earnings
confidence high
sentiment negative
materiality 0.75
American Woodmark reports Q2 net sales down 13% to $395M, GAAP EPS $0.42 vs $1.79 last year
AMERICAN WOODMARK CORP
2026-Q2 EPS reported
$1.42
revenue$797,683,000
- Net sales $394.6M (-12.8% YoY); net income $6.1M ($0.42 diluted EPS) vs $27.7M ($1.79) a year ago.
- Adjusted EPS $0.76, down from $2.08; Adjusted EBITDA $39.6M (10.0% of sales) vs $60.2M (13.3%).
- Management estimates unmitigated tariff impact at current rates to be ~4-4.5% of annualized net sales; also notes potential Section 232 tariff increase to 50%.
- Pending merger with MasterBrand, Inc. (announced Aug 6, 2025); no conference call or guidance update provided.
- Free cash flow YTD $24.0M; repurchased 209,757 shares for $12.4M in first half of fiscal 2026.