CVCO - カブコ・インダストリ―ズ (Cavco Industries Inc.) カブコ・インダストリ―ズ

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 CVCOの企業情報

symbol CVCO
会社名 Cavco Industries Inc (DE) (カブコ・インダストリ―ズ)
分野(sector) Basic Industries   素材
産業(industry) Homebuilding  
業種 住宅建設   サ―ビス(Services)
概要 事業概要 カブコ・インダストリーズ(Cavco Industries Inc.)は、工場組立住宅を設計・製造する。同社は、2つの事業セグメントを通じて事業を行う。工場組立住宅セグメントは、卸売及び小売システム構築住宅事業を行う。金融サービスセグメントにおいて、同社は移動住宅消費者金融保険に従事する。同社の工場組立住宅は、主に独立系及び自社所有の小売業者、並びに計画された地域運営業者及び居住用開発者のネットワークを通じて配布される。同社は、「Cavco Homes」、「Fleetwood Homes」、「Palm Harbour Homes」、「Fairmont Homes」及び「Chariot Eagle」などのブランドで製品を販売する。同社は、パークモデルのレクリエーションビークル(RV)、バケーションキャビン、システム構築商業用構造物及び「Nationwide Homes」ブランドで構築されるモジュール式住宅のビルダーである。同社はまた、ケープコッド様式の家屋及びマルチファミリーの住居を提供し、米国軍隊のアパート・学校・住宅を含む商業的なモジュラー構造を構築する。   カブコ・インダストリ―ズは米国でプレハブ住宅を設計、製造、販売。「カブコ・ホ―ムズ」、「フリ―トウッド・ホ―ムズ」、「パ―ム・ハ―バ―・ホ―ムズ」のブランド名で製造。また、モジュ―ル住宅を「ネ―ションワイド・ホ―ムズ」のブランド名で製造。自社販売、または販売代理業者、分譲住宅の建築・開発業者を通じて販売。15カ所の工場を運営。   Cavco Industries, Inc., headquartered in Phoenix, Arizona, designs and produces factory-built housing products primarily distributed through a network of independent and Company-owned retailers. Cavco Industries is one of the largest producers of manufactured homes in the United States, based on reported wholesale shipments and marketed under a variety of brand names including Cavco, Fleetwood, Palm Harbor, Fairmont, Friendship, Chariot Eagle and Destiny. The company is also a leading producer of park model RVs, vacation cabins and systems-built commercial structures, as well as modular homes. Cavco's finance subsidiary, Country Place Mortgage, is an approved Fannie Mae and Freddie Mac seller/servicer and a Ginnie Mae mortgage-backed securities issuer that offers conforming mortgages, non-conforming mortgages and home-only loans to purchasers of factory-built homes. Its insurance subsidiary, Standard Casualty, provides property and casualty insurance to owners of manufactured homes.
本社所在地 3636 North Central Avenue Suite 1200 Phoenix AZ 85012 USA
代表者氏名 Joseph H. Stegmayer ジョセフ・H・ステグマイヤー
代表者役職名 Chairman of the Board President Chief Executive Officer 取締役会長兼最高経営責任者(CEO)
電話番号 +1 602-256-6263
設立年月日 37773
市場名 NASDAQ National Market System
ipoyear ―年
従業員数 4500人
url www.cavco.com
nasdaq_url https://www.nasdaq.com/symbol/cvco
adr_tso
EBITDA EBITDA(百万ドル) 84.53100
終値(lastsale) 230.22
時価総額(marketcap) 2087650384.74
時価総額 時価総額(百万ドル) 1829.936
売上高 売上高(百万ドル) 910.82200
企業価値(EV) 企業価値(EV)(百万ドル) 1697.438
当期純利益 当期純利益(百万ドル) 64.61600
決算概要 決算概要 BRIEF: For the three months ended 30 June 2018 Cavco Industries Inc. revenues increased 19% to $246.4M. Net income increased 68% to $19.7M. Revenues reflect Factory-built housing segment increase of 21% to $232.8M. Net income benefited from Other income net increase from $1M to $2.8M (income) Interest expense decrease of 7% to $972K (expense). Basic Earnings per Share excluding Extraordinary Items increased from $1.30 to $2.18.

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 CVCOのニュース

   Cavco Industries, Inc. (CVCO) Q3 2023 Earnings Call Transcript  2023/02/03 20:20:34 Seeking Alpha
Cavco Industries, Inc. (NASDAQ:NASDAQ:CVCO) Q3 2023 Earnings Conference Call February 3, 2023 1:00 PM ETCompany ParticipantsMark Fusler - Corporate Controller & IRBill Boor – President…
   Cavco Industries Reports Fiscal 2023 Third Quarter Results and Provides Business Updates  2023/02/02 21:05:00 GlobeNewswire
PHOENIX, Feb. 02, 2023 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 31, 2022 and provided updates on other business items.
   Cavco Industries Earnings Preview  2023/02/01 16:02:21 Benzinga
Cavco Industries (NASDAQ: CVCO ) is set to give its latest quarterly earnings report on Thursday, 2023-02-02. Here''s what investors need to know before the announcement. Analysts estimate that Cavco Industries will report an earnings per share (EPS) of $5.61. Cavco Industries bulls will hope to hear the company announce they''ve not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the … Full story available on Benzinga.com
   Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2023 Third Quarter Earnings Release and Conference Call Webcast  2023/01/26 00:14:00 GlobeNewswire
PHOENIX, Jan. 25, 2023 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) will release earnings for the third quarter ended December 31, 2022 on Thursday, February 2, 2023 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, February 3, 2023 at 1:00 p.m. Eastern Time.
   Cavco Industries Announces the Completion of the Acquisition of Manufactured Home Builder and Retailer, Solitaire Homes  2023/01/03 21:05:00 GlobeNewswire
PHOENIX, Jan. 03, 2023 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) (“Cavco” or the “Company”) is pleased to confirm that, further to the announcement on October 27, 2022, the Company completed the acquisition of the business of Solitaire, Inc. and other related entities (collectively “Solitaire Homes”), effective January 3, 2023. Headquartered in Duncan, Oklahoma, Solitaire Homes operates four manufacturing facilities, twenty-two retail locations and dedicated transportation operations.
   Cavco Industries Wins MHI''s Inaugural "Community Impact Project of The Year" Award  2022/04/12 16:30:00 Benzinga
PHOENIX, April 12, 2022 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (NASDAQ: CVCO ) ("Cavco" or the "Company") today announced that the Company has won the Manufactured Housing Institute''s (MHI) inaugural "Community Impact Project of the Year" award (2022) for its Five Points Neighborhood Initiative in Martinsville, Virginia, where its Nationwide Homes brand is based. This new award, voted on by a panel of independent industry experts, recognizes company efforts to address social challenges or underserved needs at the local level. "The success of the Five Points Neighborhood Initiative is a shining example of industry partnering with community leaders to make a significant and beneficial impact on the lives of our fellow citizens," said Bill Boor, President and Chief Executive Officer of Cavco Industries, Inc. "We are extremely proud to be the first-ever recipient of this award, and our Nationwide Homes team, led by Donald Aheron, Jim Miller and Greg Hickman, went above and beyond to deliver this project and revitalize a community – right in their own hometown." Every year, the MHI holds their Excellence in Manufactured Housing Awards competition and invites submissions from manufacturers, vendors, retailers, communities and other strategic partners in the industry.
   Cavco Industries Wins MHI’s Inaugural “Community Impact Project of The Year” Award  2022/04/12 16:30:00 GlobeNewswire
The Company’s Five Points Neighborhood Initiative recognized for creating opportunities for families that otherwise may not be able to achieve the dream of home ownership The Company’s Five Points Neighborhood Initiative recognized for creating opportunities for families that otherwise may not be able to achieve the dream of home ownership
   Cavco Industries Is In The Early Innings Of Growth  2022/03/21 19:47:05 Seeking Alpha
   Cavco Industries: A Solid Play On Housing If Strength In The Market Remains  2022/03/02 08:19:18 Seeking Alpha
   Cavco Industries buys manufacturing facility in North Carolina  2022/03/01 07:38:10 Seeking Alpha
Cavco Industries (CVCO) to acquire a 184,000 square-foot manufacturing facility in Hamlet, North Carolina, which will be modified to produce homes built under the standards of the U.S
   Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2021 Third Quarter Earnings Release and Conference Call Webcast - Stocks News Feed  2021/01/21 20:00:00 Stocks News Feed
PHOENIX, Jan. 21, 2021 (GLOBE NEWSWIRE) — Cavco Industries, Inc. (Nasdaq:CVCO) will release earnings for the third quarter ended December 26, 2020 on Thursday, January 28, 2021 after the close of market. Senior management will discuss the results in a live webcast the following day, Friday, January 29, 2021 at 1:00 PM Eastern Time. Date: … Read More »Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2021 Third Quarter Earnings Release and Conference Call Webcast
   Stock Futures – Cavco Industries, Inc.’s (NASDAQ:CVCO) Stock On An Uptrend: May Fundamentals Be Driving The Momentum  2020/11/22 22:01:40 Fintech Zoom
Stock Futures - Cavco Industries, Inc.'s (NASDAQ:CVCO) Stock On An Uptrend: May Fundamentals Be Driving The Momentum? -
   Cavco Industries Will earnings report, end it's winning streak? Stock market Insights & financial analysis  2020/10/29 17:56:00 Stock Market Daily
Cavco Industries announce their quarterly, annual earnings. See the latest EPS estimates. Listen to the conference call and remind yourself by…
   Cavco Industries Earnings Report: Here’s what to expect from Stock market Insights & financial analysis  2020/10/26 15:30:00 Stock Market Daily
Cavco Industries announce their quarterly, annual earnings. See the latest EPS estimates. Listen to the conference call and remind yourself by…
   Webcast Alert: Cavco Industries, Inc. Announces Fiscal 2021 Second Quarter Earnings Release and Conference Call Webcast  2020/10/23 18:30:00 GlobeNewswire
PHOENIX, Oct. 23, 2020 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq:CVCO) will release earnings for the second quarter ended September 26, 2020 on…

 関連キーワード  (住宅建設 米国株 カブコ・インダストリ―ズ CVCO Cavco Industries Inc.)

住宅は個人消費としては最大級であり、それだけに金利動向や消費税、政策的な優遇措置などの影響が大きい。昨今のマンション建設ラッシュは国内経済の回復を現象面で示す材料だが、その反動も念頭に置いておくところ。
建設業の業績の良し悪しは景気のバロメーターとして最も分かりやすいものだ。景気のテコ入れに行われる公共事業は建設業の業績にダイレクトに影響を与える。建設業の盛況は建設人員の大規模な雇用増につながり、その影響はやがて日本全体に広がっていく。 建設業は1980年代バブル期に大規模な負債を抱え、その後の失われた10年に続くデフレ経済下で長く冬の時代を過ごした。近年はこの状況が一変し、安倍政権下の国土強靭化など国策により収益機会が拡大しているほか、復興需要やリニア中央新幹線、東京五輪などのビッグプロジェクトが追い風となっている。一方で、資材の高騰や人手不足深刻化などの、利益圧迫要因には注意も必要だ。

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