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CVCO · Homes & buildings · U.S.

Cavco

Builds factory-made homes and mobile homes sold across the US.

Company Health

67
/100
Healthy
A quick check of the business from its yearly reports (2023–2026). It doesn’t say whether the stock is a good buy.
Does it make money?
15 of 25 · Okay
$8 of every $100 in sales was left as profit last year.
Is it growing?
10 of 25 · Okay
Sales grew about 2% a year over the last 3 years.
Can it handle what it owes?
24 of 25 · Good
It could pay off everything it owes with less than a year of the cash its business brings in.
Does it bring in spare cash?
18 of 25 · Good
After paying for buildings and equipment, $10 of every $100 in sales was left as spare cash.

Who owns it

1 of 23 own it · 1 bought more lately
bought lately
owns it
doesn’t own it
Didn’t report owning it: Whale Rock, Appaloosa, Melqart, Coatue, D1 Capital, Light Street, Lone Pine, Third Point, TCI, Pershing Square, Himalaya Capital, Greenlight, Giverny Capital, Fundsmith, Semper Augustus, Akre
Their letters don’t mention it: Arquitos, Laughing Water, Alluvial, Bireme, Kingdom Capital, Saga Partners
From each fund’s latest 13F report (Jun 30, 2026). Funds that don’t file one: from their own letters.

The numbers

From Cavco’s yearly reports. Tap a year to see its figures.

Sales and profit

Sales grew from $1.11 billion in the year to Apr 2021 to $2.24 billion in the year to Mar 2026, and it made a profit every year.
FY2026
Sales
$2.24 billion
Profit
$191 million

Spare cash each year

It had cash to spare every year, ending with $232 million to spare in the year to Mar 2026.
FY2026
Spare cash
$232 million
Spare cash is the cash its business brought in, minus what it spent on buildings and equipment.

What it owns and what it owes

At the end of Mar 2026 it owned $1.49 billion, including $237 million in cash, and owed $388 million.

Key facts

From its yearly report for the year to Mar 2026.
Sales
$2.24 billion
Profit
$191 million
Spare cash
$232 million
Cash in the bank
$237 million
Everything it owes
$388 million
Year ends
March
Money shown in
U.S. dollars
Latest yearly report
10-K, filed May 22, 2026
Figures from Cavco’s yearly reports to the SEC (EDGAR), collected Oct 12, 2026.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works
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