Armstrong World Industries (NYSE:AWI) Issues FY 2026 Earnings Guidance

Armstrong World Industries (NYSE:AWI) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 8.050-8.350 for the period, compared to the consensus EPS estimate of 8.450. The company issued revenue guidance of $1.7 billion-$1.8 billion, compared to the consensus revenue estimate of $1.7 billion.

Armstrong World Industries Stock Down 1.3%

AWI stock traded down $2.33 during trading on Wednesday, hitting $171.97. 23,021 shares of the stock traded hands, compared to its average volume of 500,090. Armstrong World Industries has a 1 year low of $122.37 and a 1 year high of $206.08. The stock has a market cap of $7.42 billion, a price-to-earnings ratio of 24.67, a price-to-earnings-growth ratio of 1.68 and a beta of 1.33. The firm’s 50 day moving average is $192.67 and its two-hundred day moving average is $192.78. The company has a debt-to-equity ratio of 0.47, a current ratio of 1.52 and a quick ratio of 1.04.

Armstrong World Industries (NYSE:AWI) last issued its quarterly earnings data on Tuesday, February 24th. The construction company reported $1.61 EPS for the quarter, missing the consensus estimate of $1.67 by ($0.06). Armstrong World Industries had a return on equity of 38.97% and a net margin of 19.08%.The firm had revenue of $388.30 million during the quarter, compared to the consensus estimate of $400.87 million. During the same period in the previous year, the firm earned $1.50 EPS. The business’s revenue was up 5.6% on a year-over-year basis. Armstrong World Industries has set its FY 2026 guidance at 8.050-8.350 EPS. On average, sell-side analysts anticipate that Armstrong World Industries will post 6.18 EPS for the current year.

Armstrong World Industries Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Thursday, March 5th will be issued a dividend of $0.339 per share. This represents a $1.36 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Thursday, March 5th. Armstrong World Industries’s dividend payout ratio (DPR) is 19.46%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on AWI. Weiss Ratings restated a “buy (b)” rating on shares of Armstrong World Industries in a research report on Wednesday, January 21st. UBS Group increased their price objective on Armstrong World Industries from $178.00 to $200.00 and gave the stock a “neutral” rating in a research note on Wednesday, October 29th. Wall Street Zen downgraded Armstrong World Industries from a “buy” rating to a “hold” rating in a research report on Sunday, November 2nd. Finally, JPMorgan Chase & Co. increased their price target on shares of Armstrong World Industries from $210.00 to $220.00 and gave the company an “overweight” rating in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $207.50.

More Armstrong World Industries News

Here are the key news stories impacting Armstrong World Industries this week:

• Positive Sentiment: Underlying performance: Q4 revenue rose ~5.6% year-over-year and the company still shows strong profitability (net margin ~19%) and high ROE (~39%), signaling healthy operating leverage. MarketBeat Q4 press release & materials
• Positive Sentiment: Balance-sheet strength: liquidity and leverage metrics (quick ratio ~1.04, current ratio ~1.52, debt/equity ~0.47) support capital allocation and reduce downside risk. Why Armstrong World (AWI) Stock Is Down Today
• Neutral Sentiment: Earnings call materials available: management provided a slide deck and call transcript with details on segment trends and margin drivers — useful for assessing sustainability of recent growth. Q4 slide deck
• Negative Sentiment: Quarterly miss: Q4 EPS $1.61 vs. consensus ~$1.67 and revenue $388.3M vs. ~$400.9M — the headline shortfall is the primary near-term catalyst for selling pressure. Zacks: AWI misses Q4
• Negative Sentiment: Softer FY‑2026 EPS guidance: management set guidance of $8.05–$8.35 vs. the street at ~$8.45, creating a forward-earnings headwind that appears to have driven analyst and market reactions. Why Armstrong World (AWI) Stock Is Down Today
• Negative Sentiment: Market reaction and headlines: multiple outlets note shares slipping after the earnings and guidance; expect near-term volatility as analysts update models and investors re‑price expected growth. Investing.com: shares edge down

Institutional Investors Weigh In On Armstrong World Industries

Large investors have recently modified their holdings of the business. Millennium Management LLC increased its stake in Armstrong World Industries by 571.7% during the 1st quarter. Millennium Management LLC now owns 117,696 shares of the construction company’s stock worth $16,581,000 after buying an additional 100,175 shares during the period. Jones Financial Companies Lllp grew its stake in Armstrong World Industries by 142.0% during the 1st quarter. Jones Financial Companies Lllp now owns 3,061 shares of the construction company’s stock worth $431,000 after purchasing an additional 1,796 shares in the last quarter. Goldman Sachs Group Inc. raised its position in Armstrong World Industries by 63.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 125,181 shares of the construction company’s stock valued at $17,636,000 after purchasing an additional 48,544 shares in the last quarter. Jane Street Group LLC boosted its stake in shares of Armstrong World Industries by 144.2% in the 1st quarter. Jane Street Group LLC now owns 70,136 shares of the construction company’s stock valued at $9,881,000 after buying an additional 41,417 shares during the period. Finally, Sivia Capital Partners LLC acquired a new stake in Armstrong World Industries in the second quarter valued at approximately $291,000. Hedge funds and other institutional investors own 98.93% of the company’s stock.

About Armstrong World Industries

Armstrong World Industries, Inc is a leading global manufacturer of commercial ceiling and wall solutions. The company offers a diverse portfolio of acoustical, decorative and specialty ceiling systems designed to enhance interior environments in offices, healthcare facilities, schools, retail outlets and other non-residential settings. Through its focus on performance, aesthetics and sustainability, Armstrong World Industries addresses both functional and design requirements for architects, contractors and building owners.

Armstrong’s product range includes mineral fiber, fiberglass, wood wool, metal and stone wool ceiling panels, as well as suspension and grid systems.