Cavco Industries

CVCO

Market cap $4.24B

Cannell Capital sold 20,801 shares of Cavco Industries in the fourth quarter. The quarter-end position value decreased by $11.97 million, reflecting both trading and price movement.

Ashford Capital sold 19,607 shares of Cavco Industries in the fourth quarter; the estimated transaction value was $11.11 million based on quarterly average prices. Meanwhile, the quarter-end stake value decreased by $11.10 million, reflecting both trading and stock price movements.

As often happens when quarterly earnings disappoint, Wall Street gave Cavco shares a noteworthy pounding after the company reported its third fiscal quarter. Usually, I consider beats or misses as important as a pimple on an elephant. But sometimes, a bad pimple may warrant medical attention to search for bigger problems. I, a self-professed financial/investment pseudo dermatologist, examined patient CVCO. I diagnose its pimple as quite messy, but not a danger to the investment case for its stock.

Cavco Industries, Inc. (CVCO) Q3 2026 Earnings Call Transcript

PHOENIX, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation.

PHOENIX, Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 27, 2025 on Thursday, January 29, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 30, 2026 at 1:00 p.m. Eastern Time.

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Does Cavco (CVCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Cavco Industries delivered strong Q2 results with 9.6% YoY revenue growth, driven by factory-built housing and strategic production adjustments. CVCO's acquisition of American Homestar expands its presence in high-growth southern regions, boosting market share to 15% and retail locations to 100. Despite a premium 22x forward P/E, CVCO's robust EPS outlook, debt-free balance sheet, and active buyback program support further upside potential.

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