Cavco Industries SEC Filings

Cavco Industries (CVCO) disclosed a routine insider transaction. On 10/31/2025, the company’s President, Financial Services reported a Code F tax withholding event tied to RSU release, surrendering 21 shares of common stock at $529.8. Following the transaction, the officer beneficially owned 1,245 shares directly. This total includes 481 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered.

Cavco Industries (CVCO) reported stronger quarterly results. For the three months ended September 27, 2025, net revenue was $556,527 thousand, up from $507,461 thousand. Gross margin improved to 24.2%, and net income rose to $52,381 thousand with diluted EPS of $6.55.

Factory-built housing remained the engine, delivering $535,117 thousand in revenue, while Financial services contributed $21,410 thousand. Operating cash flow for the six-month period reached $133,994 thousand, supporting capital spending and share repurchases. Cash and cash equivalents were $374,978 thousand, and there were no borrowings outstanding on the $75 million revolving credit facility.

The company repurchased 67,070 shares in the quarter, including purchases at an average price of $549.73 late in the period, with $141,681 thousand remaining under the May 2025 authorization as of quarter-end. Backlog was $210 million, up from $197 million at March 29, 2025. Subsequent event: Cavco completed the $190 million cash acquisition of American Homestar, adding two plants, nineteen retail locations and financial services, strengthening its South Central U.S. footprint.

Cavco Industries (CVCO) reported an insider equity award on Form 4. A director received an award coded “A” of 102 Restricted Stock Units on 10/27/2025 at a reported price of $588.47 per unit. The award pays out in shares of common stock on the earlier of the 12-month anniversary of the grant date or the company’s next annual meeting of stockholders. Following the reported transaction, the filing lists 102 securities beneficially owned on a direct basis.

Cavco Industries (CVCO) filed a Form 3, the initial insider ownership report, for a Director. The filing states that no securities are beneficially owned by the reporting person. The event date is 10/27/2025. This is a routine disclosure establishing the insider’s starting ownership position.

Cavco Industries (CVCO) expanded its Board from 7 to 8 directors and appointed Lisa L. Daniels as a Class II director, with her initial term expiring at the 2026 annual meeting. She joined the Audit Committee and the Corporate Governance and Nominating Committee effective October 27, 2025. Daniels will receive compensation under the company’s non-employee director policy, pro-rated for the current fiscal year, and will enter into a standard indemnification agreement. No related-party relationships were disclosed.

Seth G. Schuknecht, Executive Vice President and General Counsel of Cavco Industries, reported a sale of 145 shares of Cavco common stock on 09/04/2025 at a price of $550 per share. The filing states the sale occurred automatically under a Rule 10b5-1 trading plan adopted December 5, 2024, and that this transaction completes that plan. After the reported sale, the reporting person beneficially owns 1,133 shares, which include 1,068 shares underlying restricted stock units that are allocated but not yet vested or delivered. The Form 4 is signed by the reporting person on 09/08/2025.

Cavco Industries, Inc. (CVCO) filed a Form 144 reporting a proposed sale of 145 shares of common stock through Morgan Stanley Smith Barney LLC with an aggregate market value of $77,372. The shares were acquired as restricted stock units on 02/13/2025 and the filing lists an approximate sale date of 09/04/2025 on NASDAQ. The filer reports no securities sold in the past three months and makes the required representation that they are not aware of undisclosed material adverse information about the issuer.