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Armstrong World Industries, Inc.
🏹 Trader: 🎯 Near 52W High 💎 VCP Breakout View all →
$7.7B
Market Cap
27.0
P/E
1.73
PEG
26.0%
ROCE
37.2%
ROE
0.52
D/E
26.6%
OPM
-12.1%
% from 52W High
38
α RS
🔍 AWI is showing a high-conviction setup because it matches 14 of 37 tracked screener presets, an ECS of 51.4 last quarter, and it's within 12.1% of its 52-week high. Net: Broad signal stack, not a recommendation. ? Conviction ECS 52W High
Sources
Conviction 14/37 · ECS 51.4 · 12.1% from 52W high
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🌏 Global Investor Returns
Currency-adjusted total returns for AWI including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

Armstrong World Industries, Inc., together with its subsidiaries, engages in the design, manufacture, and sale of ceiling and wall solutions in the Americas.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding AWI
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 205.5K $33.9M 0.04% Mar 2026
Jim Simons Renaissance Technologies LLC 118.7K $19.6M 0.03% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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3-Statement Financial Model
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🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →
📊 MIXED Armstrong World Industries Q1 2026 sales up 7%, Mineral Fiber margin above 42%.
Revenue & Profitability
Total net sales grew 7% in Q1 2026. Adjusted EBITDA increased 1%, and adjusted diluted EPS grew 2%, supported by share repurchases. The company repurchased $60 million of shares and paid $15 million in dividends. Adjusted free cash flow decreased 1% due to timing-related working capital and cash taxes. Full-year guidance for net sales, Adjusted EBITDA, and adjusted free cash flow was reaffirmed.
Outlook
Management expects modest improvement in overall market conditions for 2026, with flattish trends similar to late 2025. Verticals such as data centers, transportation, and healthcare are performing well. Bidding activity remains stable, and project values are increasing. Geopolitical uncertainty is noted, but the company is confident in its outlook and has not seen a dramatic impact on bidding activity.
Growth Drivers
Mineral Fiber volume growth is expected to outpace market by up to 1.5 percentage points in 2026, driven by initiatives like ProjectWorks, Kanopi, TEMPLOK, and data center solutions. AS organic sales grew 7% in Q1, with high single-digit growth expected for the year. Transportation projects won at JFK, LAX, San Antonio, San Francisco, and Dallas Fort Worth airports. The data center pipeline for 2026 shipments is over 50% ahead of 2025 levels.
Balance Sheet & CapEx
Capital expenditures are directed toward manufacturing productivity, innovation, and growth initiatives, including capacity expansion for TEMPLOK and SWAT products. The company reinvests in the business as its first capital allocation priority, but specific CapEx guidance was not provided in the call.
Margins
Mineral Fiber Adjusted EBITDA margin was above 42% in Q1, with full-year guidance of approximately 44%, supported by AUV, productivity, and WAVE contributions. AS margins declined in Q1 due to a one-time $2 million tariff adjustment and growth investments, but are expected to significantly improve in Q2, with full-year margin guidance of approximately 19% (organic 19-20%). Both segments are expected to expand margins on a full-year basis.
Key Risks
Risks include geopolitical uncertainty, tariffs on aluminum (one-time $2 million adjustment), rising carrier fuel costs (mitigated by a fuel surcharge), raw material and energy inflation, and potential slowdown in data center construction due to community opposition. The company also faces uncertainty in discretionary demand and the potential impact of macro conditions on construction activity.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-28
Record Q2 net sales and adjusted EBITDA were driven by strong execution in both Mineral Fiber and Architectural Specialties, with high-end products and digital initiatives fueling growth. Full-year guidance was raised across all key metrics, and capital returns accelerated with an expanded share repurchase program.
Q1 2026 Q1 2026 2026-04-28
Q1 2026 saw 7% sales growth and strong performance in both core segments, with Mineral Fiber margins above 42% and AS impacted by a one-time tariff. Full-year guidance is reaffirmed, with margin expansion and EPS growth expected, supported by innovation, acquisitions, and robust demand in key verticals.
Q4 2025 Q4 2025 2026-02-24
Record 2025 results with 12% sales and 14% adjusted EBITDA growth, driven by strong execution in both Mineral Fiber and Architectural Specialties. 2026 guidance calls for 8%-10% sales growth, margin expansion, and continued benefits from innovation, acquisitions, and digital initiatives.
Q3 2025 Q3 2025 2025-10-28
Record Q3 results with 10% sales growth, strong margins, and double-digit free cash flow. Both Mineral Fiber and Architectural Specialties segments outperformed, aided by innovation, digital initiatives, and acquisitions. Full-year guidance raised, with continued margin expansion and robust outlook for 2026.
Q2 2025 Q2 2025 2025-07-29
Record Q2 results with 16% sales and 23% adjusted EBITDA growth, margin expansion, and strong free cash flow. Raised full-year guidance on continued execution, with both Mineral Fiber and Architectural Specialties segments outperforming expectations. Market remains stable but cautious amid macro uncertainty.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Information Sources:
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