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.
美國伍德馬克公司（納斯達克：AMWD）股東們可能有點失望，因爲在最近的季度業績發佈後，其股價下跌了8.3%，跌至89.19美元。營業收入爲45200萬美元，與預期相符，儘管法定每股收益（EPS）則低於預期，爲1.79美元，低於預估8.2%。這是一個重要的時刻，對於投資者來說，可以在報告中跟蹤公司的表現，查看專家對明年的預測，並看看業務的預期是否有所變化。讀者會高興地知道，我們已經彙總了最新的法定預測，以查看分析師在最新結果後是否改變了對美國伍德馬克的看法。
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.
在上週的業績發佈後，美國伍德馬克的四位分析師預測2025年的營業收入將達到17.7億美元，大約與過去12個月相符。法定每股收益預計將在同期下降16%，降至5.90美元。在發佈報告之前，分析師曾預測2025年的營業收入爲18億美元，每股收益（EPS）爲6.53美元。因此，看起來在最近的業績公佈後，整體情緒有所下降，雖然營業收入的預估沒有重大變化，但分析師確實對每股收益的預測進行了小幅下調。
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.
共識價格目標保持在114美元，分析師們似乎認爲其下調的預期收益不會在可預見的未來導致股價下跌。然而，專注於單一的價格目標可能是不明智的，因爲共識目標實際上是分析師價格目標的平均值。因此，一些投資者喜歡查看估計範圍，以了解對公司估值是否存在任何分歧意見。最樂觀的美國伍德馬克分析師的價格目標爲每股118美元，而最悲觀的則認爲爲110美元。狹窄的估計範圍可能表明該業務的未來相對容易估值，或者分析師對其前景有強烈的看法。
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.
我們可以在更大背景下查看這些估計，例如，預測與過去表現的對比，以及預測相對於行業內其他公司的看法是否更看好或不那麼看好。我們需要強調的是，預計營業收入將出現反轉，預計到2025年底將年均下降2.1%。與過去五年3.6%的歷史增長相比，這是一個顯著的變化。相比之下，我們的數據表明同一行業內（有分析師覆蓋）的其他公司預計營業收入將在可預見的未來年均增長5.3%。很明顯，美國伍德馬克的營業收入預計將表現得遠不及更廣泛的行業。
The Bottom Line
最重要的事情是分析師增加了它對下一年每股虧損的估計。令人欣慰的是，營收預測未發生重大變化，業務仍有望比整個行業增長更快。共識價格目標穩定在28.50美元，最新估計不足以對價格目標產生影響。
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.
最大的問題是分析師下調了他們的每股收益估計，這表明美國伍德馬克可能面臨業務挑戰。另一方面，營業收入預計沒有重大變動；儘管預測暗示它們的表現將遜色於更廣泛的行業。共識價格目標保持在114美元，最新的估計對其價格目標沒有影響。
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..
考慮到這一點，我們仍然認爲，業務的長期發展軌跡對投資者來說更爲重要。在Simply Wall St，我們對美國伍德馬克的完整分析師估計到2027年的數據，您可以在我們的平台上免費查看。
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.
也許值得考慮美國伍德馬克的債務負擔是否合適，可以使用我們的債務分析工具在Simply Wall St平台上查看。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論，使用公正的方法，我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議，並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意，我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。
