Welcome to our dedicated page for Cavco Industries SEC filings (Ticker: CVCO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cavco Industries filings document material events for a Nasdaq-listed Delaware company with common stock trading under CVCO. Recent 8-K reports cover fiscal operating results, results-of-operations disclosures and press-release exhibits tied to the company’s factory-built housing and financial services businesses.
The filing record also documents governance and capital-structure matters, including board composition changes, committee appointments, director compensation and indemnification arrangements. Acquisition-related 8-K disclosures record the completed American Homestar transaction, including the surviving subsidiary structure, cash consideration mechanics, regulatory clearance and related material agreement terms.
Cavco Industries EVP, CFO & Treasurer Allison Aden reported a small share disposition tied to taxes rather than an open-market trade. On the release of Restricted Stock Units, 89 shares of common stock were surrendered at $495.11 per share to cover tax withholding. After this routine tax-withholding transaction, Aden directly holds 11,877 shares of Cavco Industries common stock.
CAVCO INDUSTRIES, INC. Chief Accounting Officer Paul Bigbee reported a small, routine share disposition tied to tax withholding. On the release of Restricted Stock Units, 25 shares of common stock were surrendered at a value of $495.11 per share to cover tax obligations. After this tax-withholding transaction, Bigbee directly holds 1,336 shares of Cavco common stock.
CAVCO INDUSTRIES, INC. President & CEO William C. Boor reported routine share movements related to equity compensation. On the Form 4, 516 shares of common stock were surrendered to cover tax withholding on the release of Restricted Stock Units at a price of $495.11 per share, leaving him with 62,777 shares held directly. An additional 380 shares are reported as indirectly owned through his spouse. The tax-withholding disposition is not an open-market sale and reflects payment of taxes rather than a discretionary trade.
CAVCO INDUSTRIES, INC. executive Jack S. Brandom, President of Financial Services, reported a small share disposition tied to equity compensation. On the release of Restricted Stock Units, 12 shares of common stock were surrendered at $495.11 per share to cover tax withholding obligations. This was not an open-market sale. After this tax-related transaction, Brandom directly holds 1,365 shares of Cavco common stock.
CAVCO INDUSTRIES, INC. executive Brian R. Cira, President of Manufactured Housing, reported a small share disposition tied to taxes rather than a market trade. On the release of Restricted Stock Units, 26 shares of common stock were surrendered at $495.11 per share to cover tax withholding, as noted in the footnote. After this transaction, he directly holds 4,321 shares of Cavco common stock, indicating this was a routine compensation-related tax event rather than an open-market sale.
CAVCO INDUSTRIES, INC. officer Regan Fackrell, President of Standard Casualty, reported a routine tax-related share disposition. On May 20, 2026, Fackrell surrendered 10 shares of Common Stock at $495.11 per share to cover tax withholding arising from the release of Restricted Stock Units, as noted in the footnote. After this tax-withholding transaction, Fackrell directly holds 238 shares of Cavco common stock.
CAVCO INDUSTRIES, INC. executive Matthew A. Nino, President, Retail, reported a small share disposition tied to taxes rather than a market trade. On the release of Restricted Stock Units, 19 shares of Common Stock were surrendered at $495.11 per share to cover tax withholding. After this tax-withholding disposition, he directly holds 2,589 shares of Common Stock.
CAVCO INDUSTRIES, INC. executive Seth G. Schuknecht, EVP and General Counsel, had 54 shares of Common Stock surrendered on May 20, 2026 to cover tax withholding tied to the release of Restricted Stock Units. The shares were valued at $495.11 each, and he now holds 1,928 shares directly.
Cavco Industries, Inc. designs and builds factory‑built homes, park model RVs and commercial structures through 33 production lines across the U.S. and Mexico, selling via 92 Company-owned retail stores and a broad independent distributor network. The company sold 20,842 factory‑built homes in fiscal 2026, up from 19,753 in 2025 and 16,928 in 2024, and reported a factory-built home order backlog of about $195 million in wholesale value at March 28, 2026. Cavco also operates a finance subsidiary, CountryPlace, that originates and services mortgages and home-only loans, and an insurance subsidiary, Standard Casualty, focused on property and casualty coverage for manufactured homes. As of September 27, 2025, non‑affiliate market value of common equity was about $2.96 billion, and 7,683,979 common shares were outstanding as of May 13, 2026. Key risks highlighted include dependence on consumer and floor-plan financing, labor and material cost pressures, contingent repurchase obligations of approximately $141 million, regulatory complexity in housing finance and insurance, cybersecurity exposure and geographic concentration in states such as Texas.
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.