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Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
Global-E Online Ltd. is the larger business by last-quarter revenue ($625.5M vs $581.0M, roughly 1.1× CAVCO INDUSTRIES, INC.). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs 0.9%, a 6.7% gap on every dollar of revenue.
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.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
CVCO vs GLBE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $625.5M |
| Net Profit | $44.1M | $5.8M |
| Gross Margin | 23.4% | 45.0% |
| Operating Margin | 9.4% | 1.3% |
| Net Margin | 7.6% | 0.9% |
| 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 | — | ||
| Q3 25 | $556.5M | $625.5M | ||
| Q2 25 | $556.9M | $404.8M | ||
| Q1 25 | $508.4M | $189.9M | ||
| Q4 24 | $522.0M | — | ||
| Q3 24 | $507.5M | $489.9M | ||
| Q2 24 | $477.6M | $313.9M | ||
| Q1 24 | $420.1M | $145.9M |
| Q4 25 | $44.1M | — | ||
| Q3 25 | $52.4M | $5.8M | ||
| Q2 25 | $51.6M | $-7.4M | ||
| Q1 25 | $36.3M | — | ||
| Q4 24 | $56.5M | — | ||
| Q3 24 | $43.8M | $-77.1M | ||
| Q2 24 | $34.4M | $-54.5M | ||
| Q1 24 | $33.9M | — |
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | 45.0% | ||
| Q2 25 | 23.3% | 44.9% | ||
| Q1 25 | 22.8% | 44.3% | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | 45.1% | ||
| Q2 24 | 21.7% | 44.8% | ||
| Q1 24 | 23.6% | 43.4% |
| Q4 25 | 9.4% | — | ||
| Q3 25 | 11.2% | 1.3% | ||
| Q2 25 | 10.8% | -2.1% | ||
| Q1 25 | 7.6% | -10.1% | ||
| Q4 24 | 12.3% | — | ||
| Q3 24 | 9.7% | -14.9% | ||
| Q2 24 | 8.1% | -16.6% | ||
| Q1 24 | 8.9% | -20.1% |
| Q4 25 | 7.6% | — | ||
| Q3 25 | 9.4% | 0.9% | ||
| Q2 25 | 9.3% | -1.8% | ||
| Q1 25 | 7.1% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 8.6% | -15.7% | ||
| Q2 24 | 7.2% | -17.4% | ||
| Q1 24 | 8.1% | — |
| Q4 25 | $5.58 | — | ||
| Q3 25 | $6.55 | — | ||
| Q2 25 | $6.42 | — | ||
| 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 | $251.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $933.0M |
| Total Assets | $1.5B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.9M | — | ||
| Q3 25 | $391.8M | $251.4M | ||
| Q2 25 | $362.4M | $205.2M | ||
| Q1 25 | $376.1M | $207.7M | ||
| Q4 24 | $378.9M | — | ||
| Q3 24 | $388.7M | $207.3M | ||
| Q2 24 | $380.0M | $229.8M | ||
| Q1 24 | $371.0M | $181.9M |
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.1B | $933.0M | ||
| Q2 25 | $1.1B | $909.1M | ||
| Q1 25 | $1.1B | $884.3M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.0B | $869.4M | ||
| Q2 24 | $1.0B | $878.7M | ||
| Q1 24 | $1.0B | $886.9M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.4B | $1.2B | ||
| Q1 25 | $1.4B | $1.2B | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.4B | $1.2B | ||
| Q2 24 | $1.4B | $1.1B | ||
| Q1 24 | $1.4B | $1.1B |
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 | — |
| Free Cash FlowOCF − Capex | $57.6M | — |
| FCF MarginFCF / Revenue | 9.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.1M | — | ||
| Q3 25 | $78.5M | — | ||
| Q2 25 | $55.5M | — | ||
| Q1 25 | $38.6M | — | ||
| Q4 24 | $37.8M | — | ||
| Q3 24 | $54.7M | — | ||
| Q2 24 | $47.4M | — | ||
| Q1 24 | — | — |
| Q4 25 | $57.6M | — | ||
| 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% | — | ||
| 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% | — | ||
| 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× | — | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 1.08× | — | ||
| 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% |
GLBE
Segment breakdown not available.
