American Woodmark Earnings Call Transcripts
Fiscal Year 2025
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Q4 FY25 net sales declined 11.7% year-over-year amid weak housing demand and tariff uncertainty. Adjusted EBITDA margin was 11.8%, with FY26 guidance reflecting continued macro headwinds, $20M in tariff costs, and a focus on automation and operational efficiency.
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Net sales declined 5.8% year-over-year to $397.6 million, with margin pressures from lower volumes and higher costs. Full-year sales are expected to fall mid-single digits, and Adjusted EBITDA is projected at $210–$215 million. Ongoing macroeconomic and tariff risks remain.
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Net sales declined 4.5% year-over-year to $452.5 million, with adjusted EBITDA at $60.2 million and margins pressured by lower volumes and higher costs. Fiscal 2025 guidance remains for low single-digit sales declines and $225–$235 million in adjusted EBITDA, with continued investment in automation and digital transformation.
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Net sales declined 7.9% year-over-year due to weaker remodel demand and slower housing starts, but new construction grew single digits. Fiscal 2025 guidance calls for low single-digit sales decline and $225–$245 million in adjusted EBITDA, with continued focus on operational efficiency and share repurchases.