Stocks Consumer discretionary CVCO
NASDAQ · Consumer discretionaryCavco Industries, Inc. (CVCO)
Cavco Industries, Inc. brought in $2.4B of revenue over the twelve months to September 26, 2026, up 11.8% from a year earlier. Net income was $184.2M, a net margin of 7.7%. Operating cash flow minus capital spending left $232.1M of free cash flow in fiscal 2026. At September 26, 2026 it held $271.9M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 30, 2026.
Key facts about Cavco Industries, Inc.
- Net worth
- Cavco Industries, Inc. has a market value (market cap) of $5.2B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2026 revenue was $2.2B (+11.4% year on year), with net income of $190.6M. Over the 12 months to September 26, 2026: revenue $2.4B, net income $184.2M.
- Cash flow
- In fiscal 2026 operations brought in $267.5M of cash; after $35.4M of capital spending, free cash flow was $232.1M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 30, 2026 and covers the period to September 26, 2026. Open on SEC EDGAR
- Next earnings report
- Cavco Industries, Inc.'s next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
What Cavco Industries, Inc. does
Cavco Industries, Inc. is registered with the SEC under industry code SIC 2451 (Mobile Homes). Its shares trade on NASDAQ under the ticker CVCO.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2026 | $2.2B | $190.6M | $23.98 | $232.1M |
| 2025 | $2B | $171M | $20.71 | $157.1M |
| 2024 | $1.8B | $157.8M | $18.37 | $207.3M |
| 2023 | $2.1B | $240.6M | $26.95 | $211.6M |
| 2022 | $1.6B | $197.7M | $21.34 | $125.6M |
| 2021 | $1.1B | $76.6M | $8.25 | $88.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CVCO ranks in Consumer discretionary
Latest SEC filings
What Cavco Industries, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 30, 2026Quarterly report 10-Q · period to September 26, 2026Revenue rose 18% to $656.4M versus the same quarter last year; diluted EPS $7.17 versus $6.55.
- October 29, 2026
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- July 31, 2026Quarterly report 10-Q · period to June 27, 2026Revenue rose 9.5% to $610M versus the same quarter last year; diluted EPS $5.43 versus $6.42.
- July 31, 2026
- July 30, 2026
- June 16, 2026
- June 16, 2026Additional proxy material DEFA14A
- June 16, 2026Proxy statement DEF 14A
- June 1, 2026
What is CVCO worth? A DCF from its reported cash flow
Insider trades
What the people running Cavco Industries, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $884.4K worth of shares in the last 90 days and bought none on the open market. 42% of the selling was pre-planned under Rule 10b5-1 trading plans.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| November 4, 2026 | Kerley Richard ADirector | Soldindirect | 459 | $310.7K |
| November 4, 2026 | Schuknecht Seth GEVP, General Counsel | Soldpre-planned (10b5-1) | 542 | $371.3K |
| October 31, 2026 | Brandom Jack SPresident, Financial Services | Shares withheld for tax | 22 | $13.6K |
| August 18, 2026 | Bigbee PaulChief Accounting Officer | Sold | 342 | $202.5K |
| August 11, 2026 | Kerley Richard ADirector | Gave as a gift | 290 | - |
| August 11, 2026 | Kerley Richard ADirector | Gave as a giftindirect | 290 | - |
| July 30, 2026 | Daniels Lisa LynnDirector | Soldpre-planned (10b5-1) | 30 | $17.1K |
| July 30, 2026 | Boor William CPresident & CEO, Director | Shares withheld for tax | 128 | $72K |
Who owns CVCO
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Capital World Investors13G, passive | 6.9% | August 12, 2026 |
| Vanguard Capital Management13G, passive | 5.25% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 359 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 1,248,595 | +50,279 |
| Capital World Investors | 528,190 | -88,389 |
| State Street Corp | 419,204 | +17,299 |
| Vanguard Capital Management LLC | 347,619 | -504 |
| Vanguard Portfolio Management LLC | 331,162 | +13,440 |
| Boston Partners | 325,596 | +25,936 |
| Geode Capital Management, LLC | 259,180 | +18,507 |
| Fiduciary Management Inc | 250,135 | -17,379 |
| Dimensional Fund Advisors LP | 203,458 | +2,506 |
| Ameriprise Financial Inc | 180,511 | +40,663 |
| Boston Trust Walden Corp | 155,713 | +15,930 |
| Invesco Ltd. | 149,655 | -32,130 |
| Schroder Investment Management Group | 130,350 | +269 |
| Point72 Asset Management, L.P. | 109,528 | +6,813 |
| Fmr LLC | 109,289 | -58,092 |
| Charles Schwab Investment Management Inc | 108,389 | +3,663 |
| Victory Capital Management Inc | 105,872 | +26,629 |
| Northern Trust Corp | 86,937 | +5,273 |
| Gamco Investors, Inc. ET AL | 79,844 | -3,230 |
| Marshall Wace, Llp | 74,839 | +67,999 |
Insiders
15 insiders reported holding 127,384 shares in total, about $85.6M at the last price.
| Holder | Shares |
|---|---|
| Boor William CPresident & CEO, Director | 68,363 |
| Greenblatt David A.Director | 15,801 |
| Aden AllisonEVP, CFO & Treasurer | 9,147 |
| Bunger Steven GDirector | 7,269 |
| Kerley Richard ADirector | 6,2256,000 held indirectly |
| Cira Brian RPresident,Manufactured Housing | 4,290 |
| Blount Susan LDirector | 3,351 |
| Sze JuliaDirector | 3,251 |
| Moster Steven WDirector | 3,201 |
| Nino Matthew APresident, Retail | 2,560 |
Questions about CVCO
What does Cavco Industries, Inc. do?
Cavco Industries, Inc. is a company in the Consumer discretionary sector, listed on NASDAQ as CVCO. Its shares trade on NASDAQ under the ticker CVCO.
What is Cavco Industries, Inc.'s net worth?
Cavco Industries, Inc. has a market value (market cap) of $5.2B at the latest share price, and shareholders' equity of $1.1B on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Cavco Industries, Inc. profitable?
Yes. Over the twelve months to September 26, 2026 it reported net income of $184.2M on revenue of $2.4B, a net margin of 7.7%.
How much revenue does Cavco Industries, Inc. make?
Over the twelve months to September 26, 2026 Cavco Industries, Inc. reported revenue of $2.4B. That is 11.8% more than a year earlier.
When did Cavco Industries, Inc. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 30, 2026. It covers the period to September 26, 2026. Its newest filing of any kind is the insider trade from November 5, 2026.
When is Cavco Industries, Inc.'s next earnings report?
Cavco Industries, Inc.'s next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Cavco Industries, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.