Flash FinanceUS
Pre-market S&P 5007,376.86+0.31% Nasdaq24,579.42+1.09% Dow 3051,285.73-0.46% Russell 20002,754.11+0.89% Nasdaq-10026,989.99+1.35% MidCap 4003,602.50+0.56% SmallCap 6001,673.98+0.05% VIX25.64-9.01% 10Y Yield4.86+0.45% Close of Nov 06, 2026
AI brief of an SEC Form 8-K · Cavco Industries (CVCO)

Cavco Industries Q2 revenue rises 17.9% to $656.4 million; diluted EPS $7.17

Positive Impact 3 of 5 earnings

Cavco Industries reported fiscal second-quarter 2027 results for the period ended September 26, 2026, with net revenue up 17.9% to $656.4 million and diluted earnings per share of $7.17, up from $6.55. Those earnings include a one-time $7 million insurance premium return worth $0.70 per diluted share, and factory-built housing gross margin fell to 21.1% from 22.9%.

Key points

  • Net revenue was $656.4 million, up $100 million or 17.9% from $556.5 million a year earlier, driven by home sales volume and higher average selling price per home.
  • Diluted EPS was $7.17 versus $6.55; a one-time $7 million benefit from a return of insurance premium added $0.70 per diluted share.
  • Factory-built housing gross profit as a percentage of net revenue was 21.1%, down from 22.9% a year earlier.
  • Backlog reached $348 million at quarter end, up $50 million from $298 million sequentially; stock repurchases were about $30 million, with $158 million remaining under Board authorizations.

The filing

CompanyCavco Industries (CVCO)
Form8-K, current report
Filed with the SECOct 29, 2026, 4:57 PM ET
Accession number0001628280-26-068294

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.