How profitable is Armstrong World Industries Inc (AWI)?

In FY 2025 (10-K), AWI converted $1.6B of revenue into a 40.6% gross margin, 26.6% operating margin, and $282.6M in free cash flow (17.4% FCF margin).

Stock Ratings / Industrials / AWI / financials

ATR (69) NWL (40) ENTG (66) MYE (61) ⌘ Pro Terminal →

Armstrong World Industries Inc (AWI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$171.10 +2.86% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $172.39

Armstrong World Industries Inc (AWI) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. High-quality cash engine (40.6% gross margin, 29% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

ROARABLE B- • BUY Cap $6.96B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AWI Below — or Connect Your Own ChatGPT / Claude

🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AWI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

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As of 2026-11-03, Armstrong World Industries Inc (NYSE: AWI) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $171.10 (+2.86% 1D, market cap $6.96B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 18/20, FRED Macro Regime Fit 8/20, and Executive Insider Alignment 17/20. Across 486 tracked Industrials issuers, AWI ranks #31 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AWI compare to ATR and NWL in the Industrials sector?

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Within the Industrials sector (Plastic Products), AWI carries a Roarable B- (71/100 RQD), trailing P/E of 22.5x, gross margin of 40.6%, and ROIC of 28.7%. By comparison, ATR (AptarGroup Inc.) holds a C+ grade (69/100 RQD, P/E 21.1x, ROIC 11.9%, cap $8.72B) and NWL (Newell Brands Inc.) posts a D- grade (40/100 RQD, P/E N/A, ROIC 0.5%, cap $2.21B). Among the 5-stock peer group, ATR leads on earnings multiple (21.1x) while AWI leads on capital efficiency (28.7% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AWI?

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Per AWI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000007431), Armstrong World Industries Inc generated $1.62B in revenue (+12.1% YoY), $308.7M in net income, and $282.6M in free cash flow against $1.92B in total assets and $396.4M in total debt. Key quantitative strengths: Strong cash generator (40.6% gross margin)—profits are backed by real money, not accounting tricks. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $172.38 (+0.75%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 19/20 (A+) • 17.4% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B-

2-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+5.9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AWI)Realized 20D OHLCV Swing Band: ±6%

Deterministic 5-Pillar Attribution (71/100 Composite)

🔍 WHY AWI SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+19/20 pts (27% of score)

SEC XBRL FY 2025 (10-K): 17.4% FCF Margin ($282.6M FCF) & 40.6% Gross Margin

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+18/20 pts (25% of score)

Altman Z-Score 7.49 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9

▼ #1 Drag / Risk Factor: Macro Regime Fit8/20 pts (-12 pt drag)

Macro rate sensitivity & RSI-14 (52.2) create a -12 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C+$163.43+3.2% Next Q

Q2 (-2Q)

Grade B-$168.74-7.2% Next Q

Q3 (-1Q)

Grade B-$156.66+9.2% Next Q

Current

Grade B-$171.10+6.8% Hist 90D α

Trajectory: C+ (63) → B- (71)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AWI Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 71/100 (B-) score, AWI faces multiple-compression risk if 22.5x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 38.1% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($165.37) or 200D SMA ($169.05) invalidates the momentum regime and cuts Target Base ($181.11) toward Bear Floor ($140.30).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AWI• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “AWI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 71%NO 29%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AWI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$282.6M (17.4% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $1.30B

FY24

Rev $1.45B

FY25

Rev $1.62B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$1.62B	40.6%	26.6%	$308.7M	$282.6M	28.7%
FY 2024	$1.45B	40.2%	25.9%	$264.9M	$201.7M	25.1%
FY 2023	$1.30B	40.6%	25%	$223.8M	$175.2M	11.1%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AWI)

✓Walkthrough of AWI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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AWI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +4.57%⚡ TESTING RESISTANCE

2026-11-03O $166.0H $171.1L $166.0C $171.1VOL 616.2K

RES: $171.1SUP: $151.5SMA50: $165.4SMA200: $169.1

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AWI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AWI Butterfly Map → + Track AWI →

Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle

16.2%/yr Implied 5Y Growth

vs. +12.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on AWI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AWI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for AWI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AWI)

Industrials Rank #31 of 486 ⚔️ ATR vs AWI Full Matrix →

1. Head-to-Head Industrials Peer Comparison (AWI vs. ATR, NWL, ENTG, MYE)

Industry: Plastic Products (9 Tracked Issuers)

Across 486 tracked Industrials securities in the Roarable RQD universe, Armstrong World Industries Inc (AWI) ranks #31 by composite RQD confidence (71/100, grade B-) and #121 by equity capitalization ($6.96B). Within this direct 5-issuer industry benchmark cohort, ATR leads on earnings valuation at 21.1x trailing P/E, while AWI leads on capital efficiency and profitability with 28.7% ROIC and 40.6% gross margin. AWI currently leads its immediate peer cohort in composite quantitative strength at 71/100 (B-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
AWI ACTIVE Armstrong World Industries Inc	B-	71/100	22.5x	40.6%	28.7%	+2.86%	$6.96B	Benchmark Subject
ATR AptarGroup Inc.	C+	69/100	21.1x	—	11.9%	+4.85%	$8.72B	/atr-vs-awi →
NWL Newell Brands Inc.	D-	40/100	—	33.8%	0.5%	+15.06%	$2.21B	/nwl-vs-awi →
ENTG Entegris Inc.	C+	66/100	103.8x	44.4%	4.7%	-1.83%	$23.59B	/entg-vs-awi →
MYE Myers Industries Inc.	C-	61/100	32.7x	33.4%	10.4%	-2.20%	$1.11B	/mye-vs-awi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000007431 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Armstrong World Industries Inc (AWI) reported GAAP revenue of $1.62B (+12.1% vs. FY2024 revenue of $1.45B , and +25.1% cumulative change since FY2023) , GAAP net income of $308.7M, operating cash flow of $355.5M, and free cash flow of $282.6M (+40.1% YoY). On the balance sheet, AWI closed FY2025 with $1.92B in total assets against $396.4M in total debt (Altman Z-Score: 7.49, Piotroski F-Score: 9/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.62B	$308.7M	$355.5M	$282.6M	$1.92B	$396.4M
FY2024 (FY)	2024-12-31	$1.45B	$264.9M	$266.8M	$201.7M	$1.84B	$502.6M
FY2023 (FY)	2023-12-31	$1.30B	$223.8M	$233.5M	$175.2M	$3.82B	$893.5M

3. AWI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AWI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does AWI compare to ATR and NWL in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for AWI?

Where is AWI trading relative to its 50-day, 200-day, and 52-week technical levels?

AWI last traded at $171.10 (+2.86% on volume of 592,352 shares), positioning the stock +3.46% above its 50-day simple moving average ($165.37) and +1.21% above its 200-day simple moving average ($169.05). Across its 52-week range of $150.28 to $206.05, AWI sits at the 37.3% percentile with a 14-day RSI of 52.2 (NEUTRAL RANGE) and an implied next-earnings move of ±6.0% ($160.83 to $181.37).

Direct Sub-Reports: AWI RQD Cockpit AWI 12M Forecast AWI Earnings & Move AWI Dividends & DRIP AWI Insiders & 13F AWI Whale Options AWI Profit Sankey AWI News & Why

ROARABLE RATING BRIEF • RQD 71/100 (B-) ✓ SEC XBRL & RQD VERIFIED

AWI — Armstrong World Industries Inc: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit

Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Armstrong World Industries Inc (AWI) earns a live Roarable RQD composite score of 71/100, corresponding to a B- letter grade (Roarable Buy) at a spot price of $171.10 (+2.86% 1D, market capitalization $6.96B).

Fundamental Cash Engine (19/20): Anchored by return on invested capital (ROIC) of 28.7%, gross margin of 40.6%, operating margin of 26.6%, and free cash flow yield of 4.07%.
Whale 13F & Options Flow (9/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
Macro Regime Fit (8/20) + Forensic Balance Sheet (18/20): Incorporates a 1.01x equity beta, Altman Z-Score of 7.49, Piotroski F-Score of 9/9, and Debt/Equity of 0.44x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Armstrong World Industries Inc (AWI) is a NYSE-listed issuer in the Industrials sector, operating within the Plastic Products industry..9B. Revenue and profitability figures appear in the financials section below.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Armstrong World Industries Inc (AWI) reported $1.62B in annual revenue (up from $1.45B in FY2024, +12.1% YoY) and $308.7M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.30B revenue, $223.8M net income) through FY2025, AWI scaled operating cash flow to $355.5M and free cash flow to $282.6M, backed by $1.92B in total assets against $396.4M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

🐂 Primary Bull Case (B- • RQD 71/100): Strong cash generator (40.6% gross margin)—profits are backed by real money, not accounting tricks. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 19/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $150.28 – $206.05 52-week range.
🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 22.5x trailing P/E and 14.7x EV/EBITDA against 26.6% operating margins and a 1.01x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Supply_chain is NONE, butterfly_links is empty, and proprietary_signals is empty. Upstream suppliers, downstream customers, and 2nd-order sector correlations are therefore — The sector and industry classification (Industrials; Plastic Products) is the only structural context provided.

Key Question #1: Can AWI sustain or expand its 26.6% operating margin and 28.7% ROIC against Plastic Products peers over the next 4 quarters?
Key Question #2: Following FY2025 revenue of $1.62B and free cash flow of $282.6M, how will capital allocation balance growth reinvestment against $396.4M in total debt?
Key Question #3: How sensitive is AWI's 18.9x forward P/E multiple to Industrials capital spending cycles and macro interest-rate shifts (Beta 1.01x)?

AWI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Armstrong World Industries Inc (AWI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AWI Debate Forum (3) ↓

🟢 CATALYST Yahoo Finance • 1d ago

Armstrong World Industries (AWI) Stock Holds Firm After Record Q3 Earnings

Yahoo Finance report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🟢 CATALYST Seeking Alpha • 1d ago

Armstrong World Industries: Even With Growth, Shares Are Difficult To Justify (AWI)

Seeking Alpha report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🔴 RISK WATCH Investing.com • 1d ago

DA Davidson cuts Armstrong World Industries stock price target on cost pressures

Investing.com report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🟡 MARKET WIRE KVUE • 1d ago

Armstrong World Industries: Q3 Earnings Snapshot

KVUE report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🔴 RISK WATCH Yahoo Finance • 1d ago

Armstrong World Industries (AWI) Stock Dropped, So What Is Driving Attention Now?

Yahoo Finance report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🟡 MARKET WIRE Yahoo Finance • 1d ago

Is Armstrong World Industries (AWI) Trading At A Discount To Cash Flow?

Yahoo Finance report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🟡 MARKET WIRE Yahoo Finance • 1d ago

What Is Armstrong World Industries (AWI) Telling Investors With Its 10% Dividend Hike?

Yahoo Finance report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🔴 RISK WATCH Yahoo Finance • 1d ago

Armstrong World Industries (AWI) Q3 Earnings Miss Estimates

Yahoo Finance report covering Armstrong World Industries Inc (AWI) market action, institutional positioning, and fundamental catalysts.

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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AWI Bull vs. Bear Conversation Board — What's Your Call at $171.10?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AWI 🐻 33% BEARISH CONVICTION

BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH 🎯 Target: $206.26 (+24.0%)

📌 Pinned Debate

Cash generation and balance sheet strength, with ROIC of 28.7% and an Altman Z of 7.49, support the 71 RQD score.

Here is why I am bullish on AWI here at $166.34: Cash generation and balance sheet strength, with ROIC of 28.7% and an Altman Z of 7.49, support the 71 RQD score.. Compare AWI's 26.6% operating margin and 28.7% ROIC against the rest of Plastic Products. As long as cash conversion holds up, dips toward $158.02 are getting bought.

EarningsSniper 🐂 BULL

Both sides have a point here — AWI's 18/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

FO ForensicBear RQD DEBATE OPENER • 10-K Footnote Auditor 🐻 BEARISH 🎯 Target: $128.08 (-23.0%)

Spot @ $166.34

Trailing P/E of 22.5 and EV/EBITDA of 14.7 sit above forward P/E of 18.9, and DA Davidson cut its price target on cost pressures.

I respect the product at Armstrong World Industries Inc, but the stock at $166.34 is a different story. Trailing P/E of 22.5 and EV/EBITDA of 14.7 sit above forward P/E of 18.9, and DA Davidson cut its price target on cost pressures.. FCF yield is 4.07% and RQD sits at 71/100 (B-) — why pay up here when you can wait for next quarter's numbers?