Economic Commentary

Showing 1782 articles
Business

Cavco Industries Navigates Weather, Tariffs to Post Solid Q4 Growth; Unveils Major Rebranding Strategy

Cavco Industries reported a 21% year-over-year revenue increase to $508.4 million for fiscal Q4 2025, driven by a 28.5% surge in home shipments. Despite February weather disruptions and ongoing economic uncertainty, the manufactured housing leader saw a strong March rebound, executed a $33 million stock buyback, and launched a company-wide rebranding initiative aimed at simplifying the homebuyer journey.

Business

Enova International Posts Strong 2025 Results Fueled by Lending Growth and Buybacks, But High Leverage Raises Questions

Enova International reports robust revenue and earnings growth for Q4 and full-year 2025, driven by expansion in its consumer and small business lending segments and a significant share repurchase program. While the financial technology lender's machine-learning underwriting and capital returns strategy have rewarded shareholders, analysts point to its elevated debt load and exposure to economic cycles as key areas for investor scrutiny.