American Woodmark Corporation filings document the public-company record for a Virginia cabinet manufacturer with common stock listed on the NASDAQ Global Select Market under AMWD. The company's 8-K reports cover operating and financial results, liquidity and debt disclosures, capital-structure information, and material events affecting its reporting profile.
Its regulatory filings also record governance matters, shareholder voting results, material agreements, risk factors, and securities information for its no-par-value common stock. These disclosures connect American Woodmark's cabinet manufacturing and distribution business with board oversight, corporate actions, and formal exhibit-based reporting.
American Woodmark Corporation is winding down and closing its Monterrey, Mexico plant in response to low market demand and higher input and tariff costs. Operations will be consolidated into its Pacifico plant in Tijuana and, where appropriate, shifted from Mexico to the United States, with the consolidation planned to be substantially completed by June 30, 2026.
Excluding one-time items, the company expects the Mexico Plant Consolidation to generate approximately $7.5 million in annual cost savings beginning in fiscal 2027 by lowering tariff, labor and overhead costs and improving asset and labor efficiency. American Woodmark currently estimates total one-time cash and non-cash charges of approximately $36.0 million to $40.0 million, mostly in fiscal 2027, with additional charges extending into fiscal years ended April 30, 2029 and April 30, 2030.
American Woodmark Corporation disclosed developments tied to its previously announced merger with MasterBrand, Inc.. Under the Merger Agreement, MasterBrand agreed to expand its board from eight to eleven directors at the Effective Time and to appoint three directors designated by American Woodmark. On April 17, 2026, American Woodmark’s board designated Andrew Cogan, Philip Fracassa and Daniel Hendrix for those positions, and MasterBrand’s board approved the increase and the appointments to be effective at the Effective Time. The appointees are expected to serve in different classified-board classes; Mr. Fracassa would stand for election if appointed before MasterBrand’s 2026 annual meeting. The parties continue to work with the U.S. Federal Trade Commission for regulatory clearance and currently expect closing in the second quarter of 2026, subject to customary closing conditions. American Woodmark also stated it does not plan a May earnings release or conference call for fiscal 2026 results and instead expects to release those results with its Form 10-K filing in late June 2026 if the Merger has not closed earlier.
American Woodmark Corporation provides an update on its pending merger with MasterBrand, Inc. The companies continue to work with the U.S. Federal Trade Commission toward regulatory clearance, and still expect the merger to close in the second quarter of 2026, subject to remaining conditions.
In line with the Merger Agreement, MasterBrand’s board approved expanding from eight to eleven directors at the merger’s effective time and appointed Andrew Cogan, Philip Fracassa and Daniel Hendrix to fill the new seats. Because of the pending merger, American Woodmark does not plan to issue its usual May earnings release or hold a conference call for fiscal 2026 and fourth-quarter results, and instead expects to release those results with its Form 10-K filing in late June 2026 if the merger has not yet closed.
Pzena Investment Management reported beneficial ownership of 1,643,562 shares of American Woodmark Corp common stock, representing 11.3% of the class as of 03/31/2026. The filing states Pzena has sole voting power over 1,260,078 shares and sole dispositive power over 1,643,562 shares. The filing is an amendment (Schedule 13G/A) signed on 04/02/2026 by the firm's Chief Legal Risk Officer & Chief Compliance Officer.
American Woodmark Corp ownership filing shows The Vanguard Group reports beneficial ownership of 0 shares (0%) as of the reported amendment. The filing explains an internal realignment effective January 12, 2026 that caused certain Vanguard subsidiaries/divisions to report separately in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim as Head of Global Fund Administration on 03/26/2026, and states Vanguard entities retain rights to dividends/proceeds for managed accounts, while no single other person holds more than 5% of the class.
American Woodmark reported a sharp downturn for the quarter ended January 31, 2026. Net sales fell to $324.3 million, down 18.4% from a year earlier, and the company posted a net loss of $28.7 million versus prior-year profit of $16.6 million.
Results were hit by a $30.1 million goodwill impairment, merger-related expenses and weaker demand in both new construction and remodeling, especially a 30.5% decline in builder sales. Gross margin compressed to 11.6% as mix shifted to lower-priced offerings and tariffs and input costs rose.
The company recorded $3.2 million in restructuring charges in the quarter tied to workforce reductions and facility closures. It is pursuing an all-stock merger with MasterBrand, under which each American Woodmark share is expected to convert into 5.15 MasterBrand shares, pending regulatory clearance and other customary conditions.
American Woodmark reported a weak third fiscal quarter 2026 as housing demand softened and tariffs weighed on results. Net sales fell 18.4% to $324.3 million, and the company posted a net loss of $28.7 million, or $(1.97) per diluted share, including a $30.1 million non-cash goodwill impairment.
Adjusted EPS was $0.45 versus $1.05 a year earlier, and Adjusted EBITDA dropped to $21.6 million, or 6.7% of net sales, from $38.4 million, or 9.7%. For the first nine months, net sales declined 14.3% to $1,122.0 million, with a $8.0 million net loss and Adjusted EBITDA of $103.5 million, down from $161.5 million.
As of January 31, 2026, the company had $28.3 million in cash, total debt of $369.1 million, and net leverage of 2.26. Free cash flow for the first nine months was $2.1 million, and the company repurchased 209,757 shares for $12.4 million. Management is focused on cost reductions, tariff mitigation, and closing the pending merger with MasterBrand, Inc., and will not hold an earnings call or provide updated guidance.
Cooke & Bieler L.P. reports beneficial ownership of 260,616 shares of American Woodmark Corp common stock, representing 1.8% of the class as of 12/31/2025. All voting and dispositive authority over these shares is shared, with no sole voting or dispositive power reported.
The firm states the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of American Woodmark. The position reflects ownership of 5 percent or less of the company’s common stock.
American Woodmark Corporation reported sharply weaker results for the quarter ended October 31, 2025 while progressing toward a stock-for-stock merger with MasterBrand. Net sales fell to $394.6 million from $452.5 million, and net income dropped to $6.1 million from $27.7 million as demand softened in both remodeling and new construction channels and mix shifted toward lower-priced products. Gross margin compressed to 15.2%, and diluted EPS declined to $0.42 from $1.79. Adjusted EBITDA was $39.6 million (10.0% margin) versus $60.2 million (13.3%).
Under the August 2025 Merger Agreement, each American Woodmark share will convert into 5.15 MasterBrand shares, with former American Woodmark holders expected to own about 37% of the combined company when the deal closes, which is currently expected in early 2026 subject to regulatory clearance, including an FTC second request. The company incurred $6.5 million of merger expenses in the quarter and is restructuring operations, closing facilities in Dallas, Texas and Orange, Virginia. Tariffs and higher input costs, along with macro headwinds such as weak existing home sales and lower consumer sentiment, continue to pressure performance.
American Woodmark Corporation filed a current report to announce that it released its financial results for the second quarter of fiscal 2026, which ended on October 31, 2025. The company issued a press release on November 25, 2025 describing its results of operations and financial condition for this period, and that press release is included as Exhibit 99.1 to the report and incorporated by reference. The filing is primarily administrative, formally notifying the market that the earnings information has been publicly released.