Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.
Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.
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From Cavco Industries, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$2.24B
+11.4%
$23.98
+15.8%
8.5%
FY2025
$2.02B
+12.3%
$20.71
+12.7%
8.5%
FY2024
$1.79B
-16.2%
$18.37
-31.8%
8.8%
FY2023
$2.14B
+31.7%
$26.95
+26.3%
11.2%
FY2022
$1.63B
+46.8%
$21.34
+158.7%
12.1%
Frequently asked questions
When is Cavco Industries's next earnings date?
Cavco Industries has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Cavco Industries earn last quarter?
For the quarter ended Sep 2026, Cavco Industries reported diluted EPS of $7.17 (+9.5% year over year) on revenue of $656.38M (+17.9%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.