secwatch.observer — SEC 8-K summary
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Issuer:     CAVCO INDUSTRIES, INC. (CVCO)
CIK:        0000278166
Form:       8-K
Filed at:   2026-07-30T20:41:55+00:00
Accession:  0001628280-26-051115
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/278166/000162828026051115/0001628280-26-051115-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/278166/000162828026051115/cvco-20260730.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-051115

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