Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript

Cavco Industries NASDAQ: CVCO reported higher fourth-quarter revenue and profit compared with the prior year, while management said orders strengthened late in the period and backlogs improved heading into the new fiscal year.

PHOENIX, May 21, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) today announced financial results for the fourth quarter and fiscal year ended March 28, 2026. Quarterly Highlights Net revenue of $550 million up 8% from $508 million in the prior year quarter.

On May 20, 2026, Cavco Industries Inc (CVCO) shares rose 6.5% to a current price of $495.37. This increase comes amidst a 52-week range that saw prices fluctuat

Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region

Phoenix, May 14, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the fourth quarter and fiscal year ended March 28, 2026 on Thursday, May 21, 2026 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, May 22, 2026 at 1:00 p.m. Eastern Time.

Cavco Industries (CVCO) is downgraded from 'buy' to 'hold' due to declining backlog and worsening profitability despite rising revenue. CVCO's revenue growth is driven by higher home deliveries, price increases, and the American Homestar acquisition, but SG&A costs and acquisition expenses pressured margins. Backlog dropped from $224 million to $160 million year-over-year, raising concerns about forward demand despite a strong balance sheet and no debt.

PHOENIX, April 14, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) announced today that the Company has received two national design awards from the Manufactured Housing Institute (MHI) at the 2026 MHI Congress & Expo in Las Vegas, Nevada.  As one of the nation's leading providers of homes focused on factory-built and off-site construction, Cavco continues to expand access to high-quality housing through design, innovation and scale.

Allspring Global Investments Holdings LLC decreased its stake in shares of Cavco Industries, Inc. (NASDAQ: CVCO) by 18.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,255 shares of the construction company's stock after selling 3,062 shares during the

Dimensional Fund Advisors LP lessened its stake in shares of Cavco Industries, Inc. (NASDAQ: CVCO) by 10.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,737 shares of the construction company's stock after selling 24,729 shares during the quarter.