Cavco Industries, Inc.

NasdaqGS:CVCO Voorraadrapport

Marktkapitalisatie: US$3.6b

Cavco Industries Inkomsten in het verleden

Verleden criteriumcontroles 4/6

Cavco Industries heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 7.3%, terwijl de Consumer Durables-industrie de winst zag groeien met 1.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 10.2%. Het rendement op eigen vermogen van Cavco Industries is 16.9%, en het heeft een nettomarge van 8.4%.

Belangrijke informatie

7.28%

Groei van de winst

10.24%

Groei van de winst per aandeel

Consumer Durables Groei van de industrie24.52%
Inkomstengroei10.22%
Rendement op eigen vermogen16.93%
Nettomarge8.37%
Volgende winstupdate21 May 2026

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha May 11

Cavco Industries: Declining Backlog And Challenging Market Conditions Worry Me (Downgrade)

Summary Cavco Industries is downgraded from 'buy' to 'hold' due to declining backlog and worsening profitability despite rising revenue. CVCO's revenue growth is driven by higher home deliveries, price increases, and the American Homestar acquisition, but SG&A costs and acquisition expenses pressured margins. Backlog dropped from $224 million to $160 million year-over-year, raising concerns about forward demand despite a strong balance sheet and no debt. Shares remain expensive relative to peers; upcoming Q4 results and backlog stabilization are critical for future rating upgrades. Read the full article on Seeking Alpha
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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
Analyseartikel Feb 18

Is Now The Time To Look At Buying Cavco Industries, Inc. (NASDAQ:CVCO)?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it received a lot of...

Opbrengsten en kosten

Hoe Cavco Industries geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NasdaqGS:CVCO Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
27 Dec 252,2031842600
27 Sep 252,1441972510
28 Jun 252,0951882460
29 Mar 252,0151712430
28 Dec 241,9271692380
28 Sep 241,8521482350
29 Jun 241,7971462300
30 Mar 241,7951582260
30 Dec 231,8511712290
30 Sep 231,9051952250
01 Jul 232,0302272310
01 Apr 232,1432412350
31 Dec 222,1722472310
01 Oct 222,1032672330
02 Jul 221,8852302120
02 Apr 221,6271982060
01 Jan 221,4281691700
02 Oct 211,2851101450
03 Jul 211,184871350
03 Apr 211,108771500
26 Dec 201,057631250
26 Sep 201,042651260
27 Jun 201,053701270
28 Mar 201,062751460
28 Dec 191,048831190
28 Sep 191,008761140
29 Jun 19980701080
30 Mar 19963691220
29 Dec 18964711020
29 Sep 1895279970
30 Jun 1891169940
31 Mar 18871621070
30 Dec 1782750880
30 Sep 1780841880
01 Jul 1779544870
01 Apr 17774381010
31 Dec 1675334860
01 Oct 1673230840
02 Jul 1673629850
02 Apr 1671229830
26 Dec 1567628790
26 Sep 1564226780
27 Jun 1558923730

Kwaliteitswinsten: CVCO heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (8.4%) CVCO } zijn lager dan vorig jaar (8.7%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van CVCO is de afgelopen 5 jaar met 7.3% per jaar gegroeid.

Versnelling van de groei: De winstgroei van CVCO over het afgelopen jaar ( 9.5% ) overtreft het 5-jarig gemiddelde ( 7.3% per jaar).

Winst versus industrie: De winstgroei CVCO over het afgelopen jaar ( 9.5% ) overtrof de Consumer Durables -sector -16.4%.


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 16.9% ) van CVCO wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 11:06
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2025/12/27
Jaarlijkse inkomsten2025/03/29

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Cavco Industries, Inc. wordt gevolgd door 3 analisten. 2 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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