NASDAQ$AMWD

American Woodmark Corporation · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

American Woodmark's financial performance improved in the third quarter of fiscal 2023, with increased net sales and a return to profitability.

American Woodmark Corporation reported a 4.6% increase in net sales for the third quarter of fiscal 2023, reaching $480.7 million. The company's net income was $14.7 million, a significant improvement compared to the net loss of $49.3 million in the same quarter of the previous year. Adjusted EPS per diluted share was $1.46, up from $0.60 in the prior year, and Adjusted EBITDA increased by 66.8% to $51.0 million.

  • Net sales increased by 4.6% to $480.7 million compared to the same quarter last year.
  • Net income was $14.7 million ($0.88 per diluted share), a significant improvement from the prior year's net loss of $49.3 million.
  • Adjusted EPS per diluted share rose to $1.46, compared to $0.60 in the same quarter of the previous fiscal year.
  • Adjusted EBITDA increased by 66.8% to $51.0 million, representing 10.6% of net sales.

Headline financials

Total Revenue

$481M

Previous: $460M+4.6%
EPS (adj)

$1.46

Previous: $0.60+143.3%
Adjusted EBITDA Margin

10.6%

Previous: 6.6%+60.6%
Capital Expenditures

-$17.1M

Previous: -$29.8M+42.5%
Free Cash Flow

$93.7M

Previous: -$42.9M+318.5%
Net Income

$14.7M

Previous: -$49.3M+129.9%
Operating Income

$23.8M

Previous: $5.22M+355.9%
Gross Profit

$75.3M

Previous: $51.8M+45.4%
Cash & Equivalents

$45.8M

Previous: $871K+5160.3%
Total Assets

$1.56B

Previous: $1.59B-1.7%
Stock-Based Comp

$1.86M

Previous: $1.01M+84.9%

Revenue & EPS history

American Woodmark · Revenue · Quarterly

$481M

Q3 2023+4.6%vs Q3 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

The company maintains its full-year outlook for net sales growth of low double digits and Adjusted EBITDA margins of low double digits.

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 Q3 2023

Historical avgQ3 2023

+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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