CAVCO INDS INC. DL-,01

Cavco Industries reported Q4 2026 earnings per share of $5.42 versus an expected $5.26 (+3.04%), while revenue of $550.1 million missed the $571.06 million forecast by 3.67%. The stock rose 1.53% in premarket trading to $499. The company delivered a record 20,842 homes in fiscal 2026. The factory-built homes segment grew 8.2% year over year, and financial services materially improved gross margins. Cavco expects further growth in 2027, forecasting EPS of $6.25 to $6.47 and citing capacity expansions, pricing strategies and the integration of American Homestar; risks remain in the supply chain, inflation and regulatory changes. » More on de.investing.com

Cavco Industries reported Q3 2026 EPS of $5.58 (expectation $6.26) and revenue of $581 million (expectation $593.35 million). Revenue rose 11.3% year over year, but net income fell 22% and gross margin declined to 23.4%. After the results, the stock dropped about 17.4% in after-hours trading. Cavco completed the acquisition of American Homestar, remains optimistic about the spring season, but faces risks such as cost pressure from tariffs, supply‑chain disruptions, and potential inventory overhangs. » More on de.investing.com

Cavco Industries’ stock rose to a record high of $709.56, representing a year-to-date gain of 47.93%. The company has a market capitalization of $5.51 billion, a P/E ratio of 28.62, revenue growth of 15.76%, a Piotroski score of 9, return on equity of 18%, and diluted earnings per share of $24.29. Cavco also beat expectations in Q2 2026 (EPS $6.55 vs. $6.09 expected; revenue $556.5 million vs. $542.92 million expected) but is considered slightly overvalued by fair-value metrics; next quarterly results on January 29. » More on de.investing.com