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

Cavco Industries fiscal Q3 revenue up 11.3% to $581.0 million; EPS down 19.1%

Mixed Impact 3 of 5 earnings Written later

Cavco Industries reported results for the fiscal third quarter ended December 27, 2025. Net revenue rose 11.3% to $581.0 million, helped by higher home sales volume and the September 29, 2025 acquisition of American Homestar, but diluted earnings per share fell 19.1% to $5.58 from $6.90 as income before taxes declined 16.9%.

Key points

  • Net revenue was $581.0 million, up $59 million or 11.3% from $522.0 million a year earlier.
  • Diluted net income per share was $5.58, down 19.1% from $6.90; net income was $44.1 million versus $56.5 million.
  • American Homestar contributed $42 million to net revenue and $2.9 million of deal costs were recorded in the quarter.
  • Stock repurchases were approximately $44 million in the quarter, leaving approximately $98 million available under Board authorizations.

The filing

CompanyCavco Industries (CVCO)
Form8-K, current report
Filed with the SECJan 29, 2026, 4:53 PM ET
Accession number0001628280-26-004168

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:00 AM ET, from this filing 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 January 29, 2026.

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