Every material Form 8-K Armstrong World Industries has filed with the SEC since July 30, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Armstrong World Industries reported record third-quarter 2026 net sales of $475.8 million, up 11.9%, and diluted EPS of $2.17, up 9.6%. Operating margin was flat at 27.6%, while adjusted EBITDA margin fell 30 basis points to 34.5% amid input cost inflation and tariffs. The company updated its 2026 outlook, now guiding to net sales of $1,788 million to $1,803 million and adjusted diluted EPS of $8.30 to $8.40.
Q3 2026 net sales $475.8 million vs. $425.2 million in Q3 2025, up 11.9%
Diluted EPS $2.17 vs. $1.98, up 9.6%; adjusted diluted EPS $2.26 vs. $2.05, up 10.2%
Adjusted EBITDA $164 million, up 11.0%; adjusted EBITDA margin 34.5% vs. 34.7%
2026 guidance: net sales $1,788 million to $1,803 million; adjusted diluted EPS $8.30 to $8.40
Armstrong World Industries declared a quarterly cash dividend of $0.373 per share, a 10% increase from the prior quarterly dividend. The dividend is payable November 19, 2026, to stockholders of record as of November 5, 2026, and the company describes it as its eighth consecutive annual increase since the dividend program began in 2018.
Quarterly cash dividend raised 10% to $0.373 per share
Payable November 19, 2026 to holders of record as of November 5, 2026
Filing describes it as the eighth consecutive annual dividend increase since the program started in 2018
Future dividends remain at the discretion of the Board, depending on financial position, results and cash flow
Armstrong World Industries said Senior Vice President of Sales and Marketing Jill A. Crager intends to retire effective December 31, 2026, after 28 years with the company. The company will begin identifying a successor, and Crager plans to stay engaged and help with the transition until she retires.
Jill A. Crager notified the company on October 5, 2026 of her intent to retire.
Retirement is effective December 31, 2026, after 28 years of service.
The company will start a search process for her successor.
Crager will remain involved in leading sales and marketing and assist with the transition until retirement.
Armstrong World Industries reported second-quarter 2026 net sales of $472.0 million, up 11.2%, with diluted earnings per share of $2.26, up 12.4%. The company raised the midpoints of its 2026 guidance across key metrics and increased its share repurchase authorization by $800 million, which runs through December 2029.
Net sales were $472.0 million versus $424.6 million a year earlier; operating income was $133.8 million, up 8.6%.
Diluted EPS was $2.26 versus $2.01; adjusted diluted EPS was $2.36 versus $2.09, up 12.9%.
2026 guidance: net sales of $1,770 million to $1,800 million and adjusted diluted EPS of $8.30 to $8.50.
On July 21, 2026, the board added $800 million to the buyback program; $398 million remained as of June 30, 2026, and the program now runs through December 2029.
Armstrong World Industries reported first-quarter 2026 net sales of $409.9 million, up 7.1%, but operating income fell 4.4% to $94.2 million and diluted earnings per share fell 1.9% to $1.55. The company raised its 2026 adjusted diluted EPS guidance to $8.15 to $8.45 and reaffirmed its net sales, adjusted EBITDA and adjusted free cash flow guidance.
Net sales rose to $409.9 million from $382.7 million; operating income fell to $94.2 million from $98.5 million.
Diluted EPS was $1.55 versus $1.58; adjusted diluted EPS rose 1.8% to $1.69.
2026 adjusted diluted EPS guidance raised to $8.15 to $8.45, up 10% to 14% from 2025's $7.41; other guidance reaffirmed.
Architectural Specialties operating income fell 37.2% to $9.3 million, with a $2 million tariff adjustment and $3 million in Eventscape acquisition costs cited.
Armstrong World Industries reported record fourth-quarter and full-year 2025 results, with full-year net sales of $1.6 billion, up 12%, and diluted net earnings per share of $7.08, up 17.6%. The company issued 2026 guidance calling for net sales of $1,745 million to $1,785 million and adjusted diluted EPS of $8.05 to $8.35.
Q4 2025 net sales were $388 million, up 5.6%; diluted EPS was $1.51, up 6.3%
Full-year 2025 net sales were $1,620.8 million, up 12.1%; operating income rose 15.1% to $430.9 million
2026 guidance: adjusted diluted EPS of $8.05 to $8.35, up 9% to 13%, and adjusted free cash flow of $375 million to $395 million
Company repurchased $129 million of stock in 2025 and had $533 million remaining under its authorization as of December 31, 2025
Armstrong World Industries disclosed that its General Counsel, Austin K. So, has agreed to separate from the company effective April 1, 2026, as part of a broader board and management transition. The filing also references previously announced appointments of a new Executive Chair and a new President and Chief Executive Officer, effective the same date.
Separation agreement with Senior Vice President, General Counsel, Austin K. So finalized January 27, 2026; effective April 1, 2026
Separation is part of a broader board and management transition also effective April 1, 2026
No changes to Mr. So's compensatory arrangements; benefits governed by a Severance Agreement dated February 1, 2022 and applicable equity award agreements
Armstrong World Industries announced that President and CEO Victor Grizzle will become Executive Chair and Mark Hershey, its current Chief Operating Officer, will succeed him as President and CEO, both effective April 1, 2026. The filing also sets new pay terms for both executives, with Hershey's salary rising to $850,000 and Grizzle's falling to $700,000, which shareholders may follow in future proxy and filing disclosures.
Victor Grizzle moves from President and CEO to Executive Chair; Mark Hershey becomes President and CEO effective April 1, 2026
Hershey's annual salary rises to $850,000; Grizzle's falls to $700,000, both effective April 1, 2026
Roy Templin, current Board Chair, becomes lead independent director; expected to be reappointed Chair effective January 1, 2027
The Board expands to nine members with Hershey's addition; Hershey's initial term expires at the June 11, 2026 Annual Shareholders' Meeting
On December 10, 2025, Armstrong World Industries entered a first amendment to its 2022 credit agreement, which provides a $500 million revolving credit facility and a $410,625,000 term loan, both scheduled to mature on December 10, 2030. The filing states that existing debt under the 2022 agreement was rolled over into the amended facilities, and that the amendment carries the same core structure of guarantees, collateral, and covenants.
Revolving credit facility of $500 million and term loan of $410,625,000, both maturing December 10, 2030
Existing debt under the 2022 Credit Agreement rolled over into the amended facilities on December 10, 2025
Initial margin of 1.25% over Term SOFR, subject to adjustment based on the consolidated net leverage ratio
Term loan repayable in quarterly installments beginning March 31, 2026; accordion feature allows incremental capacity of at least $550 million
Armstrong World Industries reported third-quarter 2025 net sales of $425.2 million, up 10.0% from a year earlier, and diluted earnings per share of $1.98, up 13.1%. The company raised its full-year 2025 guidance for net sales, adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow, which is a positive signal for shareholders, though operating margin declined.
Net sales of $425.2 million rose 10.0%, with Architectural Specialties up 17.6% and Mineral Fiber up 6.2%
Diluted EPS of $1.98 rose 13.1%; adjusted diluted EPS of $2.05 rose 13.3%
Operating income margin fell to 27.6% from 28.8%, a decline of 120 basis points
Full-year 2025 adjusted diluted EPS guidance is $7.45 to $7.55; net sales guidance is $1,623 million to $1,638 million
Armstrong World Industries added Kevin P. Holleran, former President and CEO of Hayward Holdings, as a director on October 22, 2025, expanding the board to eight members. The board also raised its nonemployee director pay, which matters to shareholders as a modest increase in board compensation costs and a change in board composition.
Kevin P. Holleran appointed director on October 22, 2025, with a term expiring at the 2026 annual meeting; he will serve on the Management Development and Compensation and Nominating, Governance and Social Responsibility committees
Annual equity retainer for nonemployee directors raised from $125,000 to $135,000, effective at the 2026 annual meeting
Annual retainer for the Board Chair raised from $100,000 to $125,000, with $65,000 payable in cash and $60,000 in equity
Armstrong World Industries reported second-quarter 2025 net sales of $424.6 million, up 16.3%, and diluted EPS of $2.01, up 34%. The company raised its full-year 2025 guidance for net sales, adjusted EBITDA, adjusted diluted EPS and adjusted free cash flow, citing strong results in the first half.
Q2 operating income rose 29.7% to $123.2 million; operating margin was 29.0%, up 300 basis points.
Full-year 2025 adjusted diluted EPS guidance raised to $7.15 to $7.30, from a 2024 actual of $6.31.
Full-year 2025 net sales guidance raised to $1.600 billion to $1.630 billion, versus $1.446 billion in 2024.
Company repurchased shares for $30 million in Q2 and had $610 million remaining under its buyback authorization as of June 30, 2025.
Armstrong World Industries reported first-quarter 2025 net sales of $382.7 million, up 17.3% from $326.3 million a year earlier, and diluted net earnings per share of $1.58, up 16.2% from $1.36. The company reaffirmed its full-year 2025 guidance, but CFO Chris Calzaretta said it expects a softer market environment in the second half of 2025.
Net sales $382.7 million vs. $326.3 million; Architectural Specialties sales rose 58.7%, helped by the 2024 acquisitions of 3form and Zahner
Diluted net earnings per share $1.58 vs. $1.36; adjusted diluted EPS $1.66 vs. $1.38, up 20.3%
2025 guidance maintained, including adjusted diluted EPS of $6.85 to $7.15 and net sales of $1,570 million to $1,610 million
Repurchased shares for $22 million in the first quarter; $640 million remained under the authorization as of March 31, 2025
Armstrong World Industries appointed Mark A. Hershey as Senior Vice President and Chief Operating Officer, effective April 1, 2025, with the board's appointment made on March 31, 2025. Hershey previously served as the company's Senior Vice President, Americas, since January 2022, and held several earlier roles at the company dating to July 2011. The filing does not describe compensation changes or any other terms of the appointment.
Mark A. Hershey, age 55, appointed Senior Vice President & Chief Operating Officer by the board on March 31, 2025
Appointment effective April 1, 2025
Hershey previously served as Senior Vice President, Americas, from January 2022 and held earlier roles at the company since July 2011
Armstrong World Industries reported fourth-quarter 2024 net sales of $367.7 million, up 17.7%, and diluted net earnings per share of $1.42, up 34.0%. For full-year 2024, net sales rose 11.6% to $1,445.7 million and adjusted diluted EPS rose 18.6% to $6.31, and the company issued 2025 guidance calling for adjusted diluted EPS of $6.85 to $7.15.
Q4 2024 net sales $367.7 million, up 17.7%; diluted EPS $1.42 versus $1.06 a year earlier
Full-year 2024 adjusted diluted EPS $6.31 versus $5.32, up 18.6%
2025 guidance: net sales $1,570 million to $1,610 million; adjusted diluted EPS $6.85 to $7.15
$662 million remained under the share repurchase authorization as of December 31, 2024
Armstrong World Industries reported third-quarter 2024 net sales of $386.6 million, up 11.3%, and diluted net earnings per share of $1.75, up 12.2%. The company raised its full-year 2024 guidance for adjusted EBITDA, adjusted diluted earnings per share and adjusted free cash flow, and narrowed its sales outlook, which matters to shareholders because it signals higher expected profit for the year.
Q3 net sales were $386.6 million versus $347.3 million a year earlier; net earnings were $76.9 million versus $69.5 million.
2024 adjusted diluted EPS guidance is $6.15 to $6.25; 2024 adjusted EBITDA guidance is $482 million to $490 million.
The company repurchased shares for $15 million in Q3 and had $677 million remaining under its authorization as of September 30, 2024.
Nine-month diluted EPS was $4.61, up from $3.93 a year earlier.
Armstrong World Industries reported record second-quarter 2024 results, with net sales up 12.2% to $365.1 million and diluted EPS up 11.9% to $1.50. The company raised all key full-year 2024 guidance metrics, including adjusted diluted EPS of $6.00 to $6.15, and also removed an outside-director requirement from its compensation committee bylaws.
Q2 2024 net sales $365.1 million, up 12.2%; operating income $95.0 million, up 9.2%
Q2 diluted EPS $1.50 vs. $1.34; adjusted diluted EPS $1.62 vs. $1.38, up 17.4%
2024 guidance raised: net sales $1,415 million to $1,440 million; adjusted diluted EPS $6.00 to $6.15
Bylaws amended effective July 24, 2024 to remove the outside-director requirement for compensation committee members
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