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Armstrong World (AWI)
NYSE:AWI
Earnings Data
Report Date
Apr 28, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.81Last Year’s EPS
1.66Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong, record-setting full-year results (double-digit sales and EBITDA growth, record Mineral Fiber margins, robust free cash flow) and clear strategic progress—digital initiatives, new product innovation (energy-saving ceilings, data center solutions), and tuck-in acquisitions that expand addressable markets. Near-term challenges included softer Q4 volume dynamics (government shutdown impacts, home center destocking), project timing delays in Architectural Specialties that compressed quarter margins, and ongoing headwinds from input inflation and acquisition-related costs. Management provided constructive 2026 guidance (8%–10% sales growth, 8%–12% EBITDA growth) with margin expansion expected and reiterated strong capital allocation priorities.Company Guidance
Record Full-Year Financial Performance
Full-year 2025 net sales increased 12% year-over-year; adjusted EBITDA grew 14% with adjusted EBITDA margin expanding 70 basis points. Adjusted diluted net earnings per share rose 17% and adjusted free cash flow increased 16%.
Mineral Fiber Profitability at Historic Levels
Mineral Fiber achieved record full-year adjusted EBITDA margin of 43.5%. In Q4, Mineral Fiber adjusted EBITDA grew 15% and Q4 adjusted EBITDA margin expanded 460 basis points to 42.1% (best Q4 margin since 2016).
Strong AUV Performance
Average unit value (AUV) in Mineral Fiber increased 6% in Q4 driven by like-for-like pricing and mix. Management guides Mineral Fiber AUV growth of approximately 6% for 2026, expected to more than offset input cost inflation.
Architectural Specialties Revenue Growth and Integration Progress
Architectural Specialties delivered double‑digit sales growth of 11% in Q4 and full-year organic AS sales grew 9%. Recent acquisitions (3form, Zahner, Parallel, Eventscape) contributed meaningfully; management reports organic AS adjusted EBITDA margin at ~19% and two quarters of ≥20% organic margin in 2025.
Robust Order Intake and Commercial Momentum
Order intake growth remained strong at double‑digit year-over-year levels in Q4; continued wins in transportation vertical including projects at LAX and Salt Lake City International Airport.
Digital and Growth Initiatives Driving Wins
PROJECTWORKS and Kanopi gained traction—Kanopi reported record revenue and positive quarterly EBITDA contributions in 2025. Management stated growth initiatives contributed roughly 1 point of growth in 2025 and explained incremental contributions for 2026 (management later clarified a year-on-year incremental contribution of ~150 basis points).
Capital Allocation and Balance Sheet Strength
Returned cash to shareholders via $15 million of dividends and $50 million of share repurchases in Q4; $533 million remains under the repurchase authorization. Adjusted free cash flow growth of 16% supports reinvestment, strategic acquisitions and buybacks.
2026 Guidance Indicates Continued Growth
Company guidance for 2026: total company net sales growth of 8%–10%, adjusted EBITDA growth of 8%–12%, Mineral Fiber volumes flat to +1% and AUV ≈6%, with margin expansion expected in both segments.
New Product Innovation and Addressable Market Expansion
Launched TEMPLOK energy‑saving ceiling (Sustain portfolio), DATAZONE panels, DYNAMAX LT Structural Grid, and SKYLO walkable ceiling—addressing energy-efficiency and high-growth data center/mission-critical verticals expected to be accretive to AUV and growth over time.
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 |
|---|---|---|---|
Feb 24, 2026 | $192.83 | $174.30 | -9.61% |
Oct 28, 2025 | $202.28 | $193.25 | -4.46% |
Jul 29, 2025 | $168.25 | $184.04 | +9.38% |
Apr 29, 2025 | $138.16 | $144.53 | +4.61% |
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 Apr 28, 2026, TBA (Confirmed).
What is Armstrong World (AWI) earnings time?
Armstrong World (AWI) earnings time is at Apr 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 (Q1) is 1.81.