EarningsQ2 2026 Earnings Report
DE:91A Q2 2026 EPS Results
Actual EPS€2.10
Consensus EPS€2.00
Beat/MissBeat by +€0.10
One Year Ago EPS€1.86
DE:91A Q2 2026 Revenue Results
Actual Revenue€420.94M
Expected Revenue€411.73M
Beat/MissBeat by +€9.21M
YoY Revenue Growth+11.16%
Earnings Announcement Details
QuarterQ2 2026
Date07/28/2026
TimeBefore Open
Conference CallTuesday, July 28, 2026
DE:91A Upcoming Earnings
Armstrong World's next earnings date is estimated for October 27, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:91A Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a positive overall picture: Armstrong reported record net sales and adjusted EBITDA, delivered strong segment-level performance (notably Mineral Fiber AUV and AS organic growth), advanced growth initiatives (Kanopi, PROJECTWORKS, TEMPLOK, data center pipeline), raised full-year guidance across key metrics, and expanded share repurchase authorization. These strengths are tempered by cost inflation (freight, raw materials, steel), incremental SG&A and acquisition-related dilution, and a muted macro environment that could constrain upside. On balance, execution and cash returns outweigh the near-term cost pressures and uncertainty.Company Guidance
Record Company Results
Total company net sales increased 11% year-over-year, adjusted EBITDA increased 8%, and adjusted diluted earnings per share rose 13%; results were modestly ahead of expectations and described as record net sales and adjusted EBITDA.
Mineral Fiber Strength
Mineral Fiber net sales grew 8% driven by AUV growth of 6% and volume growth of 2%; Mineral Fiber adjusted EBITDA increased 7% with an adjusted EBITDA margin of ~44.7%; fourth quarter out of five with volume growth and highest quarterly growth rate since early 2023.
Architectural Specialties (AS) Momentum
AS net sales rose 17% year-over-year (organic growth 9%); AS adjusted EBITDA increased 10% with a segment margin of 20.4% (organic margin 21.4%); second quarter order intake remained strong at a double-digit rate, supporting 2026 and early visibility into 2027 backlog.
Raised Full-Year Guidance
Company raised guidance: total net sales growth now expected 9%–11% (from 8%–10%); total company adjusted EBITDA growth raised to 9%–12% (from 8%–12%); adjusted diluted EPS growth raised to 12%–15% (from 10%–14%); adjusted free cash flow growth raised to 10%–14% (from 9%–14%); Mineral Fiber net sales now ~7%; AS net sales 15%–17%.
Cash Generation and Capital Returns
Year-to-date adjusted free cash flow increased ~9%; Q2 dividends of $15 million and share repurchases of $75 million (YTD repurchases $135 million, YTD dividends $30 million); board approved an additional $800 million share repurchase authorization extending program through 2029.
Traction from Growth Initiatives and Product Innovation
Digital initiatives Kanopi and PROJECTWORKS continue to gain traction and improve quoting/win rates; TEMPLOK pipeline more than doubled since Q1; data center project quoting and intake wins year-to-date increased >50% versus prior year; positive equity earnings contribution from WAVE JV.
DE:91A Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed