Every 8-K that Cavco Industries Inc. (CVCO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow CVCO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CVCO filings page.
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).
Cavco Industries reported solid growth for its fiscal 2026 fourth quarter and full year and authorized a new stock repurchase plan. Fourth-quarter net revenue was $550.1 million, up 8.2% from $508.4 million, and diluted earnings per share rose to $5.42 from $4.47 as both factory-built housing and financial services contributed.
For the full year, net revenue reached $2.24 billion, up 11.4%, with net income of $190.6 million and diluted earnings per share of $23.98 compared with $20.71. Consolidated gross margin improved to 23.5%, while backlogs were $195 million versus $197 million a year earlier, supported by record homes sold and the American Homestar acquisition.
The company repurchased approximately $160 million of stock during fiscal 2026 and the board approved an additional $150 million repurchase program, expected to be funded from existing cash. Management also highlighted breaking ground on a new production facility in El Mirage, Arizona and strong performance from its insurance and lending operations.
Cavco Industries, Inc. filed a current report describing its latest financial update. The company announced financial results for its fiscal third quarter ended December 27, 2025, and furnished these details through a press release.
The press release, dated January 29, 2026, is included as Exhibit 99.1 to the report and provides the full quarterly results. The filing was signed on behalf of Cavco Industries by Allison K. Aden, the company’s Executive Vice President, Chief Financial Officer and Treasurer.
Cavco Industries, Inc. filed a current report to note that it has announced financial results for its fiscal second quarter ended September 27, 2025. The company released these results through a press release, which is included in the filing as Exhibit 99.1.
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.
Cavco Industries, Inc. reported that it has completed its previously announced acquisition of American Homestar Corporation through a merger that closed on September 29, 2025. Cavco Merger Sub, Inc. merged with and into American Homestar, which continues as the surviving corporation and is now a wholly owned subsidiary of Cavco.
At the effective time of the merger, each share of American Homestar Class A common stock, including restricted shares that vested in full, was converted into the right to receive $20.62 per share in cash, subject to customary post-closing adjustments for indebtedness, working capital, and other items described in the merger agreement. Cavco notes that all required regulatory approvals, including clearance under the Hart-Scott-Rodino Antitrust Improvements Act, were obtained, and it furnished a press release announcing completion of the transaction as an exhibit.