manufactured Housing4.8yrsUS$1.59m0.056%
$ 2.2m
Paul Bigbee
Chief Accounting Officer5.9yrsUS$416.53k0.017%
$ 680.4k
Anthony Crutcher
Chief Information Officer5.3yrs데이터 없음데이터 없음
Mark Fusler
Director of Financial Reporting1.3yrs데이터 없음데이터 없음
Colleen Rogers
Senior Vice President of Marketing & Communications4.6yrs데이터 없음데이터 없음
Steven Like
Senior Vice President of Corporate Development5.3yrsUS$812.60k데이터 없음
Todd Cantrill
Vice President of Human Resources1.3yrs데이터 없음데이터 없음
Jack Brandom
President of Country Place Mortgageno data데이터 없음0.018%
$ 694.9k
4.8yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 관리: CVCO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.8 년).


이사회 구성원

이름직위재임 기간보수지분
William Boor
President17.8yrsUS$7.64m0.82%
$ 32.2m
Steven Bunger
Independent Non-Executive Chairman of the Board22.1yrsUS$295.09k0.085%
$ 3.3m
David Greenblatt
Independent Director17.6yrsUS$227.61k0.17%
$ 6.6m
Susan Blount
Independent Director7.3yrsUS$225.11k0.037%
$ 1.4m
Steven Moster
Independent Director6.3yrsUS$222.61k0.035%
$ 1.4m
Richard Kerley
Independent Director7.3yrsUS$230.11k0.087%
$ 3.4m
Julia Sze
Independent Director7yrsUS$212.61k0.036%
$ 1.4m
Lisa Daniels
Independent Directorless than a year데이터 없음데이터 없음
7.3yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: CVCO의 이사회경험이 있음으로 간주됩니다(평균 재임 7.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 19:02
종가2026/05/22 00:00
수익2026/03/28
연간 수익2026/03/28

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분석가 소스

Cavco Industries, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel MooreCJS Securities, Inc.
Gregory PalmCraig-Hallum Capital Group LLC
Brian HollendenSidoti & Company, LLC