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Posted by
Two Blokes Jun 10 -
Filed in
Stock
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6 views
Cavco delivered strong revenue growth driven by higher home sales, with slightly compressed margins due to product mix shifts. Brand unification under the Cavco name enhances marketing, operational flexibility, and positions the company for long-term growth and national presence. While tariffs and regional pricing pose short-term risks, management's proactive strategies and pricing power should mitigate margin impacts.
