Zacks Research Has Positive Outlook for AWI FY2026 Earnings

Armstrong World Industries, Inc. (NYSE:AWI) – Stock analysts at Zacks Research lifted their FY2026 earnings per share (EPS) estimates for shares of Armstrong World Industries in a research report issued to clients and investors on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the construction company will post earnings of $8.38 per share for the year, up from their previous forecast of $8.29. The consensus estimate for Armstrong World Industries’ current full-year earnings is $8.39 per share.

A number of other equities analysts have also commented on the stock. Evercore set a $200.00 price target on shares of Armstrong World Industries in a research report on Tuesday, April 28th. Weiss Ratings downgraded shares of Armstrong World Industries from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, June 4th. Jefferies Financial Group restated a “hold” rating and set a $190.00 target price on shares of Armstrong World Industries in a research report on Wednesday, July 29th. Finally, UBS Group reaffirmed a “neutral” rating and set a $203.00 target price on shares of Armstrong World Industries in a report on Wednesday, July 29th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $213.00.

Armstrong World Industries Trading Up 0.8%

Shares of Armstrong World Industries stock opened at $178.66 on Thursday. The firm has a 50-day moving average of $165.25 and a 200-day moving average of $169.24. The stock has a market cap of $7.55 billion, a PE ratio of 24.47, a PEG ratio of 1.72 and a beta of 1.16. Armstrong World Industries has a 52-week low of $150.28 and a 52-week high of $206.08. The company has a debt-to-equity ratio of 0.58, a quick ratio of 1.06 and a current ratio of 1.52.

Armstrong World Industries (NYSE:AWI) last issued its quarterly earnings data on Tuesday, July 28th. The construction company reported $2.36 EPS for the quarter, beating analysts’ consensus estimates of $2.25 by $0.11. The firm had revenue of $472.00 million for the quarter, compared to analyst estimates of $461.67 million. Armstrong World Industries had a return on equity of 37.35% and a net margin of 18.60%.The company’s revenue for the quarter was up 11.2% on a year-over-year basis. During the same period in the prior year, the firm posted $2.09 EPS. Armstrong World Industries has set its FY 2026 guidance at 8.300-8.500 EPS.

Institutional Investors Weigh In On Armstrong World Industries

Several institutional investors and hedge funds have recently bought and sold shares of AWI. BlackRock Inc. bought a new stake in Armstrong World Industries during the second quarter worth about $827,239,000. Capital International Investors increased its holdings in Armstrong World Industries by 1.0% in the 4th quarter. Capital International Investors now owns 2,321,993 shares of the construction company’s stock valued at $443,736,000 after buying an additional 23,133 shares during the period. Bank of Montreal Can raised its position in shares of Armstrong World Industries by 18,679.7% in the 4th quarter. Bank of Montreal Can now owns 1,279,086 shares of the construction company’s stock valued at $244,433,000 after buying an additional 1,272,275 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Armstrong World Industries by 6.5% in the 4th quarter. Geode Capital Management LLC now owns 1,015,154 shares of the construction company’s stock valued at $194,027,000 after buying an additional 61,647 shares in the last quarter. Finally, AQR Capital Management LLC lifted its holdings in shares of Armstrong World Industries by 7.8% during the 4th quarter. AQR Capital Management LLC now owns 961,185 shares of the construction company’s stock worth $183,682,000 after acquiring an additional 69,849 shares during the period. Institutional investors own 98.93% of the company’s stock.

Armstrong World Industries Announces Dividend

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

Armstrong World Industries announced that its Board of Directors has authorized a share buyback program on Tuesday, July 21st that permits the company to buyback $800.00 million in shares. This buyback authorization permits the construction company to reacquire up to 12.3% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its stock is undervalued.

Key Armstrong World Industries News

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.