Armstrong World Industries (AWI)

• Market cap: $5.83B
• 1 day: -0.21%
• 5 days: 7.84%
• 1 month: 2.94%
• 3 months: -4.69%
• 6 months: 3.31%
• Year to date: 3.49%
• 1 year: 26.24%
• 5 years: 88.14%
• 10 years: 164.93%
• Sector: Industrials
• Industry: Building Products & Equipment

About: Armstrong World Industries Inc. designs, innovates, and manufactures ceiling and wall solutions in the Americas. The company manufactures and sources products made of numerous materials, including mineral fiber, fiberglass, metal, felt, wood, resin, wood fiber, and glass-reinforced-gypsum. It also manufactures ceiling suspension system (grid) products through a joint venture with Worthington Industries, Inc., called Worthington Armstrong Venture (WAVE). The company's reportable operating segments include Mineral Fiber, Architectural Specialties, and Unallocated Corporate. A majority of its revenue is generated from the Mineral Fiber segment, which produces suspended mineral fiber and fiberglass ceiling systems. Geographically, it derives maximum revenue from the United States.

Employees: 6,700

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

2,645% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.5M

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

11% more capital invested

Capital invested by funds: $5.67B [Q3] → $6.3B (+$629M) [Q4]

6% more funds holding

Funds holding: 341 [Q3] → 363 (+22) [Q4]

3.15% more ownership

Funds ownership: 98.65% [Q3] → 101.8% (+3.15%) [Q4]

5% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 124

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $158 9% upside
• Avg. target: $168 16% upside
• High target: $180 24% upside

4 analyst ratings

• positive: 2 50%
• neutral: 2 50%
• negative: 0 0%

Loop Capital Garik Shmois 36% 1-year accuracy 8 / 22 met price target	9% upside $158	Hold Maintained	30 Apr 2025
Goldman Sachs Susan Maklari 23% 1-year accuracy 6 / 26 met price target	24% upside $180	Buy Maintained	28 Feb 2025
Truist Securities Keith Hughes 26% 1-year accuracy 9 / 35 met price target	21% upside $175	Buy Maintained	27 Feb 2025
UBS John Lovallo 4% 1-year accuracy 1 / 28 met price target	9% upside $158	Neutral Maintained	26 Feb 2025