Cavco: 3 Key Takeaways for Long-Term Investors

Cavco reported 18% year-over-year revenue growth to $656 million in Q2 2027, driven by emerging data center workforce housing demand and strong order backlog expansion. The company successfully maintained gross margins through price discipline despite rising material costs, while returning $642 million to shareholders through buybacks over five years. With factory capacity utilization at 75%, management sees significant room for production expansion as regulatory momentum and affordable housing shortages continue to drive demand.