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.
The Cavco Industries Inc. (CVCO) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Cavco is a Delaware corporation with common stock listed on The Nasdaq Stock Market LLC (Nasdaq Global Select Market) under the symbol CVCO, as noted in multiple Form 8-K filings. Its principal executive offices are located in Phoenix, Arizona.
Cavco uses Current Reports on Form 8-K to announce material events. Recent 8-K filings have covered quarterly financial results for its fiscal first and second quarters, including segment-level data for Factory-built housing and Financial services, as well as information on net revenue, gross profit, income from operations and net income. These filings often incorporate by reference detailed press releases that explain changes in home sales volume, capacity utilization, backlog and the impact of insurance premiums and claims on the Financial services segment.
Other 8-K filings document mergers and acquisitions and corporate governance changes. For example, Cavco filed an 8-K describing its Agreement and Plan of Merger to acquire American Homestar Corporation and another 8-K reporting the completion of that acquisition, with American Homestar becoming a wholly owned subsidiary. The company has also filed an 8-K regarding the appointment of Lisa L. Daniels to its Board of Directors and her committee assignments, outlining the Board’s decision to increase its size and the terms of her service.
Through Stock Titan, users can review these Cavco filings alongside AI-powered summaries that highlight key terms, conditions and financial impacts. Investors interested in CVCO can use this page to locate quarterly and annual reports, track material definitive agreements, follow acquisition-related disclosures and review governance updates, all sourced directly from the SEC’s EDGAR system.
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, 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) 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.
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.
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.
Paul Bigbee, Chief Accounting Officer of Cavco Industries, reported a sale of 300 shares of Cavco common stock on 08/29/2025 at a reported price of $530.45 per share. After the transaction he is shown as beneficially owning 774 shares directly. The filing also notes 461 restricted stock units allocated but not yet vested or delivered. The Form 4 was filed as a single reporting person submission and bears a signature filed by an attorney-in-fact on 09/02/2025. The report documents an insider disposition and the remaining direct holdings and unvested awards held by the reporting person.
Brian R. Cira, President, Manufactured Housing at Cavco Industries (CVCO), reported two related transactions on 08/25/2025. He acquired 1,000 shares at a reported price of $153.94 and sold 1,000 shares at $522 on the same date. Following these transactions he beneficially owned 3,081 shares, which includes 699 restricted stock units that are allocated but not yet vested or delivered. The filing also discloses a non-qualified stock option tied to 1,000 shares with a $153.94 exercise price that was exercisable and became fully exercisable earlier and expires on July 9, 2026. The form was signed by an attorney-in-fact on 08/27/2025.