{"schema_version":"secwatch.filing_event.v1","accession":"0000278166-23-000006","form_type":"8-K","ticker":"CVCO","cik":"0000278166","company_name":"CAVCO INDUSTRIES, INC.","filed_at":"2023-02-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:47.563754+00:00","generated_at":"2026-06-20T02:47:26.833557+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cavco Q3 rev $501M (+16%), EPS $6.66; backlog down 34%; acquires Solitaire Homes for $93M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000278166-23-000006","json":"https://secwatch.observer/filing/0000278166-23-000006.json","markdown":"https://secwatch.observer/filing/0000278166-23-000006.md","text":"https://secwatch.observer/filing/0000278166-23-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000006/0000278166-23-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000006/cvco-20230202.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T02:47:26.833557+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"eaff2f65513d5ad5b027e0ffd22121e2b7d69a23","claim":"CAVCO INDUSTRIES, INC. reported fiscal third quarter ended December 31, 2022 results: revenue $501 million, net income $59,524 thousand, EPS $6.66.","evidence_excerpt":"financial results for the third fiscal quarter ended December 31, 2022 and provided updates on other business items. Third Quarter Highlights • Net revenue increased to $501 million, or 16.0%, compared to $432 million in the third quarter of the prior year. • Income before income taxes increased to $76 million, or 29%, compared to $59 million in the prior","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000006/0000278166-23-000006-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal third quarter ended December 31, 2022"},{"label":"Revenue","value":"$501 million"},{"label":"Net income","value":"$59,524 thousand"},{"label":"EPS","value":"$6.66"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}