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Cavco Industries CVCO Q1 2026 earnings

Reported July 31, 2025 · After market close

Revenue$556.9MBeat by $16.2M
EPS$6.42Beat by $0.61
Revenue estimate$540.7M
EPS estimate$5.81

Next report

Oct 29, 2026 (in a month)
Revenue estimate$611.4M
EPS estimate$5.60

Financials

Q1 2026

Income statement

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Revenue$556.9M+16.6%
Gross profit$129.5M+25.2%
Operating income$60.4M+56.6%
Net income$51.6M+50.0%
EPS (diluted)$6.42+56.2%

Balance sheet

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Cash & equivalents$344.6M-4.1%
Total debt$36.3M-20.3%
Total equity$1.1B+2.5%
Total assets$1.4B+2.8%

Cash flow

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Operating cash flow$55.5M+17.2%
CapEx$9.1M+83.7%
Free cash flow$46.4M+9.4%

Valuation & ratios

Valuation

as of 06/28/25
See full
Market cap$3.47B+21.0%
Enterprise value$3.16B+23.8%
P/E18.4×-1.2×
P/S1.7×+0.1×

Profitability

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Gross margin23.5%+0.5pp
Operating margin10.1%+1.1pp
Net margin9%+0.9pp
FCF margin7.7%-1.9pp

Returns & leverage

See full
Return on equity17.9%+3.7pp
Debt / equity0×0.0×
Current ratio2.9×-0.1×

Segments

By product

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Home sales$509.7M+16.8%
All other sources$19.8M+8.9%
Insurance agency commissions received from third-party insurance companies$1.4M+0.3%

By segment

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Factory-built housing$535.7M+17.0%
Financial services$21.2M+8.2%

FAQ

When did Cavco Industries report Q1 2026 earnings?
Cavco Industries (CVCO) reported Q1 2026 earnings on July 31, 2025 after market close.
What were Cavco Industries's Q1 2026 revenue and EPS?
Cavco Industries reported revenue of $556.9M and eps of $6.42 for Q1 2026.
Did Cavco Industries beat estimates in Q1 2026?
Revenue beat the consensus estimate of $540.7M by $16.2M. EPS beat the consensus estimate of $5.81 by $0.61.
How did Cavco Industries's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 16.6% from $477.6M a year earlier and eps grew 56.2% from $4.11.
Where can I find Cavco Industries's Q1 2026 SEC filings?
You can read the 8-K earnings release (0000278166-25-000120) and the 10-Q periodic report (0000278166-25-000128) directly on SEC EDGAR. The filing index links above go to sec.gov.