Armstrong World Q1 EPS Miss, 4% Drop

Armstrong World reported Q1 adjusted EPS $1.69, missing consensus $1.81, while revenue $409.9 million met estimates and rose 7.1% YoY.
Adjusted EBITDA reached $130 million (up 1%) with margin falling 190 bps to 31.7% due to Architectural Specialties non‑recurring costs.
Mineral Fiber sales $257.2 million (+4.9% YoY) and EBITDA $109 million (+3.5%); Architectural Specialties sales $152.7 million (+11%) but EBITDA $21 million down 11.9%.
FY2026 revenue guidance $1.745‑$1.785 billion below consensus, while adjusted EPS outlook $8.15‑$8.45 aligns with expectations; shares fell 4.37% pre‑market.