10-Q quarterly report · filed Feb 2, 2026

CAVCO INDUSTRIES, INC. (CVCO) Q4 2025 10-Q Quarterly Report

Short answer

CAVCO INDUSTRIES, INC. (CVCO) filed its Q4 2025 10-Q quarterly report on Feb 2, 2026 for the quarter ended Dec 27, 2025. Quarterly revenue was $581M (up 11.3% year over year) with net income of $44M.

Q4 2025 key financials · XBRL

Revenue
$581M
+11.3% YoY · +4.4% QoQ
Net income
$44M
−22.0% YoY · −15.9% QoQ
Operating margin
9.4%
Gross margin
23.4%
EPS (diluted)
$5.59
−18.6% YoY · −14.5% QoQ

Source: XBRL data from the CAVCO INDUSTRIES, INC. (CVCO) Q4 2025 10-Q on SEC EDGAR. USD.

CAVCO INDUSTRIES, INC. Q4 2025 10-Q analysis

AI summary of MD&A and risk factor updates

Risk Factors

  • No new or updated risk factors disclosed this quarter, carrying forward risks from most recent 10-K
  • Significant risk: supply chain disruptions impacting manufacturing and delivery timelines persist since 10-K
  • Regulatory risk: ongoing compliance with evolving environmental laws affecting production processes unchanged
  • Market risk: demand variability in recreational vehicle market directly influences near-term revenue performance
  • Financial risk: liquidity position stable with no material changes in debt maturity or currency exposure

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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