Cavco Industries Inc (CVCO) Q4 2025 Earnings Report

Cavco Industries Inc (CVCO) reported its Q4 2025 results with notable revenue growth, despite facing challenges from adverse weather and industry dynamics. The company achieved net revenues of $508.4 million, up 21% year-over-year, largely due to a 28.5% boost in unit shipments. However, average revenue per home sold experienced a decline, highlighting the competitive pricing pressures in the market. Management remains optimistic about strategic investments and operational efficiencies but acknowledges economic uncertainties could impact future performance. Overall, Cavco's strong cash position and aggressive share buyback program signify confidence in long-term growth prospects.