BHB, APTV and CVCO have been added to the Zacks Rank #5 (Strong Sell) List on August 20th, 2026.

Record revenue and 50% backlog growth signal strong demand recovery.

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Despite margin pressures from tariffs and retail competition, Cavco achieves its first $600 million quarter with a 50% backlog increase.

Cavco Industries (NASDAQ:CVCO) reported first-quarter fiscal 2027 revenue above $600 million for the first time, as order momentum continued across regions and sales channels, supporting higher production and a substantial increase in backlog. Net revenue for the quarter reached $610 million, up 9.

Moby summary of Cavco Industries, Inc.'s Q1 2027 earnings call

Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial […]