Equities Analysts Set Expectations for AWI FY2026 Earnings

Key Points

• Zacks Research raised Armstrong World Industries’ FY2026 EPS estimate to $8.38 from $8.29, close to the $8.39 analyst consensus. The company’s FY2026 guidance remains $8.30–$8.50 per share.
• Armstrong exceeded quarterly expectations, reporting $2.36 EPS versus the $2.25 consensus and revenue of $472 million, up 11.2% year over year.
• The stock has a “Moderate Buy” consensus rating with an average price target of $213, while Armstrong approved an $800 million share-repurchase program covering up to 12.3% of outstanding shares and maintains a 0.8% dividend yield.

Armstrong World Industries, Inc. (NYSE:AWI - Free Report) - Research analysts at Zacks Research upped their FY2026 EPS estimates for Armstrong World Industries in a research report issued on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the construction company will post earnings per share of $8.38 for the year, up from their prior forecast of $8.29. The consensus estimate for Armstrong World Industries' current full-year earnings is $8.39 per share.

Armstrong World Industries (NYSE:AWI - Get Free Report) last announced its earnings results on Tuesday, July 28th. The construction company reported $2.36 EPS for the quarter, topping the consensus estimate of $2.25 by $0.11. The business had revenue of $472.00 million during the quarter, compared to analysts' expectations of $461.67 million. Armstrong World Industries had a net margin of 18.60% and a return on equity of 37.35%. The firm's revenue was up 11.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.09 earnings per share. Armstrong World Industries has set its FY 2026 guidance at 8.300-8.500 EPS.

Other equities analysts have also recently issued research reports about the company. Jefferies Financial Group restated a "hold" rating and issued a $190.00 price objective on shares of Armstrong World Industries in a report on Wednesday, July 29th. Evercore set a $200.00 target price on Armstrong World Industries in a report on Tuesday, April 28th. Weiss Ratings downgraded Armstrong World Industries from a "buy (b)" rating to a "buy (b-)" rating in a research note on Thursday, June 4th. Finally, UBS Group reaffirmed a "neutral" rating and set a $203.00 price target on shares of Armstrong World Industries in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $213.00.

Armstrong World Industries Stock Up 0.8%

Shares of AWI stock opened at $178.66 on Thursday. The firm's fifty day moving average price is $165.25 and its two-hundred day moving average price is $169.24. The company has a current ratio of 1.52, a quick ratio of 1.06 and a debt-to-equity ratio of 0.58. Armstrong World Industries has a 1 year low of $150.28 and a 1 year high of $206.08. The firm has a market capitalization of $7.55 billion, a P/E ratio of 24.47, a PEG ratio of 1.72 and a beta of 1.16.

Armstrong World Industries Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Wednesday, August 5th were given a $0.339 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Wednesday, August 5th. Armstrong World Industries's dividend payout ratio (DPR) is presently 18.63%.

Armstrong World Industries declared that its Board of Directors has approved a share buyback plan on Tuesday, July 21st that authorizes the company to repurchase $800.00 million in outstanding shares. This repurchase authorization authorizes the construction company to reacquire up to 12.3% of its stock through open market purchases. Stock repurchase plans are often an indication that the company's board believes its shares are undervalued.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. Larson Financial Group LLC lifted its holdings in Armstrong World Industries by 77.0% during the 4th quarter. Larson Financial Group LLC now owns 131 shares of the construction company's stock valued at $25,000 after purchasing an additional 57 shares during the last quarter. Eurizon Capital SGR S.p.A. acquired a new position in shares of Armstrong World Industries in the fourth quarter valued at $27,000. Cullen Frost Bankers Inc. raised its position in shares of Armstrong World Industries by 124.1% in the fourth quarter. Cullen Frost Bankers Inc. now owns 177 shares of the construction company's stock valued at $34,000 after purchasing an additional 98 shares during the period. CIBC Private Wealth Group LLC raised its position in shares of Armstrong World Industries by 426.5% in the third quarter. CIBC Private Wealth Group LLC now owns 179 shares of the construction company's stock valued at $35,000 after purchasing an additional 145 shares during the period. Finally, Western Wealth Management LLC acquired a new stake in shares of Armstrong World Industries during the 1st quarter worth about $38,000. 98.93% of the stock is currently owned by institutional investors.

Armstrong World Industries News Roundup

Here are the key news stories impacting Armstrong World Industries this week:

• Positive Sentiment: Zacks increased its estimates for third-quarter 2026 EPS to $2.36 from $2.30, fourth-quarter 2026 EPS to $1.97 from $1.96, and first-quarter 2027 EPS to $2.18 from $2.16. Armstrong World Industries analyst estimates
• Positive Sentiment: Forecasts for the second and third quarters of 2027 also rose, with EPS estimates increasing to $2.51 from $2.42 and $2.49 from $2.43, respectively. The fourth-quarter 2027 estimate increased to $2.19 from $2.15.
• Positive Sentiment: Zacks lifted its full-year 2027 EPS forecast to $9.38 from $9.16 and its full-year 2028 forecast to $10.12 from $9.91. It also raised first-quarter 2028 EPS to $2.40 from $2.37 and second-quarter 2028 EPS to $2.67 from $2.57.
• Neutral Sentiment: The current-year analyst consensus remains $8.39 per share, while Zacks’ revisions primarily affect future periods. Investors will look for confirmation in upcoming results and guidance.

About Armstrong World Industries

Armstrong World Industries, Inc is a leading global manufacturer of commercial ceiling and wall solutions. The company offers a diverse portfolio of acoustical, decorative and specialty ceiling systems designed to enhance interior environments in offices, healthcare facilities, schools, retail outlets and other non-residential settings. Through its focus on performance, aesthetics and sustainability, Armstrong World Industries addresses both functional and design requirements for architects, contractors and building owners.

Armstrong's product range includes mineral fiber, fiberglass, wood wool, metal and stone wool ceiling panels, as well as suspension and grid systems.

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