Armstrong World Industries, Inc. (AWI)

Armstrong World Industries beat on both the top and bottom line in the second fiscal quarter of 2026, reported July 28, as revenue rose roughly 11% to about $472.0 million and adjusted EPS of $2.36 topped the $2.25 estimate by about 5%. Revenue of about $472.0 million also topped the $461.7 million consensus by roughly 2%, and adjusted EPS was up 13% from $2.09 a year earlier. Gross profit reached about $195.0 million, leaving gross margin near 41%, while operating margin was about 28% and operating income came in around $133.8 million. Net income increased roughly 10% to about $96.7 million from about $87.8 million, and the company generated operating cash flow of about $93.8 million while paying about $14.7 million in dividends. Consensus for the next period calls for EPS of $2.34 on revenue of $471.1 million.