Millwood, Veneer, Plywood, & Structural Wood Members · SIC 2430

AMERICAN WOODMARK CORP

AMWD

Watch

Latest revenue

$324.3M

as of 2026-01-31

Latest net income

$-8.0M

as of 2026-01-31

Net margin

-2.5%

as of 2026-01-31

9.0
of 10

ActaClear Score

Strong
#1 of 3 in Millwood, Veneer, Plywood, & Structural Wood Members
new
Profitability·25%
10.0
Growth·15%
10.0
Value·20%
5.0
Quality·20%
10.0
Momentum·20%
10.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Millwood, Veneer, Plywood, & Structural Wood Members (3 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.

0.56
Price / FV

Fair value · DCF

Deeply undervalued
~80% upside at this growth
0.7% / yr
-5%30%
Terminal growthWACC 8.1% · 10y forecast
Current price
$48.08
DCF fair value
$86.61
FCF base (last FY)
$99.46M
Net debt
$317.63M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

-10.6% / yr 30.3 pts / yr vs S&P 500 42.6% total
Compare:

Live market

delayed ≤15 min
$48.08
0.02%
Market cap
$702.6M
Enterprise value
$1.04B
P/E (trailing)
7.1×
Forward P/E
P/B
0.78×
Dividend yield
0.0%
52-wk high
$72.16
52-wk low
$33.29
Beta
Shares out
14.6M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Item 1. BUSINESS Our Company American Woodmark Corporation ("American Woodmark," the "Company," "we," "our" or "us") was incorporated in 1980 by the four principal managers of the Boise Cascade Cabinet Division through a leveraged buyout of that division. We operated privately until 1986 when we became a public company through a registered public offering of common stock. From design to installation, we believe we offer a higher level of service than our competitors, serving both national and regional markets with the most relevant options. This makes us the cabinetmaker of choice for many homeowners, builders, designers, dealers, distributors, and retailers across the country. Our customer…

AI summary unavailable — showing raw filing excerpt

Generated from AMWD's filing dated 2025-06-25

Key risks

AI

Item 1A. RISK FACTORS There are a number of risks and uncertainties that may affect the Company's business, results of operations, and financial condition. These risks and uncertainties could cause future results to differ from past performance or expected results, including results described in statements elsewhere in this report that constitute "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. Additional risks and uncertainties not presently known to the Company or currently believed to be immaterial also may adversely impact the Company's business. Should any risks or uncertainties develop into actual events, these developments could have material…

AI summary unavailable — showing raw filing excerpt

Generated from AMWD's filing dated 2025-06-25

Profitability

Gross margin

17.9%

12.3%

Operating margin

8.2%

6.1%

Net margin

5.8%

7.5%

Return on equity

10.9%

18.4%

Return on assets

6.3%

13.2%

Leverage

Debt / equity

0.71×

13.3%

Long-term debt / equity

0.40×

6.1%

Debt / assets

41.7%

7.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$324.3M-18.4%$-8.0M-148.4%-2.5%

Q4 2025

2025-10-31

$394.6M-12.8%$6.1M-78.0%1.5%

Q3 2025

2025-07-31

$403.0M-12.2%$14.6M-50.7%3.6%

Q2 2025

2025-04-30

$400.4M-11.7%$25.6M-4.6%6.4%

Q1 2025

2025-01-31

$397.6M-5.8%$16.6M-21.9%4.2%

Q4 2024

2024-10-31

$452.5M-4.5%$27.7M-8.8%6.1%

Q3 2024

2024-07-31

$459.1M-7.9%$29.6M-21.7%6.5%

Q2 2024

2024-04-30

$453.3M$26.8M5.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Millwood, Veneer, Plywood, & Structural Wood Members · SIC 2430

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AMWD

Institutional value

$372.0M

Total shares held

9.4M

Distinct holders

98

-88 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.2.3M$90.6M+4.7K (+0.2%)Added
2PZENA INVESTMENT MANAGEMENT LLC1.6M$65.5M+493.3K (+42.9%)Added
3DIMENSIONAL FUND ADVISORS LP958.8K$38.2M-21.2K (-2.2%)Trimmed
4VANGUARD CAPITAL MANAGEMENT LLC613.8K$24.4MNew
5FRANKLIN RESOURCES INC505.2K$20.1M+96.3K (+23.5%)Added
6CITIGROUP INC442.9K$17.6M+55.0K (+14.2%)Added
7SYSTEMATIC FINANCIAL MANAGEMENT LP386.2K$15.4M-21.5K (-5.3%)Trimmed
8Magnetar Financial LLC314.0K$12.5M+1.3K (+0.4%)Added
9VANGUARD PORTFOLIO MANAGEMENT LLC282.3K$11.2MNew
10ALPINE ASSOCIATES MANAGEMENT INC.225.8K$9.0M-1.0K (-0.5%)Trimmed
11UBS Group AG168.9K$6.7M+112.8K (+200.8%)Added
12WELLS FARGO & COMPANY/MN131.2K$5.2M+114.5K (+684.1%)Added
13GRACE & WHITE INC /NY129.7K$5.2M+37.2K (+40.2%)Added
14Invesco Ltd.124.2K$4.9M+3.4K (+2.8%)Added
15VANGUARD FIDUCIARY TRUST CO93.8K$3.7MNew
16SEI INVESTMENTS CO92.4K$3.7M+51.8K (+127.6%)Added
17Bank of New York Mellon Corp81.5K$3.2M-6.8K (-7.7%)Trimmed
18PRINCIPAL FINANCIAL GROUP INC70.8K$2.8M+1.4K (+2.0%)Added
19D.A. DAVIDSON & CO.62.0K$2.5M+100 (+0.2%)Added
20JPMORGAN CHASE & CO54.9K$2.2M+22.9K (+71.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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