secwatch.observer — SEC 8-K summary
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Issuer:     CAVCO INDUSTRIES, INC. (CVCO)
CIK:        0000278166
Form:       8-K
Filed at:   2025-10-31T23:59:59+00:00
Accession:  0001628280-25-047635
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/278166/000162828025047635/0001628280-25-047635-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/278166/000162828025047635/cvco-20251030.htm
  HTML page:      https://secwatch.observer/filing/0001628280-25-047635

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer