Cavco Industries, Inc. reported a revenue miss in Q4, but sales were still more stable than many traditional homebuilders. Housing market conditions weighed on the sector. Margins declined noticeably as weaker pricing power and a sales volume hiccup weighed on CVCO's earnings. The report underlines that CVCO's factory-built housing's better affordability is a clear edge in the current housing market.
Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript
Cavco Industries NASDAQ: CVCO reported higher fourth-quarter revenue and profit compared with the prior year, while management said orders strengthened late in the period and backlogs improved heading into the new fiscal year.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 8 | $4,051.04 | $4,590.2 | $539.16 | 13.31% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 245 | $116,745.35 | $140,127.75 | $23,382.4 | 20.03% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 6,423 | $2.78M | $3.67M | $891,196.29 | 32.1% |
| BG Bart Gancher Intech Investment Management LLC | 3,650 | $1.99M | $2.09M | $98,143.9 | 4.94% |
Bridgewater Associates LP Bridgewater Associates LP | 5,698 | $2.87M | $3.24M | $367,250.72 | 12.8% |
| Household Durables Industry | Consumer Discretionary Sector | William C. Boor CEO | NASDAQ (NGS) Exchange | 149568107 CUSIP |
| US Country | 7,700 Employees | - Last Dividend | 1 Feb 2005 Last Split | 1 Jul 2003 IPO Date |
Cavco Industries, Inc. stands out as a premier manufacturer and retailer of factory-built homes in the United States. Incorporated in 1965 and headquartered in Phoenix, Arizona, the company has established its presence firmly in the industry by focusing on the design, production, and retail of a wide range of manufactured homes. Operating across two primary segments, Factory-Built Housing and Financial Services, Cavco caters to various customer needs, from residential to commercial. The company’s commitment to quality and customer satisfaction is evident through its extensive brand portfolio, including Cavco, Fleetwood, Palm Harbor, and several others, as well as its financial services aimed at easing the purchasing process for clients.