NASDAQ$AMWD

American Woodmark Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

American Woodmark reported strong financial performance despite softening demand, with net sales and Adjusted EBITDA exceeding expectations due to improved operational performance.

American Woodmark Corporation announced its first quarter results for fiscal year 2024, reporting a decrease in net sales by 8.2% to $498.3 million but an increase in net income by 89% to $37.9 million. The company's Adjusted EBITDA also increased by 33% to $75.2 million. The company repurchased 328,295 shares for $22.1 million during the quarter.

  • Net sales decreased 8.2% year-over-year to $498.3 million.
  • Net income increased 89% year-over-year to $37.9 million.
  • GAAP EPS was $2.28, and Adjusted EPS was $2.78.
  • Adjusted EBITDA increased 33% year-over-year to $75.2 million.

Headline financials

Total Revenue

$498M

Previous: $543M-8.2%
EPS (adj)

$2.78

Previous: $1.71+62.6%
Adjusted EBITDA Margin

15.1%

Previous: 10.4%+45.2%
Capital Expenditures

-$13.8M

Previous: -$3.39M-307.5%
Free Cash Flow

$72.9M

Previous: $33.9M+115.1%
Net Income

$37.9M

Previous: $20.1M+88.6%
Operating Income

$49.8M

Previous: $30.8M+61.8%
Gross Profit

$110M

Previous: $86.7M+26.4%
Cash & Equivalents

$89.7M

Previous: $33.7M+166.1%
Total Assets

$1.53B

Previous: $1.65B-7.0%
Stock-Based Comp

$2.25M

Previous: $1.64M+37.4%

Revenue & EPS history

American Woodmark · Revenue · Quarterly

$498M

Q1 2024-8.2%vs Q1 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

For fiscal year 2024, the Company expects a low double digit net sales decline year-over-year and Adjusted EBITDA in the range of $225 million to $245 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+1.1%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-4.3%

Avg return

30 days after

54%

35 / 65 earnings

Positive

+22.5%

Q2 2018

Best reaction

-19.1%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026-0.8%-8.0%-22.8%
Q2 2026+5.3%+6.3%+5.7%
Q1 2026+0.6%-3.7%-2.5%
Q4 2025+3.0%-3.0%-6.1%
Q3 2025-13.0%-16.6%-16.9%
Q2 2025-11.6%-10.0%-18.7%
Q1 2025-11.6%-10.3%-8.6%
Q4 2024-4.6%-6.5%-14.6%
Q3 2024+1.2%-7.7%+0.6%
Q2 2024+16.0%+15.5%+28.9%
Q1 2024+5.7%+10.0%+5.2%
Q4 2023+18.8%+16.1%+29.4%
Q3 2023-10.3%-2.1%-14.5%
Q2 2023+4.3%+3.0%-6.1%
Q1 2023+9.3%+8.4%-6.5%
Q4 2022+3.1%+1.2%-10.8%
Q3 2022+9.6%+13.7%+4.0%
Q2 2022-4.6%-9.7%-12.6%
Q1 2022-13.0%-13.8%-18.7%
Q4 2021-8.5%-6.6%-13.4%
Q3 2021-7.4%-6.5%-3.7%
Q2 2021-12.5%-11.3%-8.9%
Q1 2021-8.0%-5.3%-21.2%
Q4 2020+7.3%+3.7%+17.5%
Q3 2020-19.1%-27.9%-54.6%
Q2 2020-0.3%-2.3%-0.1%
Q1 2020+8.4%+13.2%+19.0%
Q4 2019-13.0%-15.1%-3.7%
Q3 2019+0.5%-0.7%-6.6%
Q2 2019-1.5%-8.2%-16.0%
Q1 2019+1.2%+0.0%-5.9%
Q4 2018+16.3%+16.0%+2.0%
Q3 2018-7.1%-6.3%-17.8%
Q2 2018+22.5%+18.4%+30.8%
Q1 2018-13.9%-14.3%-4.7%
Q4 2017+4.4%+9.2%+6.1%
Q3 2017+6.8%+6.4%+10.8%
Q2 2017-4.5%-3.5%-6.2%
Q1 2017+10.3%+10.2%+4.6%
Q4 2016-13.6%-20.1%-15.9%
Q3 2016-1.7%
Q2 2016+20.5%
Q1 2016+1.1%
Q4 2015+10.0%
Q3 2015+13.7%
Q2 2015-0.8%
Q1 2015+18.9%
Q4 2014+2.0%
Q3 2014-11.9%
Q2 2014+3.0%
Q1 2014+10.4%
Q4 2013-2.9%
Q3 2013+5.8%
Q2 2013+18.3%
Q1 2013+4.6%
Q4 2010+6.3%
Q4 2012+6.3%
Q3 2011-2.0%
Q3 2012-2.0%
Q2 2011-6.4%
Q2 2012-6.4%
Q1 2011-1.9%
Q4 2011-1.9%
Q1 2012+12.6%
Q3 2010+1.7%

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