Traders should monitor the pending merger with MasterBrand, Inc. as a potential catalyst, but near-term fundamentals remain weak due to declining volumes, margin pressure from tariffs and input costs, and soft housing market demand. The lack of updated guidance adds uncertainty.
Price Chart
Executive Summary
American Woodmark reported a significant decline in third-quarter fiscal 2026 results, with revenue down 18.4% year-over-year to $324.3 million and a net loss of $28.7 million, including a $30.1 million non-cash goodwill impairment charge. Adjusted EPS was $0.45, down from $1.05 in the prior year, reflecting ongoing challenges in the new construction and remodel markets, tariff impacts, and higher input costs.
Key Financial Metrics
Key Facts
- Revenue declined 18.4% YoY to $324.3 million in Q3 FY2026
- Net loss of $28.7 million, including a $30.1 million non-cash goodwill impairment
- GAAP EPS was $(1.97), adjusted EPS was $0.45 (down from $1.05 YoY)
- Adjusted EBITDA fell 43.9% to $21.6 million (6.7% of sales)
- Company cited challenging demand in new construction and remodel markets, tariff impacts, and higher input costs
- No guidance update due to pending merger with MasterBrand, Inc.
Financial Impact
Revenue down $73.3 million YoY, net loss of $28.7 million including $30.1 million goodwill impairment, adjusted EBITDA down $16.9 million
Risk Factors
- Ongoing softness in new construction and remodel markets
- Tariff impacts estimated at 3.5-4.0% of annualized net sales
- Higher input and manufacturing costs affecting margins
- Execution risk around the pending merger with MasterBrand, Inc.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000794619-26-000003 |
| Document: amwd-20260226.htm | 0000794619-26-000003 |
| Document: 0000794619-26-000003-index-headers.html | 0000794619-26-000003 |
| Document: 0000794619-26-000003-index.html | 0000794619-26-000003 |
| Document: 0000794619-26-000003.txt | 0000794619-26-000003 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 28, 2026 21w ago | 8-K | $48.08 | awaiting T+1 | — | — |
May 26, 2026 21w ago | 425 | $48.09 $48.09 | · 0.00% | ▼ −0.55% | — |
May 26, 2026 21w ago | 8-K | $48.09 $48.09 | · 0.00% | ▼ −0.55% | — |
Feb 26, 2026 34w ago | 8-K | $51.43 $50.10 | ▲ +2.59% | ▲ +2.13% | — |
US Market Status
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