Cavco Industries, Inc.
CVCO
Jodie read · what matters now
Revenue increased 11.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to CVCO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-K filed 2026-05-22 against the comparable filing from 2025-05-23.
What improved
- Revenue increased 11.4% versus the comparable filing period.
- Operating margin improved 0.7 percentage points.
- Operating cash flow covered net income at 1.40x, improving versus the comparable period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The higher effective tax rate in fiscal year 2026 is primarily related to a decrease of $3.7 million in tax credits primarily due to changes in eligibility requirements related to the sale of energy efficient homes and Energy Star credits available under the Internal Revenue Code §45L compared to the prior year.”
“Financia l services segment Net revenue increased 5.8% primarily due to higher insurance premiums in the current year and $0.8 million from acquired American Homestar operations, partially offset by fewer loans sold by the finance subsidiary.”
“Operations excluding American Homestar increased primarily due to higher average selling prices, which contributed $102.9 million and higher home sales volume, which contributed $30.8 million.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind CVCO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
CVCO is currently a Leader in the organic co-movement group Rental & Leasing Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.