ARMSTRONG WORLD INDUSTRIES INC

AWI

NYSEMid CapMaterials

13F Pro Quality Score

65.7/100

Rank #466 of 2,961 stocksTOP 25%

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

63.9/100

Profitability

67.4/100

Balance Sheet

86.1/100

Earnings Quality

70.4/100

Free Cash Flow

64.7/100

Institutional Flow

51.7/100

Revenue Scale

60.2/100

Dilution Risk

48.8/100

Price Chart

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What's Driving AWI's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-07-28 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Mineral Fiber$288.2M+7.9% YoY

Driven by $16M favorable average unit value from like-for-like price/mix and $5M higher volumes from strong commercial execution and growth initiatives

Architectural Specialties$183.8M+16.6% YoY

$15M organic growth across most specialty product categories plus $11M inorganic contribution from Eventscape, Parallel and Geometrik acquisitions

Biggest Revenue Drivers

Total revenue: $472.0M+11.2% YoY

Mineral Fiber$288.2M+7.9% YoY

Driven by $16M favorable average unit value from like-for-like price/mix and $5M higher volumes from strong commercial execution and growth initiatives

Within Mineral Fiber

Distributors$217.9M+8.8% YoY

Largest customer channel within Mineral Fiber

Architectural Specialties$183.8M+16.6% YoY

$15M organic growth across most specialty product categories plus $11M inorganic contribution from Eventscape, Parallel and Geometrik acquisitions

Largest Expense Items

Cost of goods sold$277.0M58.7% of net sales vs 58.6% prior year

Increase as % of sales driven by 2025/2026 acquisitions, partially offset by favorable AUV and manufacturing productivity; benefited from $2M IEEPA tariff refunds, largely offset by ongoing Canadian import tariffs

Selling, general and administrative expenses$93.7M19.9% of net sales, flat YoY

Driven by $3M higher people costs including incentive compensation, $2M higher selling expenses, and $2M inorganic increase from acquisitions

Watch Items from the Filing

Company cannot reasonably estimate its final remediation share at the Macon, GA and Elizabeth City, NC Superfund sites, stating costs 'may be material to any one quarter's or year's results.'
Equity earnings from the 50%-owned WAVE joint venture were $33.4M, roughly 25% of consolidated operating income, concentrating a meaningful profit stream in one unconsolidated affiliate.
Board approved an additional $800.0M share repurchase authorization on July 21, 2026, raising total authorization to $2,500.0M and extending the program through December 31, 2029.
Revolving credit facility borrowings rose to $90.0M as of June 30, 2026 from zero at year-end 2025, largely to fund the $64.8M Eventscape acquisition, alongside continued share buybacks.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →