Cavco Industries, Inc. filed its Form 10-Q with the SEC on October 30, 2026, covering the quarterly period ended September 26, 2026, and reporting financial results for both the three and six months ended on that date.

Key Highlights

  • Six-month net revenue: Net revenue for the six months ended September 26, 2026 was $1,266,337 thousand, compared with $1,113,384 thousand in the same period of the prior year, according to the filing.
  • Six-month net income: Net income for the six-month period was $97,710 thousand, versus $104,023 thousand in the prior-year period, the filing disclosed.
  • Quarterly net income: For the three months ended September 26, 2026, the company reported net income of $55,439 thousand, up from $52,381 thousand in the comparable prior-year quarter.
  • Diluted EPS: Diluted net income per share for the six months ended September 26, 2026 was $12.59, based on weighted average diluted shares of 7,760,165, as stated in the filing.
  • Total assets: Total assets stood at $1,611,528 thousand as of September 26, 2026, rising from $1,491,139 thousand at March 28, 2026, per the consolidated balance sheet.
  • Share repurchases: The company paid $60,000 thousand for common stock repurchases during the six months ended September 26, 2026, the filing reported.
  • Shares outstanding: As of October 22, 2026, 7,630,411 shares of common stock were outstanding, according to the cover page of the filing.

Cavco Industries Financial Results for the Six Months Ended September 26, 2026

Cavco Industries, Inc. (NASDAQ:CVCO), a manufacturer of factory-built housing including manufactured and modular homes, reported net revenue of $1,266,337 thousand for the six months ended September 26, 2026, compared with $1,113,384 thousand for the six months ended September 27, 2025, according to the consolidated statements of comprehensive income included in the filing. Gross profit for the six-month period was $282,202 thousand, versus $263,913 thousand in the prior-year period. Income from operations for the same period was $122,657 thousand, compared with $122,536 thousand a year earlier.

For the three months ended September 26, 2026, the filing disclosed net revenue of $656,378 thousand and income from operations of $69,902 thousand, compared with $556,527 thousand and $62,178 thousand, respectively, for the three months ended September 27, 2025. Basic net income per share for the six-month period was $12.70 and diluted net income per share was $12.59, with weighted average diluted shares of 7,760,165, as reported in the filing. Selling, general and administrative expenses for the six months ended September 26, 2026 were $159,545 thousand, up from $141,377 thousand in the prior-year period.

On the balance sheet, total assets reached $1,611,528 thousand as of September 26, 2026, up from $1,491,139 thousand at March 28, 2026, the filing stated. Cash and cash equivalents were $271,911 thousand at the end of the period, compared with $236,721 thousand at the start of the fiscal year. Net cash provided by operating activities for the six months was $170,859 thousand. The company reported treasury stock of $646,225 thousand at cost, reflecting 1,847,510 shares repurchased cumulatively, and retained earnings of $1,486,424 thousand as of September 26, 2026.

What Was Disclosed

Cavco Industries filed a Form 10-Q for the quarterly period ended September 26, 2026, disclosing consolidated income statements, balance sheets, and cash flow statements covering both the three-month and six-month periods, along with notes to the financial statements and management discussion sections.