Cavco Industries Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
11.7%projected annual EPS growth
Analyst Coverage
3analysts covering
FY Revenue (est.)
$2.4Bnext fiscal year
FY EPS (est.)
$22.60next fiscal year
Monitoring Framework
Key Performance Indicators
Annual Home Shipments Annually20.8KTarget: Maintain volume leadership in factory-built housing
Consolidated Gross Margin Quarterly23.5%Target: 23.5 - 24%
Order Backlog Quarterly195MTarget: Stabilize or grow backlog to support plant utilization
Watch Items
- El Mirage, Arizona Manufacturing Facility ConstructionTrigger: Operational delay past mid-2027 targetAction: Assess regional capacity constraints and capital expenditure overruns
- Integration of American Homestar AcquisitionTrigger: Synergy realization below the $170 million investment expectationsAction: Review operational cost structures and retail-wholesale channel alignment
Research as of 19 Jun 2026