CAVCO INDUSTRIES, INC. (CVCO) SEC Filings

Paul W. Bigbee filed a notice of proposed sale of 342 shares of CVCO common stock through Fidelity Brokerage Services LLC, with a stated value of $207,597.00, expected to trade on NASDAQ on August 17, 2026. The shares relate to stock awards granted on May 19, 2025, May 22, 2025, and May 25, 2025 as compensation from the issuer. The filing also reports a prior sale in the last three months of 200 shares of common stock on June 12, 2026 for $107,547.78.

Capital World Investors, a division of Capital Research and Management Company and its investment management affiliates, reports beneficial ownership of Cavco Industries, Inc. common stock. It is deemed the beneficial owner of 528,190 shares, representing 6.9% of the 7,683,979 shares believed to be outstanding.

Capital World Investors has sole voting power and sole dispositive power over all 528,190 shares, with no shared voting or dispositive power. SMALLCAP World Fund, Inc. is identified in connection with rights to receive dividends or proceeds on these securities.

CAVCO INDUSTRIES, INC. director Richard A. Kerley reported two related Form 4 transactions on common stock dated August 11, 2026. He made a bona fide gift transfer of 290 shares from his direct holdings and a corresponding gift acquisition of 290 shares into the Kerley Family Trust. Following these transactions, he holds 225 shares directly, all of which are underlying Restricted Stock Units that are allocated but not yet vested or delivered, and 6,459 shares indirectly through the Kerley Family Trust.

Cavco Industries President & CEO William C. Boor surrendered 128 shares of common stock on July 30, 2026 at an indicated price of $562.40 per share to cover tax withholding on the release of restricted stock units. After this tax-withholding disposition, he directly holds 68,363 shares, including 8,496 underlying unvested restricted stock units, and has indirect ownership of 380 shares held by his spouse.

Cavco Industries, Inc. director Lisa Lynn Daniels reported a sale of 30 shares of common stock at $569.9600 per share on July 30, 2026. The sale occurred automatically under a Rule 10b5-1 trading plan adopted on December 12, 2025 to sell-to-cover tax obligations from restricted stock units that vested on July 28, 2026. After this transaction Daniels beneficially owns 297 shares, including 225 shares underlying restricted stock units that are allocated but not yet vested or delivered; the trading plan now has no remaining shares and is terminated.

Cavco Industries reported fiscal first‑quarter 2027 net revenue of $609,959 thousand, up 9.5% year over year, driven mainly by the American Homestar acquisition, which contributed $52,800 thousand. Factory‑built housing revenue reached $585,972 thousand and financial services revenue $23,987 thousand.

Gross profit increased to $134,590 thousand, though the consolidated margin slipped to 22.1% from 23.3% as input costs rose and selling, general and administrative expenses grew 18.3%, including $7,300 thousand from American Homestar. Net income declined to $42,271 thousand, with diluted EPS of $5.43 versus $6.42. The effective tax rate rose to 24.2% from 20.9%, which management links primarily to reduced Energy Star tax credits after repeal for homes acquired after June 30, 2026. Cash, cash equivalents and restricted cash totaled $266,217 thousand, supported by $74,452 thousand of operating cash flow. The company reported a $298 million order backlog, no borrowings under its $75 million revolving credit facility, and repurchased 59,986 shares for approximately $30.0 million, leaving $188 million available under its authorization.

Cavco Industries, Inc. held its 2026 Annual Meeting of Stockholders on July 28, 2026, with 6,929,366 shares represented, approximately 90% of outstanding shares as of the June 1, 2026 record date.

Shareholders elected Susan L. Blount, Bill C. Boor and Lisa L. Daniels to three-year board terms, approved on an advisory basis the compensation of named executive officers, and ratified the appointment of RSM US LLP as independent registered public accounting firm for fiscal year 2027.

Cavco Industries reported fiscal 2027 first-quarter results for the quarter ended June 27, 2026. Net revenue rose 9.5% to $609,959 (dollars in thousands), driven by factory-built housing revenue of $585,972 and financial services revenue of $23,987. Factory-built homes sold increased 4.4% to 5,657, and net factory-built housing revenue per home sold grew 4.7% to $103,584.

Consolidated gross profit increased to $134,590 (thousands), but gross margin declined to 22.1% from 23.3% as higher input costs and SG&A, including the American Homestar acquisition and higher compensation, pressured factory-built housing margins. Net income fell to $42,271 (thousands), or $5.43 diluted EPS, compared with $51,642 and $6.42 a year earlier. Backlogs reached $298 million, representing 7–9 weeks of production versus $195 million, reflecting what management described as record shipments and strong order momentum. Cavco repurchased approximately $30 million of stock, leaving $188 million authorized, and ended the quarter with cash and cash equivalents of $243,195 (thousands) and stockholders' equity of $1,110,396 (thousands).