Cavco Q2 revenue $556.5M (+9.7%), EPS $6.55 (+24%); closes American Homestar acquisition

CAVCO INDUSTRIES, INC.

2026-Q2 EPS reported $12.96 revenue$1,113,384,000

Net revenue $556.5M (+9.7% YoY); diluted EPS $6.55 (+24% YoY).
Factory-built housing home sales volume up 5.4%; capacity utilization improved to 75% from 70%.
Financial services gross profit margin jumped to 55.6% from 21.8% on higher premiums and lower claims.
Backlogs $210M (5-7 weeks of production); stock repurchases $36M in the quarter.
Closed American Homestar acquisition post-Q2; Lisa Daniels joined the Board of Directors.

item 2.02 item 9.01

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