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CAVCO INDUSTRIES, INC.（CVCO）とGRIFFON CORP（GFF）の財務データ比較。上の社名をクリックして会社を切り替えられます
GRIFFON CORPの直近四半期売上が大きい（$649.1M vs $581.0M、CAVCO INDUSTRIES, INC.の約1.1倍）。GRIFFON CORPの純利益率が高く（9.9% vs 7.6%、差は2.3%）。CAVCO INDUSTRIES, INC.の前年同期比売上増加率が高い（11.3% vs 2.6%）。GRIFFON CORPの直近四半期フリーキャッシュフローが多い（$99.3M vs $57.6M）。過去8四半期でCAVCO INDUSTRIES, INC.の売上複合成長率が高い（17.6% vs -1.8%）
キャブコ・インダストリーズは米国アリゾナ州フェニックスに本社を置く製造企業で、モジュール式住宅、RV（レクリエーショナルビークル）、別荘用キャビン、プレハブ住宅を生産しており、全米に複数の製造拠点と小売店舗のネットワークを構築している。
グリフォン・コーポレーションはニューヨークに本社を置く多国籍複合企業で、多角化経営の持株会社として事業を展開しています。傘下にAmes True Temper、ClosetMaid、クロペイ建築製品、CornellCooksonの4つの子会社を持ち、1961年からニューヨーク証券取引所に上場しており、S&Pスモールキャップ600、S&Pコンポジット1500、ラッセル2000の各指数の構成銘柄です。
CVCO vs GFF — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $581.0M | $649.1M |
| 純利益 | $44.1M | $64.4M |
| 粗利率 | 23.4% | 41.1% |
| 営業利益率 | 9.4% | 17.5% |
| 純利益率 | 7.6% | 9.9% |
| 売上前年比 | 11.3% | 2.6% |
| 純利益前年比 | -22.0% | -9.1% |
| EPS（希薄化後） | $5.58 | $1.41 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $581.0M | $649.1M | ||
| Q3 25 | $556.5M | $662.2M | ||
| Q2 25 | $556.9M | $613.6M | ||
| Q1 25 | $508.4M | $611.7M | ||
| Q4 24 | $522.0M | $632.4M | ||
| Q3 24 | $507.5M | $659.7M | ||
| Q2 24 | $477.6M | $647.8M | ||
| Q1 24 | $420.1M | $672.9M |
| Q4 25 | $44.1M | $64.4M | ||
| Q3 25 | $52.4M | $43.6M | ||
| Q2 25 | $51.6M | $-120.1M | ||
| Q1 25 | $36.3M | $56.8M | ||
| Q4 24 | $56.5M | $70.9M | ||
| Q3 24 | $43.8M | $62.5M | ||
| Q2 24 | $34.4M | $41.1M | ||
| Q1 24 | $33.9M | $64.1M |
| Q4 25 | 23.4% | 41.1% | ||
| Q3 25 | 24.2% | 41.7% | ||
| Q2 25 | 23.3% | 43.2% | ||
| Q1 25 | 22.8% | 41.2% | ||
| Q4 24 | 24.9% | 41.8% | ||
| Q3 24 | 22.9% | 39.9% | ||
| Q2 24 | 21.7% | 38.5% | ||
| Q1 24 | 23.6% | 40.2% |
| Q4 25 | 9.4% | 17.5% | ||
| Q3 25 | 11.2% | 18.0% | ||
| Q2 25 | 10.8% | -20.5% | ||
| Q1 25 | 7.6% | 16.5% | ||
| Q4 24 | 12.3% | 17.7% | ||
| Q3 24 | 9.7% | 16.9% | ||
| Q2 24 | 8.1% | 13.8% | ||
| Q1 24 | 8.9% | 16.9% |
| Q4 25 | 7.6% | 9.9% | ||
| Q3 25 | 9.4% | 6.6% | ||
| Q2 25 | 9.3% | -19.6% | ||
| Q1 25 | 7.1% | 9.3% | ||
| Q4 24 | 10.8% | 11.2% | ||
| Q3 24 | 8.6% | 9.5% | ||
| Q2 24 | 7.2% | 6.3% | ||
| Q1 24 | 8.1% | 9.5% |
| Q4 25 | $5.58 | $1.41 | ||
| Q3 25 | $6.55 | $1.04 | ||
| Q2 25 | $6.42 | $-2.65 | ||
| Q1 25 | $4.42 | $1.21 | ||
| Q4 24 | $6.90 | $1.49 | ||
| Q3 24 | $5.28 | $1.29 | ||
| Q2 24 | $4.11 | $0.84 | ||
| Q1 24 | $4.05 | $1.28 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $241.9M | $95.3M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $108.9M |
| 総資産 | $1.5B | $2.1B |
| 負債/資本比率低いほどレバレッジが低い | — | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $241.9M | $95.3M | ||
| Q3 25 | $391.8M | $99.0M | ||
| Q2 25 | $362.4M | $107.3M | ||
| Q1 25 | $376.1M | $127.8M | ||
| Q4 24 | $378.9M | $152.0M | ||
| Q3 24 | $388.7M | $114.4M | ||
| Q2 24 | $380.0M | $133.5M | ||
| Q1 24 | $371.0M | $123.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
| Q4 25 | $1.1B | $108.9M | ||
| Q3 25 | $1.1B | $74.0M | ||
| Q2 25 | $1.1B | $63.9M | ||
| Q1 25 | $1.1B | $214.7M | ||
| Q4 24 | $1.1B | $227.8M | ||
| Q3 24 | $1.0B | $224.9M | ||
| Q2 24 | $1.0B | $223.5M | ||
| Q1 24 | $1.0B | $202.2M |
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.3B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.4B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.4B | $2.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 22.71× | ||
| Q1 25 | — | 7.16× | ||
| Q4 24 | — | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $66.1M | $107.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $57.6M | $99.3M |
| FCFマージンFCF / 売上 | 9.9% | 15.3% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.2% |
| キャッシュ転換率営業CF / 純利益 | 1.50× | 1.66× |
| 直近12ヶ月FCF直近4四半期 | $205.3M | $278.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.1M | $107.0M | ||
| Q3 25 | $78.5M | $75.0M | ||
| Q2 25 | $55.5M | $123.1M | ||
| Q1 25 | $38.6M | $16.5M | ||
| Q4 24 | $37.8M | $142.9M | ||
| Q3 24 | $54.7M | $72.1M | ||
| Q2 24 | $47.4M | $122.1M | ||
| Q1 24 | — | $39.8M |
| Q4 25 | $57.6M | $99.3M | ||
| Q3 25 | $68.7M | $62.4M | ||
| Q2 25 | $46.4M | $114.4M | ||
| Q1 25 | $32.5M | $2.8M | ||
| Q4 24 | $32.3M | $125.5M | ||
| Q3 24 | $49.8M | $51.6M | ||
| Q2 24 | $42.4M | $107.5M | ||
| Q1 24 | — | $20.8M |
| Q4 25 | 9.9% | 15.3% | ||
| Q3 25 | 12.4% | 9.4% | ||
| Q2 25 | 8.3% | 18.6% | ||
| Q1 25 | 6.4% | 0.5% | ||
| Q4 24 | 6.2% | 19.8% | ||
| Q3 24 | 9.8% | 7.8% | ||
| Q2 24 | 8.9% | 16.6% | ||
| Q1 24 | — | 3.1% |
| Q4 25 | 1.5% | 1.2% | ||
| Q3 25 | 1.7% | 1.9% | ||
| Q2 25 | 1.6% | 1.4% | ||
| Q1 25 | 1.2% | 2.2% | ||
| Q4 24 | 1.0% | 2.8% | ||
| Q3 24 | 1.0% | 3.1% | ||
| Q2 24 | 1.0% | 2.2% | ||
| Q1 24 | — | 2.8% |
| Q4 25 | 1.50× | 1.66× | ||
| Q3 25 | 1.50× | 1.72× | ||
| Q2 25 | 1.08× | — | ||
| Q1 25 | 1.06× | 0.29× | ||
| Q4 24 | 0.67× | 2.02× | ||
| Q3 24 | 1.25× | 1.15× | ||
| Q2 24 | 1.38× | 2.97× | ||
| Q1 24 | — | 0.62× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
CVCO
| Manufactured Product Other | $532.5M | 92% |
| Other | $26.0M | 4% |
| Financial Service Other | $20.5M | 4% |
| Insurance Agency Commissions | $2.0M | 0% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
