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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) is one of the largest producers of manufactured homes in the United States, headquartered in Phoenix, Arizona. The company designs and manufactures factory-built homes distributed through a network of independent retailers, company-owned stores, planned community operators, and… From the company’s description.

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) is one of the largest producers of manufactured homes in the United States, headquartered in Phoenix, Arizona. The company designs and manufactures factory-built homes distributed through a network of independent retailers, company-owned stores, planned community operators, and residential developers across 48 states and Canada. Cavco operates 33 homebuilding production lines, with 31 located throughout the United States and two in Mexico, employing between 100 and 290 workers per facility. The company maintains 92 company-owned retail stores, with 57 located in Texas, and serves customers through a diversified distribution network.

The company operates through two primary business segments: factory-built housing and financial services. The factory-built housing segment manufactures HUD code-compliant manufactured homes, park model recreational vehicles, vacation cabins, and factory-built commercial structures. Homes are constructed using an assembly-line process designed for flexibility to accommodate customer customizations, with typical production cycles of approximately six days. The financial services segment operates through two subsidiaries: CountryPlace Acceptance Corp., which originates and services conforming and non-conforming mortgages and home-only loans for factory-built home purchasers, and Standard Casualty Company, which provides property and casualty insurance primarily to manufactured home owners in Texas, Arizona, New Mexico, and Nevada.

In fiscal year 2026, Cavco sold 20,842 factory-built homes, with a wholesale order backlog of approximately $195 million. The company's target demographics include entry-level and move-up home buyers, persons aged 55 and older, and manufactured housing community owners. Cavco competes with more than 30 other manufacturers, including larger competitors such as Clayton Homes and Champion Corporation, as well as alternative housing options including site-built homes and apartments.

The company emphasizes energy efficiency and environmental responsibility in its manufacturing processes, utilizing renewable materials and designing homes with upgraded insulation and lower utility costs. Cavco's decentralized operational structure enables local market adaptation while maintaining accountability for financial and operational performance. CountryPlace holds approvals from Fannie Mae, Freddie Mac, Ginnie Mae, the Federal Housing Administration, Veterans Affairs, and the Department of Agriculture, positioning the company as a comprehensive provider of affordable housing solutions.

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?”
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  • “What changed in Cavco Industries, Inc.'s last four quarterly filings that the numbers alone won't show?”
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