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, 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.
CAVCO INDUSTRIES, INC. reported that Jack S. Brandom, President, Financial Services, received an equity award valued at 132 shares of Common Stock at a price of $0.0000 per share. Following this grant, he directly holds 1,377 shares.
The award is structured as Restricted Stock Units that convert into Common Stock over time. According to the terms, 33% of the units vest on the first anniversary of the grant date, 33% on the second anniversary, and 34% on the third anniversary, creating a three-year, time-based vesting schedule.
Cavco Industries reported that Regan Fackrell, President of Standard Casualty, received an award of 132 shares of Common Stock in the form of Restricted Stock Units. The award was granted at no cash cost per share and increases his directly held position to 248 shares.
The RSUs will convert into Common Stock over three years, with 33% vesting on the first anniversary of the grant date, 33% on the second anniversary, and 34% on the third anniversary, reflecting a time-based compensation arrangement rather than an open-market purchase.
CAVCO INDUSTRIES, INC. executive Seth G. Schuknecht, EVP and General Counsel, reported routine equity compensation and related tax withholding. He received 814 shares of Common Stock tied to FY2024 performance-based restricted stock and an additional award of 461 Restricted Stock Units that will pay out 33%, 33% and 34% over three years from the grant date. To cover tax withholding on the release of restricted stock, 341 shares were surrendered back to the company at a reference price of $458.11 per share. After these transactions, he directly holds 2,323 shares of Cavco common stock.
CAVCO INDUSTRIES, INC. executive Brian R. Cira, President of Manufactured Housing, reported routine equity compensation changes. He received awards of Common Stock, including 308 Restricted Stock Units that vest 33%, 33% and 34% over three years, and 1,370 shares tied to FY2024 performance-based restricted stock. To cover tax obligations on the restricted stock release, 368 shares were surrendered back to the company as a tax-withholding disposition, not an open-market sale. After these transactions, he directly holds 4,715 shares of Common Stock.
Cavco Industries Chief Accounting Officer Paul Bigbee reported routine equity compensation activity involving the company’s common stock. On May 18, 2026, he received two stock awards and had shares withheld to cover taxes, with no open-market buying or selling.
Bigbee acquired 185 shares through a new award of Restricted Stock Units that will pay out in stages over three years. He also acquired 783 shares upon the release of FY2024 performance-based restricted stock at a reference price of $458.11 per share. To satisfy tax withholding on the restricted stock unit release, 336 shares were surrendered back to the company at the same reference price. After these transactions, Bigbee directly owned 1,697 shares of Cavco Industries common stock, indicating a net increase in his equity stake from compensation-related awards.
CAVCO INDUSTRIES, INC. President, Retail Matthew A. Nino reported compensation-related stock activity rather than open-market trades. He received awards of Common Stock tied to restricted stock units and performance-based restricted stock, and surrendered a smaller number of shares to cover tax withholding obligations.
The filing shows grants of restricted stock units that will convert into shares over three years and a release of prior performance-based awards. Shares were also withheld to satisfy taxes on that release, so the transactions mainly adjust how his equity compensation is delivered, not his underlying investment decision in the stock.
Cavco Industries President & CEO William C. Boor reported equity compensation and related tax withholding transactions in Common Stock. He received an award of 10,963 shares at $458.11 per share tied to FY2024 performance-based restricted stock, while 4,701 shares were surrendered to cover tax withholding on the release of restricted stock units.
He also received an additional 4,350 restricted stock units that will convert into shares of Common Stock over three years, paying 33% on the first anniversary of the grant date, 33% on the second, and 34% on the third. Following these transactions, Boor holds 67,994 shares directly and 380 shares indirectly through his spouse.
CAVCO INDUSTRIES, INC. executive Allison Aden, EVP, CFO & Treasurer, reported equity compensation and related tax withholding transactions in the company’s common stock. The filing shows awards of restricted and performance-based stock, along with shares surrendered to cover taxes, rather than any open-market buying or selling.
Aden received a grant of 3,913 shares of common stock at a reference price of $458.11 per share, and a separate award of 1,141 restricted stock units at a stated price of $0.00. The restricted stock units are scheduled to pay out into shares of common stock with 33% vesting on the first anniversary of the grant date, 33% on the second anniversary, and 34% on the third.
In connection with the release of FY2024 performance-based restricted stock, Aden also surrendered 1,894 shares of common stock at $458.11 per share to satisfy tax withholding obligations. These transactions reflect compensation awards and tax payments, not discretionary open-market share purchases or sales.