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Sep 30, 2021

Armstrong Q3 2021 Earnings Report

Reported year-over-year sales and adjusted EBITDA growth, driven by strong price realization and the sales benefits of the 2020 acquisitions.

Key Takeaways

Armstrong World Industries reported an 18.6% increase in net sales and an 8% increase in adjusted EBITDA for the third quarter of 2021. The company's ability to manage inflationary and supply chain challenges helped offset uneven market conditions.

Net sales increased by 19% compared to the prior-year quarter.

Operating income remained flat compared to the prior-year quarter.

Adjusted EBITDA increased by 8% compared to the prior-year quarter.

The midpoints of the 2021 guidance were reaffirmed.

Total Revenue
$292M
Previous year: $246M
+18.6%
EPS
$1.17
Previous year: $1.07
+9.3%
Adjusted EBITDA
$99M
Previous year: $92M
+7.6%
Gross Profit
$111M
Previous year: $91.2M
+21.4%
Cash and Equivalents
$94.3M
Previous year: $139M
-32.1%
Free Cash Flow
$58M
Total Assets
$1.7B
Previous year: $1.63B
+4.4%

Armstrong

Armstrong

Forward Guidance

The company narrowed its full year guidance and is maintaining its prior mid-point guidance. They now expect increased net sales of 17% to 18% and adjusted EBITDA of 13% to 15% versus the prior year.

Positive Outlook

  • Expect increased net sales of 17% to 18% versus the prior year.
  • Expect adjusted EBITDA of 13% to 15% versus the prior year.