Latest news with #AmericanWoodmark
Yahoo
11 hours ago
- Business
- Yahoo
American Woodmark Full Year 2025 Earnings: EPS Beats Expectations, Revenues Lag
Revenue: US$1.71b (down 7.5% from FY 2024). Net income: US$99.5m (down 14% from FY 2024). Profit margin: 5.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. EPS: US$6.55 (down from US$7.20 in FY 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.0%. In the last 12 months, the only revenue segment was Manufactures and Distributes Kitchen Bath and Home Organization Products contributing US$1.71b. Notably, cost of sales worth US$1.40b amounted to 82% of total revenue thereby underscoring the impact on earnings. The largest operating expense was Sales & Marketing costs, amounting to US$86.2m (42% of total expenses). Explore how AMWD's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US. Performance of the American Building industry. The company's shares are up 4.6% from a week ago. Before we wrap up, we've discovered 1 warning sign for American Woodmark that you should be aware of. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
11 hours ago
- Business
- Yahoo
American Woodmark Full Year 2025 Earnings: EPS Beats Expectations, Revenues Lag
Revenue: US$1.71b (down 7.5% from FY 2024). Net income: US$99.5m (down 14% from FY 2024). Profit margin: 5.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. EPS: US$6.55 (down from US$7.20 in FY 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.0%. In the last 12 months, the only revenue segment was Manufactures and Distributes Kitchen Bath and Home Organization Products contributing US$1.71b. Notably, cost of sales worth US$1.40b amounted to 82% of total revenue thereby underscoring the impact on earnings. The largest operating expense was Sales & Marketing costs, amounting to US$86.2m (42% of total expenses). Explore how AMWD's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US. Performance of the American Building industry. The company's shares are up 4.6% from a week ago. Before we wrap up, we've discovered 1 warning sign for American Woodmark that you should be aware of. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 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
6 days ago
- Business
- Yahoo
3 Out-of-Favor Stocks with Red Flags
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives. While market timing can be an extremely profitable strategy, it has burned many investors and requires rigorous analysis - something we specialize in at StockStory. Keeping that in mind, here are three stocks where the skepticism is well-placed and some better opportunities to consider. One-Month Return: -4% Initially started in Denver as a cable television provider, WideOpenWest (NYSE:WOW) provides high-speed internet, cable, and telephone services to the Midwest and Southeast regions of the U.S. Why Do We Steer Clear of WOW? Performance surrounding its subscribers has lagged its peers Cash-burning tendencies make us wonder if it can sustainably generate shareholder value Eroding returns on capital from an already low base indicate that management's recent investments are destroying value WideOpenWest is trading at $4.06 per share, or 1.2x forward EV-to-EBITDA. Read our free research report to see why you should think twice about including WOW in your portfolio, it's free. One-Month Return: -10.4% Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. Why Should You Dump AMWD? Customers postponed purchases of its products and services this cycle as its revenue declined by 9% annually over the last two years Sales are projected to tank by 2.7% over the next 12 months as its demand continues evaporating Falling earnings per share over the last two years has some investors worried as stock prices ultimately follow EPS over the long term At $50.84 per share, American Woodmark trades at 8.2x forward P/E. Check out our free in-depth research report to learn more about why AMWD doesn't pass our bar. One-Month Return: -6.4% Founded in 1991, Graphic Packaging (NYSE:GPK) is a provider of paper-based packaging solutions for a wide range of products. Why Are We Out on GPK? Declining unit sales over the past two years imply it may need to invest in improvements to get back on track Earnings per share have dipped by 5.7% annually over the past two years, which is concerning because stock prices follow EPS over the long term Free cash flow margin dropped by 10.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up Graphic Packaging Holding's stock price of $21.14 implies a valuation ratio of 8.6x forward P/E. Dive into our free research report to see why there are better opportunities than GPK. 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-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Yahoo
18-06-2025
- Business
- Yahoo
Sonoco hires CFO with manufacturing background
This story was originally published on Packaging Dive. To receive daily news and insights, subscribe to our free daily Packaging Dive newsletter. Name: Paul Joachimczyk Previous title: CFO at American Woodmark New title: CFO at Sonoco Sonoco named a new chief financial officer on Tuesday. Paul Joachimczyk will assume the role June 30. Sonoco CEO Howard Coker said in a statement that Joachimczyk is 'a highly accomplished financial executive with a proven track record of successfully leading financial functions for large multinational publicly traded corporations' spanning 'diverse manufacturing industries.' Joachimczyk was most recently CFO at cabinet manufacturer American Woodmark. He also previously held financial roles at TopBuild, Stanley Black & Decker and GE. Joachimczyk will take over for Jerry Cheatham, who has served as interim CFO since Jan. 6. Cheatham will stay in the role until Sonoco files its second-quarter 10-Q, and then he will move into 'a senior finance leadership role' at the company. Cheatham's previous focus was as vice president of global finance in the industrial paper packaging segment. Cheatham had temporarily replaced Rob Dillard, Sonoco's former CFO who departed the company after serving in the role since 2022. In announcing Cheatham's temporary appointment in January, Sonoco also detailed leadership changes in investor relations, strategic finance and the North America paper division. Joachimczyk joins Sonoco amid the company adjusting its business segments, including moving forward after divesting its thermoformed and flexibles business. It's also scaling its global metal packaging business, helped by the acquisition of Eviosys. Recommended Reading How Sonoco reduced emissions during a year of change
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.
