Company Overview - Armstrong World Industries (AWI) is a leading global producer of ceiling systems, primarily serving the construction and renovation sectors for commercial, institutional, and residential buildings [11] - The company designs, manufactures, and sells various ceiling systems, including mineral fiber, fiberglass wool, metal, wood, wood fiber, glass-reinforced gypsum, and felt [11] Investment Ratings - AWI currently holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating a solid position but not a strong buy recommendation [11] - The company is considered a potential top pick for growth investors due to its favorable Growth Style Score of B [12] Financial Performance - AWI is forecasted to achieve year-over-year earnings growth of 11.4% for the current fiscal year [12] - In the last 60 days, two analysts have revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing by $0.04 to $7.03 per share [12] - The company has an average earnings surprise of 6.5%, suggesting it has a history of exceeding earnings expectations [12]

Company Overview - Armstrong World Industries (AWI) shares have increased by approximately 7.2% over the past month, outperforming the S&P 500 [1] - The most recent earnings report is crucial for understanding the catalysts affecting the stock [1] Earnings Estimates - Fresh estimates for Armstrong World Industries have trended upward in the past month [2] - The magnitude of these revisions has been net zero, indicating stability in expectations [4] VGM Scores - Armstrong World Industries has a Growth Score of B, but a low Momentum Score of D, and a Value Score of D, placing it in the bottom 40% for the value investment strategy [3] - The overall aggregate VGM Score for the stock is D, which is significant for investors not focused on a single strategy [3] Industry Performance - Armstrong World Industries is part of the Zacks Building Products - Miscellaneous industry, where another player, Masco (MAS), has seen a 3.3% gain over the past month [5] - Masco reported revenues of $1.8 billion for the last quarter, reflecting a year-over-year decline of 6.5% [5] - Masco's expected earnings for the current quarter are $1.06 per share, indicating a year-over-year change of -11.7% [6]

Core Insights - Armstrong World Industries, Inc. (AWI) reported strong first-quarter 2025 results, with earnings and net sales exceeding expectations and showing year-over-year growth [1][2][3] Financial Performance - Adjusted earnings per share (EPS) reached $1.66, surpassing the Zacks Consensus Estimate of $1.55 by 7.1% and growing 20.3% year over year from $1.38 [3] - Net sales totaled $382.7 million, exceeding the consensus mark of $373 million by 2.7% and increasing 17.3% year over year [3] - Adjusted EBITDA rose 16.2% from the previous year to $129 million, although the adjusted EBITDA margin contracted by 30 basis points to 33.6% [4] Segment Performance - **Mineral Fiber Segment**: Net sales grew 2.3% year over year to $245.1 million, driven by a favorable Average Unit Value (AUV) of $16 million, despite a $10 million decline in sales volume due to weak demand [5] - **Architectural Specialties Segment**: Net sales surged 58.7% year over year to $137.6 million, bolstered by a $41 million contribution from acquisitions [7] Cash Flow and Share Repurchase - As of March 31, 2025, cash and cash equivalents stood at $82.8 million, up from $79.3 million at the end of 2024, with net cash provided by operations at $41 million compared to $26 million a year ago [9] - The company repurchased 0.1 million shares for $22 million during the quarter, with $640 million remaining under the current share repurchase program [10] 2025 Guidance - AWI maintains its guidance for net sales between $1,570 million and $1,610 million, indicating a 9-11% increase year over year [11] - Adjusted EBITDA is projected to be between $525 million and $545 million, reflecting an 8-12% year-over-year rise [12]

Company Overview - Armstrong World Industries (NYSE: AWI) specializes in the production and sale of ceiling systems and related offerings, demonstrating strong performance that exceeds expectations [1]. Industry Insights - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and identifying companies with significant value and growth potential [1]. - Subscribers benefit from a comprehensive stock model account, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [2].

Armstrong World Industries (AWI) Q1 2025 Earnings Call April 29, 2025 03:10 PM ET Speaker0 Thank you for standing by. My name is Amy, and I will be your conference operator for today. At this time, I would like to welcome everyone to the Q1 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. It is now my pleasure to turn the call over to Theresa ...

1st Quarter 2025 Earnings Presentation April 29, 2025 Safe Harbor Statement The guidance in this presentation is only effective as of the date given, April 29, 2025, and will not be updated or affirmed unless and until we publicly announce updated or affirmed guidance. 2 Basis of Presentation Explanation Results throughout this presentation are presented on a normalized basis. Disclosures in this presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform A ...

Armstrong World Industries (AWI) Q1 2025 Earnings Call April 29, 2025 10:00 AM ET Company Participants Theresa Womble - Vice President of Investor Relations & Corporate CommunicationsVic Grizzle - President & CEOChris Calzaretta - Senior VP & CFOZack Pacheco - Equity Research AssociateKeith Hughes - Managing DirectorPhilip Ng - Managing DirectorAdam Baumgarten - Managing DirectorStephen Kim - Senior Managing Director Conference Call Participants Charles Perron-Piché - AnalystRafe Jadrosich - Managing Direct ...

Group 1 - Armstrong World Industries (AWI) reported quarterly earnings of $1.66 per share, exceeding the Zacks Consensus Estimate of $1.55 per share, and showing an increase from $1.38 per share a year ago, representing an earnings surprise of 7.10% [1] - The company achieved revenues of $382.7 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.69%, and up from $326.3 million year-over-year [2] - Armstrong World Industries has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Group 2 - The stock has experienced a decline of approximately 1.7% since the beginning of the year, while the S&P 500 has declined by 6% [3] - The current consensus EPS estimate for the upcoming quarter is $1.74 on revenues of $397.14 million, and for the current fiscal year, it is $6.99 on revenues of $1.59 billion [7] - The Zacks Industry Rank for Building Products - Miscellaneous is currently in the bottom 36% of over 250 Zacks industries, indicating potential challenges for stock performance [8] Group 3 - The estimate revisions trend for Armstrong World Industries is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

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 March 31, 2025 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 as Specified in its Charter) Pennsylvania 23-0366390 (State or othe ...

Armstrong World Industries Reports Record-Setting First-Quarter 2025 Results Exhibit 99.1 (Comparisons above are versus the prior-year period unless otherwise stated) LANCASTER, Pa., April 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 first-quarter 2025 financial results highlighted by strong net sales and ...