earnings
confidence high
sentiment neutral
materiality 0.70
AWI Q1 net sales $409.9M (+7.1%), adj. EPS $1.69 (+1.8%); reaffirms 2026 guidance, raises EPS forecast
ARMSTRONG WORLD INDUSTRIES INC
2026-Q1 EPS
reported $1.55
vs consensus $1.83
▼ miss
(-15.1%)
- Mineral Fiber net sales $257.2M (+4.9%), adj. EBITDA $109M (+3.5%); Architectural Specialties net sales $152.7M (+11%), adj. EBITDA $21M (-11.9%).
- Operating income $94.2M (-4.4%) pressured by $3M severance, $3M acquisition costs (Eventscape), $2M tariff adjustment.
- Reaffirms FY 2026 net sales $1.745-1.785B, adj. EBITDA $600-620M, adj. free cash flow $375-395M; raises adj. diluted EPS to $8.15-8.45 (+10-14%).
- Repurchased 0.3M shares for $60M at avg $176.00; $473M remaining under buyback program through Dec 2026.