{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-037575","form_type":"8-K","ticker":"CVCO","cik":"0000278166","company_name":"CAVCO INDUSTRIES, INC.","filed_at":"2026-05-22T14:35:33+00:00","discovered_at":"2026-05-22T14:36:00.303661+00:00","generated_at":"2026-05-22T14:37:39.466595+00:00","sec_items":["2.02","8.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"confidence":"high","headline":"Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY","bullets":["Q4 net revenue $550M (+8% YoY); net income $42.5M, diluted EPS $5.42 vs $4.47.","Full-year net revenue $2,245M (+11.4%); net income $190.6M, diluted EPS $23.98 vs $20.71.","Record number of homes sold in FY2026; factory-built housing gross margin 22.1% vs 22.9% YoY.","Board approved new $150M stock repurchase program on May 18, 2026.","CEO reports Q4 wholesale orders up significantly from Q3 and prior year; new Arizona plant broke ground."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-037575","json":"https://secwatch.observer/filing/0001628280-26-037575.json","markdown":"https://secwatch.observer/filing/0001628280-26-037575.md","text":"https://secwatch.observer/filing/0001628280-26-037575.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/278166/000162828026037575/0001628280-26-037575-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/278166/000162828026037575/cvco-20260521.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T14:37:39.466595+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"}