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Cavco Industries (CVCO) investor relations material
Cavco Industries Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary31 Oct, 2025
Executive summary
Net revenue for Q2 FY26 was $556.5 million, up 9.7% year-over-year, driven by higher home sales volume and increased revenue per home sold.
Net income for the quarter was $52.4 million, a 19.6% increase from $43.8 million in the prior year period.
Diluted EPS rose to $6.55, up 24% from $5.28 last year, reflecting strong performance in both factory-built housing and financial services.
The $190 million acquisition of American Homestar closed post-quarter, expanding manufacturing and retail presence in the South Central U.S.; integration is progressing well.
Gross profit increased to $134.4 million, with consolidated gross margin improving to 24.2% from 22.9% year-over-year.
Financial highlights
Factory-built housing revenue was $535.1 million, up 10% year-over-year, driven by a 5.4% increase in homes sold and a 4.4% increase in average revenue per home.
Financial services revenue was $21.4 million, up 1.4% year-over-year; gross profit surged 158.9% to $11.9 million, mainly due to higher insurance premiums and fewer claims.
Operating income for the quarter was $62.2 million, up from $49.1 million year-over-year.
Pre-tax profit was $67.3 million, up 22.4% year-over-year.
Backlogs at quarter-end totaled $210 million, representing 5–7 weeks of production.
Outlook and guidance
Management sees a balanced market, with strong performance in the north and stabilization in the Southeast, and expects continued growth from the American Homestar acquisition and home-only lending programs.
Industry home shipments increased 3.2% year-to-date, with strong demand from first-time and move-up buyers.
No specific forward guidance provided, but cautious optimism expressed regarding demand and ability to adjust production.
Tariff and input cost risks are being closely monitored, with the ability to pass costs through dependent on local market conditions.
Forward-looking statements caution about risks including demand, financing, labor, raw materials, and regulatory compliance.
Is financial services profit margin sustainable?
Outlook for factory capacity utilization?
When will American Homestar impact financials?
Southeast demand outlook?
Tariff impact on future gross margins?
American HomeStar integration & retail mix?
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Next Cavco Industries earnings date
Q3 202630 Jan, 2026
Next Cavco Industries earnings date
Q3 202630 Jan, 2026
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Frequently asked questions
Cavco Industries Inc designs and manufactures factory-built homes, including manufactured homes, modular homes, park model RVs, and commercial structures. The company markets its homes through independent and company-owned retailers, builders, and developers. It also provides related services such as insurance and consumer finance. Cavco Industries Inc serves markets across the United States. The company is headquartered in Phoenix, Arizona, and its shares are listed on the NASDAQ.
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