CAVCO INDUSTRIES, INC.

Annual Trend FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026
Cash flows from operating activities:
Adjustments to reconcile net income to net cash provided by operating activities:
Net Income (Loss) Attributable to Parent $38.0m $61.5m $68.6m $75.1m $76.6m $197.7m $240.6m $157.8m $171.0m $190.6m
Net Income (Loss) Available to Common Stockholders, Basic $38.0m $61.5m $68.6m $75.1m $76.6m $197.7m $240.8m $157.9m $171.0m $190.6m
Net Income (Loss), Including Portion Attributable to Noncontrolling Interest $38.0m $61.5m $68.6m $75.1m $76.6m $197.7m $240.8m $157.9m $171.0m $190.6m
Net Income (Loss) Attributable to Noncontrolling Interest $43k $287k $88k
Depreciation, Depletion and Amortization $3.7m $4.0m $4.7m $5.8m $6.3m $11.0m $16.9m $18.5m $19.3m $23.0m
Amortization $368k $368k $324k $606k $747k $1.4m $2.1m $1.6m $1.5m $2.0m
Amortization of Intangible Assets $368k $368k $324k $606k $747k $1.4m $2.1m $1.6m $1.5m $2.0m
Depreciation $3.3m $3.7m $4.4m $5.2m $5.6m $9.6m $14.8m $17.0m $17.7m $21.1m
Deferred Income Tax Expense (Benefit) $271k ($4.3m) ($241k) $204k $315k ($1.8m) $2.0m ($3.1m) ($6.5m) $9.7m
Share-based Payment Arrangement, Noncash Expense $2.1m $2.3m $3.4m $3.9m $4.4m $5.1m $6.3m $6.8m $8.7m $12.8m
Payment, Tax Withholding, Share-based Payment Arrangement $1.1m $2.0m $3.4m $4.8m
Goodwill and Intangible Asset Impairment $0 $0 $0 $0 $0 $0 $0 $0
Goodwill, Impairment Loss $0 $0
Impairment of Intangible Assets, Indefinite-lived (Excluding Goodwill) $10.0m $0
Gain (Loss) on Disposition of Property Plant Equipment $62k $77k $53k $3.4m ($116k) $220k $281k ($132k) ($58k) $35k
Income Tax Expense (Benefit) $17.3m $17.0m $18.1m $17.9m $20.3m $14.2m $65.9m $41.3m $40.0m $54.1m
Interest Expense Nonoperating $517k $541k
Other Nonoperating Income (Expense) $222k $335k
Changes in operating assets and liabilities:
Additional Financial Items
Increase (Decrease) in Accounts Receivable $2.1m $4.1m $5.7m $1.4m $4.6m $27.3m ($10.2m) ($11.6m) $28.8m ($2.9m)
Increase (Decrease) in Inventories ($958k) $13.4m $7.1m ($8.2m) $17.7m $73.8m ($38.9m) ($44.9m) $11.4m ($4.9m)
Equity Securities, FV-NI, Gain (Loss) ($355k) ($2.3m) $8.5m $2.2m $561k $1.9m ($1.0m) $1.4m
Equity Securities, FV-NI, Realized Gain (Loss) ($64k) ($232k) $2.2m $551k $958k $348k $1.2m $468k
Equity Securities, FV-NI, Unrealized Gain (Loss) ($291k) ($2.0m) $6.3m $1.6m ($397k) $1.5m ($2.2m) $897k
Goodwill $75.1m $75.1m $101.0m $114.5m $121.9m $122.0m $208.8m
Investment Income, Interest $21.1m $16.3m
Liability for Unpaid Claims and Claims Adjustment Expense, Incurred Claims $23.0m $26.0m $33.5m $37.5m $43.4m $31.0m
Proceeds from Stock Options Exercised ($1.4m) ($915k) ($114k) ($1.1m) ($2.8m) $4.2m $3.7m $4.5m $4.5m $2.2m
Provision for Loan, Lease, and Other Losses $792k $422k $562k $1.3m ($1.2m) ($325k) ($517k) ($632k) ($511k) ($589k)
Financing Receivable, Credit Loss, Expense (Reversal) $82k
Net Cash Provided by (Used in) Operating Activities $44.8m $58.8m $32.8m $101.7m $114.0m $144.2m $255.7m $224.7m $178.5m $267.5m
Cash flows from investing activities:
Payments to Acquire Property, Plant, and Equipment $5.3m $8.4m $7.6m $14.3m $25.5m $18.7m $44.1m $17.4m $21.4m $35.4m
Payments to Acquire Businesses, Net of Cash Acquired $105.7m $19.2m $0 $172.8m
Net Cash Provided by (Used in) Investing Activities ($7.1m) ($4.7m) ($5.8m) ($25.2m) ($23.3m) ($159.1m) ($129.3m) ($31.7m) ($24.0m) ($222.4m)
Cash flows from financing activities:
Payments for Repurchase of Common Stock $0 $0 $1.4m $59.6m $103.4m $109.3m $148.7m $159.9m
Net Cash Provided by (Used in) Financing Activities ($3.0m) $124k ($26.4m) ($20.8m) ($7.0m) ($65.1m) ($102.2m) ($107.7m) ($147.9m) ($162.8m)
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents, Period Increase (Decrease), Including Exchange Rate Effect $35.8m $54.4m $611k $55.7m $83.7m ($80.0m) $24.2m $85.3m $6.6m ($117.7m)
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $35.8m $54.4m $199.9m $255.6m $339.3m $259.3m $283.5m $368.8m $375.3m $257.6m
Supplemental disclosure of cash flow information:
Interest Paid, Excluding Capitalized Interest, Operating Activities $3.4m $2.9m $2.3m $736k $468k $451k $619k $801k $11k $272k
Income Taxes Paid, Net $18.1m $17.3m $19.9m $18.8m $19.5m $31.4m $82.4m $36.8m $45.6m $39.3m

Values abbreviated: b = billions, m = millions, k = thousands. Per share data in USD.