ARMSTRONG WORLD INDUSTRIES (AWI) Company Report

Armstrong World Industries' management, including President & Chief Executive Officer Vic Grizzle and SVP & Chief Financial Officer Chris Calzaretta, will host investor meetings at the Baird Global Industrial Conference in Chicago on November 12 and 13, 2025, and has published an updated Investor Presentation.
The company reported full year 2024 Net Sales of $1,446 million, Adjusted Diluted EPS of $6.31, Adjusted Free Cash Flow of $298 million, and Adjusted EBITDA of $486 million.
Armstrong World Industries raised its full year 2025 guidance, now expecting Net Sales between $1,623 million and $1,638 million, Adjusted Diluted EPS between $7.45 and $7.55, Adjusted EBITDA between $553 million and $563 million, and Adjusted Free Cash Flow between $342 million and $352 million.
The company completed several acquisitions, including Geometrik Manufacturing, Inc. in September 2025, 3form, LLC in April 2024, and A. Zahner Company in December 2024, expanding its product portfolio and capabilities.

Nov 10, 2025, 9:30 PM

8-K

AWI announces Q3 2025 results and raises full-year guidance

AWI

Earnings

Guidance Update

Revenue Acceleration/Inflection

AWI reported strong Q3 2025 results, with Net Sales up 10% to $425.2 million, Adjusted EBITDA up 6% to $148 million, and Adjusted Diluted EPS up 13% to $2.05 compared to Q3 2024.
For the nine months ended September 30, 2025, Net Sales reached $1,232.5 million, Adjusted EBITDA was $431 million, and Adjusted Diluted EPS was $5.80.
The company raised its full-year 2025 guidance, now expecting Net Sales between $1,623 million and $1,638 million (12% to 13% YoY growth), Adjusted EBITDA between $553 million and $563 million (14% to 16% YoY growth), and Adjusted Diluted EPS between $7.45 and $7.55 (18% to 20% YoY growth).
Segment performance in Q3 2025 showed Mineral Fiber Adjusted EBITDA up 6% and Architectural Specialties Adjusted EBITDA up 10%.

Oct 28, 2025, 2:00 PM

Presentation

Armstrong World Industries Reports Record Q3 2025 Results and Raises Full-Year Guidance

AWI

Earnings

Guidance Update

M&A

Armstrong World Industries reported record-setting third quarter 2025 net sales and earnings, with consolidated net sales growing 10% and adjusted net earnings per share increasing 13%.
The company raised its full-year 2025 guidance across all key metrics, projecting adjusted free cash flow growth of $342 million-$352 million, or 15%-18% over the prior year.
The Mineral Fiber segment saw net sales and adjusted EBITDA both grow 6%, achieving a 43.6% adjusted EBITDA margin in Q3. The Architectural Specialties segment's net sales increased 18% and adjusted EBITDA grew 10%.
AWI increased its quarterly dividend by 10% and repurchased $27 million in shares during Q3 2025. The company also acquired Canadian wood ceiling manufacturer Geometrik for $7.5 million.

Oct 28, 2025, 2:00 PM

Transcript

Armstrong World Industries Reports Record Q3 2025 Results and Raises Full-Year Guidance

AWI

Earnings

Guidance Update

M&A

Armstrong World Industries (AWI) reported record-setting third quarter net sales and earnings for Q3 2025, with consolidated net sales increasing 10% and adjusted net earnings per share increasing 13% year-over-year. The company also raised its full-year 2025 guidance across all key metrics, expecting double-digit growth in net sales, adjusted EBITDA, adjusted diluted net earnings per share, and adjusted free cash flow.
The Mineral Fiber segment's net sales increased 6% and adjusted EBITDA grew 6%, marking its second consecutive quarter of volume growth. The Architectural Specialties segment delivered 18% net sales growth and 10% adjusted EBITDA growth, with an organic adjusted EBITDA margin of approximately 20%.
In Q3 2025, AWI increased its quarterly dividend by 10% and returned $40 million to shareholders, including $27 million in share repurchases. The company also completed the acquisition of Canadian wood ceiling manufacturer Geometric for $7.5 million.
Q3 results were impacted by approximately $6 million in timing-related discrete costs at the total company level, primarily due to higher medical claims and incentive compensation. Despite this, the company noted stabilizing market conditions and positive signs in the office market, with U.S. office vacancy rates declining for the first time in seven years in Q3.

Oct 28, 2025, 2:00 PM

Transcript

Armstrong World Industries Announces Record Q3 2025 Results and Raises Full-Year Guidance

AWI

Earnings

Guidance Update

M&A

Armstrong World Industries reported record-setting third quarter 2025 results, with consolidated net sales increasing 10% year-over-year, adjusted EBITDA growing 6%, and adjusted net earnings per share rising 13%.
The Mineral Fiber segment's net sales increased 6% and adjusted EBITDA grew 6%, while the Architectural Specialties segment's net sales increased 18% and adjusted EBITDA grew 10%.
The company raised its full-year 2025 guidance across all key metrics, now expecting double-digit growth for net sales, adjusted EBITDA, adjusted diluted net earnings per share, and adjusted free cash flow, with adjusted free cash flow growth projected at $342 million to $352 million.
Strategic capital allocation included a 10% increase in the quarterly dividend, the acquisition of Canadian wood ceiling manufacturer Geometric for $7.5 million, and $27 million in share repurchases during the quarter.

Oct 28, 2025, 2:00 PM

Transcript

AWI Reports Record Q3 Revenue, Raises 2025 Earnings Guidance

AWI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Armstrong World Industries (AWI) reported record-setting financial results for the third quarter of 2025, with revenue reaching $425 million.
The company's net income for Q3 2025 was $86.3 million, an increase from $76.9 million in the same quarter of 2024.
AWI raised its full-year 2025 GAAP EPS guidance to $7.19-$7.24, surpassing previous estimates.
The Mineral Fiber segment saw net sales to external customers increase to $274.0 million in Q3 2025 from $258.0 million in the prior year period.

Oct 28, 2025, 10:21 AM

Morningstar

Armstrong World Industries Reports Strong Q3 2025 Results and Raises Full-Year Guidance

AWI

Earnings

Guidance Update

Revenue Acceleration/Inflection

Armstrong World Industries (AWI) reported third-quarter 2025 net sales of $425.2 million, a 10% increase compared to the prior-year period, driven by an 18% increase in Architectural Specialties net sales and a 6% increase in Mineral Fiber net sales.
For Q3 2025, diluted net earnings per share increased 13.1% to $1.98, and adjusted diluted net earnings per share rose 13.3% to $2.05.
Adjusted EBITDA for Q3 2025 grew 6% to $148 million.
The company is raising its full-year 2025 guidance for all key metrics, projecting net sales between $1,623 million and $1,638 million and adjusted diluted net earnings per share between $7.45 and $7.55.
Year-to-date cash flow from operating and investing activities was up 120%, and adjusted free cash flow increased 22%.

Oct 28, 2025, 10:00 AM

8-K

Armstrong World Industries Reports Strong Q3 2025 Results and Raises Full-Year Guidance

AWI

Earnings

Guidance Update

Share Buyback

Armstrong World Industries reported strong third-quarter 2025 results, with net sales increasing 10% to $425 million and diluted net earnings per share rising 13% to $1.98.
This growth was driven by an 18% increase in Architectural Specialties net sales and a 6% increase in Mineral Fiber net sales compared to the prior-year period.
Year-to-date, the company saw significant improvements in cash flow, with cash flow from operating and investing activities up 120% and adjusted free cash flow up 22%.
Management is raising its full-year 2025 guidance for all key metrics, projecting net sales of $1,623 million to $1,638 million and adjusted diluted net earnings per share of $7.45 to $7.55.
During the third quarter of 2025, the company repurchased 0.1 million shares for $27 million, with $583 million remaining under the current authorized share repurchase program as of September 30, 2025.

Oct 28, 2025, 10:00 AM

Press Release

Armstrong World Industries acquires Geometrik Manufacturing Inc.

AWI

M&A

New Projects/Investments

Armstrong World Industries, Inc. (AWI) completed the acquisition of Geometrik Manufacturing Inc. on September 18, 2025.
Geometrik is a Canadian designer and manufacturer of wood acoustical ceiling and wall systems, which will expand AWI's wood product portfolio and manufacturing capabilities in Canada and the U.S..
The acquisition was funded with available cash and represents AWI's 13th Architectural Specialties acquisition since 2016.

Sep 18, 2025, 12:30 PM

8-K

Armstrong World Industries, Inc. posts updated Investor Presentation and raises Full Year 2025 guidance

AWI

Guidance Update

M&A

Earnings

Armstrong World Industries, Inc. (AWI) posted an updated Investor Presentation on September 3, 2025, in anticipation of upcoming investor meetings.
For Full Year 2024, the company reported Net Sales of $1,446M, Adjusted Diluted EPS of $6.31, Adjusted Free Cash Flow of $298M, and Adjusted EBITDA of $486M.
The company raised its Full Year 2025 guidance (as of July 29, 2025), with projected Net Sales between $1,600M and $1,630M, Adjusted Diluted EPS between $7.15 and $7.30, Adjusted EBITDA between $545M and $560M, and Adjusted Free Cash Flow between $330M and $345M.
Recent acquisitions, 3form (April 2024) and A. Zahner Company (December 2024), are performing better than expected and contribute to the improved outlook.

Sep 3, 2025, 8:45 PM

8-K

Earnings Transcripts

Quarterly earnings call transcripts for ARMSTRONG WORLD INDUSTRIES.

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