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Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and KFORCE INC (KFRC). Click either name above to swap in a different company.
CAVCO INDUSTRIES, INC. is the larger business by last-quarter revenue ($581.0M vs $330.4M, roughly 1.8× KFORCE INC). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs 2.4%, a 5.2% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs 0.1%). CAVCO INDUSTRIES, INC. produced more free cash flow last quarter ($57.6M vs $-7.4M). Over the past eight quarters, CAVCO INDUSTRIES, INC.'s revenue compounded faster (17.6% CAGR vs -3.7%).
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.
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
CVCO vs KFRC — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $330.4M |
| Net Profit | $44.1M | $7.9M |
| Gross Margin | 23.4% | 27.3% |
| Operating Margin | 9.4% | 3.6% |
| Net Margin | 7.6% | 2.4% |
| Revenue YoY | 11.3% | 0.1% |
| Net Profit YoY | -22.0% | -2.7% |
| EPS (diluted) | $5.58 | $0.46 |
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.
| Q1 26 | — | $330.4M | ||
| Q4 25 | $581.0M | $332.0M | ||
| Q3 25 | $556.5M | $332.6M | ||
| Q2 25 | $556.9M | $334.3M | ||
| Q1 25 | $508.4M | $330.0M | ||
| Q4 24 | $522.0M | $343.8M | ||
| Q3 24 | $507.5M | $353.3M | ||
| Q2 24 | $477.6M | $356.3M |
| Q1 26 | — | $7.9M | ||
| Q4 25 | $44.1M | $5.2M | ||
| Q3 25 | $52.4M | $11.1M | ||
| Q2 25 | $51.6M | $10.4M | ||
| Q1 25 | $36.3M | $8.1M | ||
| Q4 24 | $56.5M | $11.1M | ||
| Q3 24 | $43.8M | $14.2M | ||
| Q2 24 | $34.4M | $14.2M |
| Q1 26 | — | 27.3% | ||
| Q4 25 | 23.4% | 27.2% | ||
| Q3 25 | 24.2% | 27.7% | ||
| Q2 25 | 23.3% | 27.1% | ||
| Q1 25 | 22.8% | 26.7% | ||
| Q4 24 | 24.9% | 27.0% | ||
| Q3 24 | 22.9% | 27.9% | ||
| Q2 24 | 21.7% | 27.8% |
| Q1 26 | — | 3.6% | ||
| Q4 25 | 9.4% | 2.6% | ||
| Q3 25 | 11.2% | 4.5% | ||
| Q2 25 | 10.8% | 4.5% | ||
| Q1 25 | 7.6% | 3.5% | ||
| Q4 24 | 12.3% | 4.5% | ||
| Q3 24 | 9.7% | 5.3% | ||
| Q2 24 | 8.1% | 5.5% |
| Q1 26 | — | 2.4% | ||
| Q4 25 | 7.6% | 1.6% | ||
| Q3 25 | 9.4% | 3.3% | ||
| Q2 25 | 9.3% | 3.1% | ||
| Q1 25 | 7.1% | 2.5% | ||
| Q4 24 | 10.8% | 3.2% | ||
| Q3 24 | 8.6% | 4.0% | ||
| Q2 24 | 7.2% | 4.0% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $5.58 | $0.29 | ||
| Q3 25 | $6.55 | $0.63 | ||
| Q2 25 | $6.42 | $0.59 | ||
| Q1 25 | $4.42 | $0.45 | ||
| Q4 24 | $6.90 | $0.60 | ||
| Q3 24 | $5.28 | $0.75 | ||
| Q2 24 | $4.11 | $0.75 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.1B | $117.4M |
| Total Assets | $1.5B | $384.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $241.9M | $2.1M | ||
| Q3 25 | $391.8M | $1.3M | ||
| Q2 25 | $362.4M | $2.5M | ||
| Q1 25 | $376.1M | $444.0K | ||
| Q4 24 | $378.9M | $349.0K | ||
| Q3 24 | $388.7M | $127.0K | ||
| Q2 24 | $380.0M | $110.0K |
| Q1 26 | — | $117.4M | ||
| Q4 25 | $1.1B | $124.6M | ||
| Q3 25 | $1.1B | $132.1M | ||
| Q2 25 | $1.1B | $134.4M | ||
| Q1 25 | $1.1B | $138.0M | ||
| Q4 24 | $1.1B | $154.6M | ||
| Q3 24 | $1.0B | $167.4M | ||
| Q2 24 | $1.0B | $166.6M |
| Q1 26 | — | $384.8M | ||
| Q4 25 | $1.5B | $365.6M | ||
| Q3 25 | $1.4B | $374.2M | ||
| Q2 25 | $1.4B | $373.6M | ||
| Q1 25 | $1.4B | $368.2M | ||
| Q4 24 | $1.4B | $357.8M | ||
| Q3 24 | $1.4B | $369.9M | ||
| Q2 24 | $1.4B | $362.7M |
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 | $-7.4M |
| FCF MarginFCF / Revenue | 9.9% | -2.2% |
| Capex IntensityCapex / Revenue | 1.5% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.50× | — |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | $43.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $66.1M | $19.7M | ||
| Q3 25 | $78.5M | $23.3M | ||
| Q2 25 | $55.5M | $18.4M | ||
| Q1 25 | $38.6M | $249.0K | ||
| Q4 24 | $37.8M | $21.8M | ||
| Q3 24 | $54.7M | $31.0M | ||
| Q2 24 | $47.4M | $20.9M |
| Q1 26 | — | $-7.4M | ||
| Q4 25 | $57.6M | $16.7M | ||
| Q3 25 | $68.7M | $19.8M | ||
| Q2 25 | $46.4M | $14.2M | ||
| Q1 25 | $32.5M | $-3.9M | ||
| Q4 24 | $32.3M | $20.9M | ||
| Q3 24 | $49.8M | $27.5M | ||
| Q2 24 | $42.4M | $17.8M |
| Q1 26 | — | -2.2% | ||
| Q4 25 | 9.9% | 5.0% | ||
| Q3 25 | 12.4% | 6.0% | ||
| Q2 25 | 8.3% | 4.3% | ||
| Q1 25 | 6.4% | -1.2% | ||
| Q4 24 | 6.2% | 6.1% | ||
| Q3 24 | 9.8% | 7.8% | ||
| Q2 24 | 8.9% | 5.0% |
| Q1 26 | — | 1.0% | ||
| Q4 25 | 1.5% | 0.9% | ||
| Q3 25 | 1.7% | 1.1% | ||
| Q2 25 | 1.6% | 1.2% | ||
| Q1 25 | 1.2% | 1.3% | ||
| Q4 24 | 1.0% | 0.3% | ||
| Q3 24 | 1.0% | 1.0% | ||
| Q2 24 | 1.0% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.50× | 3.82× | ||
| Q3 25 | 1.50× | 2.11× | ||
| Q2 25 | 1.08× | 1.76× | ||
| Q1 25 | 1.06× | 0.03× | ||
| Q4 24 | 0.67× | 1.97× | ||
| Q3 24 | 1.25× | 2.18× | ||
| Q2 24 | 1.38× | 1.48× |
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% |
KFRC
Segment breakdown not available.
