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

Cavco Industries (CVCO) reported Operating Leases of $34.1 million for Q4 2025, up 8.24% year-over-year from $31.5 million in Q4 2024, and up 12.2% quarter-over-quarter 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.

  • Operating Leases for Q4 2025 came in at $34.1 million, up 8.24% year-over-year; the trailing twelve-month figure through Dec 2025 was $34.1 million (up 8.24% YoY), and the FY2025 annual result was $31.5 million, down 10.27% from the prior year.
  • Operating Leases rose to $34.1 million in Q4 2025 per CVCO's latest filing, from $30.4 million in the prior quarter.
  • Over five years, Operating Leases peaked at $35.1 million in Q1 2024 and troughed at $12.3 million in Q4 2022.
  • A 5-year average of $25.2 million and a median of $27.4 million in 2022 frame the typical range for Operating Leases.
  • The sharpest annual moves came in 2021 and 2023: Operating Leases sank 32.88% in 2021, then surged 148.43% in 2023.
  • A 5-year view of Operating Leases shows it stood at $18.0 million in 2021, then soared by 37.09% to $24.7 million in 2022, then jumped by 34.71% to $33.3 million in 2023, then declined by 5.45% to $31.5 million in 2024, then rose by 8.24% to $34.1 million in 2025.
  • Business Quant data shows CVCO's Operating Leases at $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 43.54 Bn 42.20 Bn 1.70 Bn
2 Pultegroup 23.57 Bn 21.76 Bn 881.27 Mn
3 Lennar 22.65 Bn 20.45 Bn 6.36 Bn
4 Nvr 17.80 Bn 16.15 Bn 1.31 Bn
5 Toll Brothers 13.73 Bn 12.64 Bn 604.89 Mn
6 Taylor Morrison Home 6.88 Bn 6.88 Bn 290.64 Mn
7 Installed Building Products 5.53 Bn 5.05 Bn 212.30 Mn
8 Meritage Homes 4.85 Bn 4.09 Bn -269,000.00
9 Cavco Industries 4.56 Bn 4.52 Bn 135.92 Mn
10 Champion Homes 4.39 Bn 3.74 Bn 172.19 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 33.29 Mn
Sep 30, 2023 30.53 Mn
Jul 1, 2023 22.11 Mn
Apr 1, 2023 21.68 Mn
Dec 31, 2022 24.71 Mn
Oct 1, 2022 12.29 Mn
Jul 2, 2022 13.14 Mn
Apr 2, 2022 24.56 Mn
Jan 1, 2022 17.26 Mn
Oct 2, 2021 18.02 Mn
Jul 3, 2021 13.09 Mn
Apr 3, 2021 13.36 Mn