AMWD
American Woodmark Corporation56.60
-0.20-0.35%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
824.61MP/E (TTM)
13.35Basic EPS (TTM)
4.24Dividend Yield
0%Recent Filings
8-K
Q3 sales drop, impairment hit
American Woodmark posted Q3 FY26 net sales of $324.3M, down 18.4% year-over-year amid soft new construction and remodel demand. A $30.1M non-cash goodwill impairment drove net loss of $28.7M, yet adjusted EBITDA held at $21.6M or 6.7% margin. Tariffs hit 3.5-4.0% of annualized sales; merger with MasterBrand, announced August 2025, awaits close. No earnings call or guidance due to pending deal.
10-Q
Q3 FY2026 results
American Woodmark posted Q3 FY2026 net sales of $324.3M, down 18.4% y/y from $397.6M, while YTD sales fell 14.3% to $1,122.0M; gross margin slipped to 11.6% from 15.0%. Operating loss hit $33.9M versus $21.1M income y/y, driven by $30.1M goodwill impairment, $3.2M restructuring, yet net loss exceeded operating by less due to $7.8M tax benefit. Cash fell to $28.3M amid $31.1M operating cash flow less $26.2M capex (FCF $4.9M derived), with $369.1M debt and $315.7M revolver availability; in covenant compliance. Pending MasterBrand merger, announced Aug 2025 for stock swap (5.15 shares MBI per AMWD), awaits HSR/FTC clearance early 2026. Sales hinge on volatile housing starts.
8-K
Q2 sales drop 12.8%
American Woodmark reported Q2 FY2026 net sales of $394.6M, down 12.8% year-over-year amid weak construction and remodel demand. Net income fell to $6.1M while adjusted EBITDA held at 10.0% margin. Teams countered tariffs—estimated at 4-4.5% of annual sales—with cost cuts and price hikes. Merger with MasterBrand advances. No earnings call due to pending deal.
10-Q
Q2 FY2026 results
American Woodmark's Q2 FY2026 net sales fell 12.8% y/y to $394.6M, driven by 19.7% builder channel drop and softer remodeling demand, while gross margin slipped to 15.2% from 18.9% on volume deleverage and input costs. Operating income plunged to $12.3M from $42.6M, clipped by $6.5M merger expenses and $1.5M restructuring; diluted EPS held at $0.42 on 14.6M shares, down from $1.79. Cash climbed to $52.1M with $44.3M operating cash less $18.3M capex yielding $26.0M FCF (derived), against $370.8M debt and $315.2M revolver capacity. Merger with MasterBrand, signed Aug 2025 for 5.15x stock swap, eyes early 2026 close pending HSR clearance. Sales hinge on housing recovery.
8-K
FTC Second Request delays merger
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