CVCO — Cavco Industries, Inc. Stock Price, Chart & AI Report

Positive Jun 2, 2026 • 01:41 UTC GlobeNewswire Inc. • Cavco Industries, Inc.

Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing

Virginia Governor Abigail Spanberger signed two bipartisan zoning reform bills (HB 655 and SB 346) at Cavco Industries' Rocky Mount facility on June 1, 2026. The legislation reduces zoning barriers for manufactured homes by allowing them in areas where site-built homes are permitted and prevents local governments from applying more restrictive rules to manufactured homes. The bills aim to address Virginia's 200,000-unit affordable housing shortage and take effect July 1, 2026.

CVCO zoning reform manufactured housing affordable housing Virginia legislation housing shortage factory-built homes

Sentiment note

The company benefits directly from the zoning reform legislation as it removes barriers to manufactured home placement, potentially expanding their market opportunities in Virginia. The legislation addresses affordable housing demand, which aligns with Cavco's core business of producing manufactured and modular homes. The company's active support for such policy and hosting the ceremonial signing demonstrates positive industry momentum.

Positive May 14, 2026 • 22:15 UTC GlobeNewswire Inc. • Na

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Fourth Quarter and Year End Earnings Release and Conference Call Webcast

Cavco Industries (NASDAQ: CVCO) will release its fiscal 2026 fourth quarter and year-end earnings on May 21, 2026, followed by a live webcast conference call on May 22, 2026 at 1:00 p.m. ET. The company also announced it has received two national design awards from the Manufactured Housing Institute.

CVCO earnings release conference call webcast manufactured homes modular homes design awards fiscal 2026

Sentiment note

The company is announcing earnings results and has received national design recognition awards from the Manufactured Housing Institute, indicating positive industry recognition and operational activity.

Neutral Feb 17, 2026 • 15:06 UTC The Motley Fool • Jonathan Ponciano

What Investors Should Know as One Fund Sells $11 Million of Cavco Industries Stock

Ashford Capital Management sold 19,607 shares of Cavco Industries (CVCO) worth approximately $11.11 million in Q4 2025, reducing its position from 3.1% to 1.87% of fund assets. The sale appears to be a capital reallocation rather than a loss of conviction, as Cavco's fundamentals remain solid with Q3 revenue up 11.3% year-over-year, though the stock has underperformed the S&P 500 by 1.5 percentage points over the past year.

CVCO GSAT LGND VTI fund selling capital rotation manufactured housing position reduction

Sentiment note

The fund's sale appears to be a sizing/reallocation decision rather than a conviction loss. Cavco's fundamentals remain solid with strong revenue growth (11.3% YoY) and a healthy backlog, but the stock has underperformed the broader market. The reduced position to 1.87% of AUM suggests portfolio rebalancing within a portfolio of higher-beta names.

Neutral Jan 22, 2026 • 22:54 UTC GlobeNewswire Inc. • Na

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Third Quarter Earnings Release and Conference Call Webcast

Cavco Industries announced it will release third quarter fiscal 2026 earnings on January 29, 2026, followed by a live webcast conference call on January 30, 2026 at 1:00 p.m. ET where senior management will discuss results.

CVCO earnings release conference call webcast manufactured homes modular homes park model RVs

Sentiment note

The article is a routine announcement of earnings release and conference call scheduling. It contains no information about financial performance, guidance, or business developments that would indicate positive or negative sentiment. It is purely procedural in nature.

Positive Nov 1, 2025 • 10:20 UTC The Motley Fool • Eric Volkman

Why Cavco Industries Stock Zoomed 5% Higher Today

Cavco Industries reported strong Q2 fiscal 2026 earnings, beating analyst expectations with nearly 10% revenue growth and almost 20% increase in net income, driven by robust housing market demand and performance across all business segments.

CVCO housing earnings quarterly report home builder

Sentiment note

Company exceeded revenue and earnings expectations, demonstrated growth across all business segments, and saw strong performance in family housing market with 10% revenue increase

Neutral Oct 23, 2025 • 19:41 UTC GlobeNewswire Inc. • Cavco Industries, Inc.

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 Second Quarter Earnings Release and Conference Call Webcast

Cavco Industries will release its fiscal 2026 second quarter earnings on October 30, 2025, with a live webcast conference call on October 31, 2025 at 1:00 p.m. Eastern Time to discuss financial results.

CVCO earnings webcast conference call manufactured homes financial results

Sentiment note

Standard earnings release announcement with no explicit positive or negative financial indicators, simply providing routine investor communication

Positive Sep 30, 2025 • 13:25 UTC Benzinga • Globe Newswire

Cavco Industries Announces the Completion of the Acquisition of Manufactured Home Builder and Retailer, American Homestar

Cavco Industries completed the acquisition of American Homestar Corporation for $190 million, expanding its manufactured home manufacturing and retail operations across Texas, Louisiana, and Oklahoma.

CVCO acquisition manufactured homes home builder retail merger

Sentiment note

Company is expanding its market presence through strategic acquisition, with leadership expressing confidence in the cultural and strategic fit of the merger

Neutral Jul 23, 2025 • 23:29 UTC GlobeNewswire Inc. • Cavco Industries, Inc.

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2026 First Quarter Earnings Release and Conference Call Webcast

Cavco Industries will release its fiscal 2026 first quarter earnings on July 31, 2025, with a live webcast conference call on August 1, 2025 at 1:00 p.m. Eastern Time to discuss financial results.

CVCO earnings webcast conference call manufactured homes financial results

Sentiment note

Standard earnings release announcement with no explicit positive or negative financial indicators, simply providing routine investor communication

Positive Jul 14, 2025 • 21:00 UTC GlobeNewswire Inc. • Cavco Industries

Cavco Industries Announces Planned Acquisition of Manufactured Home Builder and Retailer, American Homestar Corporation

Cavco Industries plans to acquire American Homestar Corporation for $190 million in cash, expanding its presence in the South Central U.S. manufactured housing market. The acquisition is expected to close in Q3 fiscal year 2026 and is anticipated to be earnings and cash flow accretive.

CVCO acquisition manufactured housing merger Texas market

Sentiment note

Expanding market presence, expected earnings accretion, strategic cash deployment, and potential operational synergies

Neutral Oct 24, 2024 • 01:23 UTC GlobeNewswire Inc. • N/A

Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2025 Second Quarter Earnings Release and Conference Call Webcast

Cavco Industries, Inc. will release its fiscal 2025 second quarter earnings on October 31, 2024, and host a conference call webcast on November 1, 2024 to discuss the results.

CVCO Cavco Industries earnings release conference call webcast

Sentiment note

The article announces Cavco Industries' upcoming earnings release and conference call, which is a routine business activity and does not indicate any significant positive or negative news.

Negative Aug 2, 2024 • 00:15 UTC Zacks Investment Research • Zacks Equity Research

Cavco (CVCO) Q1 Earnings and Revenues Miss Estimates

Cavco, a homebuilder, reported Q1 earnings of $4.11 per share, missing the Zacks Consensus Estimate of $4.97 per share. The company's revenues also fell short of expectations. The outlook for the company is mixed, with the Zacks Rank #3 (Hold) indicating the stock is expected to perform in line with the market.

CVCO RYN earnings earnings-estimates earnings-outlook earnings-surprise industry-outlook zacks-consensus-estimate

Sentiment note

Cavco reported Q1 earnings and revenue that missed analyst estimates, indicating weaker-than-expected performance.

Neutral Aug 1, 2024 • 22:56 UTC GlobeNewswire Inc. • N/A

Cavco Industries Reports Fiscal 2025 First Quarter Results

Cavco Industries reported mixed Q1 2024 results, with factory-built housing segment showing improvement but financial services segment impacted by high insurance claims from weather events.

CVCO Cavco Industries factory-built housing financial services weather events

Sentiment note

The company reported mixed results, with the factory-built housing segment showing improvement but the financial services segment being negatively impacted by high insurance claims from weather events.