Cavco Industries, Inc. (CVCO) Q4 2025 Earnings Call Transcript

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Q4: 2025-05-22 Earnings Summary

Insights
EPS of $4.47 misses by $0.40
 | Revenue of $508.36M (21.00% Y/Y) beats by $4.21M

Cavco Industries, Inc. (NASDAQ:CVCO) Q4 2025 Earnings Conference Call May 23, 2025 10:00 AM ET

Company Participants

Mark Fusler - Corporate Controller and IR
Bill Boor - President and CEO
Allison Aden - EVP and CFO
Paul Bigbee - CAO

Conference Call Participants

Justin Ages - CJS Securities
Greg Palm - Craig-Hallum
Jay McCanless - Wedbush
Jesse Lederman - Zelman & Associates

Operator

Good day and thank you for standing by. Welcome to the Cavco Industries Fourth Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there will be a question-and-answer session. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to Mark Fusler, Corporate Controller and Investor Relations. Please go ahead.

Mark Fusler

Good day and thank you for joining us for Cavco Industries' fourth quarter and fiscal year 2025 earnings conference call. During this call, you'll be hearing from Bill Boor, President and Chief Executive Officer; Allison Aden, Executive Vice President and Chief Financial Officer; and Paul Bigbee, Chief Accounting Officer.

Before we begin, we'd like to remind you that comments made during this conference call by management may contain forward-looking statements and non-GAAP financial measures. Forward looking statements include statements about our expected future business and financial performance and are not promises or guarantees of future performance. They are expectations or assumptions about Cavco's financial and operational performance, revenues, earnings per share, cash flow or use, cost savings, operational efficiencies, current or future volatility in the credit markets or future credit conditions. All forward-looking statements involve risks and uncertainties which could affect Cavco's actual results and could cause its actual results to differ materially from those expressed in any forward-looking statements made by or on behalf of Cavco. For a discussion of material risks and the important factors

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