Highest-materiality recent filing
Cavco Q4 revenue up 8% to $550M; diluted EPS $5.42 vs $4.47 YoY
Q4 net revenue $550M (+8% YoY); net income $42.5M, diluted EPS $5.42 vs $4.47.
Cavco Q3 EPS $5.58, down 19.1%; revenue up 11.3% to $581M; closes American Homestar deal
Net income of $44.1M, down 22% YoY; diluted EPS $5.58 vs $6.90.
Cavco Q2 revenue $556.5M (+9.7%), EPS $6.55 (+24%); closes American Homestar acquisition
Net revenue $556.5M (+9.7% YoY); diluted EPS $6.55 (+24% YoY).
Cavco expands board to 8 with former KPMG VP Lisa Daniels appointment
Lisa L. Daniels appointed as independent director effective Oct 27, 2025, expanding board from 7 to 8.
Cavco completes $190M cash acquisition of manufactured home builder American Homestar
Purchase price $190M, subject to customary post-closing adjustments; funded with cash on hand.
Cavco shareholders elect directors, approve say-on-pay and auditor at 2025 annual meeting
David Greenblatt, Richard Kerley, Julia Sze elected with 6.3M, 6.7M, 6.8M for votes respectively.
Cavco Q1 EPS $6.42, revenue $557M (+16.6% YoY); announces American Homestar acquisition
Net income $51.6M, up 50% YoY; diluted EPS $6.42 vs $4.11 prior year (+56%).
Cavco Industries to acquire American Homestar for $190M cash, expects Q3 FY2026 close
Cavco acquires American Homestar (Oak Creek Homes) for $190M cash, funded from cash on hand; expected close in Q3 FY2026.
Cavco Q4 revenue up 21% to $508M, adj. EPS $5.40; board authorizes $150M buyback
Q4 net revenue $508M (+21% YoY); adj. diluted EPS $5.40 vs $4.03 prior year.
Cavco consolidates all manufacturing brands under Cavco name; records $9.9M non-cash charge in Q4
All manufactured homes to be branded as Cavco homes; product lines replace legacy brand names.
Cavco Q3 EPS $6.90 (+62% YoY) on revenue $522M (+16.8%); home shipments up 21.6%
Net income per diluted share $6.90, up 62% from $4.27; pre-tax income $69.3M (+57.9%).
Cavco Industries enters $75M revolving credit facility maturing 2029
New $75M revolving credit facility with Bank of America, maturing November 12, 2029.
Cavco Q2 revenue up 12% to $507M, EPS $5.28; approves $100M buyback
Q2 net revenue $507M (+12.3% YoY); diluted EPS $5.28 vs $4.76 (+10.9%).
Cavco transitions interim president of insurance subsidiary to Regan Fackrell; Like stays as SVP
Steve Like steps down as interim President of Standard Casualty Company effective September 4, 2024.
Cavco Q1 EPS $4.11, down 22% YoY; insurance losses offset factory-built momentum
Net revenue $478M, up 0.4% YoY; diluted EPS $4.11 vs $5.29 (down 22.3%).
Cavco holds annual meeting; elects directors, approves say-on-pay, ratifies auditor
Elected directors Bunger (7,251,565 for) and Moster (6,546,555 for) to three-year terms.
Cavco Q4 net income down 28% YoY; FY revenue falls 16% to $1.795B
Q4 net revenue $420M, net income $34M, diluted EPS $4.03 vs $5.39 last year.
Cavco Q3 revenue down 10.8% to $447M; EPS $4.27 vs $6.66; new $100M buyback authorized
Net revenue $447M (-10.8% YoY); net income per diluted share $4.27 vs $6.66 in prior year.
Cavco Q2 revenue down 21.7% YoY to $452M; EPS $4.76 vs $8.25
Net revenue $452M, down 21.7% YoY; diluted EPS $4.76 vs $8.25 in prior year.
Cavco fiscal Q1 revenue down 19% to $476M; EPS $5.29 vs $6.63; announces new $100M buyback
Net revenue $476M, down 19% YoY; net income $46.4M, diluted EPS $5.29 vs $6.63.
Cavco Q4 EPS $5.39 vs $5.80 YoY; backlog falls to $244M from $1.1B
Net revenue $476M (-5.8% YoY); full-year revenue $2.14B (+32%).
Cavco Q3 rev $501M (+16%), EPS $6.66; backlog down 34%; acquires Solitaire Homes for $93M
Net revenue $500.6M, up 16% YoY; factory-built housing revenue $481.2M (+16.3%).
Cavco completes $93M acquisition of Solitaire Homes
Acquisition of Solitaire Homes completed Jan 3, 2023; purchase price $93M before adjustments.
Cavco Industries enters $50M revolving credit facility with Bank of America, maturing 2027
$50M revolving credit facility with $10M letter of credit subfacility; matures Nov 22, 2027.
Cavco corrects XBRL tagging error on prior 8-K; no other changes
Filed 8-K/A to add missing Inline XBRL tagging on cover page of Nov 3, 2022 8-K.
Cavco Q2 net rev $577M (+60.6%), EPS $8.25; acquires Solitaire Homes for $93M cash
Net revenue $577M (+60.6% YoY), net income $74M (+97.1%), diluted EPS $8.25 vs $4.06.
Cavco signs binding offer to acquire Solitaire Homes for $93M cash
Purchase price $93M, subject to adjustments; expected close early Q4 fiscal 2023.
Cavco Industries settles SEC action for $1.5M; court approves consent judgment
District Court approved settlement of SEC action; Cavco pays $1.5M penalty without admitting/denying findings.
Cavco Q1 revenue $588M, EPS $6.63; backlog $1B; new $100M buyback; SEC settlement
Net revenue record $588M (+78% YoY); diluted EPS $6.63 vs $2.92; net income $60M.
Cavco Q4 revenue $505M, EPS $5.80; full-year EPS $21.34; approves $100M buyback
Q4 net revenue $505M (+65% YoY); net income $54M (+113%); diluted EPS $5.80 vs $2.71.
Cavco closes acquisition of 184,000-sq-ft NC facility for HUD-code home production
Facility purchased from Volumetric Building Companies (VBC) for cash from internal capital.
Cavco acquires 184,000 sq ft facility in N.C. to boost HUD-code home production
Cavco signed agreement to acquire a 184,000 sq ft manufacturing facility in Hamlet, North Carolina from Volumetric Building Companies.
Cavco reports record Q3 revenue $432M, net income $80M; diluted EPS $8.57 vs $2.12 YoY
Record net revenue $432M and net income $80M; diluted EPS $8.57 vs $2.12 in prior year quarter.
Cavco Industries reports record Q2 revenue $360M, EPS $4.06, acquires Commodore for $156M
Net revenue $360M, up 39% YoY; net income $38M, diluted EPS $4.06 vs $1.62.
Cavco completes $153M acquisition of The Commodore Corporation
Acquisition closed on September 24, 2021 via wholly-owned subsidiary Commodore Homes, LLC.
SEC files civil complaint against Cavco and former executives over 2017 trading improprieties
SEC complaint filed Sept 2, 2021 against Cavco, ex-CEO Joseph Stegmayer, ex-CFO Daniel Urness.
Cavco appoints Allison K. Aden as CFO effective Aug 30, 2021; shareholders re-elect directors
Allison K. Aden named EVP and CFO, effective Aug 30, 2021, replacing prior CFO.
Cavco reports record Q1 revenue $330M, EPS $2.92; acquires Commodore for $153M
Record quarterly net revenue $330M (+29.7% YoY), net income $27M (+62.2%), diluted EPS $2.92 vs $1.80.
Cavco acquires The Commodore Corporation for $153M; expands into Northeast
Purchase price of $153M; estimated cash outlay $140M after adjustments and fees, funded with cash on hand.
Cavco approves FY2022 executive comp: salary bumps, STIP/LTIP for CEO and officers
CEO Boor base salary raised $25K to $850K; CAO Bigbee raised $20K to $220K.
On September 3, 2024, Cavco Industries, Inc. (the “Company”) and Mr. Steve Like agreed to transition his duties as President (interim) of Standard Casualty Company, the Company's insurance subsidiary, to Mr. Regan Fackrell, President, Standard Casualty Company, effective as of September 4, 2024.
On September 3, 2024, Cavco Industries, Inc. (the “Company”) and Mr. Steve Like agreed to transition his duties as President (interim) of Standard Casualty Company, the Company's insurance subsidiary, to Mr. Regan Fackrell, President, Standard Casualty Company, effective as of September 4, 2024.
On August 5, 2021, the Board of Directors of Cavco Industries, Inc. (the "Company") appointed Allison K. Aden, 60, as Executive Vice President and Chief Financial Officer of the Company, effective August 30, 2021.
Max materiality 0.85 · Median 0.75 · Most common event earnings