AI brief of an SEC Form 8-K · Cavco Industries (CVCO)

Cavco Industries Q4 revenue up 21% to $508 million; $150 million buyback approved

Positive Impact 4 of 5 earnings Written later

Cavco Industries reported fiscal fourth-quarter 2025 net revenue of $508 million, up 21% from a year earlier, and diluted earnings per share of $4.47 versus $4.03. The board also approved a new $150 million stock repurchase program on May 20, 2025, which the company expects to fund from existing cash.

Key points

  • Q4 net revenue was $508 million, up 21% from $420 million; GAAP diluted EPS was $4.47 versus $4.03.
  • Adjusted diluted EPS was $5.40, excluding a $10.0 million non-cash charge tied to legacy brand intangibles.
  • The board approved a new $150 million stock repurchase program on May 20, 2025; timing and amount are at the company's discretion and it may be suspended at any time.

The filing

CompanyCavco Industries (CVCO)
Form8-K, current report
Filed with the SECMay 22, 2025, 4:41 PM ET
Accession number0000278166-25-000053

Items reported: 2.01 Acquisition or Disposition Completed8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:59 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 22, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.