Cavco Faces a Margin Squeeze—Can It Survive the Storm of Tariffs and Weather Shocks? 

Cavco Industries reported its fourth-quarter earnings for fiscal year 2025, revealing mixed performance results. The company experienced financial growth but also faced several operational challenges. On the positive side, Cavco Industries saw a strong performance in net revenue, reporting $508.4 million in the fourth quarter, a significant 21% increase compared to the previous year. This growth was largely driven by a 28.5% year-over-year increase in unit shipments. The company’s strategic investments and acquisitions enabled it to enhance production capabilities and increase market share, supporting its revenue growth.