Earnings Releases·Oct 27, 2026, 6:00 AM ET

Armstrong World Industries — Third Quarter 2026 Earnings Summary

Consolidated net sales rose 11.9% to $475.8 million, while diluted EPS increased 9.6% to $2.17 and adjusted diluted EPS grew 10.2% to $2.26, driven by strong performance in Architectural Specialties (+21.5% sales) and Mineral Fiber (+6.6% sales).
Full-year 2026 guidance was raised across all key metrics: net sales to $1,788–$1,803 million (10–11% growth), adjusted EBITDA to $602–$612 million (8–10% growth), and adjusted diluted EPS to $8.30–$8.40 (12–13% growth).
The company repurchased 0.4 million shares for $75 million in Q3 2026, leaving $1.1 billion available under the share repurchase program, while the acquisition of Eventscape increased year-to-date investing cash flows used by $52 million.
Despite record top-line results, management cited rising inflationary pressures, including $10 million in increased manufacturing costs from freight and raw materials, alongside tariff impacts and mix headwinds in the Mineral Fiber segment.