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
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
| USD | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|
| Umsatz | 2,24 Mrd. | 2,02 Mrd. | 1,79 Mrd. | 2,14 Mrd. | 1,63 Mrd. |
| Herstellungskosten | 1,72 Mrd. | 1,55 Mrd. | 1,37 Mrd. | 1,59 Mrd. | 1,22 Mrd. |
| Bruttogewinn | 526,89 Mio. | 465,59 Mio. | 426,9 Mio. | 554,93 Mio. | 408,75 Mio. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 298,32 Mio. | 275,32 Mio. | 247,92 Mio. | 258,32 Mio. | 206,25 Mio. |
| Operatives Ergebnis | 228,57 Mio. | 190,28 Mio. | 178,98 Mio. | 296,61 Mio. | 202,5 Mio. |
| EBITDA | 268,28 Mio. | 230,85 Mio. | 219,35 Mio. | 324,58 Mio. | 223,71 Mio. |
| Nettogewinn | 190,55 Mio. | 171,04 Mio. | 157,82 Mio. | 240,55 Mio. | 197,7 Mio. |
| Gewinn je Aktie (verwässert) | 23,98 | 20,71 | 18,37 | 26,95 | 21,34 |
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 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | |
|---|---|---|---|---|---|
| Bruttomarge | 23,5 % | 23,1 % | 23,8 % | 25,9 % | 25,1 % |
| Operative Marge | 10,2 % | 9,4 % | 10,0 % | 13,8 % | 12,4 % |
| Nettomarge | 8,5 % | 8,5 % | 8,8 % | 11,2 % | 12,1 % |
| KGV | 19,2 | 24,5 | 21,5 | 11,7 | 11,3 |
| Kurs-Umsatz-Verhältnis | 1,6 | 2,1 | 1,9 | 1,3 | 1,4 |
| Kurs-Buchwert-Verhältnis | 3,3 | 3,9 | 3,3 | 2,9 | 2,7 |
| Verschuldungsgrad | 0,0 | 0,0 | 0,0 | 0,0 | 0,0 |
| Liquidität 3. Grades | 2,5 | 3,0 | 3,1 | 2,7 | 2,5 |
| Dividendenrendite | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
| Unternehmenswert | 3,43 Mrd. | 3,88 Mrd. | 3,08 Mrd. | 2,58 Mrd. | 2,02 Mrd. |
| EV/EBITDA | 12,8 | 16,8 | 14,0 | 7,9 | 9,0 |
| Eigenkapitalrendite | 17,3 % | 16,1 % | 15,3 % | 24,6 % | 23,8 % |
| Kapitalrendite (ROIC) | 15,4 % | 13,9 % | 13,1 % | 22,8 % | 21,9 % |
| Free-Cashflow-Rendite | 6,3 % | 3,7 % | 6,1 % | 7,5 % | 5,6 % |
Wachstum
| FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 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 Aktie | 0,0 % | 0,0 % | 0,0 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 2Kaufen
- 1Halten
- 0Verkaufen
- 0Stark verkaufen
Kursziel
690,00
Durchschnitt · +2,68 %
Schätzungen
| FY 2027 | FY 2028 | FY 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) | 24,76 | 29,34 | 35,60 |
| Gewinn je Aktie (Tief – Hoch) | 24,31 – 25,14 | 28,56 – 29,79 | 35,07 – 36,12 |
| Analysten | 4 | 4 | 1 |
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. 2026 | Juli 2026 | Mai 2026 | Jan. 2026 | Okt. 2025 | Juli 2025 | Mai 2025 | Jan. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 5,52 | 5,69 | 5,26 | 6,00 | 6,09 | 5,81 | 4,87 | 4,89 |
| Gewinn je Aktie · Tatsächlich | 6,47 | 5,43 | 5,42 | 5,58 | 6,55 | 6,42 | 5,40 | 6,90 |
| Abweichung | +17,21 % | −4,57 % | +3,04 % | −7,00 % | +7,55 % | +10,50 % | +10,88 % | +41,10 % |
| Umsatz · Tatsächlich | 656,38 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
- Website
- cavcohomes.com
Nachrichten
- Zacks Investment Research · 4. Nov., 13:01Cavco (CVCO) Is Up 15.86% in One Week: What You Should Know
- Defense World · 31. Okt., 4:06Cavco Industries (NASDAQ:CVCO) Shares Break Above 200 Day Moving Average – Time to Sell?
- Seeking Alpha · 30. Okt., 17:08Cavco Industries, Inc. (CVCO) Q2 2027 Earnings Call Transcript
- MarketBeat · 30. Okt., 16:15Cavco Industries Q2 Earnings Call Highlights
- GlobeNewsWire · 29. Okt., 16:05Cavco Industries Reports Fiscal 2027 Second Quarter Results
- Seeking Alpha · 27. Okt., 10:35Conestoga Small Cap Composite Q3 2026 Portfolio Activity
- GlobeNewsWire · 22. Okt., 16:30Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2027 Second Quarter Earnings Release and Conference Call Webcast
- GuruFocus · 14. Okt., 20:01Is Cavco Industries Inc (CVCO) a Bargain After 4.2% Drop? GF Value Says Undervalued
- Zacks Investment Research · 29. Sept., 6:45New Strong Sell Stocks for September 29th
- Defense World · 24. Sept., 3:45Squarepoint Ops LLC Sells 3,594 Shares of Cavco Industries, Inc. $CVCO
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