Weakening Demand Environment Impacts Fiscal 3Q26 Results

Cavco Industries

Thursday, January 29, 2026

Company-Specific Cavco Industries Manufactured Housing

Cavco Industries (CVCO) is included in our manufactured housing coverage universe. For companies under coverage, we utilize the firm's proprietary survey data and macro research to inform our short-term and long-term financial projections. Our coverage includes an ongoing assessment of financial results and strategic performance. Our detailed quarterly reports span our perspective of latest results, underlying positives and negatives, detailed financial estimates, an updated financial model and refreshed valuation.