Latest news with #AmericanWoodmark
Yahoo
15-07-2025
- Business
- Yahoo
Home Construction Materials Stocks Q1 Results: Benchmarking American Woodmark (NASDAQ:AMWD)
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let's take a look at how home construction materials stocks fared in Q1, starting with American Woodmark (NASDAQ:AMWD). Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies. The 12 home construction materials stocks we track reported a satisfactory Q1. As a group, revenues were in line with analysts' consensus estimates. Thankfully, share prices of the companies have been resilient as they are up 6.1% on average since the latest earnings results. Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. American Woodmark reported revenues of $400.4 million, down 11.7% year on year. This print fell short of analysts' expectations by 6.6%. Overall, it was a softer quarter for the company with full-year EBITDA guidance missing analysts' expectations. 'Demand for our products in the new construction and remodel market were weaker than expected as uncertainty regarding tariff policies and declining consumer confidence slowed foot traffic with builders and retailers. However, our teams continued to execute well and delivered Adjusted EBITDA margins of 11.8% for the fourth fiscal quarter,' said Scott Culbreth, President and CEO. American Woodmark delivered the weakest performance against analyst estimates of the whole group. Unsurprisingly, the stock is down 1% since reporting and currently trades at $55.97. Read our full report on American Woodmark here, it's free. Aiming to build safer and stronger buildings, Simpson (NYSE:SSD) designs and manufactures structural connectors, anchors, and other construction products. Simpson reported revenues of $538.9 million, up 1.6% year on year, outperforming analysts' expectations by 2%. The business had an exceptional quarter with an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. The market seems happy with the results as the stock is up 7.3% since reporting. It currently trades at $164.74. Is now the time to buy Simpson? Access our full analysis of the earnings results here, it's free. Headquartered just outside of Detroit, MI, Masco (NYSE:MAS) designs and manufactures home-building products such as glass shower doors, decorative lighting, bathtubs, and faucets. Masco reported revenues of $1.80 billion, down 6.5% year on year, falling short of analysts' expectations by 2%. It was a disappointing quarter as it posted a significant miss of analysts' adjusted operating income estimates. Interestingly, the stock is up 7.5% since the results and currently trades at $65.91. Read our full analysis of Masco's results here. Addressing the demand for aesthetically-pleasing and unique outdoor living spaces, Trex Company (NYSE:TREX) makes wood-alternative decking, railing, and patio furniture. Trex reported revenues of $340 million, down 9% year on year. This result surpassed analysts' expectations by 3.5%. Taking a step back, it was a mixed quarter as it also logged a narrow beat of analysts' adjusted operating income estimates but a miss of analysts' EBITDA estimates. The stock is up 6.4% since reporting and currently trades at $62. Read our full, actionable report on Trex here, it's free. Initially in the defense industry, Griffon (NYSE:GFF) is a now diversified company specializing in home improvement, professional equipment, and building products. Griffon reported revenues of $611.7 million, down 9.1% year on year. This number missed analysts' expectations by 1%. Taking a step back, it was still a strong quarter as it recorded an impressive beat of analysts' EBITDA estimates and a solid beat of analysts' EPS estimates. The stock is up 15.1% since reporting and currently trades at $77.96. Read our full, actionable report on Griffon here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Top 6 Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Sign in to access your portfolio
Yahoo
28-06-2025
- Business
- Yahoo
American Woodmark Full Year 2025 Earnings: EPS Beats Expectations, Revenues Lag
Revenue: US$1.71b (down 7.5% from FY 2024). Net income: US$99.5m (down 14% from FY 2024). Profit margin: 5.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. EPS: US$6.55 (down from US$7.20 in FY 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.0%. In the last 12 months, the only revenue segment was Manufactures and Distributes Kitchen Bath and Home Organization Products contributing US$1.71b. Notably, cost of sales worth US$1.40b amounted to 82% of total revenue thereby underscoring the impact on earnings. The largest operating expense was Sales & Marketing costs, amounting to US$86.2m (42% of total expenses). Explore how AMWD's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US. Performance of the American Building industry. The company's shares are up 4.6% from a week ago. Before we wrap up, we've discovered 1 warning sign for American Woodmark that you should be aware of. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
28-06-2025
- Business
- Yahoo
American Woodmark Full Year 2025 Earnings: EPS Beats Expectations, Revenues Lag
Revenue: US$1.71b (down 7.5% from FY 2024). Net income: US$99.5m (down 14% from FY 2024). Profit margin: 5.8% (down from 6.3% in FY 2024). The decrease in margin was driven by lower revenue. EPS: US$6.55 (down from US$7.20 in FY 2024). We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 8.0%. In the last 12 months, the only revenue segment was Manufactures and Distributes Kitchen Bath and Home Organization Products contributing US$1.71b. Notably, cost of sales worth US$1.40b amounted to 82% of total revenue thereby underscoring the impact on earnings. The largest operating expense was Sales & Marketing costs, amounting to US$86.2m (42% of total expenses). Explore how AMWD's revenue and expenses shape its earnings. Looking ahead, revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US. Performance of the American Building industry. The company's shares are up 4.6% from a week ago. Before we wrap up, we've discovered 1 warning sign for American Woodmark that you should be aware of. — Investing narratives with Fair Values A case for TSXV:USA to reach USD $5.00 - $9.00 (CAD $7.30–$12.29) by 2029. By Agricola – Community Contributor Fair Value Estimated: CA$12.29 · 0.9% Overvalued DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts By WynnLevi – Community Contributor Fair Value Estimated: $195.39 · 0.9% Overvalued Historically Cheap, but the Margin of Safety Is Still Thin By Mandelman – Community Contributor Fair Value Estimated: SEK232.58 · 0.1% Overvalued View more featured narratives — Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-06-2025
- Business
- Yahoo
3 Out-of-Favor Stocks with Red Flags
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling knives. While market timing can be an extremely profitable strategy, it has burned many investors and requires rigorous analysis - something we specialize in at StockStory. Keeping that in mind, here are three stocks where the skepticism is well-placed and some better opportunities to consider. One-Month Return: -4% Initially started in Denver as a cable television provider, WideOpenWest (NYSE:WOW) provides high-speed internet, cable, and telephone services to the Midwest and Southeast regions of the U.S. Why Do We Steer Clear of WOW? Performance surrounding its subscribers has lagged its peers Cash-burning tendencies make us wonder if it can sustainably generate shareholder value Eroding returns on capital from an already low base indicate that management's recent investments are destroying value WideOpenWest is trading at $4.06 per share, or 1.2x forward EV-to-EBITDA. Read our free research report to see why you should think twice about including WOW in your portfolio, it's free. One-Month Return: -10.4% Starting as a small millwork shop, American Woodmark (NASDAQ:AMWD) is a cabinet manufacturing company that helps customers from inspiration to installation. Why Should You Dump AMWD? Customers postponed purchases of its products and services this cycle as its revenue declined by 9% annually over the last two years Sales are projected to tank by 2.7% over the next 12 months as its demand continues evaporating Falling earnings per share over the last two years has some investors worried as stock prices ultimately follow EPS over the long term At $50.84 per share, American Woodmark trades at 8.2x forward P/E. Check out our free in-depth research report to learn more about why AMWD doesn't pass our bar. One-Month Return: -6.4% Founded in 1991, Graphic Packaging (NYSE:GPK) is a provider of paper-based packaging solutions for a wide range of products. Why Are We Out on GPK? Declining unit sales over the past two years imply it may need to invest in improvements to get back on track Earnings per share have dipped by 5.7% annually over the past two years, which is concerning because stock prices follow EPS over the long term Free cash flow margin dropped by 10.8 percentage points over the last five years, implying the company became more capital intensive as competition picked up Graphic Packaging Holding's stock price of $21.14 implies a valuation ratio of 8.6x forward P/E. Dive into our free research report to see why there are better opportunities than GPK. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today Sign in to access your portfolio
Yahoo
18-06-2025
- Business
- Yahoo
Sonoco hires CFO with manufacturing background
This story was originally published on Packaging Dive. To receive daily news and insights, subscribe to our free daily Packaging Dive newsletter. Name: Paul Joachimczyk Previous title: CFO at American Woodmark New title: CFO at Sonoco Sonoco named a new chief financial officer on Tuesday. Paul Joachimczyk will assume the role June 30. Sonoco CEO Howard Coker said in a statement that Joachimczyk is 'a highly accomplished financial executive with a proven track record of successfully leading financial functions for large multinational publicly traded corporations' spanning 'diverse manufacturing industries.' Joachimczyk was most recently CFO at cabinet manufacturer American Woodmark. He also previously held financial roles at TopBuild, Stanley Black & Decker and GE. Joachimczyk will take over for Jerry Cheatham, who has served as interim CFO since Jan. 6. Cheatham will stay in the role until Sonoco files its second-quarter 10-Q, and then he will move into 'a senior finance leadership role' at the company. Cheatham's previous focus was as vice president of global finance in the industrial paper packaging segment. Cheatham had temporarily replaced Rob Dillard, Sonoco's former CFO who departed the company after serving in the role since 2022. In announcing Cheatham's temporary appointment in January, Sonoco also detailed leadership changes in investor relations, strategic finance and the North America paper division. Joachimczyk joins Sonoco amid the company adjusting its business segments, including moving forward after divesting its thermoformed and flexibles business. It's also scaling its global metal packaging business, helped by the acquisition of Eviosys. Recommended Reading How Sonoco reduced emissions during a year of change
