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Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and CHART INDUSTRIES INC (GTLS). Click either name above to swap in a different company.
CHART INDUSTRIES INC is the larger business by last-quarter revenue ($1.1B vs $581.0M, roughly 1.9× CAVCO INDUSTRIES, INC.). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs 5.0%, a 2.6% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs -2.5%). CHART INDUSTRIES INC produced more free cash flow last quarter ($66.2M vs $57.6M). Over the past eight quarters, CAVCO INDUSTRIES, INC.'s revenue compounded faster (17.6% CAGR vs 6.6%).
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.
Oricon Inc. , established in 1999, is the holding company at the head of a Japanese corporate group that supplies statistics and information on music and the music industry in Japan and Western music. It started as Original Confidence Inc. , which was founded by Sōkō Koike in November 1967 and became known for its music charts. Oricon Inc. was originally set up as a subsidiary of Original Confidence and took over the latter's Oricon record charts in April 2002.
CVCO vs GTLS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $1.1B |
| Net Profit | $44.1M | $53.6M |
| Gross Margin | 23.4% | 33.3% |
| Operating Margin | 9.4% | 11.6% |
| Net Margin | 7.6% | 5.0% |
| Revenue YoY | 11.3% | -2.5% |
| Net Profit YoY | -22.0% | -32.7% |
| EPS (diluted) | $5.58 | $1.06 |
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 | $1.1B | ||
| Q3 25 | $556.5M | $1.1B | ||
| Q2 25 | $556.9M | $1.1B | ||
| Q1 25 | $508.4M | $1.0B | ||
| Q4 24 | $522.0M | $1.1B | ||
| Q3 24 | $507.5M | $1.1B | ||
| Q2 24 | $477.6M | $1.0B | ||
| Q1 24 | $420.1M | $950.7M |
| Q4 25 | $44.1M | $53.6M | ||
| Q3 25 | $52.4M | $-138.5M | ||
| Q2 25 | $51.6M | $76.1M | ||
| Q1 25 | $36.3M | $49.5M | ||
| Q4 24 | $56.5M | $79.6M | ||
| Q3 24 | $43.8M | $69.0M | ||
| Q2 24 | $34.4M | $58.6M | ||
| Q1 24 | $33.9M | $11.3M |
| Q4 25 | 23.4% | 33.3% | ||
| Q3 25 | 24.2% | 34.1% | ||
| Q2 25 | 23.3% | 33.6% | ||
| Q1 25 | 22.8% | 33.9% | ||
| Q4 24 | 24.9% | 33.6% | ||
| Q3 24 | 22.9% | 34.1% | ||
| Q2 24 | 21.7% | 33.8% | ||
| Q1 24 | 23.6% | 31.8% |
| Q4 25 | 9.4% | 11.6% | ||
| Q3 25 | 11.2% | -8.0% | ||
| Q2 25 | 10.8% | 15.7% | ||
| Q1 25 | 7.6% | 15.2% | ||
| Q4 24 | 12.3% | 17.0% | ||
| Q3 24 | 9.7% | 16.8% | ||
| Q2 24 | 8.1% | 16.1% | ||
| Q1 24 | 8.9% | 11.9% |
| Q4 25 | 7.6% | 5.0% | ||
| Q3 25 | 9.4% | -12.6% | ||
| Q2 25 | 9.3% | 7.0% | ||
| Q1 25 | 7.1% | 4.9% | ||
| Q4 24 | 10.8% | 7.2% | ||
| Q3 24 | 8.6% | 6.5% | ||
| Q2 24 | 7.2% | 5.6% | ||
| Q1 24 | 8.1% | 1.2% |
| Q4 25 | $5.58 | $1.06 | ||
| Q3 25 | $6.55 | $-3.23 | ||
| Q2 25 | $6.42 | $1.53 | ||
| Q1 25 | $4.42 | $0.94 | ||
| Q4 24 | $6.90 | $1.57 | ||
| Q3 24 | $5.28 | $1.33 | ||
| Q2 24 | $4.11 | $1.10 | ||
| Q1 24 | $4.05 | $0.10 |
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 | $366.0M |
| Total DebtLower is stronger | — | $3.7B |
| Stockholders' EquityBook value | $1.1B | $3.2B |
| Total Assets | $1.5B | $9.8B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.9M | $366.0M | ||
| Q3 25 | $391.8M | $399.2M | ||
| Q2 25 | $362.4M | $342.3M | ||
| Q1 25 | $376.1M | $296.2M | ||
| Q4 24 | $378.9M | $308.6M | ||
| Q3 24 | $388.7M | $310.2M | ||
| Q2 24 | $380.0M | $247.4M | ||
| Q1 24 | $371.0M | $191.9M |
| Q4 25 | — | $3.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.1B | $3.2B | ||
| Q3 25 | $1.1B | $3.2B | ||
| Q2 25 | $1.1B | $3.4B | ||
| Q1 25 | $1.1B | $3.0B | ||
| Q4 24 | $1.1B | $2.8B | ||
| Q3 24 | $1.0B | $3.0B | ||
| Q2 24 | $1.0B | $2.7B | ||
| Q1 24 | $1.0B | $2.7B |
| Q4 25 | $1.5B | $9.8B | ||
| Q3 25 | $1.4B | $9.8B | ||
| Q2 25 | $1.4B | $9.7B | ||
| Q1 25 | $1.4B | $9.3B | ||
| Q4 24 | $1.4B | $9.1B | ||
| Q3 24 | $1.4B | $9.5B | ||
| Q2 24 | $1.4B | $9.3B | ||
| Q1 24 | $1.4B | $9.2B |
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.33× | ||
| 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 | $88.8M |
| Free Cash FlowOCF − Capex | $57.6M | $66.2M |
| FCF MarginFCF / Revenue | 9.9% | 6.1% |
| Capex IntensityCapex / Revenue | 1.5% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.50× | 1.66× |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | $202.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.1M | $88.8M | ||
| Q3 25 | $78.5M | $118.0M | ||
| Q2 25 | $55.5M | $145.9M | ||
| Q1 25 | $38.6M | $-60.0M | ||
| Q4 24 | $37.8M | $281.4M | ||
| Q3 24 | $54.7M | $200.6M | ||
| Q2 24 | $47.4M | $116.1M | ||
| Q1 24 | — | $-95.1M |
| Q4 25 | $57.6M | $66.2M | ||
| Q3 25 | $68.7M | $94.7M | ||
| Q2 25 | $46.4M | $122.0M | ||
| Q1 25 | $32.5M | $-80.1M | ||
| Q4 24 | $32.3M | $260.9M | ||
| Q3 24 | $49.8M | $174.5M | ||
| Q2 24 | $42.4M | $88.0M | ||
| Q1 24 | — | $-141.2M |
| Q4 25 | 9.9% | 6.1% | ||
| Q3 25 | 12.4% | 8.6% | ||
| Q2 25 | 8.3% | 11.3% | ||
| Q1 25 | 6.4% | -8.0% | ||
| Q4 24 | 6.2% | 23.6% | ||
| Q3 24 | 9.8% | 16.4% | ||
| Q2 24 | 8.9% | 8.5% | ||
| Q1 24 | — | -14.9% |
| Q4 25 | 1.5% | 2.1% | ||
| Q3 25 | 1.7% | 2.1% | ||
| Q2 25 | 1.6% | 2.2% | ||
| Q1 25 | 1.2% | 2.0% | ||
| Q4 24 | 1.0% | 1.9% | ||
| Q3 24 | 1.0% | 2.5% | ||
| Q2 24 | 1.0% | 2.7% | ||
| Q1 24 | — | 4.8% |
| Q4 25 | 1.50× | 1.66× | ||
| Q3 25 | 1.50× | — | ||
| Q2 25 | 1.08× | 1.92× | ||
| Q1 25 | 1.06× | -1.21× | ||
| Q4 24 | 0.67× | 3.54× | ||
| Q3 24 | 1.25× | 2.91× | ||
| Q2 24 | 1.38× | 1.98× | ||
| Q1 24 | — | -8.42× |
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% |
GTLS
| Repair Service And Leasing Segment | $330.4M | 31% |
| Heat Transfer Systems Segment | $325.8M | 30% |
| Specialty Products Segment | $259.5M | 24% |
| Transferred Over Time | $94.4M | 9% |
| Transferred At Point In Time | $69.5M | 6% |
