Cabinet maker American Woodmark misses Q2 sales estimates on lower demand

American Woodmark

25/11/2025 11:39

Overview

American Woodmark fiscal Q2 net sales decline 12.8%, missing analyst expectations

Adjusted EPS for fiscal Q2 misses analyst estimates

Company cites lower demand and higher costs for decreased earnings

Outlook

American Woodmark will not provide guidance due to pending merger with MasterBrand

Company estimates tariffs impact 4-4.5% of annualized net sales

Company focuses on structural cost reductions to mitigate tariff impacts

Result Drivers

LOWER DEMAND - Co attributes net sales decline to reduced demand in new construction and remodel markets

HIGHER COSTS - Increased tariff and input costs negatively impacted net income

COST CONTROL - Adjusted EBITDA margins maintained through cost control measures and strategic actions

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$394.64 mln
$410.62 mln (3 Analysts)
Q2 Adjusted EPS
Miss
$0.76
$1.20 (3 Analysts)
Q2 EPS
$0.42
Q2 Net Income
$6.10 mln
Q2 Adjusted EBITDA
$29.82 mln
Q2 Gross Profit
$59.90 mln
Q2 Operating Income
$12.35 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for American Woodmark Corp is $71.00, about 27% above its November 24 closing price of $51.85

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBw50qydda

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)