Workflow
Armstrong World Industries(AWI) - 2025 Q2 - Earnings Call Presentation

Q2 2025 Financial Performance - Net sales increased by 16% to $424.6 million compared to $365.1 million in Q2 2024[9] - Adjusted EBITDA rose by 23% to $154 million from $125 million in Q2 2024[9, 14] - Adjusted diluted EPS increased by 29% to $2.09 compared to $1.62 in Q2 2024[9, 15] - Adjusted free cash flow increased by 42% to $88 million from $62 million in Q2 2024[9, 15] - The company's adjusted EBITDA margin expanded by 200bps to 36.3%[11, 25] Segment Performance - Mineral Fiber segment adjusted EBITDA increased by 16%[11] - Mineral Fiber segment adjusted EBITDA margin expanded by 350bps to 45.2%[11, 18] - Architectural Specialties segment adjusted EBITDA increased by 61%[11] - Architectural Specialties segment adjusted EBITDA margin expanded by 310bps to 21.5%, with organic adjusted EBITDA margin of 22.1%[11] - Architectural Specialties net sales growth VPY +37%[22] Full Year 2025 Guidance - The company is raising its full-year 2025 guidance and expects double-digit growth in all key metrics[12] - Net sales are projected to be between $1.6 billion and $1.63 billion, representing an 11% to 13% year-over-year increase[35] - Adjusted EBITDA is expected to be between $545 million and $560 million, a 12% to 15% year-over-year increase[35]