secwatch.observer — SEC 8-K summary
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Issuer:     CAVCO INDUSTRIES, INC. (CVCO)
CIK:        0000278166
Form:       8-K
Filed at:   2026-05-22T14:35:33+00:00
Accession:  0001628280-26-037575
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/278166/000162828026037575/0001628280-26-037575-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/278166/000162828026037575/cvco-20260521.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-037575

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