Armstrong World Industries Inc
AWI
Jodie read · what matters now
Revenue increased 7.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AWI, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-28 against the comparable filing from 2025-04-29.
What improved
- Revenue increased 7.1% versus the comparable filing period.
What weakened
- Operating margin fell 2.8 percentage points.
- Gross margin fell 1.3 percentage points.
- Net margin fell 1.8 percentage points.
Filing receipts
“The increase in cost of goods sold as a percent of net sales was primarily driven by higher organic manufacturing costs, including raw material and energy inflation and unfavorable inventory valuation impacts, as well as an increase in inorganic costs related to our 2026 and 2025 acquisitions.”
“The decrease in interest expense was primarily due to lower average debt balances.”
“The increase in cost of goods sold as a percentage of net sales was primarily driven by a $5 million increase in costs related to our 2026 and 2025 acquisitions and a $3 million increase in manufacturing costs within our organic business, which was primarily driven by higher employee costs and the impact of growth investments.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AWI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AWI is currently a Early Follower in the organic co-movement group Residential Construction & Building Products. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.