---
schema_version: "secwatch.filing_event.v1"
accession: "0000278166-22-000002"
form_type: "8-K"
ticker: "CVCO"
cik: "0000278166"
company_name: "CAVCO INDUSTRIES, INC."
filed_at: "2022-02-03T23:59:59+00:00"
generated_at: "2026-06-27T11:57:02.617554+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Cavco reports record Q3 revenue $432M, net income $80M; diluted EPS $8.57 vs $2.12 YoY

## Summary
- 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.

## SEC filing metadata
- accession: 0000278166-22-000002
- form_type: 8-K
- ticker: CVCO
- cik: 0000278166
- company_name: CAVCO INDUSTRIES, INC.
- filed_at: 2022-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/278166/000027816622000002/0000278166-22-000002-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/278166/000027816622000002/cvco-20220203.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000278166-22-000002
- JSON: https://secwatch.observer/filing/0000278166-22-000002.json
- Plain text: https://secwatch.observer/filing/0000278166-22-000002.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.