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CV

Cavco Industries, Inc.

CVCOConsumer CyclicalNASDAQ

Residential Construction

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Financials · Annual
Revenue
$2.24B
+11.4% YoY
Net Income
$190.6M
+11.4% YoY
EBITDA
$268.3M
+16.2% YoY
Free Cash Flow
$138.8M

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About Cavco Industries, Inc.

Headquartered within the consumer cyclical sector, Cavco Industries, Inc. focuses on Residential Construction services and products. Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States. The $4.12B market capitalization puts CVCO squarely in mid-cap range for its industry. It operates in two segments: Factory-Built Housing and Financial Services.

Key stats
Market Cap$4.12B
P/E (TTM)22.36
Fwd P/E17.88
EPS$23.98
Beta1.31
52W Change+26.7%
ROE17.6%
Analysis

Cavco Industries, Inc. holds $253.0M in cash against $42.8M in total debt, giving it a net cash position. This means the company could theoretically pay off all its debt and still have cash remaining. Free cash flow comes in at $138.8M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. ROE of 17.6% points to strong capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. An ROA of 9.9% suggests reasonable efficiency in deploying the company's asset base. Revenue has grown from $1.63B (2022) to $2.24B (2026), reflecting a 38% increase over the period.

The strong cash position relative to debt provides a financial cushion that reduces balance sheet risk. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Cavco Industries, Inc.'s trajectory.

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