Cavco (CVCO) Q1 Earnings and Revenues Beat Estimates

Group 1: Earnings Performance - Cavco reported quarterly earnings of $6.42 per share, exceeding the Zacks Consensus Estimate of $5.81 per share, and up from $4.11 per share a year ago, representing an earnings surprise of +10.50% [1] - The company posted revenues of $556.86 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.38%, compared to year-ago revenues of $477.6 million [2] Group 2: Market Performance and Outlook - Cavco shares have declined approximately 9.7% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current consensus EPS estimate for the upcoming quarter is $6.45 on revenues of $557.3 million, and for the current fiscal year, it is $23.82 on revenues of $2.17 billion [7] Group 3: Industry Context - The Building Products - Mobile Homes and RV Builders industry, to which Cavco belongs, is currently ranked in the bottom 16% of over 250 Zacks industries, indicating potential challenges ahead [8]