Cavco Industries (CVCO) Expected to Announce Quarterly Earnings on Thursday

Cavco Industries (NASDAQ:CVCO) will likely be announcing its Q2 2026 results before the market opens on Thursday, October 30th. Analysts expect the company to announce earnings of $6.30 per share and revenue of $542.9170 million for the quarter. Interested persons may review the information on the company’s upcoming Q2 2026 earningreport for the latest details on the call scheduled for Friday, October 31, 2025 at 1:00 PM ET.

Cavco Industries (NASDAQ:CVCO) last posted its earnings results on Thursday, July 31st. The construction company reported $6.42 earnings per share for the quarter, beating the consensus estimate of $5.81 by $0.61. The company had revenue of $556.86 million during the quarter, compared to analysts’ expectations of $524.97 million. Cavco Industries had a net margin of 8.99% and a return on equity of 18.52%. On average, analysts expect Cavco Industries to post $22 EPS for the current fiscal year and $25 EPS for the next fiscal year.

Cavco Industries Stock Performance

Shares of NASDAQ CVCO opened at $572.89 on Thursday. The company has a market cap of $4.54 billion, a P/E ratio of 24.83 and a beta of 1.23. Cavco Industries has a 52-week low of $393.53 and a 52-week high of $600.00. The firm’s fifty day moving average is $537.43 and its two-hundred day moving average is $484.39.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. Wedbush reaffirmed a “neutral” rating and issued a $550.00 target price on shares of Cavco Industries in a report on Monday, August 4th. Wall Street Zen downgraded Cavco Industries from a “buy” rating to a “hold” rating in a research note on Saturday, July 5th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Cavco Industries in a report on Wednesday, October 8th. Two equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $522.50.

Insider Transactions at Cavco Industries

In related news, Director Susan L. Blount sold 2,500 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $519.30, for a total transaction of $1,298,250.00. Following the completion of the sale, the director directly owned 3,126 shares of the company’s stock, valued at approximately $1,623,331.80. This trade represents a 44.44% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Richard A. Kerley sold 500 shares of the company’s stock in a transaction on Wednesday, August 20th. The shares were sold at an average price of $480.55, for a total value of $240,275.00. Following the completion of the transaction, the director directly owned 7,169 shares in the company, valued at $3,445,062.95. This trade represents a 6.52% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 5,600 shares of company stock worth $2,820,884. 1.60% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. State Street Corp boosted its position in Cavco Industries by 6.1% in the 2nd quarter. State Street Corp now owns 380,682 shares of the construction company’s stock valued at $165,380,000 after buying an additional 21,837 shares during the period. Man Group plc raised its stake in shares of Cavco Industries by 297.2% during the second quarter. Man Group plc now owns 26,647 shares of the construction company’s stock valued at $11,576,000 after acquiring an additional 19,939 shares in the last quarter. Balyasny Asset Management L.P. boosted its holdings in shares of Cavco Industries by 2,207.4% in the second quarter. Balyasny Asset Management L.P. now owns 19,544 shares of the construction company’s stock valued at $8,490,000 after purchasing an additional 18,697 shares during the period. Qube Research & Technologies Ltd boosted its holdings in shares of Cavco Industries by 600.7% in the second quarter. Qube Research & Technologies Ltd now owns 20,810 shares of the construction company’s stock valued at $9,040,000 after purchasing an additional 17,840 shares during the period. Finally, Bank of America Corp DE grew its stake in Cavco Industries by 46.9% in the second quarter. Bank of America Corp DE now owns 26,264 shares of the construction company’s stock worth $11,410,000 after purchasing an additional 8,385 shares in the last quarter. Hedge funds and other institutional investors own 95.56% of the company’s stock.

Cavco Industries Company Profile

Cavco Industries, Inc designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments, Factory-Built Housing and Financial Services. The company markets its factory-built homes under the Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, MidCountry, and Solitaire brands.