ARMSTRONG WORLD INDUSTRIES INC (AWI) Form 8-K — Oct 27, 2026
Armstrong World Industries reported record third-quarter 2026 net sales of $475.8 million, up 11.9% year over year, with operating income up 12% and adjusted EBITDA up 11% to $164 million. Diluted EPS came in at $2.17 (up 9.6%) and adjusted diluted EPS at $2.26 (up 10.2%), driven by double-digit growth in Architectural Specialties (net sales +21.5%) and solid Mineral Fiber results. The company updated its 2026 outlook, raising net sales guidance to $1,788-$1,803 million (10-11% growth) while trimming the top end of adjusted EBITDA and EPS guidance to reflect accelerating inflationary and tariff pressures.
Key figures
- Eps
- 2.17
- Revenue
- 475800000
- Guidance
- FY2026: Net sales $1,788M-$1,803M (10-11% growth), Adjusted EBITDA $602M-$612M (8-10%), Adjusted diluted EPS $8.30-$8.40 (12-13%), Adjusted free cash flow $380M-$390M (10-13%)
- Net Income
- 91900000
- Revenue Yoy
- 11.9%
- Total Assets
- 2004400000
- Cash Position
- 71400000
- Adjusted ebitda q3
- 164000000
- Adjusted ebitda yoy
- 11.0%
- Operating income q3
- 131200000
- Operating income yoy
- 11.9%
- Q3 share repurchases
- $75 million (0.4 million shares at avg $174.36)
- Adjusted diluted eps q3
- 2.26
- Adjusted diluted eps yoy
- 10.2%
- Mineral fiber net sales q3
- 292100000
- Remaining repurchase authorization
- $1.1 billion
- Architectural specialties net sales q3
- 183700000
AI analysis
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