The earnings call presented strong performance with significant revenue growth, record home shipments, and a turnaround in the Financial Services segment. However, challenges such as regional disparities and potential tariff impacts were noted. Overall, the positive aspects significantly outweighed the negatives.

Company Guidance

During the first quarter of fiscal year 2026, Cavco Industries reported a robust performance with a revenue increase of 9.5% year-over-year and 16.6% sequentially. The company achieved a notable operating profit rise of approximately 50% compared to both the previous quarter and the same period last year, driven by a record shipment of 5,416 homes. The average selling price increased due to a mix shift towards multi-section homes and price appreciation for both single and multi-section homes. Financial services turned a significant loss from the previous year into a profit, aided by improved insurance results and favorable weather conditions. The company continued its share repurchase program, buying back $50 million of stock, and announced an acquisition agreement with American Homestar for approximately $184 million. Cavco's net revenue reached $556.9 million, with a net income of $51.6 million, and diluted earnings per share stood at $6.42. The gross margin improved to 23.3%, up 160 basis points, with a capacity utilization increase to 75% from 65% in the prior year quarter.

Revenue Growth

Revenue increased by 9.5% year-over-year and 16.6% sequentially, reaching $556.9 million for Q1 Fiscal Year 2026.

Operating Profit Surge

Operating profit increased by approximately 50% compared to both the previous quarter and the same quarter last year.

Record Home Shipments

Achieved record shipments of 5,416 homes this quarter.

Financial Services Turnaround

Financial Services segment turned a significant loss a year ago into a profit, with a net revenue increase of 8.2% year-over-year.

Gross Margin Improvement

Consolidated gross margin increased to 23.3%, up 160 basis points from the same period last year.

American Homestar Acquisition

Announced the acquisition of American Homestar for approximately $184 million, expected to close early in Q3.

Cavco Industries (CVCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CVCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q2)	6.09 / -	5.28	―	―	―
Jul 31, 2025	2026 (Q1)	5.55 / 6.42	4.11	56.20% (+2.31)	―
May 22, 2025	2025 (Q4)	4.87 / 5.40	4.03	34.00% (+1.37)	―
Jan 30, 2025	2025 (Q3)	4.89 / 6.90	4.27	61.59% (+2.63)	―
Oct 31, 2024	2025 (Q2)	4.76 / 5.28	4.76	10.92% (+0.52)	―
Aug 01, 2024	2025 (Q1)	4.70 / 4.11	5.29	-22.31% (-1.18)	―
May 23, 2024	2024 (Q4)	4.51 / 4.03	5.39	-25.23% (-1.36)	―
Feb 01, 2024	2024 (Q3)	4.27 / 4.27	6.66	-35.89% (-2.39)	―
Nov 02, 2023	2024 (Q2)	5.27 / 4.76	8.25	-42.30% (-3.49)	―
Aug 03, 2023	2024 (Q1)	5.82 / 5.29	6.63	-20.21% (-1.34)	―

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
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%
Oct 31, 2024	$409.80	$446.72	+9.01%

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 Oct 30, 2025, After Close (Confirmed).

What is Cavco Industries (CVCO) earnings time?

Cavco Industries (CVCO) earnings time is at Oct 30, 2025, 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 (Q2) is 6.09.

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