CV
CVCO
CVCO What Cavco Industries promised, and what happened
Guidance
What management said, and what became of it
9 of 9 judged targets kept · 6 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Production rate increase into Q1 FY27 | increase production where improved backlogs let plants that had been holding back let it go | Mar 2026 | Shipment improvement across the country led to a quarterly record of 5,657 units. Our production increases resulted in capacity utilization of 75% | Achieved |
| Forward flow agreement loan originations per quarter | a minimum of approximately $25 million of originated loans per quarter over a 2-year period | Mar 2026 | This quarter, the origination growth met our expectations, and we anticipate we will be able to grow loan sales into future periods. | On Track |
The full ledger
Open Cavco Industries’s full ledger
A free account opens 5 company ledgers a month. All 15 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 15 tracked commitments for Cavco Industries
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.