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Cavco Industries (CVCO)
NASDAQ:CVCO
Earnings Data
Report Date
Jan 29, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
6.32Last Year’s EPS
6.9Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a positive overall sentiment with strong revenue growth, improved financial services performance, and successful completion of the American Homestar acquisition. However, there were challenges in regional shipment disparities and potential cost impacts from increased tariffs on Canadian lumber.Company Guidance
Revenue Growth
Revenue was up 9.7% year-over-year and flat sequentially. Operating profit increased by about 27% over last year's Q2 and 3% over last quarter.
Financial Services Improvement
Financial Services segment revenue increased by 1.4% from the prior year, with operating profit up $14 million from a loss last year to an $8 million profit this year.
American Homestar Acquisition
The acquisition of American Homestar was completed successfully, adding two plants and 20 retail stores, which is expected to positively contribute to future performance.
Factory Utilization Increase
Factory utilization increased to approximately 75% versus 70% in the prior year period.
Capital Allocation and Balance Sheet Strength
Repurchased $36 million of common shares and closed on the American Homestar acquisition using cash on hand. Maintained a strong balance sheet with cash and restricted cash increase of $31.6 million, bringing the balance to $400 million.
CVCO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CVCO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $504.00 | $529.80 | +5.12% |
Jul 31, 2025 | $403.67 | $422.81 | +4.74% |
May 22, 2025 | $499.23 | $472.79 | -5.30% |
Jan 30, 2025 | $476.82 | $508.64 | +6.67% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cavco Industries (CVCO) report earnings?
Cavco Industries (CVCO) is schdueled to report earning on Jan 29, 2026, After Close (Confirmed).
What is Cavco Industries (CVCO) earnings time?
Cavco Industries (CVCO) earnings time is at Jan 29, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CVCO EPS forecast?
CVCO EPS forecast for the fiscal quarter 2026 (Q3) is 6.32.