Armstrong World Industries Q3 2026 revenue up 12% but EPS miss and full‑year guidance lowered

Armstrong World Industries reported third‑quarter 2026 revenue of $475.8 million, up 11.9% year‑over‑year, driven by strong Architectural Specialties and Mineral Fiber sales. Adjusted earnings per share were $2.26, missing the $2.39 consensus, while adjusted EBITDA rose 11% to $164 million. The company lowered its full‑year 2026 adjusted EPS guidance to $8.30‑$8.40 and revenue guidance to $1.788‑$1.803 billion, citing higher input‑cost inflation and mix headwinds. Shares fell about 6‑7% after the release.

The lowered full‑year EPS and revenue guidance signals reduced profitability expectations for investors, potentially pressuring the stock price. The $75 million share repurchase in the quarter reflects continued capital return despite the guidance cut.

  • 1Q3 2026 revenue was $475.8 million, up 11.9% YoY.
  • 2Adjusted earnings per share were $2.26, missing the $2.39 consensus.
  • 3Adjusted EBITDA increased 11% to $164 million.
  • 4Full‑year 2026 adjusted EPS guidance was set to $8.30‑$8.40 per share.
  • 5Full‑year 2026 revenue guidance was set to $1.788‑$1.803 billion.
  • 6The company repurchased $75 million of its own stock in the quarter.

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