Why did Cavco Industries (CVCO) stock move recently?

On 8/4/2026, Cavco Industries moved +3.8% — No clear company-specific catalyst identified for the 3.83% gain; earnings and shareholder vote results were released several days earlier, with mixed Q1 outcomes (revenue growth but margin pressure and EPS miss) and minor recent insider sales. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Cavco Industries (CVCO) overvalued or fairly valued?

MarketChacha shows Cavco Industries's valuation in context — a trailing P/E of about 23.6, a forward P/E of about 19.6, a price-to-book of about 3.9 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Cavco Industries's reported profit turn into cash?

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.22×) from reported figures — education, not a rating.

What is Cavco Industries's revenue?

Cavco Industries reported revenue of $2.2B for FY2026, with net profit of $190.6M, per official filings.

What is the share price of Cavco Industries (CVCO)?

Cavco Industries last traded at $566.19 (+0.9% on the day), as of 9/4/2026 — a delayed quote shown for education, not investment advice.

Cavco Industries

CVCO · NYSE · Consumer Discretionary · United States

Snapshot

TickerCVCO

ExchangeNYSE

SectorConsumer Discretionary

IndustryResidential Construction

CountryUnited States

Employees7,700

HeadquartersPhoenix, United States

Websitewww.cavcohomes.com

Filings tracked14

About Cavco Industries

Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments: Factory-Built Housing and Financial Services. The company produces park model RVs; vacation cabins; and factory-built commercial structures, including apartment buildings, condominiums, hotels, workforce housing, schools, and housing for the United States military troops. It also produces various modular homes, which include single and multi-section ranch, split-level, and Cape Cod style homes, as well as two- and three-story homes, and multi-family units. In addition, the company provides conforming and non-conforming mortgages and home-only loans to purchasers of various brands of factory-built homes sold by company-owned retail stores, as well as various independent distributors, builders, communities, and developers. Further, it offers property and casualty insurance to owners of manufactured housing industry. The company distributes its products through a network of independent and company-owned retailers, planned community operators, and residential developers. The company was founded in 1965 and is headquartered in Phoenix, Arizona.

Who owns it

Insiders1.6%
Institutions98.4%
Public & other0.0%

484 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.16.24%
Capital World Investors6.87%
State Street Corporation5.45%
Vanguard Capital Management LLC4.52%
Vanguard Portfolio Management LLC4.31%
Boston Partners4.23%
Geode Capital Management, LLC3.37%
Fiduciary Management, Inc.3.25%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 2.7 points over the period — profitability is trending down.

Cash conversion1.22×

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend11.2% → 8.5%

Margin has compressed by about 2.7 points over the period — profitability is trending down.

Return on equity17.3%

Latest ROE of 17.3% — capital is generating a healthy return.

Growth qualityrev 2% · PAT -7%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $614.5M · EPS 5.89

Est. earnings growth +5.5%

Next fiscal year

Rev $2.6B · EPS 28.83

Est. earnings growth +27.6%

Analyst consensus estimates — not the company's own guidance.

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2026)

$2.2B

Net margin

8.5%

ROE

17.3%

Revenue CAGR (3y)

+1.6%

Profit CAGR (3y)

-7.5%

EPS (FY2026)

23.98

Net profit (FY2026)

$190.6M

Ask MarketChacha about CVCO

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Aug 4, 2026
No clear company-specific catalyst identified for the 3.83% gain; earnings and shareholder vote results were released several days earlier, with mixed Q1 outcomes (revenue growth but margin pressure and EPS miss) and minor recent insider sales.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$2.2B	$190.6M	23.98	8.5%	17.3%
FY2025	$2.0B	$171.0M	20.71	8.5%	16.1%
FY2024	$1.8B	$157.8M	18.37	8.8%	15.3%
FY2023	$2.1B	$240.6M	26.95	11.2%	24.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$610.0M	$42.3M	5.43	6.9%
2025Q4	$581.0M	$44.1M	5.58	7.6%
2025Q3	$556.5M	$52.4M	6.55	9.4%
2025Q2	$556.9M	$51.6M	6.42	9.3%
2024Q4	$522.0M	$56.5M	6.90	10.8%
2024Q3	$507.5M	$43.8M	5.28	8.6%
2024Q2	$477.6M	$34.4M	4.11	7.2%
2023Q4	$446.8M	$36.0M	4.27	8.1%
2023Q3	$452.0M	$41.5M	4.76	9.2%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Shareholder vote results, Exhibits
SEC7/31/2026material
10-Q filing
SEC7/31/2026
8-K — Results of operations, Exhibits
SEC7/30/2026material
8-K — Results of operations, Other events, Exhibits
SEC5/22/2026material
10-K filing
SEC5/22/2026
10-Q filing
SEC2/2/2026
8-K — Results of operations, Exhibits
SEC1/29/2026material

2025

8-K — Results of operations, Exhibits
SEC10/31/2025material
10-Q filing
SEC10/31/2025
8-K — Executive/director change, Reg FD disclosure
SEC10/28/2025material
8-K — Completion of acquisition/disposition, Reg FD disclosure, Exhibits
SEC9/30/2025material
8-K — Shareholder vote results, Exhibits
SEC8/4/2025material
10-Q filing
SEC8/4/2025
8-K — Results of operations, Exhibits
SEC7/31/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.