CVCO Earnings

CVCO reported its FY2026Q2 earnings on 2025-10-30, showcasing a revenue of 556.53M against an estimate of 542.92M, resulting in a 2.51% surprise. The EPS was 6.55, surpassing the expected 6.3 by 3.97% . The stock experienced a 5.12% price change on the earnings day and a 11.1% change over the next five days, reflecting market reactions to the results.

Following CVCO's FY2026Q2 earnings announcement on 2025-10-30, the stock price moved by 5.12% on the day of the release. Over the subsequent five days, it saw a 11.10% change. Historically, CVCO's stock price tends to shift by an average of +2.96% in the 10 days leading up to earnings and +5.23% in the 10 days following, providing insight into potential market.

For 2026/Q4, analysts estimate CVCO’s annual revenue to reach 583.95M, while the EPS is projected at 5.78. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by 0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between CVCO's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were No Change by 0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, CVCO's stock price typically moves by +2.96% in the 10 days before its earnings and +5.23% in the 10 days after. For the upcoming 2026/Q4 earnings, analysts expect an EPS of 5.78 and revenue of 583.95M.

The earnings call highlights several positive aspects: successful integration of American Homestar with expected synergies, stable backlogs, optimism for the spring selling season, and a positive outlook on zoning legislation. Despite some concerns about input costs and margins, the company's readiness to adjust production and maintain inventory discipline is reassuring. The market cap suggests moderate volatility, so a 2-8% stock price increase is likely over the next two weeks.