Cavco Industries (CVCO) Projected to Post Quarterly Earnings on Thursday

Cavco Industries (NASDAQ:CVCO) is projected to announce its Q3 2026 results after the market closes on Thursday, January 29th. Analysts expect Cavco Industries to post earnings of $6.00 per share and revenue of $593.37 million for the quarter. Investors may review the information on the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Friday, January 30, 2026 at 1:00 PM ET.

Cavco Industries (NASDAQ:CVCO) last released its quarterly earnings results on Thursday, October 30th. The construction company reported $6.55 earnings per share for the quarter, beating analysts’ consensus estimates of $6.30 by $0.25. Cavco Industries had a return on equity of 19.13% and a net margin of 9.18%.The business had revenue of $556.53 million during the quarter, compared to analyst estimates of $542.92 million. 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 Trading Down 1.5%

Shares of CVCO stock opened at $657.02 on Tuesday. The stock’s fifty day simple moving average is $613.23 and its 200-day simple moving average is $549.06. The company has a market capitalization of $5.12 billion, a price-to-earnings ratio of 26.99 and a beta of 1.31. Cavco Industries has a 1-year low of $393.53 and a 1-year high of $713.01.

Insider Activity

In other Cavco Industries news, Director Richard A. Kerley sold 500 shares of the business’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $568.99, for a total value of $284,495.00. Following the sale, the director owned 6,669 shares in the company, valued at approximately $3,794,594.31. The trade was a 6.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 1.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in CVCO. State Street Corp lifted its position in Cavco Industries by 6.1% during the 2nd quarter. State Street Corp now owns 380,682 shares of the construction company’s stock worth $165,380,000 after buying an additional 21,837 shares in the last quarter. Boston Partners grew its holdings in shares of Cavco Industries by 82.8% in the 3rd quarter. Boston Partners now owns 369,177 shares of the construction company’s stock valued at $213,866,000 after acquiring an additional 167,230 shares in the last quarter. Ameriprise Financial Inc. increased its position in shares of Cavco Industries by 0.7% in the third quarter. Ameriprise Financial Inc. now owns 147,036 shares of the construction company’s stock valued at $85,388,000 after acquiring an additional 963 shares during the last quarter. Schonfeld Strategic Advisors LLC raised its holdings in Cavco Industries by 630.1% during the third quarter. Schonfeld Strategic Advisors LLC now owns 38,717 shares of the construction company’s stock worth $22,484,000 after acquiring an additional 33,414 shares in the last quarter. Finally, UBS Group AG boosted its position in Cavco Industries by 70.7% during the third quarter. UBS Group AG now owns 30,428 shares of the construction company’s stock valued at $17,670,000 after purchasing an additional 12,599 shares during the last quarter. Institutional investors own 95.56% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on CVCO. Weiss Ratings restated a “buy (b)” rating on shares of Cavco Industries in a research note on Monday, December 29th. CJS Securities upgraded shares of Cavco Industries to a “strong-buy” rating in a research note on Thursday, December 11th. Finally, Zacks Research lowered Cavco Industries from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $550.00.

About Cavco Industries

Cavco Industries, Inc is a leading designer, manufacturer and retailer of factory-built homes and modular structures. The company produces a range of HUD-code manufactured homes, modular buildings, park model RVs and cabins through its network of production facilities. Its offerings cater to both residential and commercial markets, including customizable single- and multi-section homes, workforce and affordable housing solutions, educational and healthcare modules, as well as specialty lodging products for the recreational vehicle and hospitality industries.

Since its founding in 1967, Cavco has grown through strategic investments and acquisitions, expanding its footprint across the United States and into parts of Canada and Mexico.