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Jun 30
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.
Armstrong
Armstrong
Armstrong Revenue by Segment
Armstrong Revenue by Geographic Location
Revenue by Segment
Mineral Fiber Revenue
CapyFin.comArchitectural Specialties Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com 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.
- Stock repurchase pace slowed slightly from prior quarters.
Revenue & Expenses
Visualization of income flow from segment revenue to net income