Cavco Industries
CVCO Nasdaq· Homebuilding
Last close · Oct 26, 2026
$531.53
KIRA · Stoqly’s AI analyst, in plain words
- Cavco Industries had $2.2B of revenue in fiscal 2026, up 11.4% on the year before. Over five years, revenue changed +15.2% a year on average.
- Its operating margin was 10.2%, up 0.7 pts: of every 100 in sales, about 10 is left after running the business.
- Cavco Industries made $191M of net profit in fiscal 2026. From fiscal 2017 to 2026, diluted EPS grew 21.5% a year.
- Free cash flow was $232M in fiscal 2026, 10.3% of revenue.
- Cavco Industries returned $160M to shareholders in fiscal 2026, 69% of free cash flow. The diluted share count fell 3.8%.
Market cap
$4.1B
P/E
23.1x
Revenue
$2.2B
Net income
$191M
Free cash flow
$232M
Operating margin
10.2%
Cavco Industries in 30 seconds · fiscal 2026
Are sales growing?
+11.4%
Yes. Sales grew 11.4% last year.
Does it make a profit?
8.5%
A little. It keeps 8.5% of every sale as profit.
Does profit turn into cash?
10.3%
Yes. 10.3% of sales ends up as free cash.
How is the share priced?
23.1x
One share costs 23.1 times its yearly profit per share. Typical for its sector: 17.7x.
What Cavco Industries does
No business description yet.
- Fiscal year ends
- March 28, 2026
- Latest annual report
- 10-K · May 22, 2026
- Legal name
- CAVCO INDUSTRIES, INC.
- CIK
- 0000278166
Cavco Industries · CVCO
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $1.6B | $2.1B | $1.8B | $2.0B | $2.2B |
| Revenue growth | 46.9% | 31.7% | −16.2% | 12.3% | 11.4% |
| Gross margin | 25.1% | 25.9% | 23.8% | 23.1% | 23.5% |
| Operating margin | 12.4% | 13.8% | 10.0% | 9.4% | 10.2% |
| Net income | $198M | $241M | $158M | $171M | $191M |
| Net margin | 12.2% | 11.2% | 8.8% | 8.5% | 8.5% |
| Diluted EPS | $21.34 | $26.95 | $18.37 | $20.71 | $23.98 |
| Cash | |||||
| Cash from operations | $144M | $256M | $225M | $179M | $268M |
| Capital expenditure | $18.7M | $44.1M | $17.4M | $21.4M | $35.4M |
| Free cash flow | $126M | $212M | $207M | $157M | $232M |
| FCF margin | 7.7% | 9.9% | 11.6% | 7.8% | 10.3% |
| Dividends paid | $0.0M | $0.0M | $0.0M | $0.0M | $0.0M |
| Share buybacks | $59.6M | $103M | $109M | $149M | $160M |
| Share count change | −0.3% | −3.7% | −3.7% | −3.9% | −3.8% |
| Debt and strength | |||||
| Cash and short-term investments | $264M | $286M | $371M | $376M | $253M |
| Shareholders' equity | $831M | $976M | $1.0B | $1.1B | $1.1B |
| Current ratio | 2.5x | 2.7x | 3.1x | 3.0x | 2.5x |
| Interest coverage | 288.5x | 325.9x | 108.5x | 368.0x | 422.5x |
| Returns and quality | |||||
| Return on equity | 26.1% | 26.6% | 15.7% | 16.3% | 17.6% |
| Altman Z'' | 8.2 | 9.3 | 9.6 | 9.8 | 9.2 |
Insiders bought, 12 months
$0.9M
3 insiders
Insiders sold, 12 months
$2.6M
5 insiders
Of sales under plans
63%
$1.7M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Cavco Industries · CVCO
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
Similar companies
Each company’s latest fiscal year. Fiscal years end in different months, so periods don’t line up exactly.
| Company | Market cap | Growth | Op. margin | FCF margin | ROIC | P/E | F-score |
|---|---|---|---|---|---|---|---|
| Cavco Industries CVCO | $4.1B | 11.4% | 10.2% | 10.3% | — | 23.1x | — |
| Green Brick Partners GRBK | $2.8B | −1.0% | — | 10.2% | 17.9% | 9.7x | — |
| Champion Homes SKY | $4.4B | 7.3% | 9.5% | 10.1% | 20.8% | 23.1x | 6 |
| LGI Homes LGIH | $982M | −22.6% | 4.7% | −8.3% | 1.6% | 14.8x | — |
| Installed Building Products IBP | $5.4B | 1.0% | 13.0% | 10.1% | 22.6% | 21.8x | 7 |
Price compared with profit (P/E)
How many times its yearly profit per share one share costs. Higher means investors pay more for each unit of profit.
KIRA
At $531.53 a share, the company is worth $4.1B: 23.1 times its earnings of the last four quarters.
Cavco Industries grew sales faster than 4 of its 4 similar companies. Its P/E is higher than 4 of 4.
Source: SEC EDGAR XBRL filings (CIK 0000278166). Data updated October 19, 2026. For information only — not investment advice. Check the original filings before relying on any figure.