CAVCO INDUSTRIES, INC. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-27) · sourced from SEC EDGAR
Next earnings (estimated): Sat, March 28, 2026 — 34 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-27 | $581M | ↑+11.3% | $44M | ↓-22.0% | 9.4% |
| 2025-09-27 | $557M | ↑+9.7% | $52M | ↑+19.6% | 11.2% |
| 2025-06-28 | $557M | ↑+16.6% | $52M | ↑+50.0% | 10.8% |
| 2025-03-29 | $508M | ↑+21.0% | $36M | ↑+7.1% | 7.6% |
| 2024-12-28 | $522M | ↑+16.8% | $56M | ↑+56.9% | 12.3% |
| 2024-09-28 | $507M | ↑+12.3% | $44M | ↑+5.5% | 9.7% |
| 2024-06-29 | $478M | ↑+0.4% | $34M | ↓-25.7% | 8.1% |
| 2024-03-30 | $420M | ↓-11.8% | $34M | ↓-28.3% | 8.9% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$581M
↑+11.3% +$59M YoY
Net Income
$44M
↓-22.0% -$12M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 63 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.5pts
23.4%
Operating Margin↓-2.9pts
9.4%
Net Margin↓-3.2pts
7.6%
Go deeper
CVCO Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyCVCO Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics