LANCASTER, Pa.--(BUSINESS WIRE)--Armstrong World Industries, Inc. (NYSE:AWI), a leader in the design and manufacture of innovative interior and exterior architectural applications including ceilings, specialty walls, and exterior metal solutions, today announced that President & Chief Executive Officer Vic Grizzle and SVP & Chief Financial Officer Chris Calzaretta will be hosting investor meeti...
The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell 2000 Index. Armstrong World Industries' shares outperformed in the quarter due to beating expectations, driven by better-than-expected volumes, favorable positioning in key verticals, and strong operating leverage. Interparfums was a bottom holding as retailers are manag...
Overweight in Information Technology (a better performing sector) & overweight Materials (a better performing sector). Overweight Consumer Staples (a weaker performing sector) & underweight Health Care (a better performing sector). We trimmed the existing position in AWI following recent strength.
Armstrong World Industries, Inc. (AWI) shares outperformed in the quarter due to beating expectations, driven by favorable positioning in key verticals and strong operating leverage. Somnigroup International Inc. (SGI) was a top performer as it continues to gain incremental share in the bedding market, despite the weakness in the end market. Waters Corporation (WAT) underperformed on the announ...
Armstrong World Industries (AWI) upgraded to Buy as growth momentum and raised guidance justify its premium valuation. Q3 results showed 10% sales growth, strong EPS, and positive volume trends, with digital platforms Kanopi and ProjectWorks driving profitable expansion. AWI's office segment shows early signs of recovery, potentially removing a key overhang and unlocking additional growth and o...
The London Company Mid Cap portfolio increased 1.5% gross (1.3% net) during the quarter vs. a 5.3% increase in the Russell Midcap Index. Both stock selection & sector exposure were headwinds to relative performance. We believe our strategy is well positioned for long-term investors seeking a more conservative approach to mid cap investing.
Armstrong World Industries, Inc. (NYSE:AWI ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Theresa Womble - Vice President of Investor Relations & Corporate Communications Victor Grizzle - President, CEO & Director Christopher Calzaretta - Senior VP & CFO Conference Call Participants Susan Maklari - Goldman Sachs Group, Inc., Research Division Tomohiko Sano - JPMorgan...
LANCASTER, Pa.--(BUSINESS WIRE)--Armstrong World Industries, Inc. (NYSE:AWI), an Americas leader in the design and manufacture of innovative interior and exterior architectural applications including ceilings, specialty walls and exterior metal solutions, today reported third-quarter 2025 financial results highlighted by strong net sales and solid earnings growth. “Today we announced record-set...
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