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BCS

Current Report · Items 2.02, 9.01 · 8-K

Cavco Industries, Inc.

CVCONASDAQEQUITYCurrent

Results of Operations and Financial Condition

Item 2.02. Results of Operations and Financial Condition On January 29, 2026, Cavco Industries, Inc., a Delaware corporation (the "Company"), announced financial results for its fiscal third quarter ended December 27, 2025. A copy of the Company’s press release announcing these financial results is attached as Exhibit 99.1 hereto and incorporated in this Item 2.02 by reference.

Filed Jan 29, 2026Accepted Jan 29, 2026, 4:53 PM ESTCIK 278166Accession 0001628280-26-004168
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Company context

Headquartered in Phoenix, Arizona, Cavco Industries, Inc. (Nasdaq: CVCO) designs and builds manufactured homes and modular homes, distributed nationwide through a network of independent and Company-owned retailers. Cavco is one of the largest manufactured and modular home builders in the United States, based on reported wholesale shipments, and is also a leading producer of park model RVs, vacation cabins, and factory-built commercial structures. Cavco's finance subsidiary, CountryPlace Mortgage, is an approved Fannie Mae and Freddie Mac seller/servicer and a Ginnie Mae mortgage-backed securities issuer, offering manufactured home loans - including conforming, non-conforming, and home-only financing - to buyers of manufactured and modular homes. Cavco's insurance subsidiary, Standard Casualty, provides manufactured home insurance and other property and casualty coverage to manufactured homeowners. Learn more about Cavco's manufactured homes and modular homes at www.cavcohomes.com.

Current securities

Recent company filings

  1. 10-Q filingOct 30, 2026
  2. Results of Operations and Financial ConditionOct 29, 2026
  3. 144 filingAug 17, 2026
  4. SCHEDULE 13G/A - filed by Capital World Investors regarding CAVCO INDUSTRIES, INC.Aug 12, 2026
  5. 10-Q filingJul 31, 2026

Registered securities in this filing

CAVCO INDUSTRIES, INC. · 8-K · Filed 2026-01-29

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Common Stock, par value $0.01

Symbol
CVCO
Exchange
NASDAQ
Classification
COMMON
Status
Current
Filing context

Context: c-1

Dimensions: Not supplied

Accession 000162828026004168 · 1 registered-security cover member

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Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02. Results of Operations and Financial Condition On January 29, 2026, Cavco Industries, Inc., a Delaware corporation (the "Company"), announced financial results for its fiscal third quarter ended December 27, 2025. A copy of the Company’s press release announcing these financial results is attached as Exhibit 99.1 hereto and incorporated in this Item 2.02 by reference.
Filed exhibits (1)
EX-99.1 (by filename) cvco-20251227xex991.htm

For additional information, contact: Mark Fusler Corporate Controller and Investor Relations investor_relations@cavco.com News Release Phone: 602-256-6263 On the Internet: www.cavcoindustries.com FOR IMMEDIATE RELEASE CAVCO INDUSTRIES REPORTS FISCAL 2026 THIRD QUARTER RESULTS Closes American Homestar Acquisition PHOENIX, January 29, 2026 (GLOBE NEWSWIRE) - Cavco Industries, Inc. (Nasdaq: CVCO) ("we," "our," the "Company" or "Cavco") today announced financial results for the third fiscal quarter ended December 27, 2025. On September 29, 2025, we completed the acquisition of American Homestar Corporation, which operates two manufacturing lines, nineteen retail locations and a financial services operation. Since the acquisition date, the results of American Homestar are included in Cavco's consolidated financial statements. Quarterly Highlights • Net revenue was $581.0 million, up $59 million or 11.3% compared to $522.0 million in the third quarter of the prior year, primarily on home sales volume and average selling price per home growth. • Home sales volume was up 3.2% and capacity utiliza…

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