---
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"
generated_at: "2026-05-22T14:37:39.466595+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 8.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-037575
- JSON: https://secwatch.observer/filing/0001628280-26-037575.json
- Plain text: https://secwatch.observer/filing/0001628280-26-037575.txt

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