# Cavco Industries, Inc.: overview

CVCO · Nasdaq · CIK 278166 · [Materials](/sectors/materials.md) · fiscal year ends Mar 28

Pages: [Overview](/companies/cvco.md) · [Financials](/companies/cvco/financials.md) · [Filings](/companies/cvco/filings.md) · [Insiders](/companies/cvco/insiders.md)

Latest reported revenue: [$610.0m](/filings/0001628280-26-051421.md) for Q1 FY2027, three months to 2026-06-27, from the 10-Q filed Jul 31, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-051421).

## Last eight quarters

| Line item | Unit | Q2 FY2025 (2024-09-28) | Q3 FY2025 (2024-12-28) | Q4 FY2025 (2025-03-29) | Q1 FY2026 (2025-06-28) | Q2 FY2026 (2025-09-27) | Q3 FY2026 (2025-12-27) | Q4 FY2026 (2026-03-28) | Q1 FY2027 (2026-06-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [507](/filings/0001628280-25-047849.md) | [522](/filings/0001628280-26-004426.md) | [508 d](/filings/0001628280-26-037782.md) | [557](/filings/0001628280-26-051421.md) | [557](/filings/0001628280-25-047849.md) | [581](/filings/0001628280-26-004426.md) | [550 d](/filings/0001628280-26-037782.md) | [610](/filings/0001628280-26-051421.md) |
| Gross margin | % | [22.9%](/filings/0001628280-25-047849.md) | [24.9%](/filings/0001628280-26-004426.md) | [22.8% d](/filings/0001628280-26-037782.md) | [23.3%](/filings/0001628280-26-051421.md) | [24.2%](/filings/0001628280-25-047849.md) | [23.4%](/filings/0001628280-26-004426.md) | [23.1% d](/filings/0001628280-26-037782.md) | [22.1%](/filings/0001628280-26-051421.md) |
| Operating margin | % | [9.7%](/filings/0001628280-25-047849.md) | [12.3%](/filings/0001628280-26-004426.md) | [7.6% d](/filings/0001628280-26-037782.md) | [10.8%](/filings/0001628280-26-051421.md) | [11.2%](/filings/0001628280-25-047849.md) | [9.4%](/filings/0001628280-26-004426.md) | [9.4% d](/filings/0001628280-26-037782.md) | [8.6%](/filings/0001628280-26-051421.md) |
| Net margin | % | [8.6%](/filings/0001628280-26-004426.md) | [10.8%](/filings/0001628280-26-004426.md) | [7.1% d](/filings/0001628280-26-037782.md) | [9.3%](/filings/0001628280-26-051421.md) | [9.4%](/filings/0001628280-26-004426.md) | [7.6%](/filings/0001628280-26-004426.md) | [7.7% d](/filings/0001628280-26-037782.md) | [6.9%](/filings/0001628280-26-051421.md) |
| Diluted EPS | $ per share | [5.28](/filings/0001628280-25-047849.md) | [6.90](/filings/0001628280-26-004426.md) | not reported | [6.42](/filings/0001628280-26-051421.md) | [6.55](/filings/0001628280-25-047849.md) | [5.58](/filings/0001628280-26-004426.md) | not reported | [5.43](/filings/0001628280-26-051421.md) |
| Free cash flow | $m | [49.8 d](/filings/0001628280-25-047849.md) | [32.3 d](/filings/0001628280-26-004426.md) | [32.5 d](/filings/0001628280-26-037782.md) | [46.4](/filings/0001628280-26-051421.md) | [68.7 d](/filings/0001628280-25-047849.md) | [57.6 d](/filings/0001628280-26-004426.md) | [59.3 d](/filings/0001628280-26-037782.md) | [49.0](/filings/0001628280-26-051421.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure.

## Last five fiscal years

| Line item | Unit | FY2022 (2022-04-02) | FY2023 (2023-04-01) | FY2024 (2024-03-30) | FY2025 (2025-03-29) | FY2026 (2026-03-28) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [1,627](/filings/0000278166-24-000059.md) | [2,143](/filings/0000278166-25-000057.md) | [1,795](/filings/0001628280-26-037782.md) | [2,015](/filings/0001628280-26-037782.md) | [2,245](/filings/0001628280-26-037782.md) |
| Gross margin | % | [25.1%](/filings/0000278166-24-000059.md) | [25.9%](/filings/0000278166-25-000057.md) | [23.8%](/filings/0001628280-26-037782.md) | [23.1%](/filings/0001628280-26-037782.md) | [23.5%](/filings/0001628280-26-037782.md) |
| Operating margin | % | [12.4%](/filings/0000278166-24-000059.md) | [13.8%](/filings/0000278166-25-000057.md) | [10.0%](/filings/0001628280-26-037782.md) | [9.4%](/filings/0001628280-26-037782.md) | [10.2%](/filings/0001628280-26-037782.md) |
| Net margin | % | [12.1%](/filings/0000278166-24-000059.md) | [11.2%](/filings/0000278166-25-000057.md) | [8.8%](/filings/0001628280-26-037782.md) | [8.5%](/filings/0001628280-26-037782.md) | [8.5%](/filings/0001628280-26-037782.md) |
| Diluted EPS | $ per share | [21.34](/filings/0000278166-24-000059.md) | [26.95](/filings/0000278166-25-000057.md) | [18.37](/filings/0001628280-26-037782.md) | [20.71](/filings/0001628280-26-037782.md) | [23.98](/filings/0001628280-26-037782.md) |
| Free cash flow | $m | [126](/filings/0000278166-24-000059.md) | [212](/filings/0000278166-25-000057.md) | [207](/filings/0001628280-26-037782.md) | [157](/filings/0001628280-26-037782.md) | [232](/filings/0001628280-26-037782.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/cvco/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $767.1m | 1,248,595 |  | Added +50,279 |
| [Capital World Investors](/funds/1422849.md) | 2026-06-30 | $324.5m | 528,190 |  | Reduced −88,389 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $257.6m | 419,204 |  | Added +17,299 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $213.6m | 347,619 |  | Reduced −504 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $203.5m | 331,162 |  | Added +13,440 |
| [Boston Partners](/funds/1386060.md) | 2026-06-30 | $199.6m | 325,596 |  | Added +25,936 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $159.3m | 259,180 |  | Added +18,507 |
| [FIDUCIARY MANAGEMENT INC /WI/](/funds/764532.md) | 2026-06-30 | $153.7m | 250,135 |  | Reduced −17,379 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $125.0m | 203,458 |  | Added +2,506 |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $110.9m | 180,511 |  | Added +40,663 |

## Recent filings

[All 869 filings](/companies/cvco/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-29 | 16:57 ET | [8-K](/filings/0001628280-26-068294.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-068294 |
| 2026-07-31 | 16:22 ET | [10-Q](/filings/0001628280-26-051421.md) | Quarterly report, period 2026-06-27 | 0001628280-26-051421 |
| 2026-07-31 | 16:11 ET | [8-K](/filings/0001628280-26-051407.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001628280-26-051407 |
| 2026-07-30 | 16:41 ET | [8-K](/filings/0001628280-26-051115.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-051115 |
| 2026-06-16 | 09:25 ET | [DEF 14A](/filings/0001628280-26-043437.md) | Proxy statement, period 2026-03-28 | 0001628280-26-043437 |
| 2026-05-22 | 17:01 ET | [10-K](/filings/0001628280-26-037782.md) | Annual report, period 2026-03-28 | 0001628280-26-037782 |
| 2026-05-22 | 10:35 ET | [8-K](/filings/0001628280-26-037575.md) | 2.02 Results of operations; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-037575 |
| 2026-02-02 | 17:49 ET | [10-Q](/filings/0001628280-26-004426.md) | Quarterly report, period 2025-12-27 | 0001628280-26-004426 |
| 2026-01-29 | 16:53 ET | [8-K](/filings/0001628280-26-004168.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001628280-26-004168 |
| 2025-10-31 | 16:40 ET | [10-Q](/filings/0001628280-25-047849.md) | Quarterly report, period 2025-09-27 | 0001628280-25-047849 |

## Latest annual report

[Form 10-K for the fiscal year ended Mar 28, 2026](/filings/0001628280-26-037782.md), filed May 22, 2026.

## Forecast league

Q2 FY2027, the quarter ended 2026-09-27, locked when the 8-K was accepted. It is scored when the 10-Q or 10-K is ingested. [See the target](/leagues/2026q3/targets/32247a14-afb0-4e28-b687-3ca77eb16a69)

## About the filer

- CIK: 278166
- Tickers: CVCO
- Exchange: Nasdaq
- SIC code: 2451 Mobile Homes
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:58 ET. No prices; not investment advice.