The call highlighted the strategic benefits and growth opportunities from the proposed merger between MasterBrand and American Woodmark, including potential cost synergies and a stronger market position. However, it also acknowledged ongoing market challenges, such as declining new construction and repair and remodel markets, and potential negative impacts from tariffs.

Company Guidance -

Q3 2025

In the joint conference call, MasterBrand, Inc. and American Woodmark Corporation provided guidance on their proposed merger and discussed their financial results. The merger is expected to create a comprehensive portfolio of cabinet brands, offering increased customer choice and operational efficiency. The transaction aims to generate approximately $90 million in run-rate cost synergies by the end of year three and be accretive to adjusted diluted earnings per share in year two. The combined company will be headquartered in Beachwood, Ohio, with MasterBrand shareholders owning approximately 63% and American Woodmark shareholders owning 37% on a fully diluted basis. Additionally, MasterBrand reported an 8% increase in second-quarter net sales to $730.9 million and reaffirmed its full-year 2025 guidance, highlighting projected adjusted EBITDA of $315 million to $365 million.

Proposed Merger Between MasterBrand and American Woodmark

MasterBrand and American Woodmark have agreed to combine in an all-stock transaction. This merger is expected to create the industry's most comprehensive portfolio of trusted cabinet brands and products, delivering better choice, service, and value to customers.

Expected Cost Synergies

The merger is expected to realize approximately $90 million in run-rate cost synergies by the end of year 3 following the close, primarily driven by procurement and overhead optimization, manufacturing network optimization, and operational excellence.

MasterBrand's Second Quarter 2025 Financial Performance

MasterBrand reported strong results for the second quarter of 2025 with net sales of $730.9 million, an 8% increase compared to last year, and adjusted EBITDA of $105.4 million, which was relatively flat year-over-year.

Strong Position in New Construction Market

Despite a decline in the broader single-family new construction market, MasterBrand's builder direct sales were up 5% year-over-year.

MasterBrand Inc (MBC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MBC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	0.36 / -	0.4	―	―	―
Aug 06, 2025	2025 (Q2)	0.34 / 0.40	0.45	-11.11% (-0.05)
May 06, 2025	2025 (Q1)	0.22 / 0.18	0.29	-37.93% (-0.11)	―
Feb 18, 2025	2024 (Q4)	0.40 / 0.21	0.28	-25.00% (-0.07)	―
Nov 05, 2024	2024 (Q3)	0.36 / 0.40	0.46	-13.04% (-0.06)	―
Aug 06, 2024	2024 (Q2)	0.42 / 0.45	0.42	7.14% (+0.03)	―
May 07, 2024	2024 (Q1)	0.25 / 0.29	0.28	3.57% (<+0.01)	―
Feb 26, 2024	2023 (Q4)	0.28 / 0.28	0.12	133.33% (+0.16)	―
Nov 07, 2023	2023 (Q3)	0.34 / 0.46	0.65	-29.23% (-0.19)	―
Aug 08, 2023	2023 (Q2)	0.35 / 0.42	0.32	31.25% (+0.10)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MBC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$11.33	$12.38	+9.27%
May 06, 2025	$11.98	$10.09	-15.78%
Feb 18, 2025	$16.23	$15.27	-5.91%
Nov 05, 2024	$18.37	$17.67	-3.81%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does MasterBrand Inc (MBC) report earnings?

MasterBrand Inc (MBC) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is MasterBrand Inc (MBC) earnings time?

MasterBrand Inc (MBC) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MBC EPS forecast?

MBC EPS forecast for the fiscal quarter 2025 (Q3) is 0.36.

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