10x Insights
Loading account…
Companies / Consumer Discretionary / Cavco Industries, Inc.
CVCO

Cavco Industries, Inc.

Consumer DiscretionaryFurniture & Building
Ticker CVCOPHOENIX, AZFiscal year ends MarchBook value per share $142.64Diluted shares 7.8M

Cavco Industries, Inc. (Nasdaq: CVCO) designs and manufactures factory-built homes, including HUD-code manufactured and modular homes, park model RVs, vacation cabins and commercial structures. Its customers include home buyers, independent and company-owned retailers, planned community operators, residential… From the company’s description.

In fiscal 2026, Cavco Industries, Inc. reported revenue of $2.24B, up 11.4% from fiscal 2025, and net income of $190.55M. Its operating margin was 10.2%, and operations generated $267.49M in cash. Over the twelve months to Jun 27, 2026, revenue was $2.30B.

Fiscal year 2026 · ends 03-28Changes are against fiscal 2025The amber dot is the latest twelve months, to 2026-06-27
Sales & profitability
$2.24BFY2026
+11.4% year over year
Last 12 mo $2.30B
10.18%FY2026
+0.7 percentage points
Last 12 mo 9.62%
$190.55MFY2026
+11.4% year over year
Last 12 mo $181.18M
17.27%FY2026
+1.2 percentage points
Last 12 mo 16.32%
Cash & financing
$267.49MFY2026
+49.9% year over year
Last 12 mo $286.42M
$232.08MFY2026
+47.8% year over year
Last 12 mo $234.66M
—
7.9MFY2026
−3.8% year over year
Last 12 mo 7.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Cavco Industries, Inc. does

In the company’s own words

Cavco Industries, Inc. (Nasdaq: CVCO) designs and manufactures factory-built homes, including HUD-code manufactured and modular homes, park model RVs, vacation cabins and commercial structures. Its customers include home buyers, independent and company-owned retailers, planned community operators, residential developers and commercial purchasers; primary home-buyer groups include entry-level and move-up buyers and people aged 55 and older. Cavco also provides mortgage origination and servicing through CountryPlace Acceptance Corp. and manufactured-home property and casualty insurance through Standard Casualty Company. It reports two segments: factory-built housing and financial services, the latter encompassing its lending and insurance operations. Homes are distributed through independent outlets and 92 company-owned U.S. retail stores, while production takes place on 33 lines in the United States and Mexico. In fiscal 2026, Cavco sold 20,842 factory-built homes and reported approximately $195 million in home-order backlog at March 28, 2026. The company traces its operating history to 1965 and was formed as a successor corporation in 2003. Its website is www.cavco.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Furniture & Building
Headquarters
PHOENIX, AZ
Fiscal year end
March
CIK
278166
SIC
2451

Financial performance, year by year

Fiscal 2014–2026 · USD
$-229.76M$459.52M$1.15B$1.84B$2.53B2014201520162017201820192020202120222023202420252026Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Cavco Industries, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

338
funds hold it
1 of 35
superinvestors hold it
$2.58B
held by funds, at market
56.5%
of shares held by funds

Superinvestors in Cavco Industries, Inc. · what they did last quarter

Stanley DruckenmillerNEW
Duquesne Family Office
0.6%of 13F portfolio

Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.

Largest fund holders · Cavco Industries, Inc.’s weight in each

0.36%of fund net assets
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.26%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.15%of fund net assets
Disciplined Value Mid Cap Fund
JVMAX · John Hancock Funds III
0.46%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

Could not be determined for this company: bond issues.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do Cavco Industries, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Cavco Industries, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Cavco Industries, Inc.'s last four quarterly filings that the numbers alone won't show?”
See how it works →All research tools with a subscription. Use your own AI account.