earnings
confidence high
sentiment positive
materiality 0.75
Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY
CAVCO INDUSTRIES, INC.
- Q4 net revenue $550M (+8% YoY); net income $42.5M, diluted EPS $5.42 vs $4.47.
- Full-year net revenue $2,245M (+11.4%); net income $190.6M, diluted EPS $23.98 vs $20.71.
- Record number of homes sold in FY2026; factory-built housing gross margin 22.1% vs 22.9% YoY.
- Board approved new $150M stock repurchase program on May 18, 2026.
- CEO reports Q4 wholesale orders up significantly from Q3 and prior year; new Arizona plant broke ground.
Featured in Daily 8-K Digest
Selected #9 for 2026-05-22.
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