ARMSTRONG WORLD INDUSTRIES, INC.
In the published model solve dated 2026-Q2, anchored at $175.09, ARMSTRONG WORLD INDUSTRIES, INC. (AWI) is priced for +13.1% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Armstrong keeps about 26.4% of every sales dollar as operating profit, roughly ten points clear of MAS at 16.6% and AYI at 14.5%, which is what a near-duopoly in mineral fiber ceiling panels looks like in the numbers. • Most of the recent lift came from price rather than tiles: the FY2025 filing says Mineral Fiber sales rose on ⟦favorable AUV, partially offset by lower sales volumes⟧, and the same document concedes that ⟦realized price increases are less than announced price increases because
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460 institutional managers reported holding AWI in 13F filings for the quarter ended 2026-03-31. 55 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 1.4M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AWI has cut its share count 10.3% over the past five years, spending $594.60M on repurchases. It pays a dividend, and has for 7 years running, raised 6 years straight; the current rate is $1.26 a share annually. Cash returned over the past three years: $144.30M in dividends and $322.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at AWI over the trailing three years: 2026: 1 buy totaling $100k. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AWI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | +3.2% | -9.3% |
| 2023-10-25 | +5.0% | +36.9% |
| 2024-02-21 | +13.3% | -2.6% |
| 2024-05-01 | -4.0% | -1.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AWI's latest 8-K filings: 2026-07-30 (items 8.01, 9.01); 2026-07-28 (items 2.02, 7.01, 9.01); 2026-07-21 (items 8.01, 9.01); 2026-06-17 (items 5.07, 8.01); 2026-05-11 (items 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.