Cavco Industries Inc (CVCO) is trading up at $539.45 (+4.49%), as of the latest quote. It is a Russell 2000 constituent in the Consumer Discretionary sector.
Analyst price targets on CVCO
One firm's current price target on Cavco Industries Inc: $720 — 33% above the current $539. Each is tracked to its date and scored the same way a member's call is.
- Oppenheimer $560 → $720 by Sep 2027 Sep 30, 2026 via Investing.com · Oppenheimer's track record
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
Cavco Industries Inc revenue & net income history (FY2017–FY2026)
| FY2017Apr 2017 | FY2018Mar 2018 | FY2019Mar 2019 | FY2020Mar 2020 | FY2021Apr 2021 | FY2022Apr 2022 | FY2023Apr 2023 | FY2024Mar 2024 | FY2025Mar 2025 | FY2026Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||||
| Revenue | $773.8M | $871.2M | $962.7M | $1.06B | $1.11B | $1.63B | $2.14B | $1.79B | $2.02B | $2.24B |
| Growth (year over year) | +8.6% | +12.6% | +10.5% | +10.3% | +4.4% | +46.8% | +31.7% | −16.2% | +12.3% | +11.4% |
| Gross profit | $158.0M | $180.7M | $205.7M | $230.5M | $239.0M | $408.7M | $554.9M | $426.9M | $465.6M | $526.9M |
| Gross margin | 20.4% | 20.7% | 21.4% | 21.7% | 21.6% | 25.1% | 25.9% | 23.8% | 23.1% | 23.5% |
| Operating income | $56.8M | $73.8M | $84.1M | $84.9M | $88.8M | $202.5M | $296.6M | $179.0M | $190.3M | $228.6M |
| Operating margin | 7.3% | 8.5% | 8.7% | 8.0% | 8.0% | 12.4% | 13.8% | 10.0% | 9.4% | 10.2% |
| Net income | $38.0M | $61.5M | $68.6M | $75.1M | $76.6M | $197.7M | $240.6M | $157.8M | $171.0M | $190.6M |
| Net margin | 4.9% | 7.1% | 7.1% | 7.1% | 6.9% | 12.1% | 11.2% | 8.8% | 8.5% | 8.5% |
| EPS (diluted) | $4.17 | $6.68 | $7.40 | $8.10 | $8.25 | $21.34 | $26.95 | $18.37 | $20.71 | $23.98 |
| Balance sheet | ||||||||||
| Cash and equivalents | $132.5M | $186.8M | $187.4M | $241.8M | $322.3M | $244.2M | $271.4M | $352.7M | $356.2M | $236.7M |
| Total assets | $607.3M | $674.8M | $725.2M | $810.4M | $951.8M | $1.15B | $1.31B | $1.35B | $1.41B | $1.49B |
| Total liabilities | $212.9M | $217.7M | $195.6M | $202.8M | $268.2M | $324.5M | $331.7M | $320.7M | $342.1M | $388.0M |
| Shareholders' equity | $394.4M | $457.1M | $529.6M | $607.6M | $683.6M | $830.5M | $976.3M | $1.03B | $1.06B | $1.10B |
| Cash flow | ||||||||||
| Operating cash flow | $45.8M | $59.0M | $32.8M | $101.7M | $114.0M | $144.2M | $255.7M | $224.7M | $178.5M | $267.5M |
| Capital expenditure | $5.29M | $8.39M | $7.64M | $14.3M | $25.5M | $18.7M | $44.1M | $17.4M | $21.4M | $35.4M |
| Free cash flow | $40.5M | $50.6M | $25.2M | $87.4M | $88.5M | $125.6M | $211.6M | $207.3M | $157.1M | $232.1M |
| Share buybacks | — | — | $0 | $0 | $1.44M | $59.6M | $103.4M | $109.3M | $148.7M | $159.9M |
| Q2 FY25Sep 2024 | Q3 FY25Dec 2024 | Q4 FY25†Mar 2025 | Q1 FY26Jun 2025 | Q2 FY26Sep 2025 | Q3 FY26Dec 2025 | Q4 FY26†Mar 2026 | Q1 FY27Jun 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $507.5M | $522.0M | $508.4M | $556.9M | $556.5M | $581.0M | $550.1M | $610.0M |
| Growth (year over year) | +12.3% | +16.8% | +21.0% | +16.6% | +9.7% | +11.3% | +8.2% | +9.5% |
| Gross profit | $116.1M | $129.9M | $116.1M | $129.5M | $134.4M | $135.9M | $127.1M | $134.6M |
| Gross margin | 22.9% | 24.9% | 22.8% | 23.3% | 24.2% | 23.4% | 23.1% | 22.1% |
| Operating income | $49.1M | $64.0M | $38.6M | $60.4M | $62.2M | $54.6M | $51.5M | $52.8M |
| Operating margin | 9.7% | 12.3% | 7.6% | 10.8% | 11.2% | 9.4% | 9.4% | 8.6% |
| Net income | $43.8M | $56.5M | $36.3M | $51.6M | $52.4M | $44.1M | $42.5M | $42.3M |
| Net margin | 8.6% | 10.8% | 7.1% | 9.3% | 9.4% | 7.6% | 7.7% | 6.9% |
| EPS (diluted) | $5.28 | $6.90 | $4.42 | $6.42 | $6.55 | $5.58 | $5.43 | $5.43 |
| Balance sheet | ||||||||
| Cash and equivalents | $364.1M | $362.9M | $356.2M | $344.6M | $375.0M | $224.6M | $236.7M | $243.2M |
| Total assets | $1.40B | $1.39B | $1.41B | $1.42B | $1.45B | $1.47B | $1.49B | $1.54B |
| Total liabilities | $356.2M | $328.5M | $342.1M | $354.8M | $362.9M | $383.0M | $388.0M | $431.1M |
| Shareholders' equity | $1.04B | $1.06B | $1.06B | $1.06B | $1.09B | $1.09B | $1.10B | $1.11B |
| Cash flow | ||||||||
| Operating cash flow | $54.7M | $37.8M | $38.6M | $55.5M | $78.5M | $66.1M | $67.4M | $74.5M |
| Capital expenditure | $4.88M | $5.43M | $6.14M | $9.14M | $9.73M | $8.49M | $8.05M | $25.5M |
| Free cash flow | $49.8M | $32.3M | $32.5M | $46.4M | $68.7M | $57.6M | $59.3M | $49.0M |
| Share buybacks | $42.8M | $42.2M | $34.2M | $50.0M | $36.1M | $43.8M | $30.0M | $30.0M |
From Cavco Industries Inc's 10-K and 10-Q filings with the SEC; its fiscal year ends in March. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
About Cavco Industries Inc
- Headquarters
- Phoenix, Arizona From SEC filings, Oct 2026
Recent News (1)
More Consumer Discretionary stocks
- MELI MercadoLibre
- PDD PDD Holdings
- ABNB Airbnb
- AMZN Amazon
- APTV Aptiv
- AZO AutoZone
- BBY Best Buy
- BKNG Booking Holdings