Armstrong World Industries, Inc. (AWI)

In Q3 2025, Armstrong World Industries reported earnings per share (EPS) of $2.05 and revenue of $425.2 million, exceeding projections, and subsequently raised its full-year guidance. As of February 1, 2026, the stock was trading near its 52-week high. On February 4, 2026, the stock closed at $191.03, a slight drop from its opening price. Vic Grizzle will transition to Executive Chair, with Mark Hershey becoming President and CEO, effective April 1, 2026. The company is scheduled to release its fourth-quarter and full-year 2025 results on February 24, 2026.

Demand for Armstrong World Industries' products can exhibit seasonality. The Mineral Fiber segment experienced lower sales volumes in Q1 2025 due to severe winter weather. The company anticipates softening market conditions in the latter half of the year. AWI monitors the "summer season" for activity in the K-12 education sector. The Architectural Specialties segment has shown broad-based strength across various market verticals.

Armstrong World Industries, Inc. (AWI) is a leader in the design, innovation, and manufacture of ceiling and wall solutions across the Americas, operating within the Industrials sector, specifically in the Building Products & Equipment industry. AWI's major products include mineral fiber, fiberglass, metal, wood, felt, resin, wood fiber, and glass-reinforced-gypsum, as well as ceiling component products. The company's offerings are categorized into two main segments: Mineral Fiber and Architectural Specialties.

Armstrong World Industries is recognized as an Americas leader in its field. As of December 31, 2023, the company operated 16 manufacturing plants, with 14 located in the United States and two in Canada. Products sold into Canada and Mexico are covered under the USMCA trade agreement.

Armstrong World Industries has maintained a positive brand reputation, particularly in sustainability. Newsweek named the company one of America's Greenest Companies for 2026 for the second consecutive year. Key initiatives include efforts to reduce chemicals of concern, the launch of Ultima® Low Embodied Carbon (LEC) ceiling panels, and the expansion of its Templok® Energy Saving Ceilings portfolio.

Armstrong World Industries' ownership is primarily institutional, holding 98.93% of the stock. Major institutional owners include BlackRock, Inc., The Vanguard Group, Inc., Capital Research and Management Company, The London Company of Virginia, LLC, and State Street Global Advisors, Inc. Significant individual (insider) owners include James G. Coulter, David Bonderman, and Gregory P. Spivy. The Armstrong World Industries Inc Asbestos Personal Injury Settlement Trust also holds a substantial portion as an insider.