{"filings":[{"id":595996,"accession_number":"0001628280-26-037575","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2026-05-22T14:35:33+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY","event_type":"earnings","confidence":"high","bullets":["Q4 net revenue $550M (+8% YoY); net income $42.5M, diluted EPS $5.42 vs $4.47.","Full-year net revenue $2,245M (+11.4%); net income $190.6M, diluted EPS $23.98 vs $20.71.","Record number of homes sold in FY2026; factory-built housing gross margin 22.1% vs 22.9% YoY.","Board approved new $150M stock repurchase program on May 18, 2026.","CEO reports Q4 wholesale orders up significantly from Q3 and prior year; new Arizona plant broke ground."],"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,"daily_digest_date":"2026-05-22","daily_digest_url":"/daily/2026-05-22","daily_digest_rank":9},{"id":113019,"accession_number":"0001628280-26-004168","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q3 EPS $5.58, down 19.1%; revenue up 11.3% to $581M; closes American Homestar deal","event_type":"earnings","confidence":"high","bullets":["Net income of $44.1M, down 22% YoY; diluted EPS $5.58 vs $6.90.","Revenue $581M, up 11.3% driven by home sales volume (+3.2%) and higher ASP (+8.0% to $106,971).","Factory-built housing gross margin fell to 21.7% from 23.6%; financial services margin rose to 65.2%.","American Homestar contributed $42M revenue, 343 homes, and $6.9M incremental SG&A; $2.9M deal costs in quarter.","Stock repurchases of ~$44M in quarter; ~$98M remaining under authorization."],"consensus_eps_estimate":null,"consensus_eps_actual":18.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1694378000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129420,"accession_number":"0001628280-25-047635","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Cavco Q2 revenue $556.5M (+9.7%), EPS $6.55 (+24%); closes American Homestar acquisition","event_type":"earnings","confidence":"high","bullets":["Net revenue $556.5M (+9.7% YoY); diluted EPS $6.55 (+24% YoY).","Factory-built housing home sales volume up 5.4%; capacity utilization improved to 75% from 70%.","Financial services gross profit margin jumped to 55.6% from 21.8% on higher premiums and lower claims.","Backlogs $210M (5-7 weeks of production); stock repurchases $36M in the quarter.","Closed American Homestar acquisition post-Q2; Lisa Daniels joined the Board of Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":12.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":1113384000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129419,"accession_number":"0001628280-25-046831","cik":278166,"company_name":"CAVCO INDUSTRIES, INC.","ticker":"CVCO","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Cavco expands board to 8 with former KPMG VP Lisa Daniels appointment","event_type":"leadership","confidence":"high","bullets":["Lisa L. 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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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%","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}