CVCO at a glance
CAVCO INDUSTRIES, INC. (CVCO, SEC CIK 278166) filed its latest 10-K annual report on May 22, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 28, 2026 (FY2026), CAVCO INDUSTRIES, INC. (CVCO) reported revenue of $2.2 billion (up 11.4% from FY2025) and net income of $190.6 million. Diluted EPS was $23.98.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding CAVCO INDUSTRIES, INC. (CVCO) shares worth $2.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BIGBEE PAUL on August 18, 2026 of 342 shares at $592.00 per share.
- In the last 90 days, CVCO insiders reported 0 open-market purchases ($0) and 2 open-market sales ($220K) on Form 4, a net sale of $220K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.2B
- +11.4% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$220K
- 13F holders
- 34 funds
- $2.3B · +1 vs prior quarter
- Latest 8-K
- Jul 31, 2026
- Item 5.07
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- No revenue, margin, segment, cash flow, or capital deployment figures provided
- Outlook risks: recession concerns, interest rates, inflation, financing availability, labor and raw-material costs
Risk Factors
- No material changes to Risk Factors from the Form 10-K
- Capital-allocation risk: $188 million remaining under stock-repurchase authorization as of June 27, 2026
- Liquidity risk: Repurchases funded using available cash
- Legal and compliance risk: Repurchases subject to applicable state and federal securities laws
- Dividend risk: Credit Agreement covenants may restrict shareholder distributions
AI summary of the CVCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- 6,929,366 shares voted, representing approximately 90% of outstanding shares
- Susan Blount, Bill Boor, and Lisa Daniels reelected to three-year terms expiring at the 2029 annual meeting
Item 2.02: Results of Operations and Financial Condition
- Fiscal first-quarter results ended June 27, 2026
- Earnings details contained in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Fiscal Q1 2027 revenue $609.96M, up 9.5%, driven by 4.4% higher home volume and 4.7% higher revenue per home
- Backlog reached $298M, up from $195M, supporting 7–9 weeks of production and improving near-term visibility
Item 8.01: Other Events
- Board-approved $150 million stock repurchase program announced May 18, 2026
- Purchases may occur through open-market or privately negotiated transactions
Item 2.02: Results of Operations and Financial Condition
- Fiscal fourth-quarter and full-year results announced for period ended March 28, 2026
- Press release attached as Exhibit 99.1, containing the substantive financial results
AI summaries of CVCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CVCO
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BIGBEE PAUL | Sell | Aug 18, 2026 | 342 | $592.00 |
| KERLEY RICHARD A | G | Aug 11, 2026 | 290 | - |
| KERLEY RICHARD A | G | Aug 11, 2026 | 290 | - |
| Boor William C | F | Jul 30, 2026 | 128 | $562.40 |
| Daniels Lisa Lynn | Sell | Jul 30, 2026 | 30 | $569.96 |
| Greenblatt David A. | A | Jul 27, 2026 | 225 | - |
| Daniels Lisa Lynn | A | Jul 27, 2026 | 225 | - |
| Blount Susan L | A | Jul 27, 2026 | 225 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.0B | $2.2B |
| Gross Profit | - | $465.6M | $526.9M |
| Operating Income | - | $190.3M | $228.6M |
| Net Income | - | $171.0M | $190.6M |
| Gross Margin | - | 23.1% | 23.5% |
| Op. Margin | - | 9.4% | 10.2% |
| Net Margin | - | 8.5% | 8.5% |
| Balance Sheet | |||
| Total Assets | $1.4B | $1.4B | $1.5B |
| Equity | - | $1.1B | $1.1B |
| ROE | - | 16.1% | 17.3% |
| Per Share | |||
| EPS | - | $20.71 | $23.98 |
| Cash Flow | |||
| Operating CF | - | $178.5M | $267.5M |
| CapEx | $17.4M | $21.4M | $35.4M |
Source: XBRL data in CAVCO INDUSTRIES, INC. (CVCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CVCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.28B |
| Q1 2026 | 33 | $1.79B |
| Q4 2025 | 31 | $2.22B |
| Q3 2025 | 31 | $2.34B |
| Q2 2025 | 32 | $1.73B |
| Q1 2025 | 29 | $1.34B |
| Q4 2024 | 24 | $1.05B |
| Q3 2024 | 23 | $563.7M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 237 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CVCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 10-Q | Jul 31, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 27, 2026 | - | - |
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CVCO SEC filings: frequently asked questions
Are CVCO insiders buying or selling?
In the last 90 days, CAVCO INDUSTRIES, INC. (CVCO) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $219,563 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CVCO stock?
As of June 30, 2026, the largest CAVCO INDUSTRIES, INC. (CVCO) holders among the 13F filers tracked by SignalX were BlackRock ($767.1 million), State Street Corp ($257.6 million), Vanguard Capital Management LLC ($213.6 million), Vanguard Portfolio Management LLC ($203.5 million), Dimensional Fund Advisors ($125.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CVCO's revenue in fiscal year 2026?
For the fiscal year ended March 28, 2026 (FY2026), CAVCO INDUSTRIES, INC. (CVCO) reported revenue of $2.2 billion (up 11.4% from FY2025) and net income of $190.6 million. Diluted EPS was $23.98. The figures come from the XBRL data in the 10-K.
What did CVCO report in its latest 8-K?
CAVCO INDUSTRIES, INC. (CVCO) filed an 8-K on July 31, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). 6,929,366 shares voted, representing approximately 90% of outstanding shares.
What are the latest CVCO SEC filings?
CAVCO INDUSTRIES, INC. (CVCO) filed its latest 10-K annual report on May 22, 2026, a 10-Q quarterly report on July 31, 2026, an 8-K current report on July 31, 2026 and a Form 4 insider filing on August 19, 2026.
What is CVCO's SEC CIK number?
CAVCO INDUSTRIES, INC. (CVCO)'s SEC Central Index Key (CIK) is 278166. EDGAR lists every CVCO filing under that number.
Ask anything about CVCO
The research agent reads CVCO's filings, financials, insider trades and 13F holders, then answers with sources.