| Stage | SKY | % of rev | CVCO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $621M | 100.00% | $656M | 100.00% | CVCO ×1.06 |
| Gross profit | $154M | 24.85% | $148M | 22.49% | SKY +2.4pp |
| Operating income | $36M | 5.79% | $70M | 10.65% | CVCO +4.9pp |
| Pre-tax income | $40M | 6.45% | $73M | 11.18% | CVCO +4.7pp |
| Net income | $32M | 5.17% | $55M | 8.45% | CVCO +3.3pp |
| Stage | SKY | CVCO | Gap · A − B |
|---|---|---|---|
| Revenue | $621M100.00% | $656M100.00% | CVCO ×1.06 |
| Gross profit | 24.85%$154M | 22.49%$148M | SKY +2.4pp |
| Operating income | 5.79%$36M | 10.65%$70M | CVCO +4.9pp |
| Pre-tax income | 6.45%$40M | 11.18%$73M | CVCO +4.7pp |
| Net income |
| 5.17%$32M |
| 8.45%$55M |
| CVCO +3.3pp |
SKY · LCII 10-KFeb 21 '25
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
CVCO · LCII 10-KFeb 21 '25
“Major customers include Brunswick Corporation (symbol: BC), Polaris Inc. (symbol: PII), Blue Bird Corporation (symbol: BLBD), Skyline Champion Corporation (symbol: SKY), and Cavco Industries, Inc. (symbol: CVCO).”
None