Cavco Industries, Inc. Aktie News

As often happens when quarterly earnings disappoint, Wall Street gave Cavco shares a noteworthy pounding after the company reported its third fiscal quarter. Usually, I consider beats or misses as important as a pimple on an elephant. But sometimes, a bad pimple may warrant medical attention to search for bigger problems. I, a self-professed financial/investment pseudo dermatologist, examined p...

Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript

PHOENIX, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation.

PHOENIX, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 27, 2025 on Thursday, January 29, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 30, 2026 at 1:00 p.m. Eastern Time.

Cavco Industries delivered strong Q2 results with 9.6% YoY revenue growth, driven by factory-built housing and strategic production adjustments. CVCO's acquisition of American Homestar expands its presence in high-growth southern regions, boosting market share to 15% and retail locations to 100. Despite a premium 22x forward P/E, CVCO's robust EPS outlook, debt-free balance sheet, and active bu...

Macroeconomic headwinds are plaguing the housing sector, but certain pockets continue to thrive. Installers and low-cost providers have been able to dampen the effects of high rates and home prices.

Cavco Industries is upgraded to a soft "Buy" due to its resilience and growth despite broader housing market weakness. CVCO's niche in factory-built homes, recent acquisition of American Homestar, and strong backlog support continued expansion. The company boasts a fortress balance sheet with no debt and significant cash reserves, enhancing its financial stability.

Persistently strong demand for housing helped drive the builder's growth in its fiscal second quarter of 2026. Other areas of its operations also did well, including financial services.