Cavco Q2 revenue up 12% to $507M, EPS $5.28; approves $100M buyback

CAVCO INDUSTRIES, INC.

2025-Q2 EPS reported $9.38 vs consensus $5.66 ▲ beat (+65.7%)

Q2 net revenue $507M (+12.3% YoY); diluted EPS $5.28 vs $4.76 (+10.9%).
Factory-built housing revenue up 12%; home sales volume +15.7%; capacity utilization ~70%.
Backlog increased 19% sequentially to $276M; modules in backlog up 20%.
Financial services gross profit down 28.7% due to Hurricane Beryl claims ($4M impact).
Board approved new $100M share repurchase program; Q2 repurchases totaled ~$44M.

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