When did Cavco Industries report Q2 2026 earnings?

Cavco Industries (CVCO) reported Q2 2026 earnings on October 30, 2025 after market close.

What were Cavco Industries's Q2 2026 revenue and EPS?

Cavco Industries reported revenue of $556.5M and diluted EPS of $6.55 for Q2 2026.

Did Cavco Industries beat estimates in Q2 2026?

Revenue beat the consensus estimate of $542.9M by $13.6M. EPS beat the consensus estimate of $6.09 by $0.46.

How did Cavco Industries's Q2 2026 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 9.7% from $507.5M a year earlier and diluted EPS grew 24.1% from $5.28.

Where can I find Cavco Industries's Q2 2026 SEC filings?

You can read the 10-Q periodic report (0001628280-25-047849) directly on SEC EDGAR. The filing index links above go to sec.gov.

Cavco Industries CVCO Q2 2026 earnings

Reported October 30, 2025 · After market close

Revenue$556.5MBeat by $13.6M Diluted EPS$6.55Beat by $0.46

Revenue estimate$542.9M

EPS estimate$6.09

Next report

Jul 30, 2026 (In 2 weeks)

Revenue estimate$590.5M

EPS estimate$5.69

Financials

Q2 2026

Income statement

See full

Revenue$556.5M+9.7%

Gross profit$134.4M+15.7%

Operating income$62.2M+26.6%

Net income$52.4M+19.6%

EPS (diluted)$6.55+24.1%

Balance sheet

See full

Cash & equivalents$375.0M+3.0%

Total debt$36.4M-5.7%

Total equity$1.1B+4.2%

Total assets$1.4B+3.6%

Cash flow

See full

Operating cash flow$78.5M+43.5%

CapEx$9.7M+99.5%

Free cash flow$68.7M+38.0%

Valuation & ratios

Valuation

as of 09/27/25

See full

Market cap$4.6B+30.1%

Enterprise value$4.26B+32.7%

P/E23.4×-0.5×

P/S2.1×+0.2×

Profitability

See full

Gross margin23.8%+1.0pp

Operating margin10.5%+1.6pp

Net margin9.2%+1.2pp

FCF margin8.4%+0.4pp

Returns & leverage

See full

Return on equity18.5%+4.1pp

Debt / equity0×0.0×

Current ratio2.9×0.0×

Segments

By product

See full

Home sales$509.8M+8.5%

All other sources$19.9M+0.2%

Insurance agency commissions received from third-party insurance companies$1.5M+19.4%

By segment

See full

Factory-built housing$535.1M+10.0%

Financial services$21.4M+1.4%

Versus estimates

Revenue

Q4 2026$550.1MMiss by $20.9M Q3 2026$581.0MMiss by $12.4M

Q2 2026$556.5MBeat by $13.6M

Q1 2026$556.9MBeat by $16.2M Q4 2025$508.4MBeat by $4.2M Q3 2025$522.0MBeat by $9.6M

Diluted EPS

Q4 2026$5.42Beat by $0.12 Q3 2026$5.58Miss by $0.42

Q2 2026$6.55Beat by $0.46

Q1 2026$6.42Beat by $0.61 Q4 2025$5.40Beat by $0.53 Q3 2025$6.90Beat by $2.01

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Questions, answered.

When did Cavco Industries report Q2 2026 earnings?: Cavco Industries (CVCO) reported Q2 2026 earnings on October 30, 2025 after market close.
What were Cavco Industries's Q2 2026 revenue and EPS?: Cavco Industries reported revenue of $556.5M and diluted EPS of $6.55 for Q2 2026.
Did Cavco Industries beat estimates in Q2 2026?: Revenue beat the consensus estimate of $542.9M by $13.6M. EPS beat the consensus estimate of $6.09 by $0.46.
How did Cavco Industries's Q2 2026 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 9.7% from $507.5M a year earlier and diluted EPS grew 24.1% from $5.28.
Where can I find Cavco Industries's Q2 2026 SEC filings?: You can read the 10-Q periodic report (0001628280-25-047849) directly on SEC EDGAR. The filing index links above go to sec.gov.