{"schema_version":"secwatch.filing_event.v1","accession":"0000278166-23-000077","form_type":"8-K","ticker":"CVCO","cik":"0000278166","company_name":"CAVCO INDUSTRIES, INC.","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:31.598995+00:00","generated_at":"2026-06-09T01:13:27.476190+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Cavco Q2 revenue down 21.7% YoY to $452M; EPS $4.76 vs $8.25","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000278166-23-000077","json":"https://secwatch.observer/filing/0000278166-23-000077.json","markdown":"https://secwatch.observer/filing/0000278166-23-000077.md","text":"https://secwatch.observer/filing/0000278166-23-000077.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000077/0000278166-23-000077-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000077/cvco-20231102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T01:13:27.476190+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":"a6f2ee6cad1bbb3c51c49d9630d9e23860b2a5ab","claim":"CAVCO INDUSTRIES, INC. reported fiscal second quarter ended September 30, 2023 results: revenue $452 million, EPS $4.76.","evidence_excerpt":"Net revenue was $452 million, down 21.7% compared to $577 million in the second quarter of the prior year.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/278166/000027816623000077/0000278166-23-000077-index.htm","confidence":0.98,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal second quarter ended September 30, 2023"},{"label":"Revenue","value":"$452 million"},{"label":"EPS","value":"$4.76"},{"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"}