Latest news with #AMWD
Yahoo
30-05-2025
- Business
- Yahoo
AMWD Q1 Earnings Call: Revenue Below Expectations, Guidance Impacted by Tariff Uncertainty
Cabinet manufacturing company American Woodmark (NASDAQ:AMWD) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 11.7% year on year to $400.4 million. Its non-GAAP EPS of $1.61 per share was 13.4% above analysts' consensus estimates. Is now the time to buy AMWD? Find out in our full research report (it's free). Revenue: $400.4 million (11.7% year-on-year decline) Adjusted EPS: $1.61 vs analyst estimates of $1.42 (13.4% beat) EBITDA guidance for the upcoming financial year 2026 is $187.5 million at the midpoint, below analyst estimates of $206.4 million Adjusted EBITDA Margin: 11.8% Market Capitalization: $840.2 million American Woodmark's first quarter performance was shaped by declining demand in both the new construction and remodel markets, as persistent uncertainty around tariffs and soft consumer confidence weighed on sales. CEO Scott Culbreth cited a broad-based, low double-digit decline across all channels, with new construction markets such as Florida, Texas, and the Southwest particularly affected. In contrast, the company's Pro business managed a positive comparison against the prior year, supported by targeted product offerings. Management attributed the quarter's margin performance to operational adjustments, including facility improvements and cost-saving initiatives, which partially offset higher input costs and fixed cost deleverage. Looking ahead, management expects challenging demand conditions to persist, especially in the first half of the year, and highlighted significant uncertainty related to tariffs as a major driver of the company's guidance. CFO Paul Joachimczyk stated that adjusted EBITDA projections account for potential tariff-related costs and modeled a wide range of recovery scenarios. CEO Scott Culbreth emphasized that removing tariff uncertainty would be critical, noting, 'when we have day-to-day changes and impacts... projecting is challenging.' The company anticipates a gradual recovery in the second half of the year, contingent on improvements in consumer confidence and a possible reduction in mortgage interest rates to stimulate housing activity. Management attributed the quarter's performance to weaker demand in core housing markets, tariff-related uncertainty, and cost pressures, while pointing to operational improvements and product innovation as partial offsets. Tariff and policy uncertainty: Ongoing uncertainty around tariffs created demand headwinds and complicated planning, as management modeled a variety of cost recovery scenarios based on evolving trade policies. Housing market softness: Declines in both new construction and remodel activity were tied to broader weakness in existing home sales and consumer hesitation, with specific regional declines in Florida, Texas, and the Southwest. Product mix and average order size: The company experienced an unfavorable mix shift in made-to-order offerings, as builders moved toward lower-priced options and reduced cabinet counts per home, impacting revenue and margins. Operational initiatives: Facility expansions in Monterrey, Mexico and Hamlet, North Carolina, as well as automation investments, contributed to improved manufacturing efficiency and are expected to generate ongoing savings. Digital transformation progress: Investments in cloud-based enterprise resource planning (ERP) systems, cybersecurity, and digital content tools have improved performance in digital channels and positioned the company to better serve home center partners and independent dealers. Management expects continued macroeconomic and policy-related headwinds, with tariff impacts, consumer confidence, and housing market trends as the primary factors shaping the outlook. Tariff impact and recovery scenarios: The company's guidance for the year incorporates approximately $20 million in tariff-related costs, with a range of outcomes depending on policy changes and the ability to recover these costs through pricing or operational offsets. Housing and consumer sentiment: Future performance is closely tied to the pace of existing home sales and mortgage rate movements, as management believes higher housing activity and improved consumer confidence would create more opportunities for cabinet sales in both new construction and remodel markets. Cost inflation and automation benefits: Commodity and labor cost inflation are expected to persist, but management plans to mitigate these pressures through productivity improvements and continued automation investments, with initial projects already reducing labor needs and further savings anticipated from facility optimization initiatives. In the quarters ahead, the StockStory team will closely watch (1) the resolution and policy direction of tariffs and their impact on cost recovery, (2) early indicators of a rebound in housing activity and consumer confidence that could lift demand, and (3) the realization of operational savings from automation and facility optimization. Progress in digital transformation and the company's ability to respond to shifting customer preferences will also be important markers of execution. American Woodmark currently trades at a forward P/E ratio of 9.4×. Should you double down or take your chips? The answer lies in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Yahoo
29-05-2025
- Business
- Yahoo
American Woodmark: Fiscal Q4 Earnings Snapshot
WINCHESTER, Va. (AP) — WINCHESTER, Va. (AP) — American Woodmark Corp. (AMWD) on Thursday reported fiscal fourth-quarter earnings of $25.6 million. The Winchester, Virginia-based company said it had net income of $1.71 per share. Earnings, adjusted for one-time gains and costs, were $1.61 per share. The cabinet maker posted revenue of $400.4 million in the period. For the year, the company reported profit of $99.5 million, or $6.50 per share. Revenue was reported as $1.71 billion. American Woodmark shares have decreased 29% since the beginning of the year. The stock has declined 35% in the last 12 months. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on AMWD at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Washington Post
29-05-2025
- Business
- Washington Post
American Woodmark: Fiscal Q4 Earnings Snapshot
WINCHESTER, Va. — WINCHESTER, Va. — American Woodmark Corp. (AMWD) on Thursday reported fiscal fourth-quarter earnings of $25.6 million. The Winchester, Virginia-based company said it had net income of $1.71 per share. Earnings, adjusted for one-time gains and costs, were $1.61 per share. The cabinet maker posted revenue of $400.4 million in the period.
Yahoo
29-05-2025
- Business
- Yahoo
American Woodmark: Fiscal Q4 Earnings Snapshot
WINCHESTER, Va. (AP) — WINCHESTER, Va. (AP) — American Woodmark Corp. (AMWD) on Thursday reported fiscal fourth-quarter earnings of $25.6 million. The Winchester, Virginia-based company said it had net income of $1.71 per share. Earnings, adjusted for one-time gains and costs, were $1.61 per share. The cabinet maker posted revenue of $400.4 million in the period. For the year, the company reported profit of $99.5 million, or $6.50 per share. Revenue was reported as $1.71 billion. American Woodmark shares have decreased 29% since the beginning of the year. The stock has declined 35% in the last 12 months. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on AMWD at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-05-2025
- Business
- Yahoo
1 Small-Cap Stock with Exciting Potential and 2 to Be Wary Of
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors. The downside that can come from buying these securities is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one small-cap stock that could amplify your portfolio's returns and two that could be down big. Market Cap: $852.8 million Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. Why Do We Steer Clear of AMWD? Customers postponed purchases of its products and services this cycle as its revenue declined by 8.1% annually over the last two years Flat earnings per share over the last five years underperformed the sector average Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 5.7 percentage points At $57.49 per share, American Woodmark trades at 7.6x forward P/E. Check out our free in-depth research report to learn more about why AMWD doesn't pass our bar. Market Cap: $9.16 billion Born from IBM's managed infrastructure services business in a 2021 spinoff, Kyndryl (NYSE:KD) is the world's largest IT infrastructure services provider that designs, builds, and manages technology environments for enterprise customers. Why Is KD Not Exciting? Products and services are facing significant end-market challenges during this cycle as sales have declined by 6% annually over the last four years Lacking free cash flow generation means it has few chances to reinvest for growth, repurchase shares, or distribute capital Negative returns on capital show management lost money while trying to expand the business Kyndryl is trading at $39.35 per share, or 19x forward P/E. Read our free research report to see why you should think twice about including KD in your portfolio, it's free. Market Cap: $9.00 billion The passion project of two chicken wing aficionados in Texas, Wingstop (NASDAQ:WING) is a popular fast-food chain known for its flavorful and crispy chicken wings offered in a variety of sauces and seasonings. Why Do We Love WING? Average same-store sales growth of 16.9% over the past two years indicates its restaurants are resonating with diners Healthy operating margin of 25.3% shows it's a well-run company with efficient processes Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends Wingstop's stock price of $320 implies a valuation ratio of 81.1x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
