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Side-by-side financial comparison of CAVCO INDUSTRIES, INC. (CVCO) and Pediatrix Medical Group, Inc. (MD). Click either name above to swap in a different company.
CAVCO INDUSTRIES, INC. is the larger business by last-quarter revenue ($581.0M vs $493.8M, roughly 1.2× Pediatrix Medical Group, Inc.). CAVCO INDUSTRIES, INC. runs the higher net margin — 7.6% vs 6.8%, a 0.8% gap on every dollar of revenue. On growth, CAVCO INDUSTRIES, INC. posted the faster year-over-year revenue change (11.3% vs -1.7%). Over the past eight quarters, CAVCO INDUSTRIES, INC.'s revenue compounded faster (17.6% CAGR vs -0.1%).
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.
Pediatrix Medical Group, Inc. is a leading U.S. specialized medical service provider focusing on maternal-fetal care, neonatology, pediatric cardiology and other pediatric subspecialties. It partners with U.S. healthcare facilities to deliver evidence-based care to women, newborns and children.
CVCO vs MD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $581.0M | $493.8M |
| Net Profit | $44.1M | $33.7M |
| Gross Margin | 23.4% | — |
| Operating Margin | 9.4% | 9.9% |
| Net Margin | 7.6% | 6.8% |
| Revenue YoY | 11.3% | -1.7% |
| Net Profit YoY | -22.0% | 10.5% |
| EPS (diluted) | $5.58 | $0.40 |
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 | $493.8M | ||
| Q3 25 | $556.5M | $492.9M | ||
| Q2 25 | $556.9M | $468.8M | ||
| Q1 25 | $508.4M | $458.4M | ||
| Q4 24 | $522.0M | $502.4M | ||
| Q3 24 | $507.5M | $511.2M | ||
| Q2 24 | $477.6M | $504.3M | ||
| Q1 24 | $420.1M | $495.1M |
| Q4 25 | $44.1M | $33.7M | ||
| Q3 25 | $52.4M | $71.7M | ||
| Q2 25 | $51.6M | $39.3M | ||
| Q1 25 | $36.3M | $20.7M | ||
| Q4 24 | $56.5M | $30.5M | ||
| Q3 24 | $43.8M | $19.4M | ||
| Q2 24 | $34.4M | $-153.0M | ||
| Q1 24 | $33.9M | $4.0M |
| Q4 25 | 23.4% | — | ||
| Q3 25 | 24.2% | — | ||
| Q2 25 | 23.3% | — | ||
| Q1 25 | 22.8% | — | ||
| Q4 24 | 24.9% | — | ||
| Q3 24 | 22.9% | — | ||
| Q2 24 | 21.7% | — | ||
| Q1 24 | 23.6% | — |
| Q4 25 | 9.4% | 9.9% | ||
| Q3 25 | 11.2% | 13.8% | ||
| Q2 25 | 10.8% | 12.8% | ||
| Q1 25 | 7.6% | 7.0% | ||
| Q4 24 | 12.3% | 7.8% | ||
| Q3 24 | 9.7% | 6.6% | ||
| Q2 24 | 8.1% | -31.3% | ||
| Q1 24 | 8.9% | 3.2% |
| Q4 25 | 7.6% | 6.8% | ||
| Q3 25 | 9.4% | 14.5% | ||
| Q2 25 | 9.3% | 8.4% | ||
| Q1 25 | 7.1% | 4.5% | ||
| Q4 24 | 10.8% | 6.1% | ||
| Q3 24 | 8.6% | 3.8% | ||
| Q2 24 | 7.2% | -30.3% | ||
| Q1 24 | 8.1% | 0.8% |
| Q4 25 | $5.58 | $0.40 | ||
| Q3 25 | $6.55 | $0.84 | ||
| Q2 25 | $6.42 | $0.46 | ||
| Q1 25 | $4.42 | $0.24 | ||
| Q4 24 | $6.90 | $0.37 | ||
| Q3 24 | $5.28 | $0.23 | ||
| Q2 24 | $4.11 | $-1.84 | ||
| Q1 24 | $4.05 | $0.05 |
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 | $375.2M |
| Total DebtLower is stronger | — | $570.5M |
| Stockholders' EquityBook value | $1.1B | $865.9M |
| Total Assets | $1.5B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.9M | $375.2M | ||
| Q3 25 | $391.8M | $340.1M | ||
| Q2 25 | $362.4M | $224.7M | ||
| Q1 25 | $376.1M | $99.0M | ||
| Q4 24 | $378.9M | $229.9M | ||
| Q3 24 | $388.7M | $103.8M | ||
| Q2 24 | $380.0M | $19.4M | ||
| Q1 24 | $371.0M | $8.0M |
| Q4 25 | — | $570.5M | ||
| Q3 25 | — | $577.2M | ||
| Q2 25 | — | $583.9M | ||
| Q1 25 | — | $590.5M | ||
| Q4 24 | — | $597.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.1B | $865.9M | ||
| Q3 25 | $1.1B | $890.7M | ||
| Q2 25 | $1.1B | $833.8M | ||
| Q1 25 | $1.1B | $789.2M | ||
| Q4 24 | $1.1B | $764.9M | ||
| Q3 24 | $1.0B | $732.5M | ||
| Q2 24 | $1.0B | $706.5M | ||
| Q1 24 | $1.0B | $856.2M |
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.2B | ||
| Q3 24 | $1.4B | $2.1B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.4B | $2.2B |
| Q4 25 | — | 0.66× | ||
| Q3 25 | — | 0.65× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.75× | ||
| Q4 24 | — | 0.78× | ||
| 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 | $114.1M |
| Free Cash FlowOCF − Capex | $57.6M | — |
| FCF MarginFCF / Revenue | 9.9% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | 1.50× | 3.39× |
| TTM Free Cash FlowTrailing 4 quarters | $205.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.1M | $114.1M | ||
| Q3 25 | $78.5M | $137.3M | ||
| Q2 25 | $55.5M | $137.2M | ||
| Q1 25 | $38.6M | $-117.5M | ||
| Q4 24 | $37.8M | $133.0M | ||
| Q3 24 | $54.7M | $91.8M | ||
| Q2 24 | $47.4M | $107.0M | ||
| Q1 24 | — | $-125.2M |
| 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× | 3.39× | ||
| Q3 25 | 1.50× | 1.91× | ||
| Q2 25 | 1.08× | 3.49× | ||
| Q1 25 | 1.06× | -5.66× | ||
| Q4 24 | 0.67× | 4.36× | ||
| Q3 24 | 1.25× | 4.72× | ||
| Q2 24 | 1.38× | — | ||
| Q1 24 | — | -31.03× |
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% |
MD
| Health Care Patient Service | $421.6M | 85% |
| Hospitals Contracts | $70.0M | 14% |
| Other | $2.2M | 0% |
