AWIARMSTRONG WORLD INDUSTRIES INC(AWI)Stock Analysis

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SEC EDGAR: CIK 7431AWI stock profile & AI dashboard →

13F Pro Quality Score

69.6/100

Rank #359 of 2,879 stocksTOP 25%

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

Revenue Growth

69.5/100

Profitability

81.9/100

Balance Sheet

94.1/100

Earnings Quality

61.5/100

Free Cash Flow

67.7/100

Institutional Flow

13.3/100

Revenue Scale

59.1/100

Dilution Risk

49.2/100

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.

Fun facts about ARMSTRONG WORLD INDUSTRIES INC

Quirks, history, and lore behind AWI — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. building products company · mid-cap · listed on the NYSE · headquartered in Pennsylvania.
  • 2
    The Numbers
    Annual revenue in the range of $1 billion, with healthy margins built on selling products that go above your head — literally.
  • 3
    The History
    Founded in the late 19th century, the company spent over a hundred years evolving from a cork and flooring business into a focused ceiling systems specialist.
  • 4
    The Secret
    It spun off its flooring segment in the early 2000s to concentrate almost entirely on ceiling tiles and suspension systems — the stuff nobody notices until it's missing.
  • 5
    The Lore
    Its products cover the ceilings of offices, schools, and hospitals across North America, making it one of the dominant players in a market most people couldn't name if you paid them.
  • 6
    The Giveaway
    If you've ever looked up in a drop-ceiling office and wondered who made those acoustic tiles, wonder no more — this Lancaster, PA company shares its name with a famous moonwalking astronaut.
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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

Mineral Fiber$257.2M+4.9% YoY

Driven by $10M favorable average unit value from price actions and $2M higher sales volumes from solid commercial execution.

Architectural Specialties$152.7M+11.0% YoY

Growth from $10M organic net sales increase in metal and wood categories plus $5M from Eventscape, Parallel and Geometrik acquisitions.

Largest Expense Items

Cost of goods sold$254.6M+9.4% YoY

Higher raw material and energy costs, $2M tariff adjustment, unfavorable inventory valuation impacts, and acquisition-related costs, partially offset by favorable AUV.

Interest expense$7.3M-14.1% YoY

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% YoY
$1.62BFY 2025
FY20 $936.9MFY22 $1.23BFY23 $1.30BFY25 $1.62B

Net Income

+37.9% YoY
$308.7MFY 2025
FY20 $-99.1MFY22 $202.9MFY23 $223.8MFY25 $308.7M

Operating Income

+33.1% YoY
$430.9MFY 2025
FY20 $254.8MFY22 $278.7MFY23 $323.7MFY25 $430.9M

EPS (Diluted)

+41.9% YoY
$7.08FY 2025
FY20 $-2.07FY22 $4.37FY23 $4.99FY25 $7.08

Total Assets

+15.1% YoY
$1.92BFY 2025
FY20 $1.72BFY22 $1.69BFY23 $1.67BFY25 $1.92B

Total Debt

-30.7% YoY
$406.7MFY 2025
FY20 $715.5MFY22 $651.1MFY23 $586.8MFY25 $406.7M

Op. Cash Flow

+52.2% YoY
$355.5MFY 2025
FY20 $218.8MFY22 $182.4MFY23 $233.5MFY25 $355.5M

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.

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Available Research

13F Pro tracks comprehensive data for ARMSTRONG WORLD INDUSTRIES INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of AWI

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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.