Cavco Q3 EPS $5.58, down 19.1%; revenue up 11.3% to $581M; closes American Homestar deal

CAVCO INDUSTRIES, INC.

2026-Q3 EPS reported $18.55 revenue$1,694,378,000

Net income of $44.1M, down 22% YoY; diluted EPS $5.58 vs $6.90.
Revenue $581M, up 11.3% driven by home sales volume (+3.2%) and higher ASP (+8.0% to $106,971).
Factory-built housing gross margin fell to 21.7% from 23.6%; financial services margin rose to 65.2%.
American Homestar contributed $42M revenue, 343 homes, and $6.9M incremental SG&A; $2.9M deal costs in quarter.
Stock repurchases of ~$44M in quarter; ~$98M remaining under authorization.

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