Armstrong World Industries
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: 3,700
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
865% more call options, than puts
Call options by funds: $29.5M | Put options by funds: $3.05M
100% more funds holding in top 10
Funds holding in top 10: 3 [Q1] → 6 (+3) [Q2]
90% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 29
16% more capital invested
Capital invested by funds: $6.09B [Q1] → $7.06B (+$973M) [Q2]
5% more funds holding
Funds holding: 395 [Q1] → 414 (+19) [Q2]
0.51% more ownership
Funds ownership: 99.41% [Q1] → 99.92% (+0.51%) [Q2]
6% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 159
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Loop Capital Garik Shmois | 4%downside $190 | Hold Maintained | 30 Jul 2025 |
Truist Securities Keith Hughes | 1%downside $195 | Buy Maintained | 30 Jul 2025 |
UBS John Lovallo | 10%downside $178 | Neutral Maintained | 30 Jul 2025 |
Evercore ISI Group Stephen Kim | 8%downside $182 | In-Line Maintained | 30 Jul 2025 |
JP Morgan Tomohiko Sano | 1%upside $200 | Overweight Initiated | 24 Jun 2025 |
Financial journalist opinion
Based on 11 articles about AWI published over the past 30 days
