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| 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 | 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 |