American Woodmark Corporation (AMWD)

American Woodmark Corp. experienced several stock events in the past six months. The company reported its Q2 fiscal year 2026 earnings, posting an EPS of $0.76, which missed analysts' expectations. A definitive agreement to combine with MasterBrand, Inc. in an all-stock merger was announced and received shareholder approvals. AMWD's stock price crossed above its 200-day moving average, and the stock gained 3.62% on February 6, 2026, and was up 9.93% over the two weeks prior to that date. The company is expected to announce its next earnings report on February 26, 2026.

Historically, American Woodmark's business has experienced seasonal influences, with sales typically higher in its first and fourth fiscal quarters. However, in recent years, general economic forces and shifts in customer mix have led to a reduction in these seasonal fluctuations in revenue, a trend that is anticipated to continue. As of March 2023, the cabinetry demand was experiencing a 120-day backlog, which resulted in increased inventory for American Woodmark and a decrease in its margins.

American Woodmark Corporation is a manufacturer and distributor of kitchen, bath, and home organization products, serving the remodeling and new home construction markets in the United States. The company operates within the Consumer Discretionary sector, specifically in the Furnishings, Fixtures & Appliances industry, with a focus on Cabinet & Vanity Manufacturing. Its product offerings include kitchen cabinetry, bath cabinetry, office cabinetry, home organization solutions, and hardware products, sold under various brands. The company also provides turnkey installation services to its direct builder customers through a network of service centers.

American Woodmark Corporation's operations span across the United States and Mexico, with 17 manufacturing facilities located in U.S. states and Mexico. It maintains service centers throughout the United States to support its distribution network. American Woodmark's products are sold nationally across the U.S. through home centers, major builders, and independent dealers and distributors.

American Woodmark earned the "Large Business of the Year" honor from the Top of Virginia Regional Chamber, recognizing its community service, business performance, character, and creativity. The company emphasizes its mission to create value through people and is guided by core principles of customer satisfaction, integrity, teamwork, and excellence. There is no readily available information indicating significant negative events that have affected American Woodmark Corp.'s reputation in the past year.

American Woodmark Corporation has a substantial institutional ownership base, with 382 institutional owners and shareholders holding a total of 17,940,298 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Pzena Investment Management Llc, Dimensional Fund Advisors Lp, Cooke & Bieler Lp, iShares Core S&P Small-Cap ETF (IJR), State Street Corp, Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), Systematic Financial Management Lp, and Citigroup Inc. Other notable institutional investors include JPMorgan Chase & Co., Advisory Services Network LLC, Water Island Capital LLC, and Verition Fund Management LLC.