Cavco Industries, Inc. revenue by segment CVCO

Annual Quarterly

Cavco Industries, Inc. splits its revenue 2 ways in its filings. By operating segments, the largest line in Q2 of fiscal 2027, the quarter ended Sep 26, 2026 was Factory Built Housing at $633.7 million, 97% of the total. By sales mix, the largest line in Q2 of fiscal 2027, the quarter ended Sep 26, 2026 was Manufactured Product Other at $603.2 million, 92% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line	TTM Sep 26, 2026	Q2 FY2027 Sep 26, 2026	Q1 FY2027 Jun 27, 2026	Q4 FY2026 Mar 28, 2026	Q3 FY2026 Dec 27, 2025	Q2 FY2026 Sep 27, 2025	Q1 FY2026 Jun 28, 2025	Q4 FY2025 Mar 29, 2025	Q3 FY2025 Dec 28, 2024
Revenue	2,397	656	610	550	581	557	557	508	522
Operating segments
Factory Built Housing	2,306 +12.0% share 96.2%	634 +18.4% share 96.6%	586 +9.4% share 96.1%	528 +8.2% share 96.0%	558 +11.5% share 96.1%	535 share 96.2%	536 share 96.2%	488 share 96.0%	501 share 95.9%
Financial Services	91 +8.3% share 3.8%	23 +5.8% share 3.4%	24 +13.3% share 3.9%	22 +7.7% share 4.0%	22 +6.2% share 3.9%	21 share 3.8%	21 share 3.8%	20 share 4.0%	21 share 4.1%
Sales mix
Manufactured Product Other	2,199 +12.7% share 91.7%	603 +18.3% share 91.9%	559 +9.6% share 91.6%	505 +9.7% share 91.8%	532 +12.8% share 91.7%	510 share 91.6%	510 share 91.5%	460 share 90.5%	472 share 90.4%
Product And Service Other	107 -0.9% share 4.5%	31 +20.4% share 4.7%	27 +4.4% share 4.4%	23 -15.9% share 4.2%	26 -9.9% share 4.5%	25 share 4.6%	26 share 4.7%	28 share 5.4%	29 share 5.5%
Financial Service Other	83 +5.6% share 3.5%	20 +2.1% share 3.1%	22 +11.6% share 3.6%	20 +5.8% share 3.7%	21 +2.9% share 3.5%	20 share 3.6%	20 share 3.5%	19 share 3.8%	20 share 3.8%
Insurance Agency Commissions	8 +46.7% share 0.3%	2 +53.6% share 0.4%	2 +37.4% share 0.3%	2 +37.3% share 0.3%	2 +58.5% share 0.3%	2 share 0.3%	1 share 0.3%	1 share 0.2%	1 share 0.2%

How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry: Mobile Homes (SIC 2451)
Listed as: CVCO (Nasdaq)
Fiscal year ends: April 3
Incorporated in: DE
Headquarters: Phoenix, AZ
SEC filer status: Large accelerated filer
SEC CIK: 278166
Former names: CAVCO INDUSTRIES INC. (until May 16, 2025); CAVCO INDUSTRIES INC (until Jul 12, 2018)

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Source: SEC EDGAR filings. This is company-reported data, not investment advice.