UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 000-14798 American Woodmark Corporation (Exact name of registrant as specified in its charter) Virgin ...

American Woodmark Corporation (NASDAQ:AMWD) Q2 2020 Earnings Conference Call November 26, 2019 11:00 AM ET Company Participants Scott Culbreth - SVP and CFO Cary Dunston - Chairman and CEO Conference Call Participants Garik Shmois - Longbow Research Justin Speer - Zelman & Associates Truman Patterson - Wells Fargo Steven Ramsey - Thompson Research Group Josh Chan - Baird Julio Romero - Sidoti & Company Operator Good day and welcome to the American Woodmark Corporation’s Second Quarter 2020 Conference Call. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2019 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______________ to _______________ Commission File Number: 000-14798 American Woodmark Corporation (Exact name of registrant as specified in its charter) Virginia ...

American Woodmark Corporation (NASDAQ:AMWD) Q1 2020 Results Earnings Conference Call August 27, 2019 11:00 AM ET Company Participants Scott Culbreth - Senior Vice President and Chief Financial Officer Cary Dunston - Chairman and Chief Executive Officer Conference Call Participants Justin Speer - Zelman & Associates Jeffrey Stevenson - Longbow Research Timothy Wojs - Robert W. Baird & Co. Julio Romero - Sidoti & Company, LLC Operator Good day and welcome to the American Woodmark Corporation First Quarter 202 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended April 30, 2019 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-14798 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------|- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) [X] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2019 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |------------------------------------------------------------------------|------------------------------------------------------------------------|---------------- ...

Financial Data and Key Metrics Changes - Net sales for the third fiscal quarter were $384 million, representing a 31% increase year-over-year. Excluding the impact of the RSI acquisition, net sales increased by 1% to $257 million [21][22] - Adjusted net income was $24.1 million or $1.40 per diluted share, compared to $16.7 million or $1 per diluted share in the prior year [21] - Adjusted EBITDA was $52.2 million or 13.6% of net sales, up from $36 million or 12.3% of net sales in the same quarter of the prior fiscal year [21][16] - Year-to-date net sales reached $1.238 billion, a 47% increase over the same period last year [22] Business Line Data and Key Metrics Changes - New construction net sales increased by 12% for the quarter, with core growth at 5% [22][23] - The remodel business saw a 46% increase in revenue, including the acquisition impact, but core made-to-order remodeled business declined by 3% [9][24] - Core dealer business grew by 4%, while core made-to-order home center revenue declined by 4% [9][24] Market Data and Key Metrics Changes - Existing home sales decreased by 7.4% year-over-year, averaging 5.18 million units in the fourth calendar quarter of 2018 [23] - The median existing home price rose by 2.9% to $253,600, impacting consumer affordability [23] - The unemployment rate was reported at 4% in January, lower than the previous year [22] Company Strategy and Development Direction - The company aims to leverage its low-cost platform to meet the demand for lower price point homes, particularly targeting first-time home buyers [8][17] - The focus remains on enhancing operational efficiencies and integrating the RSI acquisition to drive revenue synergies [38][79] - The company is strategically positioned to compete in the multifamily market, emphasizing service and product differentiation [19][68] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fundamental drivers of the housing market despite current volatility and economic uncertainties [7][17] - The company anticipates challenges in predictability for remodel sales due to low existing home inventory and affordability issues [12][46] - Management remains optimistic about long-term growth in the remodel industry, linked to first-time home buyers entering the market [12][19] Other Important Information - Gross profit margin for the third quarter was 20%, up from 17.2% in the prior year, driven by higher sales volumes and operational efficiencies [13][25] - Free cash flow totaled $106.2 million for the current fiscal year, compared to $16 million in the prior year [27] - The company expects adjusted EBITDA margins for fiscal 2019 to be between 14.7% and 15% [28] Q&A Session Summary Question: Can you walk us through the primary drivers of gross margin performance? - Management highlighted pricing adjustments and operational efficiencies as key drivers, with expectations for continued improvement [31][34] Question: What is the update on revenue synergy targets with the RSI product? - Management reported satisfaction with the progress on synergies, particularly through the Origins platform, although market conditions have not progressed as quickly as anticipated [36][38] Question: Are there any increased competitive pressures in the market? - Management indicated that while competition exists, they remain confident in their product and supply chain capabilities [40][41] Question: Can you elaborate on remodel trends and the divergence between dealer and home center channels? - Management noted a predictable decline in the dealer channel, while home center performance remains more volatile due to various external factors [44][46] Question: How are tariffs impacting guidance and pricing? - Management clarified that they have not fully incorporated the potential 25% tariffs into guidance, focusing instead on operational adjustments to mitigate impacts [55][57] Question: What is the current labor situation in Mexico? - Management reported positive labor relations and operational improvements in Mexico, with no significant unrest or agitation [80][84]