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CVCO
CAVCO INDUSTRIES, INC.
533.00
−1.25 −0.23%
USD · close Oct 26
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Work order
58
WATCH · shorts 58
Insiders, 90 days
0
no open-market filings in 90 days
Congress, 90 days
0 / 0
no disclosures naming it
Big money
0 / 15
none of the tracked funds disclose it
Calls on record
0
nobody we score has called it yet
MKT CAP $4.1BP/E 23.2DIV YIELD —FCF YIELD 5.73%REV TTM $2.3B +9.7%NET INCOME $181.2M −3.8%NET CASH —52W 455.76 – 697.76SEC XBRL · TTM TO Invalid Date
How CVCO rewrote its risk factors
Text kept
92%
of sentences unchanged
Added
8
new sentences
Dropped
8
sentences removed
Length
+0
words, now 6,474
New in FY2026
- The maximum amount of contingent obligations under such repurchase agreements was approximately $141 million as of March 28, 2026, before reduction for the resale value of the homes.
- A write-off of all or part of the Company's goodwill could adversely affect its results of operations and financial condition As of March 28, 2026, 14% of our total assets consisted of goodwill, all of which is attributable to our factory-built housing segment.
- If the Company is unable to establish or maintain relationships with its independent distributors who sell the Company's homes, our revenue could decline During fiscal year 2026, approximately 77% of our sales of factory-built homes were to independent distributors.
- We operate 31 homebuilding production lines located in the Northwest, Southwest, South, Southeast, Midwest and Mid-Atlantic regions and 2 production lines in Mexico.
- Further, of the 92 Company-owned retail stores, 57 are located in Texas.
- We have loan contracts secured by factory-built homes located in 27 states, including Texas, Florida, Oklahoma, and New Mexico.
- Some of the Company's manufacturing production employees are represented by unions, and failure to negotiate reasonable collective bargaining agreements may result in strikes, work stoppages or substantially higher ongoing labor costs Certain manufacturing production employees (approximately 7% of our total employees as of March 28, 2026) are represented by unions and are covered by collective bargaining agreements, which expire in February 2027 and April 2029.
- Demand for our core new home products typically peaks each spring and summer before declining in the winter, consistent with the overall housing industry.
Gone since FY2025
- The maximum amount of contingent obligations under such repurchase agreements was approximately $133.1 million as of March 29, 2025, before reduction for the resale value of the homes.
- A write-off of all or part of the Company's goodwill could adversely affect its results of operations and financial condition As of March 29, 2025, 9% of our total assets consisted of goodwill, all of which is attributable to our factory-built housing segment.
- If the Company is unable to establish or maintain relationships with its independent distributors who sell the Company's homes, our revenue could decline During fiscal year 2025, approximately 79% of our sales of factory-built homes were to independent distributors.
- We operate 29 homebuilding production lines located in the Northwest, Southwest, South, Southeast, Midwest and Mid-Atlantic regions and 2 production lines in Mexico.
- Further, of the 80 Company-owned retail stores, 46 are located in Texas.
- We have loan contracts secured by factory-built homes located in 26 states, including Texas, Florida, New Mexico and Oklahoma.
- Some of the Company's manufacturing production employees are represented by unions, and failure to negotiate reasonable collective bargaining agreements may result in strikes, work stoppages or substantially higher ongoing labor costs Certain manufacturing production employees (approximately 7% of our total employees as of March 29, 2025) are represented by unions and are covered by collective bargaining agreements, which expire in April 2026 and February 2027.
- Demand for our core new home products typically peaks each spring and summer before declining in the winder, consistent with the overall housing industry.
Sentence-level comparison of Item 1A in the two most recent 10-Ks (FY2025 ↗, FY2026 ↗). A reworded sentence counts as one dropped and one added, so heavy edits read as low “kept”. Headings and page furniture are stripped; nothing is summarised by a model.