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Cavco Industries CVCO Q4 2025 Annual earnings

Reported May 22, 2025 · After market close

Revenue$508.4MBeat by $4.2M
EPS$5.40Beat by $0.53
Revenue estimate$504.1M
EPS estimate$4.87

Next report

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

Financials

Q4 2025

Income statement

See full
Revenue$508.4M+21.0%
Gross profit$116.1M+17.3%
Operating income$38.6M+2.8%
Net income$36.3M+7.1%
EPS (diluted)$4.46+10.7%

Balance sheet

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Cash & equivalents$356.2M+1.0%
Total debt$43.5M-6.6%
Total equity$1.1B+3.0%
Total assets$1.4B+3.9%

Cash flow

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Operating cash flow$38.6M+108%
CapEx$6.1M+46.7%
Free cash flow$32.5M+126%

Valuation & ratios

Valuation

as of 03/29/25
See full
Market cap$4.16B+25.0%
Enterprise value$3.85B+27.3%
P/E24.3×+3.2×
P/S2.1×+0.2×

Profitability

See full
Gross margin23.1%-0.7pp
Operating margin9.4%-0.5pp
Net margin8.5%-0.3pp
FCF margin7.8%-3.8pp

Returns & leverage

See full
Return on equity16.3%+0.6pp
Debt / equity0×0.0×
Current ratio3×-0.1×

Segments

By product

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Home sales$460.3M+20.7%
All other sources$19.2M-6.2%
Insurance agency commissions received from third-party insurance companies$1.3M+13.1%

By segment

See full
Factory-built housing$487.9M+22.4%
Financial services$20.5M-5.2%

FAQ

When did Cavco Industries report Q4 2025 earnings?
Cavco Industries (CVCO) reported Q4 2025 earnings on May 22, 2025 after market close.
What were Cavco Industries's Q4 2025 revenue and EPS?
Cavco Industries reported revenue of $508.4M and eps of $5.40 for Q4 2025.
Did Cavco Industries beat estimates in Q4 2025?
Revenue beat the consensus estimate of $504.1M by $4.2M. EPS beat the consensus estimate of $4.87 by $0.53.
How did Cavco Industries's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 21.3% from $419.2M a year earlier and eps grew 34.0% from $4.03.
Where can I find Cavco Industries's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000278166-25-000053) and the 10-K periodic report (0000278166-25-000057) directly on SEC EDGAR. The filing index links above go to sec.gov.