ARMSTRONG WORLD INDUSTRIES INC(AWI)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #359 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
AWI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ARMSTRONG WORLD INDUSTRIES INC (AWI), a Materials sector company. 13F Pro's AI-powered ranking engine scores AWI at 69.6/100 on a 32-signal composite quality model, placing it at rank #359 of 2,879 stocks — the top 25% of the AI-ranked universe. AWI scores in the top quartile across balance sheet strength (94.1), profitability (81.9). Areas of concern include institutional flow (13.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 49.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), ARMSTRONG WORLD INDUSTRIES INC reports quarterly revenue of $409.9M, net income of $66.8M, an operating margin of 23.0%. Top institutional holders of AWI by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. AWI trades on the NYSE exchange and files with the SEC under CIK 7431. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AWI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ARMSTRONG WORLD INDUSTRIES INC directly from SEC EDGAR. ARMSTRONG WORLD INDUSTRIES INC's 13F Pro composite quality score has ranged between 36 and 76 since 2021, currently 69.6 — an improving long-term trajectory across 30 quarterly and live scoring snapshots.
What's Driving AWI's Business? Latest 10-Q Breakdown
AI-extracted from ARMSTRONG WORLD INDUSTRIES INC's 10-Q filed 2026-04-28 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Armstrong World Industries reported Q1 2026 net sales of $409.9M (+7.1% YoY) but operating income declined to $94.2M (-4.4% YoY) due to higher manufacturing costs and acquisition-related expenses.
Biggest Revenue Drivers
Total revenue: $409.9M+7.1% YoY
Driven by $10M favorable average unit value from price actions and $2M higher sales volumes from solid commercial execution.
Growth from $10M organic net sales increase in metal and wood categories plus $5M from Eventscape, Parallel and Geometrik acquisitions.
Largest Expense Items
Higher raw material and energy costs, $2M tariff adjustment, unfavorable inventory valuation impacts, and acquisition-related costs, partially offset by favorable AUV.
Decrease driven by lower average debt balances.
Watch Items from the Filing
- Three acquisitions (Eventscape, Parallel, Geometrik) in past six months contributing $5M inorganic revenue but generating operating losses of $2.5M in Q1 2026; integration execution risk remains.
- Raw material and energy costs negatively impacted operating income by $2M in Q1 2026; tariff adjustments of $2M also recorded; further tariff escalation risk noted as forward-looking concern.
- WAVE joint venture equity earnings of $27.4M represent 29% of total operating income; venture saw lower sales volumes and higher steel costs offsetting favorable pricing in Q1.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$409.9M
Net Income
Q1 2026
$66.8M
Free Cash Flow
Q1 2026
$14.4M
Operating Margin
Q1 2026
23.0%
D/E Ratio
Q1 2026
0.54
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+25.1% YoYNet Income
+37.9% YoYOperating Income
+33.1% YoYEPS (Diluted)
+41.9% YoYTotal Assets
+15.1% YoYTotal Debt
-30.7% YoYOp. Cash Flow
+52.2% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2020 | FY 2014 | FY 2013 |
|---|---|---|---|---|---|---|
| Revenue | $1.62B +25.1% | $1.30B +5.0% | $1.23B +31.6% | $936.9M -27.6% | $1.29B -48.8% | $2.53B |
| Net Income | $308.7M +37.9% | $223.8M +10.3% | $202.9M +304.7% | $-99.1M -255.3% | $63.8M -32.2% | $94.1M |
| Operating Income | $430.9M +33.1% | $323.7M +16.1% | $278.7M +9.4% | $254.8M +28.6% | $198.1M -25.4% | $265.6M |
| EPS (Diluted) | $7.08 +41.9% | $4.99 +14.2% | $4.37 +311.1% | $-2.07 -281.6% | $1.14 -28.8% | $1.60 |
| Total Assets | $1.92B +15.1% | $1.67B -0.9% | $1.69B -1.8% | $1.72B -34.1% | $2.61B -4.3% | $2.72B |
| Total Debt | $406.7M -30.7% | $586.8M -9.9% | $651.1M -9.0% | $715.5M -33.9% | $1.08B -0.8% | $1.09B |
| Operating Cash Flow | $355.5M +52.2% | $233.5M +28.0% | $182.4M -16.6% | $218.8M +4.8% | $208.8M -2.3% | $213.7M |
AI Insight: AWI Financial Trends
AWI delivered 12% YoY revenue growth in Q1 2026 to $410M while systematically reducing debt from $644M to $479M over eight quarters.
• Revenue grew 12% YoY from $383M in Q1 2025 to $410M in Q1 2026.
• Total debt declined consistently from $644M in Q2 2024 to $479M in Q1 2026.
• Equity strengthened from $669M in Q2 2024 to $893M in Q1 2026.
⚠ Operating cash flow volatile, dropping to $32M in Q1 2026 from $110M in Q4 2025.
⚠ Operating income declined to $94M in Q1 2026 from $123M peak in Q2 2025.
AI Insight: AWI Ratio Trends
AWI shows strong profitability but declining returns with Q1 2026 operating margin at 23.0% versus peak of 29.0% in Q2 2025.
• Operating margin declined from peak of 29.0% in Q2 2025 to 23.0% in Q1 2026.
• ROIC compressed from 37.3% in Q2 2025 to 27.5% in Q1 2026, down 980 basis points.
• Debt-to-equity improved significantly from 0.96 in Q2 2024 to 0.54 in Q1 2026.
• Net profit margin remains elevated at 16.3% in Q1 2026 despite sequential decline.
⚠ Q4 seasonality pattern shows consistent margin weakness in fourth quarters across both years.
⚠ ROE dropped to 29.9% in Q1 2026 from 38.8% in Q3 2025, lowest in five quarters.
Get alerted when AWI's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for ARMSTRONG WORLD INDUSTRIES INC including:
Top Institutional Holders of AWI
BlackRock, Inc.
$858.0M5,206,270 shVANGUARD PORTFOLIO MANAGEMENT LLC
$368.1M2,233,389 shVANGUARD CAPITAL MANAGEMENT LLC
$316.1M1,918,199 shLONDON CO OF VIRGINIA
$284.0M1,723,367 shSTATE STREET CORP
$233.2M1,414,904 shBANK OF MONTREAL /CAN/
$201.9M1,225,302 shAQR CAPITAL MANAGEMENT LLC
$179.9M1,119,557 shFULLER & THALER ASSET MANAGEMENT, INC.
$171.6M1,041,354 shGEODE CAPITAL MANAGEMENT, LLC
$166.2M1,008,332 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$162.2M984,320 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $858.0M | 5,206,270 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $368.1M | 2,233,389 |
| VANGUARD CAPITAL MANAGEMENT LLC | $316.1M | 1,918,199 |
| LONDON CO OF VIRGINIA | $284.0M | 1,723,367 |
| STATE STREET CORP | $233.2M | 1,414,904 |
| BANK OF MONTREAL /CAN/ | $201.9M | 1,225,302 |
| AQR CAPITAL MANAGEMENT LLC | $179.9M | 1,119,557 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $171.6M | 1,041,354 |
| GEODE CAPITAL MANAGEMENT, LLC | $166.2M | 1,008,332 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $162.2M | 984,320 |
More Materials Companies
View all Materials →Put AWI on your watchlist
Track score changes the day ARMSTRONG WORLD INDUSTRIES INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is AWI a good stock to buy?
13F Pro's AI-powered analysis of ARMSTRONG WORLD INDUSTRIES INC (AWI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AWI are available on the AWI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own AWI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AWI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ARMSTRONG WORLD INDUSTRIES INC's investment landscape.