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Stock impact report

Cavco Industries Q3 Earnings Call Highlights [Yahoo! Finance]

Cavco Industries, Inc. (CVCO) 
US:NASDAQ Investor Relations: investor.cavco.com
Company Research Source: Yahoo! Finance
costs, higher SG&A and a higher effective tax rate cut diluted EPS to $5.58 from $6.90 and trimmed consolidated gross margin to 23.4%. Demand and volumes softened—HUD shipments were down about 13% in Oct–Nov and Cavco's core volumes (ex-acquisition) fell ~4% YoY and 6% sequentially—yet backlogs held at roughly 4–6 weeks and average selling price rose on mix shifts and more retail/company-store sales. Integration and balance sheet : management now expects $10 million of annualized tangible cost synergies (about half already in the run rate), repurchased $44 million of stock, and ended the quarter with roughly $225 million of unrestricted cash (total cash & restricted cash $242.5 million) despite acquisition cash outflows. Interested in Cavco Industries, Inc.? Here are five stocks we like better. Cavco's Future Looks Bright as Affordable Housing Demand Soars Cavco Industries (NASDAQ:CVCO) reported third-quarter fiscal 2026 results shaped by the closing of its American Homestar Show less Read more
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