Cavco Q3 EPS $6.90 (+62% YoY) on revenue $522M (+16.8%); home shipments up 21.6%

CAVCO INDUSTRIES, INC.

2025-Q3 EPS reported $16.25 vs consensus $6.21 ▲ beat (+161.6%)

Net income per diluted share $6.90, up 62% from $4.27; pre-tax income $69.3M (+57.9%).
Net revenue $522M, up 16.8% YoY; factory-built housing revenue +17.3%, financial services +6.8%.
Home sales volume up 21.6%; backlog $224M, representing 6-8 weeks of production.
Stock repurchases of ~$42M in the quarter; cash position and balance sheet remain strong.
Financial services gross margin improved to 55.5% from 36.8% on higher premiums and lower claims.

item 2.02 item 9.01

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accession 0000278166-25-000004

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