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Daniels appointed as independent director effective Oct 27, 2025, expanding board from 7 to 8.","Daniels is former Vice Chair of Growth and Strategy at KPMG with 35 years of experience.","She will serve on Audit Committee and Corporate Governance and Nominating Committee.","Daniels qualifies as an SEC financial expert and holds CPA licenses in Arizona and California."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145986,"accession_number":"0001628280-25-043146","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-09-30T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Cavco completes $190M cash acquisition of manufactured home builder American Homestar","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $190M, subject to customary post-closing adjustments; funded with cash on hand.","American Homestar shareholders received $20.62 per share in cash; shares vested at closing.","American Homestar (Oak Creek Homes) operates two plants, 19 retail locations, and writes limited home loans.","Deal closed September 29, 2025, following HSR clearance; management cites cultural and strategic fit."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145985,"accession_number":"0000278166-25-000124","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-08-04T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cavco shareholders elect directors, approve say-on-pay and auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["David Greenblatt, Richard Kerley, Julia Sze elected with 6.3M, 6.7M, 6.8M for votes respectively.","Advisory vote on executive compensation approved: 6.9M for, 84.5K against, 4.5K abstentions.","Ratification of RSM US LLP as auditor for FY2026: 7.2M for, 67.7K against.","Approximately 90% of outstanding shares (7.3M) represented at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145984,"accession_number":"0000278166-25-000120","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q1 EPS $6.42, revenue $557M (+16.6% YoY); announces American Homestar acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $51.6M, up 50% YoY; diluted EPS $6.42 vs $4.11 prior year (+56%).","Net revenue $557M (+16.6% YoY); home sales volume +14.7%; capacity utilization ~75% vs ~65%.","Financial services gross profit 40.9% of revenue, up from (0.6)% on lower claims losses.","Stock repurchases $50M in quarter; $178M remaining under board authorization.","Backlog $200M (5-7 weeks production); entered agreement to acquire American Homestar."],"consensus_eps_estimate":null,"consensus_eps_actual":6.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":556857000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":145983,"accession_number":"0000278166-25-000105","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Cavco Industries to acquire American Homestar for $190M cash, expects Q3 FY2026 close","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Cavco acquires American Homestar (Oak Creek Homes) for $190M cash, funded from cash on hand; expected close in Q3 FY2026.","American Homestar had TTM revenue $194M, net income $16.6M, Adjusted EBITDA $17.8M, and produced 1,676 homes.","Acquisition includes 2 manufacturing plants, 19 retail locations, and 800 employees; expands Cavco's South-Central U.S. presence.","Cavco expects transaction to be accretive to earnings and cash flow, with cost and operational synergy opportunities.","Termination fee of $6M payable by American Homestar under certain conditions; closing requires regulatory approval and 80% shareholder vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164286,"accession_number":"0000278166-25-000053","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Cavco Q4 revenue up 21% to $508M, adj. EPS $5.40; board authorizes $150M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $508M (+21% YoY); adj. diluted EPS $5.40 vs $4.03 prior year.","Full-year net revenue $2,015M (+12.3%); adj. diluted EPS $21.63 vs $18.37.","Board approved new $150M stock repurchase program; $150M repurchased in fiscal year.","Factory-built housing gross margin 22.3% vs 22.4% YoY; $10M non-cash charge for brand consolidation.","Backlog $197M vs $191M year-end; CEO cites March pickup after harsh February weather."],"consensus_eps_estimate":6.3852,"consensus_eps_actual":20.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":2015458000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182052,"accession_number":"0000278166-25-000021","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-03-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco consolidates all manufacturing brands under Cavco name; records $9.9M non-cash charge in Q4","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All manufactured homes to be branded as Cavco homes; product lines replace legacy brand names.","New tagline 'Where Exceptional Meets Affordable' as part of 60th anniversary momentum.","Non-cash pre-tax charge of ~$9.9M ($7.6M after-tax) in Q4 fiscal 2025 to adjust legacy intangible brand values.","CEO Bill Boor says single brand improves customer home search and opens national marketing opportunities.","Brand consolidation leverages corporate resources with local facility expertise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182051,"accession_number":"0000278166-25-000004","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q3 EPS $6.90 (+62% YoY) on revenue $522M (+16.8%); home shipments up 21.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income per diluted share $6.90, up 62% from $4.27; pre-tax income $69.3M (+57.9%).","Net revenue $522M, up 16.8% YoY; factory-built housing revenue +17.3%, financial services +6.8%.","Home sales volume up 21.6%; backlog $224M, representing 6-8 weeks of production.","Stock repurchases of ~$42M in the quarter; cash position and balance sheet remain strong.","Financial services gross margin improved to 55.5% from 36.8% on higher premiums and lower claims."],"consensus_eps_estimate":6.2118,"consensus_eps_actual":16.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":1507100000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198704,"accession_number":"0000278166-24-000161","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cavco Industries enters $75M revolving credit facility maturing 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $75M revolving credit facility with Bank of America, maturing November 12, 2029.","Interest at Term SOFR plus 1.25-1.50% or Base Rate plus 0.25-0.50% based on leverage.","Financial covenants: max total leverage 3.25x and minimum consolidated EBITDA of $75M.","No borrowings outstanding as of November 12, 2024; facility includes $10M letter of credit subfacility.","Amends and restates prior November 2022 credit agreement; $75M incremental facility available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":198703,"accession_number":"0000278166-24-000147","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Cavco Q2 revenue up 12% to $507M, EPS $5.28; approves $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net revenue $507M (+12.3% YoY); diluted EPS $5.28 vs $4.76 (+10.9%).","Factory-built housing revenue up 12%; home sales volume +15.7%; capacity utilization ~70%.","Backlog increased 19% sequentially to $276M; modules in backlog up 20%.","Financial services gross profit down 28.7% due to Hurricane Beryl claims ($4M impact).","Board approved new $100M share repurchase program; Q2 repurchases totaled ~$44M."],"consensus_eps_estimate":5.661,"consensus_eps_actual":9.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":985060000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214747,"accession_number":"0000278166-24-000136","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Cavco transitions interim president of insurance subsidiary to Regan Fackrell; Like stays as SVP","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steve Like steps down as interim President of Standard Casualty Company effective September 4, 2024.","Regan Fackrell appointed President of Standard Casualty Company, the insurance subsidiary.","Like remains at Cavco as Senior Vice President, Corporate Development.","No other executive changes disclosed; CEO and CFO unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214746,"accession_number":"0000278166-24-000119","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Cavco holds annual meeting; 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EPS $4.27 vs $6.66; new $100M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $447M (-10.8% YoY); net income per diluted share $4.27 vs $6.66 in prior year.","Factory-built housing gross margin fell to 22.4% from 25.5%; financial services margin dropped to 36.8% from 46.6%.","Backlog $160M at quarter end; orders written on same-plant basis highest in six quarters.","Board approved new $100M stock repurchase program, bringing total authorization to $139M including prior remaining.","Company repurchased ~$50M of stock during the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":14.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1374674000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269392,"accession_number":"0000278166-23-000077","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q2 revenue down 21.7% YoY to $452M; EPS $4.76 vs $8.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $452M, down 21.7% YoY; diluted EPS $4.76 vs $8.25 in prior year.","Factory-built housing gross margin fell to 23.2% from 26.7% on lower volume and selling prices.","Backlogs held at $170M (~6 weeks); $47M returned to shareholders via buybacks.","Income before taxes $52M, down 44.1% YoY; financial services margins hurt by weather claims.","CEO cites rising interest rates with no relief for prospective homeowners; affordable housing crisis worsens."],"consensus_eps_estimate":null,"consensus_eps_actual":10.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":927905000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286372,"accession_number":"0000278166-23-000064","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","5.02","5.07","8.01","9.01"],"status":"ready","headline":"Cavco fiscal Q1 revenue down 19% to $476M; EPS $5.29 vs $6.63; announces new $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $476M, down 19% YoY; net income $46.4M, diluted EPS $5.29 vs $6.63.","Factory-built housing revenue down 20.2%; home sales volumes fell 14.3% and average price decreased 6.9%.","Backlog dropped to $177M from $244M in the prior quarter, a decline of $67M.","Financial services gross profit margin fell to 24.0% from 32.6% due to higher weather-related insurance claims.","Board approved new $100M stock repurchase program, bringing total authorization to $135.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":5.29,"consensus_revenue_estimate":null,"consensus_revenue_actual":475875000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306222,"accession_number":"0000278166-23-000026","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q4 EPS $5.39 vs $5.80 YoY; backlog falls to $244M from $1.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $476M (-5.8% YoY); full-year revenue $2.14B (+32%).","Q4 diluted EPS $5.39 (down 7.1%); full-year EPS $26.95 (up 26.3%).","Backlog at April 1, 2023 was $244M vs $427M three months ago and $1.1B a year ago.","Acquired Solitaire Homes contributed $28M revenue; had pre-tax loss of $0.8M.","Returned nearly $30M to shareholders via stock repurchases in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":26.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":2142713000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325402,"accession_number":"0000278166-23-000006","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q3 rev $501M (+16%), EPS $6.66; backlog down 34%; acquires Solitaire Homes for $93M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $500.6M, up 16% YoY; factory-built housing revenue $481.2M (+16.3%).","Diluted EPS $6.66 vs $8.57 prior year, which included $3.23/share energy tax credit benefit.","Backlog $427M, down $224M (34%) from $651M in prior quarter due to lower orders.","Acquired Solitaire Homes on Jan 3, 2023 for $93M cash; adds four factories and 22 retail locations.","Stock repurchases totaled $34M in Q3 and $73M fiscal year-to-date; cash balance over $280M."],"consensus_eps_estimate":null,"consensus_eps_actual":21.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1666333000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":325401,"accession_number":"0000278166-23-000003","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2023-01-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco completes $93M acquisition of Solitaire Homes","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of Solitaire Homes completed Jan 3, 2023; purchase price $93M before adjustments.","Solitaire operates four manufacturing facilities, 22 retail locations, and dedicated transportation.","Transaction funded with cash on hand; CEO Bill Boor highlights strong fit and new opportunities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343169,"accession_number":"0000278166-22-000072","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-11-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Cavco Industries enters $50M revolving credit facility with Bank of America, maturing 2027","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$50M revolving credit facility with $10M letter of credit subfacility; matures Nov 22, 2027.","Interest rate: Term SOFR + 1.125%-1.350% or Base Rate + 0.125%-0.350%; unused commitment fee 0.15%.","Financial covenants: max total leverage ratio 3.25:1.00, minimum consolidated EBITDA of $75M.","No borrowings outstanding as of Nov 22, 2022; facility guaranteed by certain subsidiaries.","Borrower may request up to $100M in incremental facilities, subject to conditions and lender commitments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343166,"accession_number":"0000278166-22-000065","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K/A","filed_at":"2022-11-04T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Cavco corrects XBRL tagging error on prior 8-K; no other changes","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filed 8-K/A to add missing Inline XBRL tagging on cover page of Nov 3, 2022 8-K.","No modifications to any disclosure, financial data, or exhibits from original report.","Purely administrative correction with no impact on reported information."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.01,"calibrated_materiality_score":0.01,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343168,"accession_number":"0000278166-22-000063","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q2 net rev $577M (+60.6%), EPS $8.25; acquires Solitaire Homes for $93M cash","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $577M (+60.6% YoY), net income $74M (+97.1%), diluted EPS $8.25 vs $4.06.","Factory-built housing revenue $560M (+63.6%), homes sold 5,111 (+42.1%), average price $109,490 (+15.1%).","Backlog $651M, down $347M from prior quarter due to lower order rates and improved plant utilization (~80%).","Acquired Solitaire Homes (4 plants, 22 retail locations) for $93M cash, expected close early Q4 FY2023.","SEC litigation resolved with $1.5M penalty and injunction; facility expansions in AZ and NC commenced."],"consensus_eps_estimate":null,"consensus_eps_actual":14.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1165730000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":343167,"accession_number":"0000278166-22-000061","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["8.01","7.01","9.01"],"status":"ready","headline":"Cavco signs binding offer to acquire Solitaire Homes for $93M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $93M, subject to adjustments; expected close early Q4 fiscal 2023.","Solitaire has 4 manufacturing facilities, 22 retail stores, 950 employees; FY2021 pro-forma EBITDA $16.5M on $156.3M revenue.","Expands Cavco's Southwest footprint and adds cross-border manufacturing in Mexico.","Entirely cash-funded; Cavco expects transaction to be accretive to earnings and cash flow.","Solitaire produced ~1,600 homes in 2021 from NM and Mexico plants; Duncan, OK facility restarted in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359720,"accession_number":"0000278166-22-000057","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-09-26T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco Industries settles SEC action for $1.5M; court approves consent judgment","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["District Court approved settlement of SEC action; Cavco pays $1.5M penalty without admitting/denying findings.","Action stemmed from 2017 securities trading directed by former CEO Stegmayer, yielding ~$265K unrealized gain.","Consent judgment imposes permanent injunction against future antifraud and internal control violations.","Settlement resolves all claims against Cavco; former CFO Daniel Urness remains the sole remaining defendant.","CEO Bill Boor expressed satisfaction with reasonable terms after extended resolution process."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":359719,"accession_number":"0000278166-22-000049","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-08-04T23:59:59+00:00","items":["5.07","2.02","9.01"],"status":"ready","headline":"Cavco Q1 revenue $588M, EPS $6.63; backlog $1B; new $100M buyback; SEC settlement","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue record $588M (+78% YoY); diluted EPS $6.63 vs $2.92; net income $60M.","Factory-built housing segment revenue $573M (+83%); gross margin 24.4% vs 21.2%.","Backlog $1.0B (+26% YoY); factory capacity utilization >85%, a 10-year record.","Returned $39M to shareholders via buybacks; Board approved new $100M repurchase program.","SEC litigation settlement reached in principle; expected within 60 days; not material to financials."],"consensus_eps_estimate":null,"consensus_eps_actual":6.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":588338000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378538,"accession_number":"0000278166-22-000014","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-05-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Cavco Q4 revenue $505M, EPS $5.80; full-year EPS $21.34; approves $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $505M (+65% YoY); net income $54M (+113%); diluted EPS $5.80 vs $2.71.","Full-year net revenue $1.63B (+47%); EPS $21.34 vs $8.25; includes $3.28/share from energy tax credits.","Backlog $1.1B (+82% YoY); factory utilization >80%; added Commodore operations (6 plants).","Board approved $100M stock repurchase program; prior $100M program fully utilized.","Factory-built housing gross margin 24.5% (+390 bps YoY); consolidated gross margin 25.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":21.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":1627158000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":378537,"accession_number":"0000278166-22-000011","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-04-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco closes acquisition of 184,000-sq-ft NC facility for HUD-code home production","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Facility purchased from Volumetric Building Companies (VBC) for cash from internal capital.","Will be converted from multi-family/commercial to single-family HUD-code home production.","Existing projects to be completed by VBC through summer 2022; Cavco renovations follow.","Anticipated production start by Q4 2022; Cavco plans to offer jobs to current employees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396793,"accession_number":"0000278166-22-000009","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-03-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco acquires 184,000 sq ft facility in N.C. to boost HUD-code home production","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cavco signed agreement to acquire a 184,000 sq ft manufacturing facility in Hamlet, North Carolina from Volumetric Building Companies.","Facility will be renovated to produce HUD-code homes; production start expected by Q4 2022.","Expansion will bring total homebuilding production lines to 27, increasing affordable housing capacity.","Cavco intends to offer employment to existing VBC employees after transition; additional jobs anticipated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":396792,"accession_number":"0000278166-22-000002","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco reports record Q3 revenue $432M, net income $80M; diluted EPS $8.57 vs $2.12 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net revenue $432M and net income $80M; diluted EPS $8.57 vs $2.12 in prior year quarter.","Net income includes $29.9M net benefit from non-recurring energy efficient home tax credits ($3.23 per share).","Factory-built housing gross margin improved to 25.2% from 17.4% YoY; factory utilization back to pre-pandemic 80%.","Backlog $1.1B, up $633M from prior year; Commodore acquisition contributed $277M of backlog growth.","Returned $9M to shareholders via stock repurchases in quarter; $29M year-to-date."],"consensus_eps_estimate":null,"consensus_eps_actual":15.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":1121679000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":415749,"accession_number":"0000278166-21-000071","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Industries reports record Q2 revenue $360M, EPS $4.06, acquires Commodore for $156M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenue $360M, up 39% YoY; net income $38M, diluted EPS $4.06 vs $1.62.","Factory-built housing revenue $342M (+42%), home selling prices up 35% to $95,105.","Backlogs $1.1B, up 245% YoY, including $279M from Commodore acquisition.","Completed Commodore acquisition Sept 24 for $156M cash; adds 6 plants, 2 retail locations.","Returned $7.6M to shareholders via stock repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":6.97,"consensus_revenue_estimate":null,"consensus_revenue_actual":689965000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433380,"accession_number":"0000278166-21-000069","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-09-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Cavco completes $153M acquisition of The Commodore Corporation","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition closed on September 24, 2021 via wholly-owned subsidiary Commodore Homes, LLC.","Purchase price of $153 million before post-closing adjustments; funded with cash on hand.","Commodore is largest independent U.S. builder of manufactured and modular homes.","Cavco CEO Bill Boor welcomed Commodore employees and cited strong brand reputation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433379,"accession_number":"0000278166-21-000066","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-09-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"SEC files civil complaint against Cavco and former executives over 2017 trading improprieties","summary_kind":"llm","event_type":"litigation","confidence":"high","bullets":["SEC complaint filed Sept 2, 2021 against Cavco, ex-CEO Joseph Stegmayer, ex-CFO Daniel Urness.","Alleges antifraud and internal control violations from fall 2017 trading resulting in $260,459 unrealized gain.","SEC seeks injunction and monetary penalties; company says it will vigorously defend.","Former Chairman/President/CEO Stegmayer and former CFO Urness named as defendants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433378,"accession_number":"0000278166-21-000058","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-08-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Cavco appoints Allison K. Aden as CFO effective Aug 30, 2021; shareholders re-elect directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Allison K. Aden named EVP and CFO, effective Aug 30, 2021, replacing prior CFO.","Compensation includes $450K base salary, up to $450K short-term bonus target, and equity awards.","Annual shareholders meeting: 89% quorum; incumbents Bunger and Moster re-elected with >7.4M votes each.","Advisory vote on exec compensation passed with 7.8M for vs 141K against; auditor ratification approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433377,"accession_number":"0000278166-21-000045","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco reports record Q1 revenue $330M, EPS $2.92; 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expands into Northeast","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price of $153M; estimated cash outlay $140M after adjustments and fees, funded with cash on hand.","Commodore generated LTM net sales of ~$258M, sold over 3,700 homes (6,600 modules) through 6 plants and 2 retail stores.","Acquisition expected to close in Cavco's fiscal Q3 2022, subject to regulatory approvals.","Cavco expects the deal to be significantly accretive to earnings and cash flow from operations in FY2022.","Commodore brings commercial loan portfolio >$25M and over 1,200 employees; Barry Shein to support transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":433375,"accession_number":"0000278166-21-000034","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2021-07-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Cavco approves FY2022 executive comp: salary bumps, STIP/LTIP for CEO and officers","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Boor base salary raised $25K to $850K; CAO Bigbee raised $20K to $220K.","Short-term incentive (STIP) target for Boor set at 120% of base salary; threshold 60%, max 240%.","Long-term equity: Boor receives 4,500 time-based RSUs and 4,550 PRSUs (target), each grant value ~$957,668.","PRSUs vest based on relative TSR, market share expansion, and manufacturing labor efficiency over FY2022-2024.","STIP for other officers (Dragash, Niño, Bigbee) mixes corporate and individual performance measures."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":4197296862.8621984,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}