Cavco Industries (CVCO) Operating Leases (2019 - 2025)

Cavco Industries' (CVCO) quarterly Operating Leases came in at $34.1 million in Q4 2025, up 8.24% year-on-year from $31.5 million in Q4 2024, and up 12.2% on a QoQ basis from $30.4 million in Q3 2025.

Cavco Industries (CVCO) Operating Leases (2019 - 2025) Analysis & Trends

Cavco Industries (CVCO) has 7 years of Operating Leases data on file, last reported at $34.1 million in Q4 2025.

  • On a quarterly basis, Operating Leases rose 8.24% year-over-year to $34.1 million in Q4 2025; TTM through Dec 2025 was $34.1 million, a 8.24% increase from a year earlier, with the FY2025 full-year figure at $31.5 million, down 10.27% from the prior year.
  • Operating Leases for Q4 2025 stood at $34.1 million, up from $30.4 million in the prior quarter.
  • Over the last five years, Operating Leases for CVCO reached as high as $41.8 million in Q3 2023 and fell as low as $12.3 million in Q4 2022.
  • Historically, Operating Leases has averaged $26.3 million across 5 years, with a median of $27.4 million in 2022.
  • Across the five-year window, Operating Leases tumbled 49.53% in 2022 and surged 239.82% in 2023, its largest moves.
  • Year by year, Operating Leases stood at $24.3 million in 2021, then decreased by 24.23% to $18.4 million in 2022, then jumped by 109.19% to $38.6 million in 2023, then decreased by 18.45% to $31.5 million in 2024, then climbed by 8.24% to $34.1 million in 2025.
  • Per Business Quant data, the three most recent Operating Leases figures were $34.1 million in Q4 2025, $30.4 million in Q3 2025, and $30.2 million in Q2 2025.

Peer Comparison

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

Historic Data

Download Data
DateValue
Dec 27, 2025 34.07 Mn
Sep 27, 2025 30.36 Mn
Jun 28, 2025 30.19 Mn
Mar 29, 2025 31.54 Mn
Dec 28, 2024 31.47 Mn
Sep 28, 2024 32.49 Mn
Jun 29, 2024 33.87 Mn
Mar 30, 2024 35.15 Mn
Dec 30, 2023 38.59 Mn
Sep 30, 2023 41.76 Mn
Jul 1, 2023 22.11 Mn
Apr 1, 2023 21.68 Mn
Dec 31, 2022 18.45 Mn
Oct 1, 2022 12.29 Mn
Jul 2, 2022 13.14 Mn
Apr 2, 2022 24.56 Mn
Jan 1, 2022 23.59 Mn
Oct 2, 2021 24.35 Mn
Jul 3, 2021 13.09 Mn
Apr 3, 2021 13.36 Mn