Cavco (CVCO) Beats Q2 Earnings and Revenue Estimates

Core Insights - Cavco (CVCO) reported quarterly earnings of $6.55 per share, exceeding the Zacks Consensus Estimate of $6.3 per share, and up from $5.28 per share a year ago, representing an earnings surprise of +3.97% [1] - The company achieved revenues of $556.53 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.82% and increasing from $507.46 million year-over-year [2] - Cavco has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The sustainability of Cavco's stock price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3] - The current consensus EPS estimate for the upcoming quarter is $5.95 on revenues of $542.9 million, while for the current fiscal year, it is $25.16 on revenues of $2.22 billion [7] Industry Context - The Building Products - Mobile Homes and RV Builders industry, to which Cavco belongs, is currently ranked in the bottom 30% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Cavco's stock performance [5]