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CAVCO INDUSTRIES, INC.（CVCO）とChampion Homes, Inc.（SKY）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
Champion Homes, Inc.の直近四半期売上が大きい（$656.6M vs $581.0M、CAVCO INDUSTRIES, INC.の約1.1倍）。Champion Homes, Inc.の純利益率が高く（8.3% vs 7.6%、差は0.7%）。CAVCO INDUSTRIES, INC.の前年同期比売上増加率が高い（11.3% vs 1.8%）。Champion Homes, Inc.の直近四半期フリーキャッシュフローが多い（$92.9M 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 10.6%）
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。
Champion Homes, Inc.は移動式住宅およびモジュール式住宅の製造企業で、北米で最大級のモジュール式住宅建設会社の1つです。米国とカナダ西部を対象に、工場でプレハブ化された住宅を提供し、工業化生産により品質の安定性と供給の効率性を実現しています。
CVCO vs SKY — 直接比較
損益計算書 — Q3 2026 vs Q3 2026
| 指標 | | |
|---|---|---|
| 売上 | $581.0M | $656.6M |
| 純利益 | $44.1M | $54.3M |
| 粗利率 | 23.4% | 26.2% |
| 営業利益率 | 9.4% | 9.5% |
| 純利益率 | 7.6% | 8.3% |
| 売上前年比 | 11.3% | 1.8% |
| 純利益前年比 | -22.0% | -11.7% |
| EPS（希薄化後） | $5.58 | $0.97 |
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 | $656.6M | ||
| Q3 25 | $556.5M | $684.4M | ||
| Q2 25 | $556.9M | $701.3M | ||
| Q1 25 | $508.4M | $593.9M | ||
| Q4 24 | $522.0M | $644.9M | ||
| Q3 24 | $507.5M | $616.9M | ||
| Q2 24 | $477.6M | $627.8M | ||
| Q1 24 | $420.1M | $536.4M |
| Q4 25 | $44.1M | $54.3M | ||
| Q3 25 | $52.4M | $58.2M | ||
| Q2 25 | $51.6M | $64.7M | ||
| Q1 25 | $36.3M | $36.3M | ||
| Q4 24 | $56.5M | $61.5M | ||
| Q3 24 | $43.8M | $54.7M | ||
| Q2 24 | $34.4M | $45.8M | ||
| Q1 24 | $33.9M | $2.8M |
| Q4 25 | 23.4% | 26.2% | ||
| Q3 25 | 24.2% | 27.5% | ||
| Q2 25 | 23.3% | 27.1% | ||
| Q1 25 | 22.8% | 25.7% | ||
| Q4 24 | 24.9% | 28.1% | ||
| Q3 24 | 22.9% | 27.0% | ||
| Q2 24 | 21.7% | 26.2% | ||
| Q1 24 | 23.6% | 18.3% |
| Q4 25 | 9.4% | 9.5% | ||
| Q3 25 | 11.2% | 10.9% | ||
| Q2 25 | 10.8% | 11.2% | ||
| Q1 25 | 7.6% | 7.1% | ||
| Q4 24 | 12.3% | 11.3% | ||
| Q3 24 | 9.7% | 10.8% | ||
| Q2 24 | 8.1% | 8.8% | ||
| Q1 24 | 8.9% | 1.4% |
| Q4 25 | 7.6% | 8.3% | ||
| Q3 25 | 9.4% | 8.5% | ||
| Q2 25 | 9.3% | 9.2% | ||
| Q1 25 | 7.1% | 6.1% | ||
| Q4 24 | 10.8% | 9.5% | ||
| Q3 24 | 8.6% | 8.9% | ||
| Q2 24 | 7.2% | 7.3% | ||
| Q1 24 | 8.1% | 0.5% |
| Q4 25 | $5.58 | $0.97 | ||
| Q3 25 | $6.55 | $1.03 | ||
| Q2 25 | $6.42 | $1.13 | ||
| Q1 25 | $4.42 | $0.63 | ||
| Q4 24 | $6.90 | $1.06 | ||
| Q3 24 | $5.28 | $0.94 | ||
| Q2 24 | $4.11 | $0.79 | ||
| Q1 24 | $4.05 | $0.04 |
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 | $659.8M |
| 総負債低いほど良い | — | — |
| 株主資本純資産 | $1.1B | $1.6B |
| 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 | $659.8M | ||
| Q3 25 | $391.8M | $618.7M | ||
| Q2 25 | $362.4M | $605.3M | ||
| Q1 25 | $376.1M | $610.3M | ||
| Q4 24 | $378.9M | $581.8M | ||
| Q3 24 | $388.7M | $570.2M | ||
| Q2 24 | $380.0M | $548.9M | ||
| Q1 24 | $371.0M | $495.1M |
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.1B | $1.6B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $1.1B | $1.5B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $1.0B | $1.5B | ||
| Q1 24 | $1.0B | $1.4B |
| Q4 25 | $1.5B | $2.1B | ||
| Q3 25 | $1.4B | $2.1B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $2.0B | ||
| Q1 24 | $1.4B | $1.9B |
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 | $100.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $57.6M | $92.9M |
| FCFマージンFCF / 売上 | 9.9% | 14.1% |
| 設備投資強度設備投資 / 売上 | 1.5% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 1.50× | 1.84× |
| 直近12ヶ月FCF直近4四半期 | $205.3M | $259.7M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $66.1M | $100.0M | ||
| Q3 25 | $78.5M | $75.9M | ||
| Q2 25 | $55.5M | $75.3M | ||
| Q1 25 | $38.6M | $46.0M | ||
| Q4 24 | $37.8M | $50.4M | ||
| Q3 24 | $54.7M | $59.8M | ||
| Q2 24 | $47.4M | $84.6M | ||
| Q1 24 | — | — |
| Q4 25 | $57.6M | $92.9M | ||
| Q3 25 | $68.7M | $67.0M | ||
| Q2 25 | $46.4M | $66.4M | ||
| Q1 25 | $32.5M | $33.4M | ||
| Q4 24 | $32.3M | $37.3M | ||
| Q3 24 | $49.8M | $45.7M | ||
| Q2 24 | $42.4M | $73.9M | ||
| Q1 24 | — | — |
| Q4 25 | 9.9% | 14.1% | ||
| Q3 25 | 12.4% | 9.8% | ||
| Q2 25 | 8.3% | 9.5% | ||
| Q1 25 | 6.4% | 5.6% | ||
| Q4 24 | 6.2% | 5.8% | ||
| Q3 24 | 9.8% | 7.4% | ||
| Q2 24 | 8.9% | 11.8% | ||
| Q1 24 | — | — |
| Q4 25 | 1.5% | 1.1% | ||
| Q3 25 | 1.7% | 1.3% | ||
| Q2 25 | 1.6% | 1.3% | ||
| Q1 25 | 1.2% | 2.1% | ||
| Q4 24 | 1.0% | 2.0% | ||
| Q3 24 | 1.0% | 2.3% | ||
| Q2 24 | 1.0% | 1.7% | ||
| Q1 24 | — | — |
| Q4 25 | 1.50× | 1.84× | ||
| Q3 25 | 1.50× | 1.30× | ||
| Q2 25 | 1.08× | 1.16× | ||
| Q1 25 | 1.06× | 1.27× | ||
| Q4 24 | 0.67× | 0.82× | ||
| Q3 24 | 1.25× | 1.09× | ||
| Q2 24 | 1.38× | 1.85× | ||
| Q1 24 | — | — |
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% |
SKY
| Manufacturing | $369.7M | 56% |
| Retail | $252.7M | 38% |
| Canadian Factory Built Housing | $25.8M | 4% |
| Transportation And Other | $8.5M | 1% |
