Armstrong World Industries Inc Common Stock (AWI)

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Carlisle (NYSE:CSL) and its peers.

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the building materials industry, including AZEK (NYSE:AZEK) and its peers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at building materials stocks, starting with Sherwin-Williams (NYSE:SHW).

Low-volatility stocks may offer stability, but that often comes at the cost of slower growth and the upside potential of more dynamic companies.

Looking back on building materials stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including AZEK (NYSE:AZEK) and its peers.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how UFP Industries (NASDAQ:UFPI) and the rest of the building materials stocks fared in Q2.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Tecnoglass (NYSE:TGLS) and the best and worst performers in the building materials industry.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Ceiling and wall solutions company Armstrong World Industries (NYSE:AWI) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 16.3% year on year to $424.6 million. The company’s full-year revenue guidance of $1.62 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $2.09 per share was 17.3% above analysts’ consensus estimates.

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.

Even if they go mostly unnoticed, industrial businesses are the backbone of our country. Sure, they are at the whim of macroeconomic factors that influence capital spending (like interest rates), but the industry has held its ground over the past six months as its 4.6% return was almost identical to the S&P 500.

Ceiling and wall solutions company Armstrong World Industries (NYSE:AWI) announced better-than-expected revenue in Q2 CY2025, with sales up 16.3% year on year to $424.6 million. The company’s full-year revenue guidance of $1.62 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $2.09 per share was 17.3% above analysts’ consensus estimates.

Ceiling and wall solutions company Armstrong World Industries (NYSE:AWI) will be reporting earnings this Tuesday before market hours. Here’s what to expect.

Each stock in this article is trading near its 52-week high. These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the building materials stocks, including Armstrong World (NYSE:AWI) and its peers.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Armstrong World has been treading water for the past six months, holding steady at $154.10.