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| Date | Value |
|---|---|
| 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 |