---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-047635"
form_type: "8-K"
ticker: "CVCO"
cik: "0000278166"
company_name: "CAVCO INDUSTRIES, INC."
filed_at: "2025-10-31T23:59:59+00:00"
generated_at: "2026-05-17T01:10:05.324328+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Cavco Q2 revenue $556.5M (+9.7%), EPS $6.55 (+24%); closes American Homestar acquisition

## Summary
- Net revenue $556.5M (+9.7% YoY); diluted EPS $6.55 (+24% YoY).
- Factory-built housing home sales volume up 5.4%; capacity utilization improved to 75% from 70%.
- Financial services gross profit margin jumped to 55.6% from 21.8% on higher premiums and lower claims.
- Backlogs $210M (5-7 weeks of production); stock repurchases $36M in the quarter.
- Closed American Homestar acquisition post-Q2; Lisa Daniels joined the Board of Directors.

## SEC filing metadata
- accession: 0001628280-25-047635
- form_type: 8-K
- ticker: CVCO
- cik: 0000278166
- company_name: CAVCO INDUSTRIES, INC.
- filed_at: 2025-10-31T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/278166/000162828025047635/0001628280-25-047635-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/278166/000162828025047635/cvco-20251030.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-047635
- JSON: https://secwatch.observer/filing/0001628280-25-047635.json
- Plain text: https://secwatch.observer/filing/0001628280-25-047635.txt

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