Earnings Call Summary | American Woodmark(AMWD.US) Q4 2024 Earnings Conference
Earnings Call Summary | American Woodmark(AMWD.US) Q4 2024 Earnings Conference
The following is a summary of the American Woodmark Corporation (AMWD) Q4 2024 Earnings Call Transcript:
以下是美國伍德馬克公司(AMWD)2024Q4業績會議通話記錄摘要：
Financial Performance:
金融業績：
American Woodmark reported net sales of $453.3 million in Q4 2024, a decrease of 5.8% compared to the previous year.
The adjusted EBITDA of the quarter was $54.7 million, which is 12.1%.
EPS was reported as $1.69, with the adjusted EPS slightly higher at $1.70.
End of Q4 saw the company with a cash balance of $87.4 million with an additional $322.9 million available via their credit facility.
The Q4 report includes the repurchase of 171,000 shares by the company.
For the fiscal year 2025, the company expects its net sales to witness a low single-digit increase, despite a predicted decrease in the repair/remodel market. The adjusted EBITDA for the year is predicted to be between $235 million to $255 million.
美國伍德馬克在2024Q4報告的淨銷售額爲4.533億美元，相比去年同期下降了5.8%。
該季度的調整後EBITDA爲5,470萬美元，佔收入的12.1%。
每股收益報告爲1.69美元，調整後每股收益略高爲1.7美元。
Q4期末公司現金餘額爲8740萬美元，通過信貸額度額外可用322.9億美元。
報告中顯示公司回購了17.1萬股股票。
對於2025財年，公司預計淨銷售額將見證低個位數增長，儘管預測維修/翻新市場將會下降。全年調整後EBITDA預計爲2.35億美元至2.55億美元之間。
Business Progress:
業務進展：
The company has aligned with 19 of the leading 20 national builders for strategic growth.
Home center business witnessed a downfall; however, momentum in all markets, combined with an improving builder confidence and strategic buy down rates, is promising.
Significant improvement is seen in operational excellence, with a focus on digital transformation and platform design.
New growth initiatives include the introduction of a low SKU high-value offering to home centres and a new brand named 1951 Cabinetry.
It opened a facility in Monterrey, Mexico and also expanded the Hamlet, North Carolina facility which added significant operational capacity.
The company initiated efforts for the next phase of its digital transformation and automation at its Monterrey and Hamlet facilities.
American Woodmark plans to aggressively gain market share using their added business capacity.
They have implemented a new ERP system to increase efficiencies and decision-making precision, which is expected to enhance margins, labor efficiency, and inventory reduction in the upcoming years.
A profit is expected due to market preference shifting to value price points, where American Woodmark primarily operates.
該公司已與20個領先的國家建築商中的19個建立了戰略增長關係。
家居中心業務出現下滑，但是所有板塊市場增長勢頭強勁，再加上改善的建築商信心和戰略買斷率，前景光明。
在運營卓越方面取得了顯着進步，專注於數字化轉型和平台設計。
新的增長舉措包括向家居中心推出低SKU高價值產品和推出名爲1951 Cabinetry的新品牌。
它開設了一個位於墨西哥蒙特雷的設施，並擴建了北卡羅來納州哈姆雷特(Hamlet)的設施，增加了重要的運營能力。
該公司啓動了下一階段數字化轉型和自動化工作，以提高蒙特雷和哈姆雷特工廠的效率。
美國伍德馬克計劃積極利用其新增的商業能力來獲得市場份額。
他們實施了新的ERP系統，以增加效率和決策精度，預計未來幾年會提高利潤率、勞動力效率和庫存降低。
由於市場偏好轉向價值價格點，而美國伍德馬克主要經營價值產品，因此預計將獲得利潤。
More details: American Woodmark IR
更多詳情：美國伍德馬克IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。