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Jun 30, 2025
Armstrong Q2 2025 Earnings Report
Armstrong reported record Q2 2025 results with double-digit sales and earnings growth across both business segments.
Key Takeaways
Armstrong delivered a strong Q2 2025 performance with 16% revenue growth, significant operating and adjusted EBITDA margin expansion, and increased earnings. Both Mineral Fiber and Architectural Specialties segments contributed meaningfully to the company's profitability gains.
Total revenue reached $424.6 million, up 16% year-over-year.
Net income increased 33% to $87.8 million, with EPS of $2.01.
Adjusted EBITDA rose to $154 million, representing a 36.3% margin.
Architectural Specialties revenue grew 37%, boosted by acquisitions and organic sales.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Armstrong raised full-year 2025 guidance for all key metrics, reflecting strong first-half performance and operational momentum.
Positive Outlook
- Full-year 2025 revenue guidance raised to $1.6B–$1.63B.
- Adjusted EBITDA expected to reach $545M–$560M.
- Adjusted EPS guidance increased to $7.15–$7.30.
- Free cash flow outlook raised to $330M–$345M.
- Confidence in continued profitability across both business segments.
Challenges Ahead
- Ongoing macroeconomic uncertainty remains a headwind.
- Manufacturing and SG&A costs rose due to recent acquisitions.
- Volume growth in Mineral Fiber was modest.
- Adjusted operating margin in Architectural Specialties remains below Mineral Fiber.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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