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Cavco Industries CVCO Q2 2027 earnings

Reported October 29, 2026 · After market close

Revenue$656.4MBeat by $43.3M
EPS$6.47Beat by $0.95
Revenue estimate$613.1M
EPS estimate$5.52
“This is our second consecutive quarter of record revenue and unit volume. While orders were off the preceding quarter pace, they remained healthy and backlogs continued to grow. This positions us very well going into the seasonally slower winter months with the ability to adjust production depending on order trends. While materials inflation continued and is expected to remain a challenge going forward, during Q2, selling price increases were in excess of cost pressures, resulting in a small sequential Gross Margin improvement. Additionally, we began to see data center workforce housing orders and shipments during the quarter which are contributing to healthy backlogs.”
Bill Boor

Next report

Date not yet announced

Financials

Q2 2027

Income statement

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Revenue$656.4M+17.9%
Gross profit$147.6M+9.8%
Operating income$69.9M+12.4%
Net income$55.4M+5.8%
EPS (diluted)$7.17+9.5%

Balance sheet

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Cash & equivalents$271.9M-27.5%
Total debt$39.0M+7.1%
Total equity$1.1B+4.7%
Total assets$1.6B+11.2%

Cash flow

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Operating cash flow$96.4M+22.9%
CapEx$29.7M+205%
Free cash flow$66.7M-3.0%

Valuation & ratios

Valuation

as of 10/30/26
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Market cap$4.21B+5.5%
Enterprise value$3.98B+8.9%
P/E22.8×+2.6×
P/S1.8×-0.1×

Profitability

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Gross margin22.7%-1.0pp
Operating margin9.5%-1.0pp
Net margin7.7%-1.5pp
FCF margin9.7%+1.3pp

Returns & leverage

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Return on equity16.6%-1.9pp
Debt / equity0×0.0×
Current ratio2.1×-0.8×

Segments

By product

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Home sales$603.2M+18.3%
All other sources$20.3M+2.1%
Insurance agency commissions received from third-party insurance companies$2.3M+53.6%

By segment

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Factory-built housing$633.7M+18.4%
Financial services$22.6M+5.8%

FAQ

When did Cavco Industries report Q2 2027 earnings?
Cavco Industries (CVCO) reported Q2 2027 earnings on October 29, 2026 after market close.
What were Cavco Industries's Q2 2027 revenue and EPS?
Cavco Industries reported revenue of $656.4M and eps of $6.47 for Q2 2027.
Did Cavco Industries beat estimates in Q2 2027?
Revenue beat the consensus estimate of $613.1M by $43.3M. EPS beat the consensus estimate of $5.52 by $0.95.
How did Cavco Industries's Q2 2027 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 17.9% from $556.5M a year earlier and eps declined 1.2% from $6.55.
Where can I find Cavco Industries's Q2 2027 SEC filings?
You can read the 8-K earnings release (0001628280-26-068294) and the 10-Q periodic report (0001628280-26-068589) directly on SEC EDGAR. The filing index links above go to sec.gov.