Armstrong World Industries

Market Optimism And Earnings Momentum Will Shape The Future Of Construction

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Aug 24

Updated

11 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

21.8%

7D

1.1%

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1Y

21.8%

7D

1.1%

You can edit this narrative until Dec 12 3:10 PM. Then, changes will post as Updates.

Author's Valuation

US$211.111.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 1.93%

AWI: Multi Family Pricing Power Will Drive Sustained Margin Expansion

Analysts have nudged their fair value estimate for Armstrong World Industries higher, lifting the target by approximately $4 to about $211 per share as they factor in modestly stronger earnings growth, sustained margin expansion, and still supportive sector valuation multiples. Analyst Commentary Bullish analysts are broadly reaffirming a constructive view on Armstrong World Industries, citing a combination of earnings momentum, high-quality growth drivers, and supportive sector valuation dynamics.

Shared on 27 Nov 25

AWI: Ongoing Margin Expansion And End Market Strength Will Guide Performance

The analyst price target for Armstrong World Industries has been raised from $205 to $220, as analysts cite a stronger end market outlook along with anticipated growth in earnings and margin performance. Analyst Commentary Recent updates from bullish analysts highlight both drivers of optimism and points of caution regarding Armstrong World Industries’ outlook and valuation.

Shared on 10 Nov 25

Fair value Increased 3.09%

AWI: Earnings Guidance Increase And Sector Trends Will Shape Performance

Armstrong World Industries’ updated analyst fair value estimate has risen to $207.10 from $200.89. Analysts highlight higher price targets reflecting improved market outlook, increased sector multiples, and sustained earnings growth supported by recent management discussions.

Shared on 27 Oct 25

Fair value Increased 0.67%

Analysts have raised Armstrong World Industries' price target by approximately $1.33 to $200.89. This revision is based on expectations of higher earnings, improving market conditions, and increased sector valuations.

Shared on 13 Oct 25

Fair value Increased 1.99%

Analysts have increased their price target for Armstrong World Industries by approximately $4 and now value the company at about $200. This adjustment is attributed to continued earnings growth, constructive market outlooks, and improved profit margins.

Shared on 13 Sep 25

Fair value Increased 2.03%

Armstrong World Industries’ price target has been raised to $195.67, reflecting analyst confidence in strong earnings growth, higher average unit values in the multi-family segment, ongoing margin improvements, and reaffirmed management guidance. Analyst Commentary Continued strong earnings growth driven by established company strategy.

Shared on 31 Jul 25

Fair value Increased 10%

The upward revision in Armstrong World Industries’ price target reflects improved expectations for both revenue growth and net profit margin, resulting in a new consensus fair value estimate of $191.78. What's in the News Repurchased 206,829 shares for $29.72 million in Q2, completing 15,001,610 shares repurchased (30.34% of outstanding) under buyback program.

Shared on 07 May 25

Fair value Increased 7.29%

Shared on 30 Apr 25

Fair value Decreased 1.31%

AnalystConsensusTarget has decreased revenue growth from 7.8% to 6.9%.

Shared on 23 Apr 25

Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.37%

Shared on 02 Apr 25

Fair value Increased 3.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 0.025%

AnalystConsensusTarget has increased revenue growth from 7.7% to 8.4%.

AnalystConsensusTarget Fair Value

US$211.1

11.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.64%

Building revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.46%

Calculation

US$423.31m

Earnings '28

x

26.73x

PE Ratio '28

=

US$11.31b

Market Cap '28

US$11.31b

Market Cap '28

/

42.13m

No. shares '28

=

US$268.52

Share Price '28

US$268.52 Share Price '28

Discounted to 2025 @ 8.47% p.a.

=

US$210.42

Fair Value '25