Amer Woodmk Stock Price, News & Analysis

MasterBrand (NYSE: MBC) and American Woodmark (NASDAQ: AMWD) have announced a transformative all-stock merger agreement, creating a combined company with a $2.4 billion equity value and $3.6 billion enterprise value. Under the agreement, American Woodmark shareholders will receive 5.150 MasterBrand shares for each share owned, resulting in MasterBrand and American Woodmark shareholders owning approximately 63% and 37% of the combined entity, respectively.

The merger is expected to generate $90 million in run-rate cost synergies by the end of year three, with the combined company projected to achieve $639 million in pro forma adjusted EBITDA. The transaction is anticipated to close in early 2026, creating the cabinet industry's most comprehensive portfolio of trusted brands. Dave Banyard will serve as CEO of the combined company, which will maintain MasterBrand's name and headquarters in Beachwood, OH.

American Woodmark (NASDAQ: AMWD) reported declining results for Q4 and fiscal year 2025. In Q4, net sales decreased 11.7% to $400.4M, while net income fell 4.6% to $25.6M. For fiscal 2025, net sales dropped 7.5% to $1.71B with net income declining 14.4% to $99.5M. The company maintained strong cash flow, generating $108.4M from operations and $65.7M in free cash flow. During FY2025, AMWD repurchased approximately 7.5% of outstanding shares for $96.7M. Looking ahead to FY2026, the company expects low-single digit changes in net sales (ranging from decline to increase) and projects Adjusted EBITDA between $175M-$200M, citing challenging market conditions and uncertainty related to tariffs.

American Woodmark (NASDAQ: AMWD) announced that James G. Davis, Jr. will not seek re-election to the Company's Board of Directors at the next annual shareholders meeting. Davis has served on the Board for 23 years, participating in the Audit, Compensation, and Governance, Sustainability, and Nominating Committees. During his tenure, American Woodmark grew from $0.5 billion to $1.8 billion in annual sales. Most recently, Davis served as Chair of the Governance Committee, where he improved Director On-Boarding and Board Evaluation processes. Both Board Chair Vance Tang and CEO Scott Culbreth praised Davis's contributions, particularly highlighting his experience in construction, business leadership, and commitment to the company's mission.

American Woodmark Corporation (NASDAQ: AMWD) has announced it will host a conference call to discuss its fourth quarter results on Thursday, May 29, 2025, at 8:30 a.m. Eastern Time. The company will provide a live webcast of the call through their website americanwoodmark.com. An online replay will be available immediately after the call and remain accessible for 30 days. Additionally, a telephonic replay will be available from 11:30 a.m. ET on May 29 through 11:30 a.m. ET on June 5, accessible by dialing 877-344-7529 with passcode 2570203.

American Woodmark (NASDAQ: AMWD) reported Q3 fiscal 2025 results with net sales of $397.6 million, down 5.8% year-over-year. Net income decreased to $16.6 million (4.2% of net sales) with GAAP EPS of $1.09.

The company faced challenges due to softer demand in the remodel market and declining new construction activity. Key metrics include Adjusted EBITDA of $38.4 million (9.7% of net sales) and free cash flow of $1.4 million. The company repurchased 132,075 shares for $12.6 million during Q3.

Management announced the closure of its Orange, Virginia manufacturing facility, expecting to incur restructuring costs of $6.0-8.5 million. The company updated its fiscal 2025 outlook, projecting a mid-single-digit decline in net sales and Adjusted EBITDA between $210-215 million.

American Woodmark (NASDAQ: AMWD) has announced its upcoming participation in the Loop Capital Markets 2025 Investor Conference. The conference is scheduled to take place in New York City on Tuesday, March 11, 2025. The company will be represented by Paul Joachimczyk, Senior Vice President and Chief Financial Officer, along with Kevin Dunnigan, Vice President and Treasurer.

American Woodmark (NASDAQ: AMWD) has announced its participation in the upcoming Wolfe Research Housing Conference in New York City, scheduled for Tuesday, March 4, 2025. The company will be represented by Paul Joachimczyk, Senior Vice President and Chief Financial Officer, along with Kevin Dunnigan, Vice President and Treasurer.

American Woodmark (NASDAQ: AMWD) has announced its upcoming third quarter results conference call, scheduled for Thursday, February 27, 2025. The company will provide multiple ways to access the call:

- A live webcast will begin at 8:30 a.m. Eastern Time on the company's website (americanwoodmark.com)
- An online replay will be available immediately after the call and remain accessible for 30 days
- A telephonic replay will be available from 11:30 a.m. ET on February 27 until 11:30 a.m. ET on March 6, accessible by dialing 877-344-7529 with passcode 2244568

American Woodmark (NASDAQ: AMWD) reported Q2 fiscal 2025 results with net sales of $452.5 million, down 4.5% year-over-year. Net income was $27.7 million ($1.79 per diluted share), compared to $30.3 million last year. Adjusted EBITDA decreased 16.8% to $60.2 million. The company announced a new $125 million stock repurchase authorization and reaffirmed its fiscal 2025 outlook, expecting a low single-digit decline in net sales and Adjusted EBITDA of $225-235 million. During Q2, the company repurchased 348,877 shares for $32.5 million.