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Cavco Industries CVCO Q4 2026 Annual earnings

Reported May 21, 2026 · After market close

Revenue$550.1MMiss by $20.9M
EPS$5.42Beat by $0.12
Revenue estimate$571.1M
EPS estimate$5.30

Next report

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

Financials

Q4 2026

Income statement

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Revenue$550.1M+8.2%
Gross profit$127.1M+9.4%
Operating income$51.5M+33.2%
Net income$42.5M+16.9%
EPS (diluted)$5.43+21.7%

Balance sheet

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Cash & equivalents$236.7M-33.5%
Total debt$41.4M-4.9%
Total equity$1.1B+3.6%
Total assets$1.5B+6.0%

Cash flow

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Operating cash flow$67.4M+74.3%
CapEx$8.0M+31.1%
Free cash flow$59.3M+82.5%

Valuation & ratios

Valuation

as of 03/28/26
See full
Market cap$3.76B-9.7%
Enterprise value$3.56B-7.5%
P/E19.7×-4.6×
P/S1.7×-0.4×

Profitability

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Gross margin23.5%+0.4pp
Operating margin10.2%+0.7pp
Net margin8.5%0.0pp
FCF margin10.3%+2.5pp

Returns & leverage

See full
Return on equity17.6%+1.3pp
Debt / equity0×0.0×
Current ratio2.5×-0.5×

Segments

By product

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Home sales$504.8M+9.7%
All other sources$20.4M+5.8%
Insurance agency commissions received from third-party insurance companies$1.7M+37.3%

By segment

See full
Factory-built housing$528.0M+8.2%
Financial services$22.1M+7.7%

FAQ

When did Cavco Industries report Q4 2026 earnings?
Cavco Industries (CVCO) reported Q4 2026 earnings on May 21, 2026 after market close.
What were Cavco Industries's Q4 2026 revenue and EPS?
Cavco Industries reported revenue of $550.1M and eps of $5.42 for Q4 2026.
Did Cavco Industries beat estimates in Q4 2026?
Revenue missed the consensus estimate of $571.1M by $20.9M. EPS beat the consensus estimate of $5.30 by $0.12.
How did Cavco Industries's Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 8.2% from $508.4M a year earlier and eps grew 0.4% from $5.40.
Where can I find Cavco Industries's Q4 2026 SEC filings?
You can read the 8-K earnings release (0001628280-26-037575) and the 10-K periodic report (0001628280-26-037782) directly on SEC EDGAR. The filing index links above go to sec.gov.