{"schema_version":"secwatch.filing_event.v1","accession":"0000278166-25-000120","form_type":"8-K","ticker":"CVCO","cik":"0000278166","company_name":"CAVCO INDUSTRIES, INC.","filed_at":"2025-07-31T23:59:59+00:00","discovered_at":"2026-05-14T18:02:46.005477+00:00","generated_at":"2026-05-17T22:31:44.481966+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Cavco Q1 EPS $6.42, revenue $557M (+16.6% YoY); announces American Homestar acquisition","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."],"urls":{"canonical":"https://secwatch.observer/filing/0000278166-25-000120","json":"https://secwatch.observer/filing/0000278166-25-000120.json","markdown":"https://secwatch.observer/filing/0000278166-25-000120.md","text":"https://secwatch.observer/filing/0000278166-25-000120.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/278166/000027816625000120/0000278166-25-000120-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/278166/000027816625000120/cvco-20250731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T22:31:44.481966+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}