Armstrong World Industries, Inc. (AWI)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
$170.54-3.07%
Close 2026-11-05 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
QuarterlyIQ Insights · AWI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-05.
The screen ranks AWI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 68% of the time over the next year (vs 52% for the rest of the cohort, n=6978).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
In relatively stable end market conditions, our growth initiatives continue to enable us to deliver profitable growth ahead of the market," said AWI President and CEO, Mark Hershey.
Stated in 4 of 5 supplied quarters. Management reported: “Updating 2026 Outlook “We delivered double-digit growth in both net sales and adjusted EBITDA for the total company in the third quarter, with adjusted EBITDA margin expansion in both segments despite ongoing input cost and tariff pressures,” said Chris Calzaretta, AWI Senior Vice President and CFO.” ““Our updated outlook for 2026 reflects an increase in organic Architectural Specialties net sales, the impact of accelerating costs for both segments, net of mitigation efforts, as well as mix headwinds in Mineral Fiber and softer contributions from recent acquisitions.” Revenue was $475.800 million in 2026-Q3.
“In relatively stable end market conditions, our growth initiatives continue to enable us to deliver profitable growth ahead of the market," said AWI President and CEO, Mark Hershey.”
“"Consistent execution across our enterprise and continued contributions from our growth initiatives drove record quarterly net sales, operating income and adjusted EBITDA, with solid performance in b…”
“With our dedicated teams focused on execution and attractive growth initiatives, we remain confident in our expectation to deliver profitable topline growth and expanded adjusted EBITDA margins in bo…”
“In 2026, we remain focused on delivering another year of profitable growth with further margin expansion and adjusted free cash flow growth to support all of our capital allocation priorities.”
We expect to deliver strong full-year growth across all key metrics, demonstrating our resilient business model, focus on operational efficiency, and disciplined approach to capital allocation, all o…
Stated in 3 of 5 supplied quarters. Management reported: “We expect to deliver strong full-year growth across all key metrics, demonstrating our resilient business model, focus on operational efficiency, and disciplined approach to capital allocation, all of which position us well for continued shareholder value creation.”” “With a strong balance sheet, a focus on executing our growth initiatives and a disciplined approach to capital deployment, we are confident in our ability to continue to create value for our shareholders.””
"Despite rapidly rising inflationary pressures, as well as timing-related mix headwinds impacting Mineral Fiber sales, our teams delivered double-digit adjusted EBITDA growth along with adjusted EBIT…
Stated in 3 of 5 supplied quarters. Management reported: “"Despite rapidly rising inflationary pressures, as well as timing-related mix headwinds impacting Mineral Fiber sales, our teams delivered double-digit adjusted EBITDA growth along with adjusted EBITDA margin expansion in both segments.” “4 2026 Outlook “We delivered strong results across both segments in 2025, featuring double‑digit growth across our key financial metrics and margin expansion achieved through AUV growth, continued manufacturing productivity and disciplined cost control,” said Chris Calzaretta, AWI Senior Vice President and CFO.” Gross profit was $190.700 million in 2026-Q3.
Build the Architectural Specialties market through acquisitions, broader capabilities, and organic sales growth.
Increase Mineral Fiber performance through average unit value, sales volume, product initiatives, and manufacturing productivity.
Over the trailing year it converted 0.65x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.
“We expect to deliver strong full-year growth across all key metrics, demonstrating our resilient business model, focus on operational efficiency, and disciplined approach to capital allocation, all o…”
“With a strong balance sheet, a focus on executing our growth initiatives and a disciplined approach to capital deployment, we are confident in our ability to continue to create value for our sharehol…”
“"Supported by our strong balance sheet and proven ability to consistently generate adjusted free cash flow growth, we remain committed to returning cash to shareholders as an element of our disciplin…”
“"Despite rapidly rising inflationary pressures, as well as timing-related mix headwinds impacting Mineral Fiber sales, our teams delivered double-digit adjusted EBITDA growth along with adjusted EBIT…”
“As we look to the second half of the year, we remain focused on executing our growth strategy, driving operational excellence, and continuing to create value for our shareholders.””
“4 2026 Outlook “We delivered strong results across both segments in 2025, featuring double‑digit growth across our key financial metrics and margin expansion achieved through AUV growth, continued ma…”