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CAVCO INDUSTRIES, INC.（CVCO）とLegacy Housing Corp（LEGH）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
CAVCO INDUSTRIES, INC.の直近四半期売上が大きい（$581.0M vs $25.5M、Legacy Housing Corpの約22.8倍）。Legacy Housing Corpの純利益率が高く（32.2% vs 7.6%、差は24.6%）。CAVCO INDUSTRIES, INC.の前年同期比売上増加率が高い（11.3% vs -30.6%）。CAVCO INDUSTRIES, INC.の直近四半期フリーキャッシュフローが多い（$57.6M vs $15.7M）。過去8四半期でCAVCO INDUSTRIES, INC.の売上複合成長率が高い（17.6% vs -9.1%）
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。
レガシー・ハウジング・コーポレーションは米国の代表的な低価格プレハブ住宅、タイニーハウス、付属住宅ユニットのメーカーで、主に北米の中低所得層の消費者を対象に、カスタマイズ可能な住宅ソリューション、関連建材、アフターサービスを提供しています。
CVCO vs LEGH — 直接比較
損益計算書 — Q3 2026 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $581.0M | $25.5M |
| 純利益 | $44.1M | $8.2M |
| 粗利率 | 23.4% | 26.4% |
| 営業利益率 | 9.4% | 40.4% |
| 純利益率 | 7.6% | 32.2% |
| 売上前年比 | 11.3% | -30.6% |
| 純利益前年比 | -22.0% | -43.5% |
| EPS（希薄化後） | $5.58 | $0.38 |
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 | $25.5M | ||
| Q3 25 | $556.5M | $28.8M | ||
| Q2 25 | $556.9M | $38.4M | ||
| Q1 25 | $508.4M | $24.3M | ||
| Q4 24 | $522.0M | $36.7M | ||
| Q3 24 | $507.5M | $30.2M | ||
| Q2 24 | $477.6M | $31.7M | ||
| Q1 24 | $420.1M | $30.8M |
| Q4 25 | $44.1M | $8.2M | ||
| Q3 25 | $52.4M | $8.6M | ||
| Q2 25 | $51.6M | $14.7M | ||
| Q1 25 | $36.3M | $10.3M | ||
| Q4 24 | $56.5M | $14.5M | ||
| Q3 24 | $43.8M | $15.8M | ||
| Q2 24 | $34.4M | $16.2M | ||
| Q1 24 | $33.9M | $15.1M |
| Q4 25 | 23.4% | 26.4% | ||
| Q3 25 | 24.2% | 20.2% | ||
| Q2 25 | 23.3% | 32.4% | ||
| Q1 25 | 22.8% | 29.2% | ||
| Q4 24 | 24.9% | 27.3% | ||
| Q3 24 | 22.9% | 29.2% | ||
| Q2 24 | 21.7% | 31.9% | ||
| Q1 24 | 23.6% | 33.6% |
| Q4 25 | 9.4% | 40.4% | ||
| Q3 25 | 11.2% | 33.7% | ||
| Q2 25 | 10.8% | 43.8% | ||
| Q1 25 | 7.6% | 47.7% | ||
| Q4 24 | 12.3% | 42.3% | ||
| Q3 24 | 9.7% | 50.8% | ||
| Q2 24 | 8.1% | 50.6% | ||
| Q1 24 | 8.9% | 54.3% |
| Q4 25 | 7.6% | 32.2% | ||
| Q3 25 | 9.4% | 30.0% | ||
| Q2 25 | 9.3% | 38.3% | ||
| Q1 25 | 7.1% | 42.3% | ||
| Q4 24 | 10.8% | 39.5% | ||
| Q3 24 | 8.6% | 52.4% | ||
| Q2 24 | 7.2% | 51.1% | ||
| Q1 24 | 8.1% | 49.1% |
| Q4 25 | $5.58 | $0.38 | ||
| Q3 25 | $6.55 | $0.35 | ||
| Q2 25 | $6.42 | $0.60 | ||
| Q1 25 | $4.42 | $0.41 | ||
| Q4 24 | $6.90 | $0.59 | ||
| Q3 24 | $5.28 | $0.64 | ||
| Q2 24 | $4.11 | $0.65 | ||
| Q1 24 | $4.05 | $0.60 |
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 | $8.5M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $528.6M |
| 総資産 | $1.5B | $580.3M |
| 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 | $8.5M | ||
| Q3 25 | $391.8M | $13.6M | ||
| Q2 25 | $362.4M | $2.6M | ||
| Q1 25 | $376.1M | $3.4M | ||
| Q4 24 | $378.9M | $1.1M | ||
| Q3 24 | $388.7M | $570.0K | ||
| Q2 24 | $380.0M | $60.0K | ||
| Q1 24 | $371.0M | $621.0K |
| Q4 25 | $1.1B | $528.6M | ||
| Q3 25 | $1.1B | $521.6M | ||
| Q2 25 | $1.1B | $512.8M | ||
| Q1 25 | $1.1B | $503.7M | ||
| Q4 24 | $1.1B | $494.0M | ||
| Q3 24 | $1.0B | $479.3M | ||
| Q2 24 | $1.0B | $463.2M | ||
| Q1 24 | $1.0B | $450.4M |
| Q4 25 | $1.5B | $580.3M | ||
| Q3 25 | $1.4B | $557.9M | ||
| Q2 25 | $1.4B | $552.0M | ||
| Q1 25 | $1.4B | $544.6M | ||
| Q4 24 | $1.4B | $534.2M | ||
| Q3 24 | $1.4B | $521.4M | ||
| Q2 24 | $1.4B | $514.9M | ||
| Q1 24 | $1.4B | $510.0M |
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 | $19.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $57.6M | $15.7M |
| FCFマージンFCF / 売上 | 9.9% | 61.6% |
| 設備投資強度設備投資 / 売上 | 1.5% | 13.1% |
| キャッシュ転換率営業CF / 純利益 | 1.50× | 2.32× |
| 直近12ヶ月FCF直近4四半期 | $205.3M | $28.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.1M | $19.0M | ||
| Q3 25 | $78.5M | $7.2M | ||
| Q2 25 | $55.5M | $6.1M | ||
| Q1 25 | $38.6M | $4.9M | ||
| Q4 24 | $37.8M | $7.9M | ||
| Q3 24 | $54.7M | $13.8M | ||
| Q2 24 | $47.4M | $3.5M | ||
| Q1 24 | — | $10.8M |
| Q4 25 | $57.6M | $15.7M | ||
| Q3 25 | $68.7M | $5.1M | ||
| Q2 25 | $46.4M | $3.7M | ||
| Q1 25 | $32.5M | $3.6M | ||
| Q4 24 | $32.3M | $6.0M | ||
| Q3 24 | $49.8M | $9.1M | ||
| Q2 24 | $42.4M | $1.7M | ||
| Q1 24 | — | $9.9M |
| Q4 25 | 9.9% | 61.6% | ||
| Q3 25 | 12.4% | 17.8% | ||
| Q2 25 | 8.3% | 9.6% | ||
| Q1 25 | 6.4% | 15.0% | ||
| Q4 24 | 6.2% | 16.4% | ||
| Q3 24 | 9.8% | 30.2% | ||
| Q2 24 | 8.9% | 5.4% | ||
| Q1 24 | — | 32.2% |
| Q4 25 | 1.5% | 13.1% | ||
| Q3 25 | 1.7% | 7.1% | ||
| Q2 25 | 1.6% | 6.2% | ||
| Q1 25 | 1.2% | 5.2% | ||
| Q4 24 | 1.0% | 5.1% | ||
| Q3 24 | 1.0% | 15.6% | ||
| Q2 24 | 1.0% | 5.5% | ||
| Q1 24 | — | 2.8% |
| Q4 25 | 1.50× | 2.32× | ||
| Q3 25 | 1.50× | 0.83× | ||
| Q2 25 | 1.08× | 0.41× | ||
| Q1 25 | 1.06× | 0.48× | ||
| Q4 24 | 0.67× | 0.54× | ||
| Q3 24 | 1.25× | 0.88× | ||
| Q2 24 | 1.38× | 0.21× | ||
| Q1 24 | — | 0.71× |
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% |
LEGH
| Commercial Sales | $8.6M | 34% |
| Retail Store Sales | $6.0M | 24% |
| Inventory Finance Sales | $5.0M | 20% |
| Direct Sales | $4.4M | 17% |
| Other | $1.5M | 6% |
