NASDAQ$AMWD

American Woodmark Corporation · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

American Woodmark's Q2 2025 financial results were announced, revealing a slight decrease in net sales and a new stock repurchase program.

American Woodmark Corporation reported a decrease in net sales by 4.5% to $452.5 million for the second quarter of fiscal year 2025, with net income decreasing to $27.7 million. The company reaffirmed its outlook for a low single-digit decline in net sales for the full fiscal year and tightened its Adjusted EBITDA range to $225 million to $235 million.

  • Net sales reached $452.5 million.
  • Net income was $27.7 million, representing 6.1% of net sales.
  • GAAP EPS stood at $1.79, with adjusted EPS at $2.08.
  • The board approved an additional $125 million authorization for future share repurchases.

Headline financials

Total Revenue

$452M

Previous: $474M-4.5%
EPS

$1.79

Previous: $2.36-24.2%
Adjusted EBITDA Margin

13.3%

Previous: 15.3%-13.1%
Capital Expenditures

-$22.1M

Previous: -$33.3M+33.6%
Free Cash Flow

$30.6M

Previous: $110M-72.3%
Net Income

$27.7M

Previous: $30.3M-8.8%
Operating Income

$42.6M

Previous: $45.5M-6.3%
Gross Profit

$85.7M

Previous: $103M-16.9%
Cash & Equivalents

$56.7M

Previous: $96.4M-41.2%
Total Assets

$1.61B

Previous: $1.53B+4.9%
Stock-Based Comp

$2.86M

Previous: $2.16M+32.9%

Revenue & EPS history

American Woodmark · Revenue · Quarterly

$452M

Q2 2025-4.5%vs Q2 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

For fiscal year 2025, American Woodmark anticipates a low single-digit decline in net sales year-over-year and expects Adjusted EBITDA to be in the range of $225 million to $235 million.

Tailwinds

  • Teams remain dedicated and focused on controlling discretionary spend.
  • Focus on operational improvements.
  • Strongly positioned in the marketplace when macro-housing conditions improve.
  • Committed to investment back in the business.
  • Continued returns to shareholders as shown by repurchasing 4.1% of shares outstanding during the first six months of fiscal 2025.

Headwinds

  • Expect the demand trends to remain challenging.
  • Continued softer demand in the remodel market.
  • Slowdown in new construction single family starts over the summer.
  • Macro-economic housing headwinds.
  • Cannot estimate on a forward-looking basis the impact of income and expense items on its reported net income, which could be significant, are difficult to predict, and may be highly variable.

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 Q2 2025

Historical avgQ2 2025

+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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