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 reported higher sales but mixed profitability for the quarter ended December 27, 2025. Net revenue rose to $580.994 million from $522.040 million, driven mainly by factory-built housing, where revenue increased to $558.497 million and financial services revenue also grew modestly.
Quarterly net income declined to $44.067 million from $56.462 million as gross margin compressed to 23.4% and factory-built housing margins eased, while selling, general and administrative costs rose with higher compensation and acquisition-related expenses. For the nine-month period, revenue climbed to $1.694 billion and net income improved to $148.090 million, reflecting overall growth.
Cavco completed the $179.9 million acquisition of American Homestar, adding two plants, 19 retail locations and contributing $42.0 million of net revenue and $2.4 million of net income in the quarter. The balance sheet remained strong with $242.472 million in cash, cash equivalents and restricted cash, no borrowings under a $75 million revolving credit facility, and stockholders’ equity of $1.089 billion.
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 (CVCO) Form 4: A director reported selling 500 shares of common stock on 11/07/2025 at a volume-weighted average price of $568.99. Following the sale, 6,669 shares are reported as indirectly owned by the Kerley Family Trust.
The sale was executed in multiple trades between $568.66 and $579.27. The filing also notes 290 shares underlying Restricted Stock Units allocated but not yet vested or delivered.
Cavco Industries (CVCO) disclosed a routine insider transaction. On 10/31/2025, the company’s President, Financial Services reported a Code F tax withholding event tied to RSU release, surrendering 21 shares of common stock at $529.8. Following the transaction, the officer beneficially owned 1,245 shares directly. This total includes 481 shares underlying Restricted Stock Units that are allocated but not yet vested or delivered.
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.