---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-051115"
form_type: "8-K"
ticker: "CVCO"
cik: "0000278166"
company_name: "CAVCO INDUSTRIES, INC."
filed_at: "2026-07-30T20:41:55+00:00"
generated_at: "2026-07-30T20:43:07.222048+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Cavco Q1 revenue up 9.5% to $610M; EPS down to $5.43 from $6.42; backlog jumps 53%

## Summary
- Net revenue $610M (+9.5% YoY); home sales volume up 4.4% to 5,657 homes.
- Diluted EPS $5.43 vs $6.42 prior year; net income $42.3M, down 18.1%.
- Factory-built housing gross margin 20.8% (down from 22.6%); financial services margin 52.4% (up from 40.9%).
- Backlog $298M (7-9 weeks) vs $195M a year ago; record quarterly shipments.
- Stock repurchases ~$30M in quarter; $188M remaining under authorization.

## SEC filing metadata
- accession: 0001628280-26-051115
- form_type: 8-K
- ticker: CVCO
- cik: 0000278166
- company_name: CAVCO INDUSTRIES, INC.
- filed_at: 2026-07-30T20:41:55+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/278166/000162828026051115/0001628280-26-051115-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/278166/000162828026051115/cvco-20260730.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-051115
- JSON: https://secwatch.observer/filing/0001628280-26-051115.json
- Plain text: https://secwatch.observer/filing/0001628280-26-051115.txt

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