CV

Cavco Industries Inc. Common Stock When Issued

CVCO · Cavco Industries Inc. Common Stock When Issued · Consumer Discretionary

Up next day
8/12
67%
Fell despite growth
1/12
Good earnings ignored
Avg earnings move
±5.4%
typical swing on earnings
Price when beating
+3.7%
avg over 6 beats
Biggest single move
-20.3%
'25.12 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Tends to slide in the week before earnings
Fell beforehand 9 of last 12 · avg -2.9%
Good results usually push the stock up
Up the next day 5 of 6 beats (83%)
Moves in line with results — fairly predictable
Avg +3.7% on a beat, -3.4% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 67% of last 12
vs Consumer Discretionary sector avg (201 peers)
This
+0.1%
Sector
+0.5%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 4 of last 12 times (33%)
1xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 29After close
'26.9 expectedEst. EPS $5.41
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
-2.7%
After 5 days +2.8%
vs Consensus$5.55$5.43-2.2% miss
EPS
$5.43
YoY -15%
Revenue
$0.6B
YoY +10%
Next-Q guidance
N/A
Price around earnings
vs market -3.5%p

Earnings trend · last 12 quarters

EPS$5.43YoY -15%
'23.9'26.6
Revenue$0.6BYoY +10%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
3x25%
Met expectations
good · up ↑
5x42%
Disappointment
weak · down ↓
3x25%
Good earnings ignored
good · down ↓
1x8%
← Weak earningsStrong earnings →

Mostly 'honest' — good earnings, price up · 5 of 12q (42%)

Community · CVCO

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