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CVCO · Cavco Industries, Inc.

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$580.40 +1.54 (+0.27%)
Market Cap
$4.45B
Shares
7.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$578.86 Open$585.41 Day$574.70–591.90 52W close$455.76–697.76 Avg vol 30d115K Short int375K · 4.9% float · 3.2d Short vol61% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 10 wks
FQ2-27 quarter ends
~Sep 28, 2026 Est
filed Jul 31, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Bullish Fundamentals Excellent Quant / Vol High
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +3%
      above
      Price vs 50-day avg −1%
      below
      RSI (14) 49
      neutral
      MACD trend Positive
      52-week position 51%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return +3%
      trailing
      6-month return 0%
      trailing
      YTD return −2%
      this year
      Relative strength −11%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $584 › 200d $561 — 50d above 200d
      Institutional flow Accumulating
      +3% holders QoQ · +57 funds added
      Insider flow Distributing
      Net -$2.3M over 90 days · 100% sells
      Short interest Falling
      4.87% of float · ▼ -15.5% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      356 holders — near 3-yr high, broad support
      Squeeze score 51
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +32%
      Y/Y
      Gross margin 25%
      contracting
      EPS growth +16%
      Y/Y
      Free cash flow $232.1M
      Valuation P/E 25.2
      rich
      Buyback $188.0M
      remaining
      Balance sheet $236.7M
      net cash
      Quant / Vol
      risk profile
      High
      Volatility 46%
      annualized · 1-yr
      Max drawdown −35%
      past year
      ATR 3.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +3% Bullish
      Price vs 50-day avg
      −1% Neutral
      RSI (14)
      49 Neutral
      MACD trend
      Positive Bullish
      52-week position
      51% Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $584 › 200d $561 — 50d above 200d
      Institutional flow Accumulating
      +3% holders QoQ · +57 funds added
      Insider flow Distributing
      Net -$2.3M over 90 days · 100% sells
      Short interest Falling
      4.87% of float · ▼ -15.5% MoM · 3.2 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      356 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $456 Now $579 · 51% Range high $698
      vs 200-day avg +3% vs 50-day avg -1%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      capacity utilization 75% Q1 FY2027
      Stock repurchases 30M Q1 FY2027
      Amortization of other intangibles $1.96M Year Ended
      Capital expenditures $35.41M Year Ended
      Depreciation $21.08M Year Ended

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Residential Construction — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CVCO
      Cavco Industries, Inc.
      this stock
      $4.45B -2.0% +31.7% 25.2 4.9%
      DHI
      Horton D R Inc /De/
      $41.21B +2.3% -6.9% 14.0 3.8%
      PHM
      Pultegroup Inc/Mi/
      $24.50B +8.9% +11.8% 13.4 4.9%
      LEN
      Lennar Corp /New/
      $21.03B -16.9% -3.5% 7.0%
      NVR
      Nvr Inc
      $17.11B -13.6% -1.9% 16.7 4.3%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      356
      % held
      100.3%
      Net QoQ
      -152.1K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      361
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      374.7K
      Days to cover
      3.2d
      Change
      -68.9K sh
      View
      Short Volume
      Short vol %
      61%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      9
      Value
      $5.2K
      As of
      Jul 28, 2026
      View
      Off-Exchange
      Off-exchange %
      35.7%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$2.3M
      Buyers / Sellers
      0 / 4
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $2.2B
      Net income (FY)
      $190.6M
      EPS diluted
      $23.98
      View
      Buybacks
      Remaining
      $188.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 31, 2026
      This year
      8
      View
      Proposed Sales
      Value
      $207.6K
      Shares
      342
      Filed
      Aug 17, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CVCO -4.7% +3.0% +0.3% +5.8% -2.0%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -2.7% -0.3% -10.9% +3.7% -13.8%

      Capital returns

      Buyback program · as of Jun 27, 2026
      Authorized
      Spent (derived)
      Remaining
      $188.00M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 278166 CUSIP 149568107 13F (30d) 321 filings 317 filers Visit website Investor relations