Cavco revenue jumps 17.9% to $656.4M on American Homestar; net income up 5.8% to $55.4M

Filed October 30, 2026 · Period ending September 26, 2026 · Compared to 10-Q Oct 31, 2025 · ~1 min read

Key Changes

• high

  American Homestar acquisition contributed $68.9M to Q2 revenue and $121.8M to six-month revenue, driving total revenue up 17.9% to $656.4M.

  MD&A: Revenue verify on EDGAR →
• high

  Backlog surged to $348M from $210M a year ago, up $138M, signaling strong demand.

  MD&A: Backlog verify on EDGAR →
• high

  Gross margin declined due to higher input costs, reversing prior-year improvement.

  MD&A: Gross margin verify on EDGAR →