American Woodmark Corporation

NASDAQ•AMWD

CEO: Mr. M. Scott Culbreth

セクター: Consumer Cyclical

業種: Furnishings, Fixtures & Appliances

上場日: 1986-07-18

American Woodmark Corporation manufactures and distributes kitchen, bath, and home organization products for the remodeling and new home construction markets in the United States. The company offers kitchen cabinetry, bath cabinetry, office cabinetry, home organization, and hardware products. It also provides turnkey installation services to its direct builder customers through a network of service centers. The company sells its products under the American Woodmark, Timberlake, Shenandoah Cabinetry, Waypoint Living Spaces, 1951, Professional Cabinet Solutions, SageHouse, allen + roth, Hampton Bay, ESTATE, Glacier Bay, Home Decorators Collection, Project Source, Stor-It-All, and Style Selections brands to home centers, builders, and independent dealers and distributors. The company was founded in 1951 and is based in Winchester, Virginia.

連絡先情報

561 Shady Elm Road, Winchester, VA, 22602, United States

540-665-9100

www.americanwoodmark.com

時価総額

$700.65M

PER (TTM)

39.9

28.1

配当利回り

52週高値

$72.16

52週安値

$33.29

52週レンジ

38%

順位32Top 23.6%

4.9

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 4.9 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$324.30M+0.00%

直近4四半期の推移

EPS

-$1.97+0.00%

直近4四半期の推移

フリーCF

-$21.88M+0.00%

直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Nine Month Net Sales Decline Net sales totaled $1.122B USD for nine months, reflecting a 14.3% decrease versus prior year period.

Profitability Shifts Significantly Reported net loss of $(8.0M) USD for nine months, compared to $73.9M income previously reported.

Goodwill Impairment Charge Recognized a non-cash goodwill impairment charge of $30.1M USD during the third quarter of fiscal 2026.

Operating Cash Flow Decreases Net Cash Provided by Operating Activities was $31.1M USD for nine months, down from $63.7M.

リスク要因

Gross Margin Compression Gross profit margin fell 350 basis points to 14.7% due to lower volume and unfavorable mix shift.

Customer Concentration Exposure Top two customers represented 44.6% of gross customer receivables as of January 31, 2026.

Macroeconomic Market Softening Experiencing retraction in new construction due to high mortgage rates and weaker consumer sentiment.

Pending Merger Uncertainty Merger with MasterBrand expected early 2026, subject to ongoing FTC regulatory clearance.

見通し

Continued Market Softening Expected Expect continued softening in both new construction and repair/remodel markets for remainder of fiscal 2026.

Digital Transformation Investment Will continue investing in cloud-based ERP platform and automation initiatives throughout fiscal 2026.

Merger Impacts Financial Guidance Financial guidance will not be provided or updated due to the proposed merger transaction status.

Sufficient Liquidity Position Cash flow and existing cash expected to support working capital, debt service, and capital expenditures.

同業比較

売上高 (TTM)

ODP

$6.53B

-8.9%

LEG

$3.95B

-8.3%

MLKN

$3.80B

+5.6%

粗利益率 (最新四半期)

ETD

59.3%

+0.6pp

XPEL

43.7%

-0.7pp

LZB

43.1%

-0.0pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
TILE	$1.75B	13.9	16.7%	22.8%
LZB	$1.50B	17.8	8.1%	50.2%
AEVA	$1.45B	-9.9	691.8%	69.3%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-6.8%

成長鈍化

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年9月1日

EPS:$0.37

売上高:$360.90M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし