Recent 8-K filings for CVCO

• May 22, 2026 14:35 UTC earnings materiality 0.75 positive item 2.02item 8.01item 9.01

  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.

• Jan 29, 2026 23:59 UTC earnings materiality 0.75 negative item 2.02item 9.01

  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.

• Oct 31, 2025 23:59 UTC earnings materiality 0.75 positive item 2.02item 9.01

  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).

• Oct 28, 2025 23:59 UTC leadership materiality 0.30 neutral item 5.02item 7.01item 9.01

  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.

• Sep 30, 2025 23:59 UTC M&A materiality 0.75 positive item 2.01item 7.01item 9.01

  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.

• Aug 04, 2025 23:59 UTC other materiality 0.10 neutral item 5.07item 9.01

  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.

• Jul 31, 2025 23:59 UTC earnings materiality 0.85 positive item 2.02item 9.01

  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%).

• Jul 14, 2025 23:59 UTC M&A materiality 0.70 positive item 1.01item 7.01item 9.01

  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.

• May 22, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 8.01item 9.01

  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.

• Mar 14, 2025 23:59 UTC other material materiality 0.45 neutral item 8.01item 9.01

  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.

• Jan 30, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 9.01

  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%).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

7 positive 1 negative 3 neutral

source · CVCO on sec.gov