Cavco Industries (CVCO) Change in Inventory (2010 - 2025)

Cavco Industries' (CVCO) quarterly Change in Inventory came in at -$15.7 million in Q4 2025, down 2067.77% year-on-year from $799789.2 in Q4 2024, and down 4533.24% on a QoQ basis from $355000.0 in Q3 2025.

Cavco Industries (CVCO) Change in Inventory (2010 - 2025) Analysis & Trends

Cavco Industries (CVCO) has 16 years of Change in Inventory data on file, last reported at -$15.7 million in Q4 2025.

  • On a quarterly basis, Change in Inventory fell 2067.77% year-over-year to -$15.7 million in Q4 2025; TTM through Dec 2025 was -$614000.0, a 107.41% decrease from a year earlier, with the FY2025 full-year figure at $11.4 million, up 125.32% from the prior year.
  • Change in Inventory for Q4 2025 stood at -$15.7 million, down from $355000.0 in the prior quarter.
  • Over the last five years, Change in Inventory for CVCO reached as high as $43.9 million in Q2 2022 and fell as low as -$31.5 million in Q4 2023.
  • Historically, Change in Inventory has averaged $601900.0 across 5 years, with a median of $326000.0 in 2021.
  • On a YoY basis, Change in Inventory climbed as much as 894.79% in 2022 and fell as far as 7088.89% in 2022.
  • Year by year, Change in Inventory stood at $297000.0 in 2021, then tumbled by 6331.31% to -$18.5 million in 2022, then plunged by 70.2% to -$31.5 million in 2023, then soared by 97.7% to -$726000.0 in 2024, then tumbled by 2067.77% to -$15.7 million in 2025.
  • Per Business Quant data, the three most recent Change in Inventory figures were -$15.7 million in Q4 2025, $355000.0 in Q3 2025, and $5.4 million in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Horton D R 40.90 Bn 39.56 Bn 2.15 Bn 532.90 Mn
2 Pultegroup 23.36 Bn 22.03 Bn 3.92 Bn 430.91 Mn
3 Lennar 19.77 Bn 19.63 Bn 7.69 Bn 436.85 Mn
4 Nvr 17.18 Bn 15.54 Bn 1.31 Bn 214.95 Mn
5 Toll Brothers 15.08 Bn 13.99 Bn 604.89 Mn 175.80 Mn
6 Taylor Morrison Home 6.96 Bn 6.31 Bn 290.64 Mn 127.34 Mn
7 Installed Building Products 5.97 Bn 5.50 Bn 212.30 Mn 2.10 Mn
8 Meritage Homes 4.78 Bn 4.01 Bn 68.61 Mn -34.05 Mn
9 Champion Homes 4.47 Bn 3.81 Bn 172.19 Mn -11.15 Mn
10 Cavco Industries 4.39 Bn 4.35 Bn 135.92 Mn -15.74 Mn

Historic Data

Download Data
DateValue
Dec 27, 2025 -15.74 Mn
Dec 27, 2025 -15.74 Mn
Sep 27, 2025 355,000.00
Sep 27, 2025 355,000.00
Jun 28, 2025 5.37 Mn
Jun 28, 2025 5.37 Mn
Mar 29, 2025 9.40 Mn
Mar 29, 2025 9.40 Mn
Dec 28, 2024 -726,000.00
Dec 28, 2024 -726,000.00
Sep 28, 2024 -819,000.00
Sep 28, 2024 -819,000.00
Jun 29, 2024 3.51 Mn
Jun 29, 2024 3.51 Mn
Mar 30, 2024 6.33 Mn
Mar 30, 2024 6.33 Mn
Dec 30, 2023 -31.50 Mn
Dec 30, 2023 -31.50 Mn
Sep 30, 2023 -10.57 Mn
Sep 30, 2023 -10.57 Mn