Latest close: below its 200-day averageSep 8, 2026what changed →
The financials
Cavco Industries, Inc. by the numbers
Cavco Industries, Inc. (CVCO) reported revenue of $550M in Q4 2026 (quarter ended Mar 28, 2026), up 8.2% from the same quarter a year earlier. That came with a gross margin of 23% and net income of $42M (7.7% of revenue). For the full year FY2026, revenue was $2.24B (+11% year on year) and net income $191M. Its largest product in Jun 2026 was Manufactured Product Other at $559M, 92% of the disclosed total, well ahead of Product And Service Other at 4.4%.
| Income statement | Q4 2026 | Q4 2025 | Change |
|---|---|---|---|
| Revenue | $550M | $508M | +8.2% |
| Gross profit | $127M | $116M | +9.4% |
| Operating income | $51M | $39M | +33% |
| Net income | $42M | $36M | +17% |
| Diluted EPS | $5.43 | $4.46 | +22% |
| Product | Revenue | Share |
|---|---|---|
| Manufactured Product Other | $559M | 92% |
| Product And Service Other | $27M | 4.4% |
| Financial Service Other | $22M | 3.6% |
| Insurance Agency Commissions | $1.9M | 0.3% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $610.0M (+11%)
Insurance Agency Commissions grew +37% year on yearProduct And Service Other +4.4% year on year
Segment Latestquarter on quarteryear on year
- Manufactured Product Other$558.9M$558.9MQoQ +11%year on year +9.6%+11%+9.6%
- Product And Service Other$27.1M$27.1MQoQ +17%year on year +4.4%+17%+4.4%
- Financial Service Other$22.0M$22.0MQoQ +8.3%year on year +12%+8.3%+12%
- Insurance Agency Commissions$1.9M$1.9MQoQ +12%year on year +37%+12%+37%
Residential Construction
Ranks #4 of 10 by Smart Score