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$585.13 +7.93 (+1.37%) At close · Oct 2
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$4.31B
Shares
7.69M
Volume · Oct 2 92.23K Avg daily vol (3M) 106.54K

Cavco Industries, Inc. Webcasts

Earnings calls, investor updates, investor days and conferences for Cavco Industries, Inc. (CVCO), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲60.6% $577.39M $74.12M '23 Q2 22-11-03 ▲16% $500.60M $59.52M '23 Q3 23-02-02 ▼5.8% $476.38M $47.31M '23 Q4 23-05-18 ▼19.1% $475.88M $46.36M '24 Q1 23-08-03 ▼21.7% $452.03M $41.54M '24 Q2 23-11-02 ▼10.8% $446.77M $35.99M '24 Q3 24-02-01 ▼11.8% $420.12M $33.93M '24 Q4 24-05-24 ▲0.4% $477.60M $34.43M '25 Q1 24-08-02 ▲12.3% $507.46M $43.81M '25 Q2 24-10-31 ▲16.8% $522.04M $56.46M '25 Q3 25-01-30 ▲21% $508.36M $36.33M '25 Q4 25-03-31 ▲16.6% $556.86M $51.64M '26 Q1 25-07-31 ▲9.7% $556.53M $52.38M '26 Q2 25-10-31 ▲11.3% $580.99M $44.07M '26 Q3 26-01-30 ▲8.2% $550.13M $42.46M '26 Q4 26-05-22 LATEST ▲9.5% $609.96M $42.27M '27 Q1 26-07-30
Earnings call
FY27 · Q1
2026-07-30
Cavco Industries, Inc. (CVCO) Q1 2027 Earnings Call Transcript
Confident tone Order momentum and backlog growth Chassis removal and product innovation Road to Housing Act and regulatory tailwinds
Revenue
$609.96M
▲ 9.5% YoY
Diluted EPS
$5.43
▼ 15.4% YoY
Gross margin
22.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q4
2026-05-22
Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript
Confident tone Backlog and order growth Financial services growth New El Mirage plant and Southwest expansion
Revenue
$550.13M*
▲ 8.2% YoY
Gross margin
23.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY26 · Q3
2026-01-30
Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript
Positive tone American HomeStar Acquisition Integration Tariffs and Input Costs Backlog and Production Positioning
Revenue
$580.99M
▲ 11.3% YoY
Diluted EPS
$5.58
▼ 19.1% YoY
Gross margin
23.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2025-10-31
Cavco Industries, Inc. (CVCO) Q2 2026 Earnings Call Transcript
Positive tone Regional Market Divergence (Southeast vs. Northern U.S.) American Homestar Acquisition and Integration Tariffs and Cost Pressures
Revenue
$556.53M
▲ 9.7% YoY
Diluted EPS
$6.55
▲ 24.1% YoY
Gross margin
24.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-07-31
Cavco Industries, Inc. (CVCO) Q1 2026 Earnings Call Transcript
Confident tone American Homestar Acquisition Production Strategy and Capacity Financial Services and Insurance Results
Revenue
$556.86M
▲ 16.6% YoY
Diluted EPS
$6.42
▲ 56.2% YoY
Gross margin
23.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-03-31
Cavco Industries, Inc. (CVCO) Q4 2025 Earnings Call Transcript
Positive tone Tariffs and pricing power Order growth and spring selling season Weather disruption in February
Revenue
$508.36M*
▲ 21% YoY
Gross margin
22.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-01-30
Cavco Industries, Inc. (CVCO) Q3 2025 Earnings Call Transcript
Confident tone Factory-built housing volume and margin Capital allocation and share repurchases Financial Services / Insurance recovery
Revenue
$522.04M
▲ 16.8% YoY
Diluted EPS
$6.90
▲ 61.6% YoY
Gross margin
24.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2024-10-31
Cavco Industries, Inc. (CVCO) Q2 2025 Earnings Call Transcript
Positive tone Production ramp and capacity utilization Pricing and average selling price Capital return / share repurchases
Revenue
$507.46M
▲ 12.3% YoY
Diluted EPS
$5.28
▲ 10.9% YoY
Gross margin
22.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-08-02
Cavco Industries, Inc. (CVCO) Q1 2025 Earnings Call Transcript
Positive tone Insurance / Financial Services losses Factory-built housing order momentum Wholesale pricing and ASP
Revenue
$477.60M
▲ 0.4% YoY
Diluted EPS
$4.11
▼ 22.3% YoY
Gross margin
21.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-05-24
Cavco Industries, Inc. (CVCO) Q4 2024 Earnings Call Transcript
Positive tone Order and backlog improvement Capital allocation and share repurchases Financial Services segment
Revenue
$420.12M*
▼ 11.8% YoY
Gross margin
23.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-02-01
Cavco Industries, Inc. (CVCO) Q3 2024 Earnings Call Transcript
Positive tone Acquisitions Community Channel Recovery Margin Performance
Revenue
$446.77M
▼ 10.8% YoY
Diluted EPS
$4.27
▼ 35.9% YoY
Gross margin
23.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2023-11-02
Cavco Industries, Inc. (CVCO) Q2 2024 Earnings Call Transcript
Revenue
$452.03M
▼ 21.7% YoY
Diluted EPS
$4.76
▼ 42.3% YoY
Gross margin
23.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-08-03
Cavco Industries, Inc. (CVCO) Q1 2024 Earnings Call Transcript
Revenue
$475.88M
▼ 19.1% YoY
Diluted EPS
$5.29
▼ 20.2% YoY
Gross margin
24.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-05-18
Cavco Industries, Inc. (CVCO) Q4 2023 Earnings Call Transcript
Revenue
$476.38M*
▼ 5.8% YoY
Gross margin
25.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-02-02
Cavco Industries, Inc. (CVCO) Q3 2023 Earnings Call Transcript
Revenue
$500.60M
▲ 16% YoY
Diluted EPS
$6.66
▼ 22.3% YoY
Gross margin
26.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2022-11-03
Cavco Industries, Inc. (CVCO) Q2 2023 Earnings Call Transcript
Revenue
$577.39M
▲ 60.6% YoY
Diluted EPS
$8.25
▲ 103.2% YoY
Gross margin
27.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-08-04
Cavco Industries, Inc. (CVCO) Q1 2023 Earnings Call Transcript
Revenue
$588.34M
▲ 78.1% YoY
Diluted EPS
$6.63
▲ 127.1% YoY
Gross margin
24.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-05-26
Cavco Industries, Inc. (CVCO) Q4 2022 Earnings Call Transcript
Revenue
$505.48M*
▲ 64.9% YoY
Gross margin
25.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-02-03
Cavco Industries, Inc. (CVCO) Q3 2022 Earnings Call Transcript
Revenue
$431.71M
▲ 49.5% YoY
Diluted EPS
$8.57
▲ 304.2% YoY
Gross margin
26.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2021-11-04
Cavco Industries, Inc. (CVCO) Q2 2022 Earnings Call Transcript
Revenue
$359.54M
▲ 39.4% YoY
Diluted EPS
$4.06
▲ 150.6% YoY
Gross margin
25.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-08-05
Cavco Industries, Inc. (CVCO) Q1 2022 Earnings Call Transcript
Revenue
$330.42M
▲ 29.7% YoY
Diluted EPS
$2.92
▲ 62.2% YoY
Gross margin
22.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-03-31
Cavco Industries, Inc. (CVCO) Q4 2021 Earnings Call Transcript
Revenue
$306.50M
▲ 20% YoY
Diluted EPS
$2.71
▲ 110.1% YoY
Gross margin
23.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-01-28
Cavco Industries, Inc. (CVCO) Q3 2021 Earnings Call Transcript
Revenue
$288.77M
▲ 5.5% YoY
Diluted EPS
$2.12
▼ 5.8% YoY
Gross margin
20.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2020-10-29
Cavco Industries, Inc. (CVCO) Q2 2021 Earnings Call Transcript
Revenue
$257.98M
▼ 4% YoY
Diluted EPS
$1.62
▼ 28% YoY
Gross margin
20.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-07-31
Cavco Industries, Inc. (CVCO) Q1 2021 Earnings Call Transcript
Revenue
$254.80M
▼ 3.5% YoY
Diluted EPS
$1.80
▼ 22.1% YoY
Gross margin
21.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-05-26
Cavco Industries, Inc. (CVCO) Q4 2020 Earnings Call Transcript
Revenue
$255.34M
▲ 5.9% YoY
Diluted EPS
$1.29
▼ 40.6% YoY
Gross margin
20.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-01-30
Cavco Industries, Inc. (CVCO) Q3 2020 Earnings Call Transcript
Revenue
$273.72M
▲ 17.1% YoY
Diluted EPS
$2.25
▲ 56.2% YoY
Gross margin
21.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-06-30
Cavco Industries, Inc. (CVCO) Q1 2020 Earnings Call Transcript
Revenue
$264.04M
▲ 7.2% YoY
Diluted EPS
$2.31
▲ 9% YoY
Gross margin
22.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–28 of 28 webcasts
Key facts CIK 278166 CUSIP 149568107 13F (30d) 15 filings 9 filers Visit website Investor relations