Cavco Industries, Inc.

CVCO · NASDAQ Global Select · USD

671,97USD

+33,42 (+5,23 %)Stand 9. Nov., 21:00

Nachbörslich671,970,00 (0,00 %)19:30 ET

Vortag 638,55

Kennzahlen

Eröffnung
650,41
Vortag
638,55
Tagesspanne
650,41 – 683,66
52 Wochen
443,34 – 713,01
Volumen
84.128
Ø Volumen
108.831
Börsenwert
5,13 Mrd. $
KGV
28,2
Gewinn je Aktie (TTM)
23,60
Dividendenrendite
0,0 %
Beta
1,3
Nächste Zahlen
4. Feb. 2027

Finanzen

USDFY 2026FY 2025FY 2024FY 2023FY 2022
Umsatz2,24 Mrd.2,02 Mrd.1,79 Mrd.2,14 Mrd.1,63 Mrd.
Herstellungskosten1,72 Mrd.1,55 Mrd.1,37 Mrd.1,59 Mrd.1,22 Mrd.
Bruttogewinn526,89 Mio.465,59 Mio.426,9 Mio.554,93 Mio.408,75 Mio.
Forschung und Entwicklung00000
Vertrieb und Verwaltung298,32 Mio.275,32 Mio.247,92 Mio.258,32 Mio.206,25 Mio.
Operatives Ergebnis228,57 Mio.190,28 Mio.178,98 Mio.296,61 Mio.202,5 Mio.
EBITDA268,28 Mio.230,85 Mio.219,35 Mio.324,58 Mio.223,71 Mio.
Nettogewinn190,55 Mio.171,04 Mio.157,82 Mio.240,55 Mio.197,7 Mio.
Gewinn je Aktie (verwässert)23,9820,7118,3726,9521,34

Umsatz nach Segment

Produkte · FY 2026

  • Factory Built Housing2,16 Mrd. $96,12 %
    +11,60 %
  • Financial Services87,15 Mio. $3,88 %
    +5,83 %

Anteil · ggü. Vorjahr (FY 2025)

Bewertung

Letzte 12 Monate

KGV
28,2
Kurs-Umsatz-Verhältnis
2,1
Kurs-Buchwert-Verhältnis
4,5
PEG
-9,9
Bruttomarge
22,7 %
Operative Marge
9,5 %
Nettomarge
7,7 %
Verschuldungsgrad
0,0
EV/EBITDA
18,4
Eigenkapitalrendite
16,6 %
Kapitalrendite (ROIC)
14,7 %
Free-Cashflow-Rendite
4,5 %
FY 2026FY 2025FY 2024FY 2023FY 2022
Bruttomarge23,5 %23,1 %23,8 %25,9 %25,1 %
Operative Marge10,2 %9,4 %10,0 %13,8 %12,4 %
Nettomarge8,5 %8,5 %8,8 %11,2 %12,1 %
KGV19,224,521,511,711,3
Kurs-Umsatz-Verhältnis1,62,11,91,31,4
Kurs-Buchwert-Verhältnis3,33,93,32,92,7
Verschuldungsgrad0,00,00,00,00,0
Liquidität 3. Grades2,53,03,12,72,5
Dividendenrendite0,0 %0,0 %0,0 %0,0 %0,0 %
Unternehmenswert3,43 Mrd.3,88 Mrd.3,08 Mrd.2,58 Mrd.2,02 Mrd.
EV/EBITDA12,816,814,07,99,0
Eigenkapitalrendite17,3 %16,1 %15,3 %24,6 %23,8 %
Kapitalrendite (ROIC)15,4 %13,9 %13,1 %22,8 %21,9 %
Free-Cashflow-Rendite6,3 %3,7 %6,1 %7,5 %5,6 %

Wachstum

FY 2026FY 2025FY 2024FY 2023FY 2022
Umsatz+11,4 %+12,3 %−16,2 %+31,7 %+46,8 %
Bruttogewinn+13,2 %+9,1 %−23,1 %+35,8 %+71,0 %
Operatives Ergebnis+20,1 %+6,3 %−39,7 %+46,5 %+128,0 %
Nettogewinn+11,4 %+8,4 %−34,4 %+21,7 %+157,9 %
Gewinn je Aktie+15,8 %+12,7 %−31,8 %+26,3 %+158,7 %
Freier Cashflow+47,8 %−24,2 %−2,0 %+68,5 %0,0 %
Dividende je Aktie0,0 %0,0 %0,0 %0,0 %0,0 %

Analysten

Einstufungen · Buy

  • 0Stark kaufen
  • 2Kaufen
  • 1Halten
  • 0Verkaufen
  • 0Stark verkaufen

Kursziel

690,00

Durchschnitt · +2,68 %

Tief 650,00Aktuell 671,97Hoch 720,00

Schätzungen

FY 2027FY 2028FY 2029
Umsatz (Ø)2,52 Mrd.2,7 Mrd.2,92 Mrd.
Umsatz (Tief – Hoch)2,5 Mrd. – 2,53 Mrd.2,66 Mrd. – 2,74 Mrd.2,89 Mrd. – 2,96 Mrd.
Gewinn je Aktie (Ø)24,7629,3435,60
Gewinn je Aktie (Tief – Hoch)24,31 – 25,1428,56 – 29,7935,07 – 36,12
Analysten441

Letzte Änderungen

  • Oppenheimer2. Nov. 2026Outperform
  • Wedbush27. Mai 2025Neutral
  • Wedbush3. Feb. 2025Neutral
  • Wedbush3. Dez. 2024Outperform → Neutral
  • Craig-Hallum4. Nov. 2024Buy
  • Wedbush11. Okt. 2024Outperform
  • Craig-Hallum5. Aug. 2024Buy
  • Wedbush2. Aug. 2024Outperform

Quartalszahlen

Nächste Zahlen: 4. Feb. 2027
Okt. 2026Juli 2026Mai 2026Jan. 2026Okt. 2025Juli 2025Mai 2025Jan. 2025
Gewinn je Aktie · Erwartet5,525,695,266,006,095,814,874,89
Gewinn je Aktie · Tatsächlich6,475,435,425,586,556,425,406,90
Abweichung+17,21 %−4,57 %+3,04 %−7,00 %+7,55 %+10,50 %+10,88 %+41,10 %
Umsatz · Tatsächlich656,38 Mio.609,96 Mio.550,13 Mio.580,99 Mio.556,53 Mio.556,86 Mio.508,36 Mio.522,04 Mio.

Dividenden und Splits

Keine Dividenden gezahlt.

Aktiensplits

  • 1. Feb. 20052:1

Eigentümer

Institutionen

Q2 2026 · 13F

Anteil institutioneller Investoren
101,51 %
Investoren mit 13F-Meldung
367

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Insider-Geschäfte

  • SCHUKNECHT SETH G4. Nov. 2026 · officer: EVP, General CounselVerkauf542 Aktien · 685,00
  • KERLEY RICHARD A4. Nov. 2026 · directorVerkauf459 Aktien · 676,87
  • BRANDOM JACK S31. Okt. 2026 · officer: President, Financial ServicesVerkauf22 Aktien · 619,00
  • BIGBEE PAUL18. Aug. 2026 · officer: Chief Accounting OfficerVerkauf342 Aktien · 592,00
  • KERLEY RICHARD A11. Aug. 2026 · directorKauf290 Aktien
  • KERLEY RICHARD A11. Aug. 2026 · directorVerkauf290 Aktien
  • Boor William C30. Juli 2026 · director, officer: President & CEOVerkauf128 Aktien · 562,40
  • Daniels Lisa Lynn30. Juli 2026 · directorVerkauf30 Aktien · 569,96

Vergleichbare Unternehmen

Über das Unternehmen

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.

Führung

  • William C. BoorPresident, Chief Executive Officer & Director
  • Brian R. CiraPresident of Manufactured Housing
  • Allison K. AdenExecutive Vice President, Chief Financial Officer & Treasurer
  • Matthew Allen NinoPresident of Retail
  • Seth SchuknechtExecutive Vice President, General Counsel, Chief Compliance Officer & Corporate Secretary
  • Paul W. BigbeeChief Accounting Officer
CEO
William C. Boor
Mitarbeitende
7.700
Hauptsitz
Phoenix, AZ, US
Sektor
Consumer Cyclical
Branche
Residential Construction
Börsengang
1. Juli 2003

Nachrichten

Kurse mindestens 15 Minuten verzögert. Daten: Financial Modeling Prep. Keine Anlageberatung.