Cavco Industries Inc. (CVCO) Stock Falls on Q3 2026 Earnings

Cavco Industries Inc. (CVCO) reported third-quarter fiscal 2026 results with revenue of $581.0 million, up 11.3% year-over-year, while net income and diluted earnings per share declined compared with the prior year.

Revenue: $581.0 million (up 11.3% year-over-year)

Gross profit: $135.9 million (up 4.6% year-over-year)

Operating profit: $54.6 million (down 14.7% year-over-year)

Net income attributable to common shareholders: $44.1 million (down 61.0% year-over-year)

Cost of sales: $445.1 million (up 13.5% year-over-year)

The company reported diluted earnings per share of 5.58, a decrease of 19.1% year-over-year. Revenue and EPS came in below consensus, with revenue below the estimate of $605.2 million and EPS below the estimate of 6.39.

Cash from operating activities: $78.5 million (up 107.7% year-over-year)

Purchases of property, plant and equipment: $9.7 million (capex increased 79.1% year-over-year)

Cash and cash equivalents: $224.6 million (down 38.1% year-over-year)

Total liabilities: $383.0 million (up 16.6% year-over-year)

Following the release, the stock was reported down 4.45% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Cavco Industries Inc. Insider Trading Activity

Cavco Industries Inc. insiders have traded $CVCO stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.

Here’s a breakdown of recent trading of $CVCO stock by insiders over the last 6 months:

SUSAN L BLOUNT has made 0 purchases and 4 sales selling 4,500 shares for an estimated $2,264,673.
RICHARD A KERLEY has made 0 purchases and 2 sales selling 1,000 shares for an estimated $524,770.
BRIAN R CIRA (President,Manufactured Housing) sold 1,000 shares for an estimated $522,000
PAUL BIGBEE (Chief Accounting Officer) has made 0 purchases and 2 sales selling 600 shares for an estimated $315,939.
SETH G SCHUKNECHT (EVP, General Counsel) sold 145 shares for an estimated $79,750

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Cavco Industries Inc. Hedge Fund Activity

We have seen 145 institutional investors add shares of Cavco Industries Inc. stock to their portfolio, and 167 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FIDUCIARY MANAGEMENT INC /WI/ added 171,225 shares (+inf%) to their portfolio in Q3 2025, for an estimated $99,435,494
BOSTON PARTNERS added 167,230 shares (+82.8%) to their portfolio in Q3 2025, for an estimated $97,115,477
FMR LLC added 67,963 shares (+13.4%) to their portfolio in Q3 2025, for an estimated $39,468,152
BROAD BAY CAPITAL MANAGEMENT, LP removed 66,551 shares (-39.2%) from their portfolio in Q3 2025, for an estimated $38,648,162
POINT72 ASSET MANAGEMENT, L.P. added 61,631 shares (+inf%) to their portfolio in Q3 2025, for an estimated $35,790,970
LOOMIS SAYLES & CO L P removed 52,726 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $30,619,569
VOYA INVESTMENT MANAGEMENT LLC added 39,936 shares (+737.9%) to their portfolio in Q3 2025, for an estimated $23,192,033

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.