Cavco revenue rises 9.5% to $610.0M on American Homestar deal, but net income falls 18.1%

Filed July 31, 2026 · Period ending June 27, 2026 · Compared to 10-Q Aug 4, 2025 · ~1 min read

Key Changes

• high

  American Homestar acquisition completed, adding $52.8M in quarterly revenue and expanding production lines from 31 to 33 and retail stores from 80 to 92.

  MD&A: Acquisition verify on EDGAR →
• high

  Industry shipments fell 7.7% year-over-year through May, reversing a 5.3% increase last year, signaling weaker demand for manufactured housing.

  MD&A: Industry shipments verify on EDGAR →
• high

  Backlog surged 49% to $298M from $200M a year ago, driven by the acquisition and stronger order activity.

  MD&A: Backlog verify on EDGAR →