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- **Q4 Results**: $400.4M sales (-11.7% YoY), Adjusted EBITDA $47.1M, Free Cash Flow $65.7M.
- **FY2026 Guidance**: Sales flat to +low single-digit; EBITDA $175M-$200M, reflecting $20M tariff costs.
- **Key Risks**: Tariff uncertainty, macroeconomic weakness, $7M annual interest expense increase.
- **Long-Term Drivers**: Mortgage rate relief, housing market recovery, automation savings ($5-6M annual).

**【CEO Business Overview】**
- Q4 2025 net sales: $400.4M (-11.7% YoY), driven by weaker demand in new construction and remodel markets due to tariff uncertainty and declining consumer confidence.
- Key metrics: Adjusted EBITDA $47.1M (11.8% of sales), Adjusted EPS $1.61, Free Cash Flow $65.7M.
- FY2026 Outlook: Net sales expected to range from low single-digit decline to low single-digit growth; Adjusted EBITDA $175M-$200M, reflecting $20M tariff-related cost headwinds.
- Strategic Focus: Mortgage rate relief, consumer confidence recovery, and housing market growth to drive long-term recovery.

**【CFO Financial Highlights】**
- Q4 2025: Gross margin 17.0% (-160bps YoY) due to fixed cost deleverage; Operating expenses 8.9% of sales (down 120bps YoY).
- FY2025: Adjusted EBITDA $208.6M (-150bps YoY); Free Cash Flow $65.7M (-53% YoY) due to lower net income and higher inventory.
- FY2026 Capital Allocation: $117.8M remaining for share buybacks; $7M annual increase in interest expense from new debt.

**【Q&A Key Takeaways】**
- Tariff Impact: $20M annualized cost headwind; 50%+ recovery potential if tariffs are removed.
- Margin Improvement: Q4 gross margin rebound due to operational right-sizing; SG&A control ($15M Q4) not sustainable due to incentive reset.
- Automation Progress: $10M+ investments in FY2025; $5-6M annual savings from facility closures, with more projects pipeline.
- Risk Factors: Tariff policy uncertainty, macroeconomic weakness, and input cost inflation.

American Woodmark Corporation (AMWD) Q4 2025 Earnings Call Transcript

- **Q3 Sales Decline**: $397.6M (-5.8% YoY) driven by new construction (-10.4%) and R&R (-2.3%) weakness.
- **Margin Pressure**: Gross margin down 420bps to 15% due to volume deleverage and cost increases.
- **Tariff Risk Management**: $25M China exposure reduced, but 10% revenue reliant on Mexico; potential pricing actions if tariffs imposed.
- **Bottoming R&R Demand**: Dealer business flat YoY, with hopes for H2 '25 recovery as consumer confidence improves.
- **Operational Efficiency**: $31.5M free cash flow, $43.5M cash, and 1.53x net leverage; Orange, VA plant closure to streamline operations.

**【CEO Business Overview】**
- Q3 2025 net sales of $397.6M (-5.8% YoY), driven by 10.4% decline in new construction and 2.3% drop in repair/remodel (R&R) markets.
- Home center made-to-order business flat YoY, while stock kitchen sales rose mid-single digits, offset by double-digit declines in stock bath/storage and distribution channels.
- New construction growth in Northeast/Northern California offset by double-digit declines in Atlanta, Florida, and Southern California.
- Adjusted EBITDA of $38.4M (9.7% margin) vs. $50.6M (12% margin) YoY, with EPS of $1.09.
- FY25 outlook: mid-single-digit sales decline, EBITDA $210-215M, and macro risks including consumer sentiment, inflation, and interest rates.

**【CFO Financial Details】**
- Gross profit margin declined 420bps to 15% due to lower volumes, raw material/labor costs, and production down days.
- SG&A expenses improved 300bps to 9.6% of sales, driven by lower intangible amortization and incentive comp.
- Free cash flow $31.5M (vs. $131.7M YoY), with $43.5M cash and $314.2M credit facility.
- Shares repurchased: 132K (1% of outstanding) in Q3, total $69.1M year-to-date.
- Orange, VA plant closure to optimize operations, with benefits expected in FY26.

**【Q&A Key Takeaways】**
- **Tariff Risks**: $25M China exposure (mitigated via 5-year sourcing shift), but 10% of revenue reliant on Mexico. Potential pricing actions if tariffs materialize.
- **R&R Market**: Dealer business flat YoY, tied to R&R demand. Management sees 'bottoming' but no near-term recovery, with hopes for H2 '25 improvement.
- **Mix Impact**: New construction sees 'trade-down' to lower-priced products, reducing margins and affecting cabs per home.
- **Pricing Strategy**: Prefers single, comprehensive price increase over incremental adjustments, pending tariff clarity.
- **Hurricane Impact**: Florida saw positive comps post-hurricanes, but no material impact on Q3 results.

American Woodmark Corporation (AMWD) Q3 2025 Earnings Call Transcript

American Woodmark (AMWD)-26 Nov 24-2025 Q2 Earnings call transcript

American Woodmark (AMWD)-27 Aug 24-2025 Q1 Earnings call transcript

American Woodmark (AMWD)-23 May 24-2024 Q4 Earnings call transcript

American Woodmark (AMWD)-29 Feb 24-2024 Q3 Earnings call transcript

American Woodmark (AMWD)-30 Nov 23-2024 Q2 Earnings call transcript

American Woodmark (AMWD)-29 Aug 23-2024 Q1 Earnings call transcript

American Woodmark (AMWD)-25 May 23-2023 Q4 Earnings call transcript

American Woodmark (AMWD)-28 Feb 23-2023 Q3 Earnings call transcript

American Woodmark (AMWD)-22 Nov 22-2023 Q2 Earnings call transcript

American Woodmark (AMWD)-30 Aug 22-2023 Q1 Earnings call transcript

American Woodmark (AMWD)-26 May 22-2022 Q4 Earnings call transcript

American Woodmark (AMWD)-26 Feb 22-2022 Q3 Earnings call transcript

American Woodmark (AMWD)-23 Nov 21-2022 Q2 Earnings call transcript

American Woodmark (AMWD)-31 Aug 21-2022 Q1 Earnings call transcript

American Woodmark (AMWD)-27 May 21-2021 Q4 Earnings call transcript

American Woodmark (AMWD)-27 Feb 21-2021 Q3 Earnings call transcript

American Woodmark (AMWD)-24 Nov 20-2021 Q2 Earnings call transcript

American Woodmark (AMWD)-25 Aug 20-2021 Q1 Earnings call transcript

American Woodmark (AMWD)-26 May 20-2020 Q4 Earnings call transcript

American Woodmark (AMWD)-25 Feb 20-2020 Q3 Earnings call transcript

American Woodmark (AMWD)-26 Nov 19-2020 Q2 Earnings call transcript

American Woodmark (AMWD)-27 Aug 19-2020 Q1 Earnings call transcript

American Woodmark (AMWD)-28 May 19-2019 Q4 Earnings call transcript

American Woodmark (AMWD)-26 Feb 19-2019 Q3 Earnings call transcript

American Woodmark (AMWD)-29 Nov 18-2019 Q2 Earnings call transcript

American Woodmark (AMWD)-27 Aug 18-2019 Q1 Earnings call transcript

American Woodmark (AMWD)-29 May 18-2018 Q4 Earnings call transcript

American Woodmark (AMWD)-9 Mar 18-2018 Q3 Earnings call transcript

American Woodmark (AMWD)-1 Dec 17-2018 Q2 Earnings call transcript

Actual											1.3	1.33	1.66	1.97	1.5	1.28	0.7	0.62	0.6	1.38	1.71	2.24	1.46	2.21	2.78	2.36	1.66	1.7	1.89	2.08	1.05	1.61	1.01	0.76
Forecast											1.4583	1.5067	1.3283	1.8833	1.6334	1.7134	1.478	0.8568	0.8698	1.3431	1.2946	1.9189	1.776	1.5287	2.3043	2.0857	1.283	1.7793	2.2977	2.2666	1.3148	1.42	1.3269	1.1967
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-10.86%	-11.73%	+24.97%	+4.60%	-8.17%	-25.29%	-52.64%	-27.64%	-31.02%	+2.75%	+32.09%	+16.73%	-17.79%	+44.57%	+20.64%	+13.15%	+29.38%	-4.46%	-17.74%	-8.23%	-20.14%	+13.38%	-23.88%	-36.49%

Actual	--	--	--	--	--	--	--	--	--	--	395.75M	399.20M	390.09M	448.58M	431.95M	473.39M	442.58M	453.16M	459.74M	501.71M	542.89M	561.50M	480.71M	481.10M	498.25M	473.87M	422.10M	453.28M	459.13M	452.48M	397.58M	400.39M	403.05M	394.64M
Forecast	--	--	--	--	--	--	--	--	--	--	401.10M	375.16M	379.75M	452.23M	427.82M	463.81M	461.32M	467.25M	470.58M	493.20M	514.11M	553.67M	508.43M	478.09M	497.31M	464.33M	394.56M	440.86M	475.37M	458.29M	405.72M	426.24M	419.03M	410.62M
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-1.33%	+6.41%	+2.72%	-0.81%	+0.97%	+2.06%	-4.06%	-3.02%	-2.31%	+1.72%	+5.60%	+1.41%	-5.45%	+0.63%	+0.19%	+2.05%	+6.98%	+2.82%	-3.42%	-1.27%	-2.01%	-6.06%	-3.81%	-3.89%

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