---
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"
generated_at: "2026-05-17T22:31:44.481966+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Cavco Q1 EPS $6.42, revenue $557M (+16.6% YoY); announces American Homestar acquisition

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000278166-25-000120
- JSON: https://secwatch.observer/filing/0000278166-25-000120.json
- Plain text: https://secwatch.observer/filing/0000278166-25-000120.txt

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