vs
Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and Diversified Energy Co (DEC). Click either name above to swap in a different company.
Diversified Energy Co is the larger business by last-quarter revenue ($666.5M vs $581.0M, roughly 1.1× CAVCO INDUSTRIES, INC.). Diversified Energy Co runs the higher net margin — 29.3% vs 7.6%, a 21.7% gap on every dollar of revenue. Diversified Energy Co produced more free cash flow last quarter ($280.0M vs $57.6M).
Cavco Industries, Inc. is an American company that manufactures modular homes, Recreational vehicle (RVs), vacation cabins, and manufactured homes. The company operates through a network of manufacturing facilities and retail locations across the United States. Cavco is Headquartered in Phoenix, Arizona.
DTE Energy is a Detroit-based diversified energy company involved in the development and management of energy-related businesses and services in the United States and Canada. Its operating units include an electric utility serving 2.2 million customers and a natural gas utility serving 1.3 million customers in Michigan.
CVCO vs DEC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $666.5M |
| Net Profit | $44.1M | $195.5M |
| Gross Margin | 23.4% | — |
| Operating Margin | 9.4% | 37.6% |
| Net Margin | 7.6% | 29.3% |
| Revenue YoY | 11.3% | — |
| Net Profit YoY | -22.0% | — |
| EPS (diluted) | $5.58 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $581.0M | $666.5M | ||
| Q3 25 | $556.5M | $499.8M | ||
| Q2 25 | $556.9M | $600.3M | ||
| Q1 25 | $508.4M | — | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $507.5M | — | ||
| Q2 24 | $477.6M | — | ||
| Q1 24 | $420.1M | — |
| Q4 25 | $44.1M | $195.5M | ||
| Q3 25 | $52.4M | $171.1M | ||
| Q2 25 | $51.6M | $297.7M | ||
| Q1 25 | $36.3M | — | ||
| Q4 24 | $56.5M | — | ||
| Q3 24 | $43.8M | — | ||
| Q2 24 | $34.4M | — | ||
| Q1 24 | $33.9M | — |
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 23.3% | 44.7% | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 21.7% | — | ||
| Q1 24 | 23.6% | — |
| Q4 25 | 9.4% | 37.6% | ||
| Q3 25 | 11.2% | 36.2% | ||
| Q2 25 | 10.8% | 48.5% | ||
| Q1 25 | 7.6% | — | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 9.7% | — | ||
| Q2 24 | 8.1% | — | ||
| Q1 24 | 8.9% | — |
| Q4 25 | 7.6% | 29.3% | ||
| Q3 25 | 9.4% | 34.2% | ||
| Q2 25 | 9.3% | 49.6% | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 8.6% | — | ||
| Q2 24 | 7.2% | — | ||
| Q1 24 | 8.1% | — |
| Q4 25 | $5.58 | — | ||
| Q3 25 | $6.55 | $2.14 | ||
| Q2 25 | $6.42 | $3.67 | ||
| Q1 25 | $4.42 | — | ||
| Q4 24 | $6.90 | — | ||
| Q3 24 | $5.28 | — | ||
| Q2 24 | $4.11 | — | ||
| Q1 24 | $4.05 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $241.9M | $29.7M |
| Total DebtLower is stronger | — | $2.7B |
| Stockholders' EquityBook value | $1.1B | $984.1M |
| Total Assets | $1.5B | $6.2B |
| Debt / EquityLower = less leverage | — | 2.76× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.9M | $29.7M | ||
| Q3 25 | $391.8M | — | ||
| Q2 25 | $362.4M | $23.7M | ||
| Q1 25 | $376.1M | — | ||
| Q4 24 | $378.9M | — | ||
| Q3 24 | $388.7M | — | ||
| Q2 24 | $380.0M | — | ||
| Q1 24 | $371.0M | — |
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.1B | $984.1M | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $1.1B | $727.7M | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $1.0B | — |
| Q4 25 | $1.5B | $6.2B | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | $5.7B | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $1.4B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | — | 2.76× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $66.1M | $464.6M |
| Free Cash FlowOCF − Capex | $57.6M | $280.0M |
| FCF MarginFCF / Revenue | 9.9% | 42.0% |
| Capex IntensityCapex / Revenue | 1.5% | 27.7% |
| Cash ConversionOCF / Net Profit | 1.50× | 2.38× |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.1M | $464.6M | ||
| Q3 25 | $78.5M | — | ||
| Q2 25 | $55.5M | $264.1M | ||
| Q1 25 | $38.6M | — | ||
| Q4 24 | $37.8M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $47.4M | — | ||
| Q1 24 | — | — |
| Q4 25 | $57.6M | $280.0M | ||
| Q3 25 | $68.7M | — | ||
| Q2 25 | $46.4M | — | ||
| Q1 25 | $32.5M | — | ||
| Q4 24 | $32.3M | — | ||
| Q3 24 | $49.8M | — | ||
| Q2 24 | $42.4M | — | ||
| Q1 24 | — | — |
| Q4 25 | 9.9% | 42.0% | ||
| Q3 25 | 12.4% | — | ||
| Q2 25 | 8.3% | — | ||
| Q1 25 | 6.4% | — | ||
| Q4 24 | 6.2% | — | ||
| Q3 24 | 9.8% | — | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | — | — |
| Q4 25 | 1.5% | 27.7% | ||
| Q3 25 | 1.7% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 1.2% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.0% | — | ||
| Q1 24 | — | — |
| Q4 25 | 1.50× | 2.38× | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 1.08× | 0.89× | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 0.67× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 1.38× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
DEC
Segment breakdown not available.
