Cavco Q1 EPS $4.11, down 22% YoY; insurance losses offset factory-built momentum

CAVCO INDUSTRIES, INC.

2025-Q1 EPS reported $4.11 revenue$477,599,000

Net revenue $478M, up 0.4% YoY; diluted EPS $4.11 vs $5.29 (down 22.3%).
Factory-built housing gross margin 22.6% (down from 24.8%); volume up 3.6%.
Financial services segment posted $5.2M pretax loss from Texas storms and NM wildfires.
Backlog $232M, up 21% from $191M three months ago; stock buybacks $29M in quarter.
Sequential home-sales volume up 20%; capacity utilization improved to ~65% from ~60%.

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