Armstrong World Industries (AWI) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Company ParticipantsTheresa Womble - VP - IR & Corporate CommunicationsVictor Grizzle - President, CEO & DirectorChris Calzaretta - SVP & CFOZack Pacheco - Equity Research AssociateTomohiko Sano - Managing DirectorKeith Hughes - Managing DirectorStephen Kim - Senior MDPhilip Ng - Managing DirectorConference Call ParticipantsSusan Maklari - Senior Equity Research AnalystBrian Biros - Equity AnalystRafe Jadrosich - MD & Senior Eq ...

Armstrong World Industries (AWI) Q2 2025 Earnings Call July 29, 2025 10:00 AM ET Speaker0Thank you for standing by. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Second Quarter twenty twenty five Armstrong World Industries Incorporated Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Thank you. It is now my pleasure to turn the call ...

July 29, 2025 Safe Harbor Statement Disclosures in this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including without limitation, those relating to future financial and operational results, market and broader economic conditions and guidance. Those statements provide our future expectations or forecasts and can be identified by our use of words such as "anticipate," "estimate," "expect," "project," "intend," "plan," "believe," " ...

Armstrong World Industries (AWI) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.75 per share. This compares to earnings of $1.62 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +19.43%. A quarter ago, it was expected that this ceiling and wall systems manufacturer would post earnings of $1.55 per share when it actually produced earnings of $1.66, delivering a surprise of +7.1%.O ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 Registrant's telephone number, including area code: (717) 397-0611 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 1-2116 ARMSTRONG WORLD INDUSTRIES, INC. (Exact Name of Registrant a ...

Exhibit 99.1 Armstrong World Industries Reports Record Second-Quarter 2025 Sales and Earnings (All comparisons are versus the prior-year period unless otherwise stated) LANCASTER, Pa., July 29, 2025 -- Armstrong World Industries, Inc. (NYSE:AWI), an Americas leader in the design and manufacture of innovative interior and exterior architectural applications including ceilings, specialty walls and exterior metal solutions, today reported second-quarter 2025 financial results highlighted by strong net sales an ...

Core Insights - The Modular Wall Panel Systems Market is projected to grow from USD 1.6 Billion in 2024 to USD 2.5 Billion by 2030, with a CAGR of 7.80% driven by urbanization, faster construction needs, and sustainable practices [2][19]. Market Drivers - The demand for time-efficient and cost-effective construction solutions is a primary driver, as modular wall panels reduce construction time and labor requirements through prefabrication [6][8]. - Sectors such as healthcare, education, and commercial real estate benefit from the rapid deployment capabilities of modular systems, enhancing project planning and budgeting [7]. - Rising labor costs and a shortage of skilled tradespeople in developed regions make modular construction a practical alternative, minimizing on-site labor dependency [8]. Market Challenges - High initial investment and setup costs hinder adoption, as establishing production facilities requires significant capital for specialized equipment and automation [9][10]. - Comprehensive planning and design expenses, along with limited financing options in developing regions, further restrict the transition to modular construction [10]. - Resistance to change within construction firms complicates the adaptation of existing workflows to modular techniques, delaying broader adoption [11]. Market Trends - The integration of smart and sustainable materials into modular panels is a key trend, with manufacturers adopting eco-friendly alternatives to meet tightening environmental regulations [12][13]. - Materials such as recycled metals and engineered wood are replacing traditional materials, providing benefits like improved insulation and energy efficiency [13]. Key Market Players - Notable companies in the modular wall panel systems market include Armstrong World Industries, Hufcor, PortaFab, DIRTT Environmental Solutions, and others [16]. Report Scope - The report segments the market by product type and application, covering various sectors including healthcare, education, and commercial [15][21].

Core Viewpoint - Investors in the Building Products - Miscellaneous sector should consider United Rentals (URI) and Armstrong World Industries (AWI) for potential value investment opportunities [1] Valuation Metrics - URI has a forward P/E ratio of 18.29, while AWI has a forward P/E of 23.34, indicating that URI may be undervalued compared to AWI [5] - URI's PEG ratio is 1.95, which is lower than AWI's PEG ratio of 2.06, suggesting URI has a more favorable earnings growth expectation relative to its price [5] - URI's P/B ratio is 5.9, compared to AWI's P/B of 8.98, further supporting the notion that URI is a better value option [6] Analyst Outlook - URI currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while AWI has a Zacks Rank of 3 (Hold) [3] - The improving earnings outlook for URI positions it as a superior value option in the current market [7]

Group 1 - Armstrong World Industries (AWI) has consistently surpassed earnings estimates, making it a strong candidate for potential investment [1][2] - The company has achieved an average earnings surprise of 8.29% over the last two quarters, with specific surprises of 7.10% and 9.49% in the most recent quarters [2][3] - Recent estimates for Armstrong World Industries have been revised upward, indicating positive sentiment among analysts [5][8] Group 2 - The Zacks Earnings ESP for Armstrong World Industries is currently +1.71%, suggesting bullish expectations for upcoming earnings [8] - The stock holds a Zacks Rank of 2 (Buy), further indicating the potential for another earnings beat [8] - The next earnings report for the company is anticipated to be released on July 29, 2025 [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Armstrong World Industries (AWI) - AWI currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Performance Metrics - AWI shares have increased by 7.19% over the past week, outperforming the Zacks Building Products - Miscellaneous industry, which rose by 3.58% [5] - Over the past quarter, AWI shares have surged by 31.32%, and over the last year, they have gained 47.55%, while the S&P 500 has only increased by 10.42% and 14.64%, respectively [6] - The average 20-day trading volume for AWI is 291,500 shares, indicating a bullish trend when combined with rising stock prices [7] Earnings Outlook - In the past two months, one earnings estimate for AWI has increased, while none have decreased, raising the consensus estimate from $6.98 to $7.03 [9] - For the next fiscal year, one estimate has also moved upwards with no downward revisions, indicating positive earnings momentum [9] Conclusion - Given the strong performance metrics and positive earnings outlook, AWI is recommended as a solid momentum pick with a Momentum Score of A and a Zacks Rank of 2 (Buy) [11]