Cavco Industries, Inc. (CVCO) Compounding Analysis

Cavco Industries, Inc.(CVCO)

Residential Construction · Phoenix, AZ

$577.01+0.74 (+0.13%)

Delayed quote: Oct 6, 2026, 11:30 AM EDT

About Cavco Industries, Inc.

Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services. The company offers its extensive range of manufactured homes under numerous recognized brand names, including Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, and MidCountry. Beyond traditional homes, Cavco's production capabilities encompass recreational park model vehicles, vacation cabins, and various factory-built commercial structures. This commercial portfolio includes multi-unit apartment buildings, condominiums, hotels, temporary housing for workforces, educational facilities, and accommodations for U.S. military personnel. The firm further diversifies its offerings with an assortment of modular homes, featuring designs such as single and multi-section ranches, split-level residences, Cape Cod-style houses, two- and three-story structures, and multi-family units. To support its housing sales, Cavco provides a suite of financial services, extending both conforming and non-conforming mortgages, as well as specialized home-only loans. These financial products are available to individuals purchasing factory-built homes sold through Cavco's proprietary retail outlets and its extensive network of independent distributors, builders, community operators, and developers. Moreover, the company furnishes property and casualty insurance solutions specifically tailored for owners of manufactured homes. As of April 3, 2022, Cavco maintained a retail footprint of 45 company-owned locations situated across Oregon, Arizona, Nevada, New Mexico, Texas, Indiana, Oklahoma, Florida, and New York. Its products are also distributed widely throughout 48 U.S. states and Canada via a broad network of independent dealerships, in addition to reaching customers through planned community developments and residential builders. Established in 1965, Cavco Industries, Inc. has its corporate headquarters situated in Phoenix, Arizona.

Phoenix, AZ

7,700 employees

www.cavcohomes.com

Consumer Cyclical / Residential Construction

Sector: Consumer Cyclical
Industry: Residential Construction
CEO: William C. Boor

View full financials

Across metrics · 10Y

CVCO reported stats per metric over 10Y: annual CAGR, median quarterly year-over-year growth, YoY standard deviation, quarters at or above 20%, and negative quarters.
Metric	10Y CAGR	Median YoY	YoY σ	Qtrs ≥ 20%	Neg. qtrs
RevenueRevenue	12.2%	11.3%	20.9pp	10 of 40	9
EPSEPS	22.5%	18.5%	51.2pp	20 of 40	16
Op cash flowOperating cash flow	19.9%	25%	60.1pp	20 of 40	15
EBITDAEBITDA	17.5%	20.5%	45.9pp	20 of 40	14
FCFFree cash flow	19.2%	32.2%	63.3pp	21 of 40	13

Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.