Armstrong World (AWI)
NYSE:AWI
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Earnings Data
Report Date
Jul 28, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.26Last Year’s EPS
2.09Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive underlying operational and commercial momentum: solid top-line growth (7% total sales), strong AUV and EBITDA margin performance in Mineral Fiber, meaningful traction on new product initiatives (TempLock, data center solutions, Canopy, ProjectWorks), robust order intake (especially transportation/airports), and disciplined capital returns (dividends and $60M buybacks) with reaffirmed guidance and an EPS raise. Headwinds were present—notably a near-term decline in AS adjusted EBITDA driven by a $2M nonrecurring tariff reconciliation, acquisition integration costs, higher input and freight costs, and temporary SG&A investments—which compressed consolidated adjusted EBITDA expansion in the quarter. Management characterized most negatives as temporary or mitigable and expects sequential margin improvement in Q2 and stronger second-half performance, so the positives materially outweigh the transitory negatives.Company Guidance
Total Company Sales Growth
Total company net sales increased 7% in Q1 2026 versus prior year, driven by growth in both segments and supporting a reaffirmed full-year sales outlook.
Mineral Fiber: AUV and Sales Momentum
Mineral Fiber net sales rose 5% with AUV up ~4% (favorable like-for-like pricing) and modest volume gains; Mineral Fiber adjusted EBITDA grew 4% with a segment margin of 42.4% and management guiding to ~44% for the full year.
Architectural Specialties Top-Line Strength
AS net sales increased 11% in Q1, including 7% organic growth and contribution from recent acquisitions (Eventscape, Parallel, Geometric), with broad-based demand across metal and wood categories.
Product & Platform Innovation Traction
Commercial traction for growth initiatives—ProjectWorks, Canopy (tripled its EBITDA contribution in Q1), TempLock energy-saving ceilings, and new data-center solutions—showing pipeline expansion and early adoption evidence.
Order Intake and Large Project Wins
AS quoting activity and order intake increased in the low double-digit range; year-to-date transportation project orders have already surpassed all of 2025, with wins at JFK, LAX, San Antonio, San Francisco, and DFW airports.
Operational Reliability and Safety
Record perfect order performance (highest for February) and a strong safety quarter with total recordable incident rate well below one and below industry average, reflecting operational discipline.
WAVE Joint Venture Contribution
Positive equity earnings contributions from the WAVE JV materially supported Mineral Fiber adjusted EBITDA performance in the quarter.
Capital Allocation and Shareholder Returns
Returned capital via $15M dividends and $60M of share repurchases in Q1 (accelerated pace); $473M remains available under repurchase authorization, and management raised adjusted diluted EPS guidance to +10% to +14% driven by repurchases.
Cash Flow and Balance Sheet Health
Adjusted free cash flow was down only 1% year-over-year (timing-related working capital and taxes); management reiterated confidence in delivering strong adjusted free cash flow in 2026 supported by low leverage and ample liquidity.
Reaffirmed Full-Year Guidance and Margin Expansion Plans
Company reaffirmed full-year guidance for net sales, adjusted EBITDA, and adjusted free cash flow, and expects margin expansion in both segments (Mineral Fiber ~44% and AS ~19% with organic AS 19–20%) with improved second-half cadence.
AWI Earnings History
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
AWI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 28, 2026 | $177.39 | $169.48 | -4.46% |
Feb 24, 2026 | $192.04 | $173.59 | -9.61% |
Oct 28, 2025 | $201.45 | $192.46 | -4.47% |
Jul 29, 2025 | $167.56 | $183.28 | +9.38% |
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 Armstrong World (AWI) report earnings?
Armstrong World (AWI) is schdueled to report earning on Jul 28, 2026, TBA (Confirmed).
What is Armstrong World (AWI) earnings time?
Armstrong World (AWI) earnings time is at Jul 28, 2026, TBA (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 AWI EPS forecast?
AWI EPS forecast for the fiscal quarter 2026 (Q2) is 2.26.