Armstrong World Inds Inc SEC Filings

The London Company filed Amendment No. 5 to Schedule 13G reporting beneficial ownership of 2,135,597 shares of Armstrong World Industries (AWI), representing 4.94% of the common stock.

The firm reports sole voting power over 2,135,597 shares, sole dispositive power over 2,065,166 shares, and shared dispositive power over 3,733 shares, with no shared voting power. The date of event triggering this filing is 09/30/2025. The filer is classified as an investment adviser (IA) and certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control, subject to the stated nomination exception.

Armstrong World Industries (AWI) furnished a Regulation FD update. The company announced senior management will host investor meetings at the Baird Global Industrial Conference on November 12–13, 2025, and posted an updated Investor Presentation on its website’s Investors section. A press release and the presentation are provided as Exhibits 99.1 and 99.2 and incorporated by reference. The furnished materials are not deemed filed for liability purposes under the Exchange Act.

Armstrong World Industries (AWI) reported a routine insider equity grant: a director received 435 restricted stock units on 10/29/2025 at a stated price of $0 per unit. Following the transaction, the director beneficially owned 435 units, held directly.

The award was made under the company’s 2016 Directors Stock Unit Plan and vests on the earlier of the next annual shareholders meeting, death or total and permanent disability, or a Change in Control. The grant date fair value was determined using the $191.99 closing price on October 29, 2025.

Armstrong World Industries (AWI) reported stronger Q3 2025 results. Net sales rose to $425.2 million from $386.6 million, and diluted EPS increased to $1.98 from $1.75. Operating income improved to $117.2 million and net earnings reached $86.3 million. Segment performance showed Mineral Fiber sales of $274.0 million and Architectural Specialties at $151.2 million.

Nine‑month results reflected momentum: net sales were $1,232.5 million versus $1,078.0 million, with diluted EPS of $5.56 versus $4.61. Equity earnings from the WAVE joint venture contributed $28.0 million in Q3 and $86.5 million year‑to‑date. The effective tax rate declined to 21.2% in Q3 (from 25.9%), aided by statute closures and investment tax credits.

AWI generated strong operating cash flow of $245.5 million year‑to‑date, funded $61.6 million of capex, paid $40.6 million in dividends, and repurchased $79.7 million of shares. Balance sheet quality improved: long‑term debt (less current) declined to $386.4 million from $502.6 million and revolver borrowings were $0. AWI closed the Geometrik acquisition for $7.5 million plus up to $1.5 million of contingent consideration, while integrating Zahner and 3form within Architectural Specialties.

Armstrong World Industries (AWI) furnished its third quarter 2025 results via an 8-K. The company issued a press release and held a webcast and conference call on October 28, 2025 at 10:00 a.m. Eastern Time, accessible through the Investors section of its website. The press release is attached as Exhibit 99.1, and the earnings call slide presentation is attached as Exhibit 99.2. The materials are being furnished and are not deemed filed under the Exchange Act, except as expressly incorporated by reference.

Armstrong World Industries (AWI) reported an insider ownership update. A director filed a Form 3 with an event date of 10/22/2025, stating no securities are beneficially owned. The filing was made by an attorney-in-fact under a Power of Attorney. This is an administrative disclosure of insider status with no reported holdings or derivative positions.

Armstrong World Industries (AWI) appointed Kevin P. Holleran to its Board of Directors, expanding the Board to eight members. His initial term runs until the Company’s 2026 annual meeting of shareholders, and he will serve on the Management Development and Compensation Committee and the Nominating, Governance and Social Responsibility Committee.

The Company also updated its nonemployee director compensation program, effective as of the 2026 annual meeting. The annual equity retainer for directors increases from $125,000 to $135,000. The annual retainer for the Chair of the Board rises from $100,000 to $125,000, with $65,000 payable in cash and $60,000 in equity. Other elements remain as previously disclosed.

A press release announcing Mr. Holleran’s appointment was furnished under Item 7.01 as Exhibit 99.1.

Armstrong World Industries (AWI)$0.339 per share, payable on November 20, 2025 to stockholders of record at the close of business on November 6, 2025. The company disclosed the action via an 8-K under Other Events and attached the related press release as an exhibit.