10-Q quarterly report · filed Jul 31, 2026

CAVCO INDUSTRIES, INC. (CVCO) Q2 2026 10-Q Quarterly Report

Short answer

CAVCO INDUSTRIES, INC. (CVCO) filed its Q2 2026 10-Q quarterly report on Jul 31, 2026 for the quarter ended Jun 27, 2026. Quarterly revenue was $610M (up 9.5% year over year) with net income of $42M.

Q2 2026 key financials · XBRL

Revenue
$610M
+9.5% YoY
Net income
$42M
−18.1% YoY
Operating margin
8.6%
Gross margin
22.1%
EPS (diluted)
$5.43
−15.4% YoY

Source: XBRL data from the CAVCO INDUSTRIES, INC. (CVCO) Q2 2026 10-Q on SEC EDGAR. USD.

CAVCO INDUSTRIES, INC. Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • No revenue, margin, segment, cash flow, or capital deployment figures provided
  • Outlook risks: recession concerns, interest rates, inflation, financing availability, labor and raw-material costs

Risk Factors

  • No material changes to Risk Factors from the Form 10-K
  • Capital-allocation risk: $188 million remaining under stock-repurchase authorization as of June 27, 2026
  • Liquidity risk: Repurchases funded using available cash
  • Legal and compliance risk: Repurchases subject to applicable state and federal securities laws
  • Dividend risk: Credit Agreement covenants may restrict shareholder distributions

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

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