CVCO · Cavco Industries, Inc.
$578.17
-9.56 (-1.63%)
At close · Aug 6
Market Cap
$4.45B
Shares
7.69M
Cavco Industries, Inc. Earnings Call Transcripts
Every quarterly earnings call for Cavco Industries, Inc. (CVCO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
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
$47.60M
'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
$34.02M
'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
$43.10M
'26 Q4
26-05-22
LATEST
▲9.5%
$609.96M
$42.27M
'27 Q1
26-07-30
Earnings call
FY27 · Q1
2026-07-30
07/31/2026 - Cavco Industries, Inc. Fiscal 2027 First Quarter Earnings Conference Call Webcast - Register
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-05-22
Cavco Industries, Inc. Q4 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-01-30
Cavco Industries, Inc. Q3 FY2026 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-10-31
Cavco Industries, Inc. Q2 FY2026 Earnings Call
Revenue
$556.53M
▲ 9.7% YoY Diluted EPS
$6.55
▲ 24.1% YoY Gross margin
24.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-07-31
Cavco Industries, Inc. Q1 FY2026 Earnings Call
Revenue
$556.86M
▲ 16.6% YoY Diluted EPS
$6.42
▲ 56.2% YoY Gross margin
23.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-03-31
Cavco Industries, Inc. Q4 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-01-30
Cavco Industries, Inc. Q3 FY2025 Earnings Call
Revenue
$522.04M
▲ 16.8% YoY Diluted EPS
$6.90
▲ 61.6% YoY Gross margin
24.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-10-31
Cavco Industries, Inc. Q2 FY2025 Earnings Call
Revenue
$507.46M
▲ 12.3% YoY Diluted EPS
$5.28
▲ 10.9% YoY Gross margin
22.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-08-02
Cavco Industries, Inc. Q1 FY2025 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-05-24
Cavco Industries, Inc. Q4 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-02-01
Cavco Industries, Inc. Q3 FY2024 Earnings Call
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
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-11-02
Cavco Industries, Inc. Q2 FY2024 Earnings Call
Revenue
$452.03M
▼ 21.7% YoY Diluted EPS
$4.76
▼ 42.3% YoY Gross margin
23.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-08-03
Cavco Industries, Inc. Q1 FY2024 Earnings Call
Revenue
$475.88M
▼ 19.1% YoY Diluted EPS
$5.29
▼ 20.2% YoY Gross margin
24.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-05-18
Cavco Industries, Inc. Q4 FY2023 Earnings Call
Revenue
$476.38M*
▼ 5.8% YoY Gross margin
25.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-02-02
Cavco Industries, Inc. Q3 FY2023 Earnings Call
Revenue
$500.60M
▲ 16% YoY Diluted EPS
$6.66
▼ 22.3% YoY Gross margin
26.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-11-03
Cavco Industries, Inc. Q2 FY2023 Earnings Call
Revenue
$577.39M
▲ 60.6% YoY Diluted EPS
$8.25
▲ 103.2% YoY Gross margin
27.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-08-04
Cavco Industries, Inc. Q1 FY2023 Earnings Call
Revenue
$588.34M
▲ 78.1% YoY Diluted EPS
$6.63
▲ 127.1% YoY Gross margin
24.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-05-26
Cavco Industries, Inc. Q4 FY2022 Earnings Call
Revenue
$505.48M*
▲ 64.9% YoY Gross margin
25.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-02-03
Cavco Industries, Inc. Q3 FY2022 Earnings Call
Revenue
$431.71M
▲ 49.5% YoY Diluted EPS
$8.57
▲ 304.2% YoY Gross margin
26.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-11-04
Cavco Industries, Inc. Q2 FY2022 Earnings Call
Revenue
$359.54M
▲ 39.4% YoY Diluted EPS
$4.06
▲ 150.6% YoY Gross margin
25.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-08-05
Cavco Industries, Inc. Q1 FY2022 Earnings Call
Revenue
$330.42M
▲ 29.7% YoY Diluted EPS
$2.92
▲ 62.2% YoY Gross margin
22.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-03-31
Cavco Industries, Inc. Q4 FY2021 Earnings Call
Revenue
$306.50M*
▲ 20% YoY Gross margin
23.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-01-28
Cavco Industries, Inc. Q3 FY2021 Earnings Call
Revenue
$288.77M
▲ 5.5% YoY Diluted EPS
$2.12
▼ 5.8% YoY Gross margin
20.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-10-29
Cavco Industries, Inc. Q2 FY2021 Earnings Call
Revenue
$257.98M
▼ 4% YoY Diluted EPS
$1.62
▼ 28% YoY Gross margin
20.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-07-31
Cavco Industries, Inc. Q1 FY2021 Earnings Call
Revenue
$254.80M
▼ 3.5% YoY Diluted EPS
$1.80
▼ 22.1% YoY Gross margin
21.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-05-26
Cavco Industries, Inc. Q4 FY2020 Earnings Call
Revenue
$255.34M
▲ 5.9% YoY Diluted EPS
$1.29
Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-01-30
Cavco Industries, Inc. Q3 FY2020 Earnings Call
Revenue
$273.72M
▲ 17.1% YoY Diluted EPS
$2.25
▲ 56.2% YoY Gross margin
21.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-06-30
Cavco Industries, Inc. Q1 FY2020 Earnings Call
Revenue
$264.04M
▲ 7.2% YoY Diluted EPS
$2.31
▲ 9% YoY Gross margin
22.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
278166
CUSIP
149568107
13F (30d)
116 filings
115 filers
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