Revenue distribution by sectors:

• Construction: approx. 70%
• Commercial real estate: approx. 20%
• Residential real estate: approx. 10%

TOP 3 markets:

1. USA: approx. 65%
2. Canada: approx. 15%
3. Europe: approx. 10%

Armstrong World Industries, Inc. generates the majority of its revenue from the construction industry, particularly through the manufacturing and sale of ceiling systems and related products. The U.S. market is the largest single market for the company, followed by Canada and Europe. These markets are crucial for the growth and stability of the company as they exhibit strong demand for construction and renovation products.

Production Sites: USA, Canada, China

Armstrong World Industries, Inc. primarily produces its products in North America, with significant production facilities in the USA and Canada. Additionally, the company also has production capacities in China to better serve the Asian market.

This geographical distribution enables Armstrong to efficiently respond to demand in different regions while optimizing logistics costs. The strategic placement of production sites supports the company in strengthening its market presence in both established and emerging markets.

Revenue Growth: Estimated 6-8% annually (2025) Investments in Sustainability: Increase by 20% (2024)

Armstrong World Industries, Inc. pursues a growth strategy based on innovation, sustainability, and market expansion. The company heavily invests in developing new products that are both aesthetically appealing and functional to meet the changing needs of customers.

Another focus is on sustainability. Armstrong has increased its investments in environmentally friendly technologies and materials to reduce the ecological footprint and meet the growing customer demand for sustainable solutions.

Additionally, the company is expanding into new markets and strengthening its presence in existing markets through strategic partnerships and acquisitions. These measures are intended to support revenue growth and further strengthen Armstrong's market position.

Main raw materials: Mineral fibers, gypsum, metal

Import countries: Canada, Mexico, China

Armstrong World Industries, Inc. sources various raw materials for the production of their ceiling and wall solutions. The most important materials include mineral fibers, gypsum, and metal. These raw materials are essential for the production of acoustic ceilings and other building products.

Canada and Mexico are significant trading partners for the import of gypsum and mineral fibers, while China is an important source for metal components. These countries provide a reliable supply for Armstrong World Industries due to their raw material reserves and established trade relationships.

Market share: 20% (estimated, 2025)
EBITDA margin: 23% (2024)
Research & Development (R&D) expenses: 4% of revenue (2024)

Armstrong World Industries, Inc. has a significant competitive advantage in the building products industry, especially in the ceiling systems sector. The company holds an estimated market share of about 20%, attributed to its strong brand presence and extensive experience.

The EBITDA margin of 23% indicates an efficient cost structure and strong pricing power. This enables Armstrong to operate profitably while investing in growth and innovation.

With R&D expenses accounting for 4% of revenue, Armstrong demonstrates a clear commitment to innovation. This is crucial to differentiate itself from competitors and introduce new, innovative products to the market.

In summary, Armstrong World Industries possesses a robust competitive advantage through its market position, operational efficiency, and innovation capabilities.

Institutional Investor Share: approx. 90% (2025, estimated)

Insider Buys/Sells: No significant insider transactions reported in 2025

The institutional investor share at Armstrong World Industries, Inc. remains high, indicating strong confidence from professional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions.

In 2025, no significant insider transactions were reported, which could suggest a stable assessment of the company by management. A lack of insider buys or sells may also indicate that management does not expect short-term changes in the company's value.

Market share of Armstrong World Industries: Estimated 10-15% (2025)

Main competitors and their market shares:

1. USG Corporation: Estimated 15-20%
2. Knauf Gips KG: Estimated 10-15%
3. Saint-Gobain: Estimated 10-15%
4. CertainTeed (part of Saint-Gobain): Estimated 5-10%
5. Georgia-Pacific: Estimated 5-10%

Armstrong World Industries is a significant player in the ceiling systems and acoustic solutions sector. Their moat mainly consists of strong brand recognition, a wide product portfolio, and a well-established distribution network. These factors provide some protection against new market entrants and enable the company to compete in a highly competitive market.

However, compared to competitors, Armstrong World Industries does not have a significantly stronger moat. Companies like USG Corporation and Knauf Gips KG also have strong brands and comprehensive product lines that give them a comparable competitive advantage. In particular, the vertical integration and global presence of Saint-Gobain and Knauf Gips KG could be considered stronger moats.

Overall, the market for building materials and ceiling systems is highly fragmented, and the competitive advantage often depends on innovation, supply chain efficiency, and the ability to adapt to market changes.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Segment: 25% (2024)

Armstrong World Industries, Inc. recorded solid revenue growth of 8.5% in 2024, driven by strong demand for their construction products and solutions. The company has strengthened its market position through innovative products and an efficient supply chain.

The profit growth of 10.2% in the same period indicates that Armstrong World Industries is able to effectively manage its costs while increasing profitability. This is a positive sign for potential investors, as it points to a robust business strategy and operational efficiency.

With a market share of 25% in the segment, Armstrong World Industries holds a leading position that allows them to benefit from economies of scale and secure their competitiveness. These factors suggest that the stock could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend yield: 1.2% (2025, estimated)
Dividend history: Steady payout over the last 5 years

Armstrong World Industries, Inc. regularly pays a dividend. The dividend yield is estimated to be around 1.2% for the year 2025. The company has followed a consistent dividend policy over the past five years, indicating a reliable payout.

The stability of the dividend is supported by Armstrong World Industries' solid financial performance and strategic market position. Analysts expect the company to maintain its dividend policy unless significant market changes occur.