Earnings Miss: American Woodmark Corporation Missed EPS By 8.2% And Analysts Are Revising Their Forecasts
Earnings Miss: American Woodmark Corporation Missed EPS By 8.2% And Analysts Are Revising Their Forecasts
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that revenue is expected to reverse, with a forecast 2.1% annualised decline to the end of 2025. That is a notable change from historical growth of 3.6% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 5.3% annually for the foreseeable future. It's pretty clear that American Woodmark's revenues are expected to perform substantially worse than the wider industry. American Woodmark Corporation (NASDAQ:AMWD) shareholders are probably feeling a little disappointed, since its shares fell 8.3% to US$89.19 in the week after its latest quarterly results. Revenues of US$452m were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at US$1.79, missing estimates by 8.2%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on American Woodmark after the latest results.
美国伍德马克公司（纳斯达克：AMWD）股东们可能有点失望，因为在最近的季度业绩发布后，其股价下跌了8.3%，跌至89.19美元。营业收入为45200万美元，与预期相符，尽管法定每股收益（EPS）则低于预期，为1.79美元，低于预估8.2%。这是一个重要的时刻，对于投资者来说，可以在报告中跟踪公司的表现，查看专家对明年的预测，并看看业务的预期是否有所变化。读者会高兴地知道，我们已经汇总了最新的法定预测，以查看分析师在最新结果后是否改变了对美国伍德马克的看法。
Following last week's earnings report, American Woodmark's four analysts are forecasting 2025 revenues to be US$1.77b, approximately in line with the last 12 months. Statutory earnings per share are expected to sink 16% to US$5.90 in the same period. In the lead-up to this report, the analysts had been modelling revenues of US$1.80b and earnings per share (EPS) of US$6.53 in 2025. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
在上周的财报发布后，美国伍德马克的四位分析师预测2025年的营业收入将达到17.7亿美元，大约与过去12个月相符。法定每股收益预计将在同期下降16%，降至5.90美元。在发布报告之前，分析师曾预测2025年的营业收入为18亿美元，每股收益（EPS）为6.53美元。因此，看起来在最近的业绩公布后，整体情绪有所下降，虽然营业收入的预估没有重大变化，但分析师确实对每股收益的预测进行了小幅下调。
The consensus price target held steady at US$114, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic American Woodmark analyst has a price target of US$118 per share, while the most pessimistic values it at US$110. The narrow spread of estimates could suggest that the business' future is relatively easy to value, or thatthe analysts have a strong view on its prospects.
共识价格目标保持在114美元，分析师们似乎认为其下调的预期收益不会在可预见的未来导致股价下跌。然而，专注于单一的价格目标可能是不明智的，因为共识目标实际上是分析师价格目标的平均值。因此，一些投资者喜欢查看估计范围，以了解对公司估值是否存在任何分歧意见。最乐观的美国伍德马克分析师的价格目标为每股118美元，而最悲观的则认为为110美元。狭窄的估计范围可能表明该业务的未来相对容易估值，或者分析师对其前景有强烈的看法。
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. We would highlight that revenue is expected to reverse, with a forecast 2.1% annualised decline to the end of 2025. That is a notable change from historical growth of 3.6% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 5.3% annually for the foreseeable future. It's pretty clear that American Woodmark's revenues are expected to perform substantially worse than the wider industry.
我们可以在更大背景下查看这些估计，例如，预测与过去表现的对比，以及预测相对于行业内其他公司的看法是否更看好或不那么看好。我们需要强调的是，预计营业收入将出现反转，预计到2025年底将年均下降2.1%。与过去五年3.6%的历史增长相比，这是一个显著的变化。相比之下，我们的数据表明同一行业内（有分析师覆盖）的其他公司预计营业收入将在可预见的未来年均增长5.3%。很明显，美国伍德马克的营业收入预计将表现得远不及更广泛的行业。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是，营收预测未发生重大变化，业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元，最新估计不足以对价格目标产生影响。
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for American Woodmark. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at US$114, with the latest estimates not enough to have an impact on their price targets.
最大的问题是分析师下调了他们的每股收益估计，这表明美国伍德马克可能面临业务挑战。另一方面，营业收入预计没有重大变动；尽管预测暗示它们的表现将逊色于更广泛的行业。共识价格目标保持在114美元，最新的估计对其价格目标没有影响。
Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for American Woodmark going out to 2027, and you can see them free on our platform here..
考虑到这一点，我们仍然认为，业务的长期发展轨迹对投资者来说更为重要。在Simply Wall St，我们对美国伍德马克的完整分析师估计到2027年的数据，您可以在我们的平台上免费查看。
It might also be worth considering whether American Woodmark's debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.
也许值得考虑美国伍德马克的债务负担是否合适，可以使用我们的债务分析工具在Simply Wall St平台上查看。
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