Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.
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 buyback program support further upside potential.
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.
Here is how Cavco (CVCO) and Great Lakes Dredge & Dock (GLDD) have performed compared to their sector so far this year.
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.
Cavco (CVCO) came out with quarterly earnings of $6.55 per share, beating the Zacks Consensus Estimate of $6.3 per share. This compares to earnings of $5.28 per share a year ago.
Cavco Industries, Inc. (NASDAQ:CVCO ) Q1 2026 Earnings Conference Call August 1, 2025 1:00 PM ET Company Participants Allison K. Aden - Executive VP, CFO & Treasurer Mark Fusler - Director of Financial Reporting & Investor Relations Paul W.
Cavco (CVCO) came out with quarterly earnings of $6.42 per share, beating the Zacks Consensus Estimate of $5.81 per share. This compares to earnings of $4.11 per share a year ago.
Cavco delivered strong revenue growth driven by higher home sales, with slightly compressed margins due to product mix shifts. Brand unification under the Cavco name enhances marketing, operational flexibility, and positions the company for long-term growth and national presence. While tariffs and regional pricing pose short-term risks, management's proactive strategies and pricing power should mitigate margin impacts.
Cavco Industries, Inc. (NASDAQ:CVCO ) Q4 2025 Earnings Conference Call May 23, 2025 10:00 AM ET Company Participants Mark Fusler - Corporate Controller and IR Bill Boor - President and CEO Allison Aden - EVP and CFO Paul Bigbee - CAO Conference Call Participants Justin Ages - CJS Securities Greg Palm - Craig-Hallum Jay McCanless - Wedbush Jesse Lederman - Zelman & Associates Operator Good day and thank you for standing by. Welcome to the Cavco Industries Fourth Quarter 2025 Earnings Call.
Cavco (CVCO) came out with quarterly earnings of $5.40 per share, beating the Zacks Consensus Estimate of $5.23 per share. This compares to earnings of $4.03 per share a year ago.