AWI Armstrong World Industries Inc Common Stock
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Acerca de Armstrong World Industries Inc Common Stock Descripción general de la empresa de Wikipedia
Armstrong World Industries, Inc. is an international designer and manufacturer of wall and ceiling building materials based in Lancaster, Pennsylvania. As of 2014, AWI
had 3,100 employees and a global manufacturing network of 17 facilities, down from 26, including nine plants dedicated to its WAVE joint venture, in 2012.
A Pennsylvania corporation incorporated in 1891, Armstrong filed for reorganization December 6, 2000 and it emerged from Chapter 11 reorganization on October 2, 2006. Its stock began trading on the New York Stock Exchange October 18, 2006. The Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust in 2006 held approximately 66% of AWI's outstanding common shares.
Armstrong World Industries, Inc. and NPM Capital N.V. sold Tapijtfabriek H. Desseaux N.V. and its subsidiaries, the principal operating companies in Armstrong's European Textile and Sports Flooring business segment, to NPM Capital N.V. in April 2007. In 2022, AWI had $1.2 billion in revenue.
History
1860–1919
In 1860, Thomas M. Armstrong, the son of Scottish-Irish immigrants from Derry, joined with John D. Glass to open a one-room shop in Pittsburgh, Pennsylvania, carving bottle stoppers from cork by hand. Their first deliveries were made in a wheelbarrow. Armstrong was a business pioneer in some respects; he branded each cork he shipped as early as 1864, and soon was putting a written guarantee in each burlap bag of corks he shipped from his big, new factory. The company grew to be the largest cork supplier in the world by the 1890s. The company incorporated in 1891.
Cork began being displaced by other closures, but the company introduced insulating corkboard and brick. In 1906, two years before he died, Thomas Armstrong concluded that the solid foundation of the future was covered with linoleum, and construction began on a new factory in a cornfield at the edge of Lancaster, Pennsylvania. In 1909, Armstrong linoleum was first offered to the trade.
After corkboard, the logical move was to fiberboard, and then to ceiling board. Cork tile and linoleum led to vinyl flooring, then ceramic tile, laminate flooring, and carpeting.
In 1917, Armstrong Cork signed with the Batton Company advertising agency, a relationship that continues to this day through their corporate descendants.
1920s-1990s
In the 1920s, the Armstrong Cork Products Company and Sherwin-Williams company were the largest industrial customers for hemp fiber.
In 1938, Armstrong bought Whitall Tatum, which had been one of the larger manufacturers of glass insulators for communications and power lines since entering that field in 1922. The Whitall Tatum name was phased out, first by removing "Co." from the molds, then replacing the "WT" logo with the Armstrong logo, and finally replacing the molds with ones bearing the Armstrong name. In April 1969, the business was sold to Kerr Glass Manufacturing Corporation. Kerr eventually moved insulator production from Millville to their Dunkirk, Indiana, factory in the mid-1970s, and production ceased by the end of the decade.
During World War II, Armstrong made 50-caliber round ammunition, wing tips for airplanes, cork sound insulation for submarines, and camouflage.
In 1952, Henning W. Prentis of Armstrong Cork Company and industrialists such as Alfred P. Sloan of General Motors, Frank W. Abrams of Standard Oil Company of New Jersey, and Henry Ford II of Ford Motor Company formed the Council for Financial Aid to Education, which increased corporate gifts to colleges from $24 million annually to $136 million annually over 10 years.
In 1958, Armstrong Cork Company created Armstrong Contracting and Supply Corporation. Armstrong Cork had done insulation contracting since the early 20th century, originally focusing on cork products. Gradually, greater emphasis was placed on high-temperature insulation. In 1969, this business was sold in a leveraged buyout to 31 existing and retired employees of the contracting company, which became Irex Corporation.
C.U.E., Inc. (from Custom Urethane Elastomers) started as the Polyurethane Division of Armstrong Cork in the 1960s. The Fluorocarbon Company of Anaheim, California, bought the division in 1972. On April 7, 1986, a group of seven employees acquired the division in a leveraged buyout.
In 1964, Armstrong bought Phoenix Chair Company, following up with Founders Furniture Company in 1965, Western Carolina Furniture Company in 1966, and both Thomasville Furniture and Caldwell Furniture in 1968. In the 1970s, they expanded with a low-end bedroom-furniture line. They bought Gilliam Furniture in 1986, bought and repurposed the former Stehle polyester factory in Carysbrook, Virginia, later that year, bought Westchester Group in 1987, and Gordon's in 1988, and made a major expansion to Thomasville that year. In 1995, Thomasville Furniture was sold to Interco (which became Furniture Brands International), a leading furniture manufacturer, with such brands as Broyhill and Lane.
In 1998, Armstrong acquired Triangle Pacific Corp., a leading manufacturer of hardwood flooring and kitchen/bathroom cabinets.
Asbestos trust and bankruptcy—2000-2006
The company filed for reorganization December 6, 2000, with the federal bankruptcy court in Delaware for reorganization under Chapter 11 because pending asbestos injury claims appeared to exceed the value of the company, and were growing.
In 2002, Armstrong created a billion-dollar trust to resolve thousands of asbestos-related lawsuits filed against the firm. The trust was funded with a combination of stock and cash.
Armstrong World Industries, Inc. emerged from Chapter 11 reorganization on October 2, 2006. The Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust in 2006 held approximately 66% of AWI's outstanding common shares. Armstrong's "Fourth Amended Plan of Reorganization, as Modified", dated February 21, 2006, and confirmed by U.S. District Court Judge Eduardo Robreno in August 2006, become effective October 2, 2006. The Plan included a comprehensive settlement resolving AWI's asbestos liability by establishing and funding a trust to compensate all current and future asbestos personal injury claimants. Its stock began trading on the New York Stock Exchange on October 18, 2006, under the ticker symbol AWI.
"In addition to resolving AWI’s asbestos liability, we used the time in Chapter 11 to restructure our flooring business to make it more competitive", AWI CEO Michael D. Lockhart said. "We made substantial improvements in our cost structure by closing several plants and streamlining our workforce in the U.S. We have also expanded capacity to manufacture wood flooring, broadened our product lines and improved product quality and customer service".
2007-2024
On February 15, 2007, Armstrong World Industries, Inc. announced that it was initiating a review of its strategic alternatives. On March 27, 2007, Armstrong World Industries, Inc. and NPM Capital N.V. agreed to sell Tapijtfabriek H. Desseaux N.V. and its subsidiaries, the principal operating companies in Armstrong's European Textile and Sports Flooring business segment, to NPM Capital N.V. The sale was finalized in April 2007. In 2009, Armstrong's annual net sales total was US$2.8 billion. Matthew Espe became AWI president and CEO in July 2010. In 2011, Armstrong's net sales were $2.86 billion, with operating income of $239.2 million. Armstrong Cabinets was sold by Armstrong World Industries to American Industrial Partners on October 31, 2012.
Armstrong spun off its flooring business into a new company, Armstrong Flooring (NYSE: AFI) on April 1, 2016. It began trading on the New York Stock Exchange with 3,700 employees and 17 manufacturing facilities in three countries. That day, Matthew Espe was succeeded as CEO of Armstrong World Industries by Vic Grizzle.
In 2020, Armstrong World Industries Inc. remained based in Lancaster, Pennsylvania. That February, it purchased group annuity contracts from Athene Annuity & Life Co. to transfer the majority of its U.S. pension plan liabilities. It transferred $1 billion in liabilities from the retirement income plan, affecting about 10,000 beneficiaries. In 2022, AWI had $1.2 billion in revenue. In 2024, it had 3,100 employees and 17 facilities, with its research lab in Manor Township. In January 2024, AWI acquired a stake in Overcast Innovations, a ceiling system designer in Seattle.
Armstrong Manor
The Armstrong Manor was originally purchased by Armstrong World Industries for use as a central location to house the company's young sales trainees. The home was later used in other capacities, such as meeting space and temporary housing for visiting employees. Armstrong owned the property from May 1920 to December 2011. The property is located in Lancaster, Pennsylvania.
The oldest part of Armstrong Manor, originally known as Bloomington Farm, was built in 1866 by David P. Locher, a prosperous local tanner, banker, and farmer. The 4-acre property remained a part of Locher's estate until April 9, 1906, when Grove Locher purchased the property for $21,000.
On May 29, 1920, the then Pittsburgh, Pennsylvania-based Armstrong Cork Company purchased the mansion from Grove Locher and his wife for $26,930. The company's second president, Charles D. Armstrong, was disturbed by the conditions in which his son, Dwight, and other new sales employees were living within various rented housing across Lancaster. C.D. Armstrong and his wife, Gertrude Virginia Ludden Armstrong, were also aware of the difficulties with the transition from campus life to industrial living, and desired a more comfortable living space for their sales trainees. Mr. and Mrs. Armstrong also wanted to have a suitable location for business meetings with visiting employees from other areas. The house was used as a living space for the sales trainees (all single men) during their 6-month training program at the Lancaster flooring plant. The company spent an additional $27,742.87 on renovations and renamed the property Armstrong Manor.
More recently, The Manor provided housing for visiting Armstrong employees and customers, and continued to fulfill its role as a meeting space. The property also had a facilities maintenance department (plumbers, electricians, and a mailroom) to support the property.
In November 2010, Armstrong World Industries announced its plan to close Armstrong Manor by the end of the year, citing that The Manor and the facilities department were no longer part of the “…core to being a building products manufacturer". Armstrong Manor was sold to Rodgers & Associates, a wealth management firm based in Lancaster, Pennsylvania, on December 15, 2011.
Environmental record
Armstrong Holdings Inc. used to produce asbestos, either of two incombustible, chemical-resistant, fibrous mineral forms of impure magnesium silicate, used for fireproofing, electrical insulation, building materials, brake linings, and chemical filters. On November 16, 2000, it was reported that Armstrong Holdings Inc. was facing about 173,000 asbestos personal injury claims that would cost between $758.8 million and $1.36 billion through 2006. They filed bankruptcy due to these liabilities. Armstrong by 2008 had ceased producing asbestos, instead making vinyl and wood flooring and other interior furnishings.
Manufacturing locations
ACProducts, Inc. was the seventh-largest manufacturer and distributor of cabinets in the United States as of 2013. The company offers six wood species for its stock and semicustom cabinets, including cherry, maple, oak, birch, plantation hardwood, and laminate/thermofoil, and serves over 3,000 customers through a network of 26 facilities consisting of ACP-branded showroom/selection centers, regional distribution centers, and warehouses, all in the United States. ACP is headquartered in The Colony, Texas with manufacturing operations in Thompsontown, Pennsylvania. Cabinet production facilities were owned by Armstrong World Industries but were under American Industrial Partners in 2015, with products being sold under the ACPI branding.
They produce ceiling products in the US in Hilliard, Ohio; Macon, Georgia; Marietta, Pennsylvania; Mobile, Alabama; Pensacola, Florida; St. Helens, Oregon and internationally in Rankweil, Austria; Shanghai, China; Stafford, England; Thornaby, England; Team Valley, England; Pontarlier, France; Münster, Germany; St. Gallen and Zurich, Switzerland, and Yelabuga, Russia.
All ceiling-grid components (tees, wall angle, etc.) are produced by WAVE, a joint venture with partner Worthington Industries of Columbus, Ohio. WAVE (Worthington Armstrong VEntures) has plants in Benton Harbor, Michigan; Henderson, Nevada; Aberdeen, Maryland; Shanghai, China; Prouvy, France; Team Valley, England, and Madrid, Spain.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | AWI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E (TTM) | 22.3promedio 5A ≈23.3 | ≈23.3 | 30.4 | Infravalorado | |
| P/S (TTM) | 4.1promedio 5A ≈4.0 | ≈4.0 | 2.9 | Sobrevalorado | |
| P/C (MRQ) | 7.8promedio 5A ≈8.2 | ≈8.2 | 3.3 | Sobrevalorado | |
| EV / EBITDA | 13.1promedio 5A ≈13.6 | ≈13.6 | 15.6 | Valor razonable | |
| Precio / FCF (TTM) | 28.0promedio 5A ≈35.2 | ≈35.2 | · | · | |
| Precio / Flujo de Caja (TTM) | 19.2promedio 5A ≈22.2 | ≈22.2 | 14.5 | Sobrevalorado | |
| EV / Revenue (EV / Ingresos) | 4.5promedio 5A ≈4.4 | ≈4.4 | · | · | |
| EV / FCF | 29.4promedio 5A ≈38.6 | ≈38.6 | · | · | |
| Precio / Valor Contable Tangible (MRQ) | 15.3promedio 5A ≈400.3 | ≈400.3 | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | AWI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Margen Bruto (TTM) | 40.3%promedio 5A ≈38.5% | ≈38.5% | 38.2% | De primer nivel | |
| Margen Operativo (TTM) | 25.8%promedio 5A ≈24.7% | ≈24.7% | 14.8% | De primer nivel | |
| Margen EBITDA (TTM) | 32.9%promedio 5A ≈32.1% | ≈32.1% | 16.0% | De primer nivel | |
| Margen antes de impuestos (TTM) | 24.2%promedio 5A ≈22.9% | ≈22.9% | 13.5% | De primer nivel | |
| Margen de Beneficio Neto (TTM) | 18.6%promedio 5A ≈17.5% | ≈17.5% | 10.7% | De primer nivel | |
| ROA (TTM) | 16.3%promedio 5A ≈13.5% | ≈13.5% | 7.5% | De primer nivel | |
| ROE (TTM) | 36.6%promedio 5A ≈36.6% | ≈36.6% | 12.6% | De primer nivel | |
| ROIC | 25.4%promedio 5A ≈20.8% | ≈20.8% | 14.5% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | AWI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Deuda / Patrimonio (MRQ) | 0.6promedio 5A ≈0.9 | ≈0.9 | 0.3 | Deuda alta | |
| Ratio corriente (MRQ) | 1.5promedio 5A ≈1.6 | ≈1.6 | 1.9 | Baja liquidez | |
| Quick Ratio (Ratio Rápido) | 0.9promedio 5A ≈1.0 | ≈1.0 | 1.0 | En línea | |
| Deuda a Largo Plazo / Patrimonio (MRQ) | 0.5promedio 5A ≈0.9 | ≈0.9 | 0.4 | Por encima del promedio | |
| Interest Coverage (Cobertura de Intereses) | 13.1promedio 5A ≈10.7 | ≈10.7 | 9.0 | Liquidez sólida |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | AWI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Revenue YoY (Ingresos interanuales) | 12.1%promedio 5A ≈11.7% | ≈11.7% | · | · | |
| Revenue CAGR 3Y (Ingresos CAGR 3A) | 9.5%promedio 5A ≈10.1% | ≈10.1% | · | · | |
| Revenue CAGR 5Y (Ingresos CAGR 5A) | 11.6% | · | · | · | |
| EPS YoY (EPS interanual) | 17.6%promedio 5A ≈16.7% | ≈16.7% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 16.5%promedio 5A ≈14.0% | ≈14.0% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | 17.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 15.0% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | AWI | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.9promedio 5A ≈0.8 | ≈0.8 | 0.8 | En línea | |
| Inventory Turnover (Rotación de Inventario) | 8.2promedio 5A ≈7.9 | ≈7.9 | 4.7 | De primer nivel | |
| Receivables Turnover (Rotación de Cuentas por Cobrar) | 12.2promedio 5A ≈11.7 | ≈11.7 | 8.7 | De primer nivel | |
| Revenue / Employee (Ingresos / Empleado) | ≈$405.2K | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Ago 5, 2026 | $0,34 | USD | ≈0.73% |
| May 11, 2026 | $0,34 | USD | ≈0.83% |
| Mar 5, 2026 | $0,34 | USD | ≈0.75% |
| Nov 6, 2025 | $0,34 | USD | ≈0.68% |
| Ago 7, 2025 | $0,31 | USD | ≈0.66% |
| May 8, 2025 | $0,31 | USD | ≈0.79% |
| Mar 6, 2025 | $0,31 | USD | ≈0.79% |
| Nov 7, 2024 | $0,31 | USD | ≈0.75% |
| Ago 8, 2024 | $0,28 | USD | ≈0.93% |
| May 8, 2024 | $0,28 | USD | ≈0.94% |
| Feb 28, 2024 | $0,28 | USD | ≈0.88% |
| Nov 1, 2023 | $0,28 | USD | ≈1.3% |
| Ago 2, 2023 | $0,25 | USD | ≈1.3% |
| May 3, 2023 | $0,25 | USD | ≈1.5% |
| Mar 1, 2023 | $0,25 | USD | ≈1.2% |
| Nov 2, 2022 | $0,25 | USD | ≈1.3% |
| Ago 3, 2022 | $0,23 | USD | ≈1.0% |
| May 4, 2022 | $0,23 | USD | ≈1.0% |
| Mar 2, 2022 | $0,23 | USD | ≈0.98% |
| Nov 3, 2021 | $0,23 | USD | ≈0.79% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | Jul 27, 2026 | $2.36 | $2.27 | 3.9% |
| 31 de marzo de 2026 | $1.69 | $1.83 | -7.4% | |
| 31 de diciembre de 2025 | $1.61 | $1.69 | -4.9% | |
| 30 de septiembre de 2025 | $2.05 | $2.05 | -0.04% | |
| 30 de junio de 2025 | $2.09 | $1.80 | 16.1% | |
| 31 de marzo de 2025 | $1.66 | $1.54 | 7.7% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.62B | $1.45B | $1.30B | $1.23B | $1.11B | $937M | $1.04B | $975M | $894M | $837M | $805M | $1.29B | |
| Cost of Revenue | $962M | $864M | $798M | $784M | $701M | $604M | $643M | $642M | $578M | $530M | $499M | $911M | |
| Gross Profit | $659M | $582M | $497M | $449M | $406M | $333M | $395M | $334M | $315M | $307M | $306M | $383M | |
| R&D Expense | $16M | $16M | $14M | $15M | $15M | $15M | $15M | $16M | $17M | $18M | $19M | $20M | |
| SG&A Expense | $340M | $308M | $262M | $237M | $237M | $163M | $174M | $159M | $139M | $184M | $181M | $250M | |
| Operating Income | $431M | $374M | $324M | $279M | $260M | $255M | $317M | $249M | $244M | $196M | $157M | $198M | |
| Interest Expense | $33M | $40M | $35M | $27M | $23M | $24M | $38M | $39M | $35M | $50M | $45M | $46M | |
| Other Non-op | $-200.0K | $100.0K | $500.0K | $200.0K | $200.0K | $1M | $300.0K | $-5M | $600.0K | $800.0K | $-5M | · | |
| Pretax Income | $400M | $347M | $298M | $258M | $243M | $-127M | $299M | $243M | $222M | $151M | $95M | $148M | |
| Income Tax | $92M | $82M | $74M | $58M | $57M | $-43M | $57M | $53M | $2M | $51M | $37M | $69M | |
| Net Income | $309M | $265M | $224M | $203M | $183M | $-99M | $214M | $186M | $120M | $105M | $94M | $64M | |
| EPS (Basic) | $7.13 | $6.06 | $5.00 | $4.38 | $3.84 | $-2.07 | $4.40 | $3.61 | $2.23 | $1.88 | $1.69 | $1.15 | |
| EPS (Diluted) | $7.08 | $6.02 | $4.99 | $4.37 | $3.82 | $-2.07 | $4.32 | $3.56 | $2.21 | $1.87 | $1.68 | $1.14 | |
| Shares (Basic) | 43,300,000 | 43,700,000 | 44,700,000 | 46,300,000 | 47,600,000 | 47,900,000 | 48,700,000 | 51,300,000 | 53,300,000 | 55,400,000 | 55,500,000 | 55,000,000 | |
| Shares (Diluted) | 43,600,000 | 44,000,000 | 44,800,000 | 46,400,000 | 47,900,000 | 47,900,000 | 49,500,000 | 52,100,000 | 53,900,000 | 55,700,000 | 55,900,000 | 55,400,000 | |
| EBITDA | $551M | $478M | $413M | $362M | $356M | $339M | $390M | · | $344M | $274M | $306M | $368M |
Balance general
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $113M | $79M | $71M | $106M | $98M | $137M | $45M | $326M | $160M | $142M | $209M | $140M | |
| Receivables | $130M | $134M | $111M | $112M | $109M | $78M | $85M | $80M | $91M | $59M | $114M | $195M | |
| Inventory | $125M | $110M | $104M | $110M | $90M | $82M | $68M | $61M | $54M | $47M | $101M | $336M | |
| Prepaid Expense | $22M | $20M | $16M | $17M | $17M | $12M | $8M | $4M | $7M | $6M | $20M | $48M | |
| Other Current Assets | $24M | $22M | $26M | $26M | $23M | $13M | $16M | $5M | $8M | $11M | $34M | $59M | |
| Current Assets | $392M | $349M | $313M | $356M | $322M | $312M | $244M | $718M | $649M | $406M | $881M | $812M | |
| PP&E (Net) | $631M | $599M | $566M | $554M | $543M | $530M | $525M | $501M | $500M | $465M | $648M | $1.06B | |
| Accum. Depreciation | $736M | $659M | $598M | $550M | $494M | $487M | $448M | $413M | $361M | $324M | $404M | $644M | |
| Goodwill | $218M | $203M | $176M | $167M | $167M | $161M | $53M | $19M | $11M | $500.0K | · | · | |
| Intangibles | $425M | $455M | $412M | $408M | $421M | $458M | $412M | $423M | · | $433M | $447M | $501M | |
| Other Non-current Assets | $51M | $50M | $51M | $59M | $58M | $58M | $58M | $68M | $64M | $63M | $57M | $68M | |
| Total Assets | $1.92B | $1.84B | $1.67B | $1.69B | $1.71B | $1.72B | $1.49B | $1.84B | $1.87B | $1.76B | $2.69B | $2.61B | |
| Accounts Payable | $237M | $215M | $160M | $172M | $175M | $136M | $144M | $383M | $108M | $117M | $231M | $346M | |
| Current Liabilities | $267M | $250M | $194M | $183M | $210M | $172M | $155M | $550M | $270M | $224M | $436M | $388M | |
| Capital Leases | $38M | $30M | $20M | $13M | $16M | $15M | $30M | · | · | · | · | · | |
| Deferred Tax | $193M | $167M | $167M | $169M | $167M | $158M | $164M | $124M | $142M | $154M | $107M | $145M | |
| Other Non-current Liabilities | $34M | $28M | $27M | $26M | $47M | $76M | $38M | $38M | $36M | $27M | $43M | $53M | |
| Long-term Debt | $407M | $525M | $587M | $651M | $631M | $716M | $611M | $820M | $850M | $874M | $988M | $1.04B | |
| Total Debt | $407M | $525M | $587M | $651M | $631M | $716M | · | · | $850M | $874M | $1.00B | $1.04B | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | |
| Retained Earnings | $1.81B | $1.56B | $1.35B | $1.17B | $1.01B | $870M | $1.01B | $830M | $598M | $470M | $365M | $271M | |
| Treasury Stock | $1.43B | $1.30B | $1.24B | $1.11B | $944M | $864M | $824M | $692M | $386M | $305M | $261M | $261M | |
| AOCI | $-103M | $-110M | $-105M | $-100M | $-110M | $-109M | $-376M | $-460M | $-346M | $-404M | $-487M | $-496M | |
| Stockholders' Equity | $901M | $757M | $592M | $535M | $520M | $451M | $365M | $226M | $384M | $266M | $769M | $649M | |
| Liabilities + Equity | $1.92B | $1.84B | $1.67B | $1.69B | $1.71B | $1.72B | $1.49B | $1.84B | $1.87B | $1.76B | $2.69B | $2.61B | |
| Shares Outstanding | 42,916,593 | 43,561,649 | 43,902,061 | 45,572,185 | 47,302,299 | 47,913,821 | 47,992,348 | 48,808,239 | 52,772,139 | 54,428,233 | 55,359,064 | 55,126,153 |
Flujo de Efectivo
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $120M | $103M | $89M | $84M | $96M | $84M | $72M | $79M | $89M | $89M | $118M | $129M | |
| Stock-based Comp | $22M | $18M | $19M | $14M | $11M | $7M | $10M | $14M | $10M | $12M | $13M | $13M | |
| Deferred Tax | $24M | $700.0K | $-900.0K | $-1M | $9M | $-90M | $19M | $-3M | $-31M | $38M | $22M | $33M | |
| Amort. of Intangibles | $25M | $20M | $15M | $16M | $34M | $22M | $20M | $15M | $15M | $14M | $14M | $14M | |
| Restructuring | · | · | · | · | · | · | · | · | · | $34M | $34M | · | |
| Other Non-cash | $-120M | $-120M | $-97M | $-117M | $-112M | $317M | $-132M | · | $-53M | $-194M | $-40M | $-27M | |
| Operating Cash Flow | $356M | $267M | $234M | $182M | $187M | $219M | $183M | $203M | $170M | $49M | $204M | $209M | |
| CapEx | $109M | $83M | $84M | $75M | $80M | $55M | $71M | $72M | $90M | $104M | $171M | $223M | |
| Investing Cash Flow | $-4M | $-79M | $-10M | $28M | $-14M | $-141M | $-89M | $310M | $-54M | $-17M | $-102M | $-149M | |
| Debt Issued | $411M | $0 | $0 | $450M | $0 | $0 | $500M | · | · | $364M | · | · | |
| Net Debt Issued | $-17M | $-22M | $0 | $-19M | $-25M | $-6M | $-325M | · | $-25M | $-71M | $-40M | $-24M | |
| Stock Repurchased | $129M | $56M | $132M | $165M | $80M | $44M | $131M | $307M | $80M | $44M | · | · | |
| Net Stock Activity | $-129M | $-55M | $-132M | $-165M | $-80M | $-44M | $-131M | · | $-80M | $-44M | · | · | |
| Dividends Paid | $55M | $51M | $47M | $44M | $41M | $39M | $36M | $9M | · | · | $1M | $1M | |
| Financing Cash Flow | $-319M | $-178M | $-259M | $-202M | $-212M | $14M | $-385M | $-329M | $-103M | $-129M | $-32M | $3M | |
| Net Change in Cash | $33M | $8M | $-35M | $8M | $-39M | $92M | $-290M | $176M | $18M | $-103M | $60M | $50M | |
| Taxes Paid | $69M | $88M | $72M | $63M | $52M | $11M | $58M | $52M | $32M | $34M | $44M | $15M | |
| Free Cash Flow | $246M | $184M | $150M | $108M | $107M | $163M | $111M | · | $81M | $-55M | $33M | $-14M | |
| Levered FCF | $221M | $154M | $123M | $87M | $90M | $147M | $80M | · | $46M | $-87M | $14M | $-39M |
Rentabilidad
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 40.6% | 40.2% | 38.4% | 36.4% | 36.6% | 35.5% | 38.1% | · | 36.2% | 30.1% | 24.9% | 23.2% | |
| Operating Margin | 26.6% | 25.9% | 25.0% | 22.6% | 23.5% | 27.2% | 30.6% | · | 28.5% | 14.9% | 7.7% | 9.5% | |
| Net Margin | 19.1% | 18.3% | 17.3% | 16.4% | 16.6% | -10.6% | 20.7% | · | 17.3% | 8.5% | 3.9% | 2.5% | |
| Pretax Margin | 24.7% | 24.0% | 23.0% | 20.9% | 21.9% | -13.5% | 28.8% | · | 24.9% | 11.7% | 5.1% | 7.4% | |
| EBITDA Margin | 34.0% | 33.0% | 31.9% | 29.4% | 32.2% | 36.2% | 37.5% | · | 38.5% | 22.2% | 12.6% | 14.6% | |
| ROA | 16.4% | 15.1% | 13.3% | 11.9% | 10.7% | -6.2% | · | · | 8.5% | 4.7% | 3.6% | 2.4% | |
| ROE | 35.5% | 35.9% | 38.0% | 38.4% | 35.2% | -22.2% | · | · | 39.4% | 39.9% | 12.1% | 9.7% | |
| ROIC | 25.4% | 22.3% | 20.6% | 18.2% | 17.2% | 14.5% | · | · | 20.0% | 10.5% | 4.5% | 7.8% |
Liquidez y Solvencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.4 | 1.6 | 2.0 | 1.5 | 1.8 | · | · | 2.4 | 1.8 | 2.0 | 2.1 | |
| Quick Ratio | 0.9 | 0.9 | 0.9 | 1.2 | 1.0 | 1.2 | · | · | 0.9 | 1.1 | 1.0 | 1.0 | |
| Debt / Equity | 0.5 | 0.7 | 1.0 | 1.2 | 1.2 | 1.6 | · | · | 2.0 | 3.3 | 1.3 | 1.6 | |
| LT Debt / Equity | 0.4 | 0.7 | 1.0 | 1.2 | 1.2 | 1.5 | · | · | 2.0 | 3.2 | 1.2 | 1.5 | |
| Interest Coverage | 13.1 | 9.4 | 9.2 | 10.3 | 11.4 | 10.6 | 8.3 | · | 7.2 | 3.7 | 4.1 | 5.2 |
Eficiencia
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.8 | 0.8 | 0.7 | 0.6 | 0.6 | · | · | 0.5 | 0.6 | 0.9 | 0.9 | |
| Inventory Turnover | 8.2 | 8.1 | 7.5 | 7.8 | 8.2 | 8.1 | · | · | 11.3 | 8.2 | 5.3 | 5.9 | |
| Receivables Turnover | 12.2 | 11.8 | 11.6 | 11.1 | 11.8 | 11.5 | · | · | 11.9 | 11.1 | 12.8 | 12.6 |
Por Acción
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.99 | $17.38 | $13.48 | $11.74 | $10.99 | $9.41 | · | · | $7.95 | $4.89 | $13.89 | $11.77 | |
| Revenue / Share | $37.17 | $32.86 | $28.91 | $26.58 | $23.10 | $19.56 | $20.97 | · | $16.58 | $22.16 | $43.29 | $45.40 | |
| Cash Flow / Share | $8.15 | $6.06 | $5.21 | $3.93 | $3.91 | $4.57 | $3.69 | · | $3.16 | $0.89 | $3.64 | $3.77 | |
| Cash / Share | $2.63 | $1.82 | $1.61 | $2.33 | $2.07 | $2.86 | · | · | $3.02 | $2.61 | $4.42 | $3.36 | |
| Dividend Paid / Share | $1.26 | $1.15 | $1.04 | $0.95 | $0.86 | $0.81 | $0.72 | $0.17 | · | · | · | · | |
| EPS (TTM) | $7.08 | $6.02 | $4.99 | $4.37 | $3.82 | $-2.07 | $4.32 | $3.56 | $2.21 | $1.87 | $1.68 | $1.14 |
Tasas de Crecimiento
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 12.1% | 11.6% | 5.0% | 11.4% | 18.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.5% | 9.3% | 11.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 11.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 17.6% | 20.6% | 14.2% | 14.4% | · | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 17.4% | 16.4% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 16.5% | 18.4% | 10.3% | 10.8% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 15.0% | 13.1% | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.1% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.62B | $1.45B | $1.30B | $1.23B | $1.11B | $937M | $1.04B | $975M | $894M | $837M | $805M | $1.29B | |
| Net Income TTM | $309M | $265M | $224M | $203M | $183M | $-99M | $214M | $186M | $120M | $105M | $94M | $64M | |
| Market Cap | $8.20B | $6.16B | $4.32B | $3.13B | $5.49B | $3.56B | · | · | $3.20B | $2.28B | $2.53B | $2.82B | |
| Enterprise Value | $8.50B | $6.60B | $4.83B | $3.67B | $6.03B | $4.14B | · | · | $3.89B | $3.01B | $3.29B | $3.68B | |
| P/E | 27.0 | 23.5 | 19.7 | 15.7 | 30.4 | -35.9 | 21.8 | 16.4 | 27.4 | 22.4 | 27.2 | 44.8 | |
| P/S | 5.1 | 4.3 | 3.3 | 2.5 | 5.0 | 3.8 | · | · | 3.6 | 2.7 | 3.1 | 2.2 | |
| P/B | 9.1 | 8.1 | 7.3 | 5.8 | 10.6 | 7.9 | · | · | 7.6 | 8.5 | 3.3 | 4.3 | |
| P / Tangible Book | 31.8 | 62.3 | 1106.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 23.1 | 23.1 | 18.5 | 17.1 | 29.3 | 16.3 | · | · | 18.8 | 46.1 | 12.4 | 13.5 | |
| P / FCF | 33.3 | 33.5 | 28.8 | 29.1 | 51.1 | 21.8 | · | · | 39.6 | -41.4 | 76.7 | -199.9 | |
| EV / EBITDA | 15.4 | 13.8 | 11.7 | 10.1 | 16.9 | 12.2 | · | · | 11.3 | 11.0 | 10.8 | 10.0 | |
| EV / FCF | 34.5 | 35.9 | 32.3 | 34.1 | 56.1 | 25.4 | · | · | 48.2 | -54.8 | 99.7 | -260.7 | |
| EV / Revenue | 5.2 | 4.6 | 3.7 | 3.0 | 5.4 | 4.4 | · | · | 4.3 | 3.6 | 4.1 | 2.8 | |
| Dividend Yield | 0.67% | 0.82% | 1.1% | 1.4% | 0.75% | 1.1% | · | · | · | · | 0.05% | 0.05% | |
| Earnings Yield | 3.7% | 4.3% | 5.1% | 6.4% | 3.3% | -2.8% | 4.6% | 6.1% | 3.6% | 4.5% | 3.7% | 2.2% | |
| Payout Ratio | 17.9% | 19.1% | 21.0% | 21.8% | 22.6% | -39.6% | 16.6% | · | · | · | 1.3% | 2.0% | |
| Annual Payout | $55M | $51M | $47M | $44M | $41M | $39M | $36M | $9M | · | · | $1M | $1M |
Estado de resultados
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $472M | $410M | $388M | $425M | $425M | $383M | $368M | $387M | $365M | $326M | $312M | $347M | $325M | $310M | $304M | $325M | |
| Cost of Revenue | $277M | $255M | $234M | $247M | $249M | $233M | $224M | $222M | $216M | $202M | $193M | $206M | $201M | $198M | $193M | $208M | |
| Gross Profit | $195M | $155M | $154M | $178M | $176M | $150M | $144M | $164M | $149M | $124M | $120M | $141M | $124M | $112M | $112M | $118M | |
| SG&A Expense | $94M | $88M | $87M | $90M | $84M | $78M | $85M | $78M | $81M | $65M | $73M | $65M | $62M | $63M | $59M | $59M | |
| Operating Income | $134M | $94M | $92M | $117M | $123M | $98M | $82M | $111M | $95M | $86M | $66M | $100M | $87M | $70M | $71M | $73M | |
| Interest Expense | $8M | $7M | $8M | $8M | $9M | $8M | $9M | $10M | $11M | $9M | $9M | $9M | $9M | $9M | $9M | $7M | |
| Other Non-op | $900.0K | $2M | $-2M | $500.0K | $700.0K | $700.0K | $-9M | $3M | $3M | $3M | $-6M | $2M | $2M | $2M | $-4M | $1M | |
| Pretax Income | $127M | $88M | $85M | $110M | $115M | $91M | $76M | $104M | $87M | $80M | $61M | $94M | $80M | $64M | $63M | $68M | |
| Income Tax | $30M | $22M | $19M | $23M | $28M | $22M | $14M | $27M | $21M | $20M | $14M | $24M | $20M | $17M | $14M | $13M | |
| Net Income | $97M | $67M | $66M | $86M | $88M | $69M | $62M | $77M | $66M | $60M | $47M | $70M | $60M | $47M | $49M | $58M | |
| EPS (Basic) | $2.28 | $1.56 | $1.52 | $2.00 | $2.02 | $1.59 | $1.43 | $1.76 | $1.50 | $1.37 | $1.06 | $1.56 | $1.34 | $1.04 | $1.07 | $1.25 | |
| EPS (Diluted) | $2.26 | $1.55 | $1.51 | $1.98 | $2.01 | $1.58 | $1.41 | $1.75 | $1.50 | $1.36 | $1.05 | $1.56 | $1.34 | $1.04 | $1.07 | $1.25 | |
| Shares (Basic) | 42,500,000 | 42,800,000 | · | 43,200,000 | 43,400,000 | 43,500,000 | · | 43,700,000 | 43,800,000 | 43,800,000 | · | 44,500,000 | 44,900,000 | 45,400,000 | · | 46,100,000 | |
| Shares (Diluted) | 42,700,000 | 43,200,000 | · | 43,600,000 | 43,700,000 | 43,800,000 | · | 43,900,000 | 44,000,000 | 44,100,000 | · | 44,600,000 | 45,000,000 | 45,500,000 | · | 46,100,000 | |
| EBITDA | $134M | $124M | · | $117M | $123M | $128M | · | $111M | $95M | $110M | · | $100M | $87M | $91M | · | $73M |
Balance general
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $79M | $80M | $113M | $90M | $81M | $83M | $79M | $74M | $74M | $70M | · | $97M | $102M | $96M | · | $87M | |
| Receivables | $189M | $166M | $130M | $158M | $155M | $151M | $134M | $131M | $136M | $125M | · | $117M | $117M | $122M | · | $119M | |
| Inventory | $127M | $130M | $125M | $124M | $116M | $117M | $110M | $116M | $114M | $106M | · | $107M | $109M | $113M | · | $115M | |
| Prepaid Expense | $22M | $23M | $22M | $20M | $18M | $18M | $20M | $18M | $15M | $17M | · | $15M | $17M | $18M | · | $17M | |
| Other Current Assets | $26M | $28M | $24M | $20M | $19M | $20M | $22M | $34M | $24M | $29M | · | $28M | $31M | $30M | · | $24M | |
| Current Assets | $425M | $402M | $392M | $396M | $376M | $372M | $349M | $358M | $351M | $331M | · | $350M | $362M | $362M | · | $352M | |
| PP&E (Net) | $630M | $624M | $631M | $599M | $595M | $596M | $599M | $577M | $599M | $560M | · | $559M | $559M | $560M | · | $541M | |
| Accum. Depreciation | $769M | $756M | $736M | $720M | $702M | $679M | $659M | $643M | $626M | $614M | · | $588M | $572M | $566M | · | $534M | |
| Goodwill | $259M | $257M | $218M | $214M | $208M | $210M | $203M | $195M | $194M | $175M | · | $175M | $167M | $167M | · | $167M | |
| Intangibles | $432M | $438M | $425M | $430M | $435M | $440M | $455M | $439M | $443M | $409M | · | $414M | $412M | $405M | · | $409M | |
| Other Non-current Assets | $44M | $53M | $51M | $48M | $48M | $47M | $50M | $56M | $52M | $50M | · | $52M | $53M | $52M | · | $64M | |
| Total Assets | $2.01B | $1.99B | $1.92B | $1.89B | $1.86B | $1.85B | $1.84B | $1.80B | $1.82B | $1.69B | · | $1.71B | $1.71B | $1.69B | · | $1.74B | |
| Accounts Payable | $241M | $214M | $237M | $219M | $188M | $179M | $215M | $180M | $163M | $131M | · | $150M | $148M | $137M | · | $179M | |
| Current Liabilities | $280M | $262M | $267M | $261M | $233M | $232M | $250M | $218M | $200M | $184M | · | $186M | $177M | $166M | · | $212M | |
| Capital Leases | $39M | $40M | $38M | $40M | $30M | $30M | $30M | $29M | $30M | $20M | · | $21M | $22M | $11M | · | $13M | |
| Deferred Tax | $196M | $195M | $193M | $187M | $164M | $165M | $167M | $166M | $165M | $166M | · | $170M | $168M | $168M | · | $175M | |
| Other Non-current Liabilities | $32M | $30M | $34M | $33M | $32M | $30M | $28M | $34M | $26M | $24M | · | $28M | $28M | $27M | · | $27M | |
| Long-term Debt | $492M | $479M | $407M | $409M | $484M | $520M | $525M | $556M | $644M | $581M | · | $622M | $652M | $666M | · | $683M | |
| Total Debt | $492M | $479M | · | $409M | $484M | $520M | · | $556M | $644M | $581M | · | $622M | $652M | $666M | · | $683M | |
| Common Stock | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | $600.0K | · | $600.0K | $600.0K | $600.0K | · | $600.0K | |
| Retained Earnings | $1.95B | $1.87B | $1.81B | $1.76B | $1.69B | $1.62B | $1.56B | $1.51B | $1.45B | $1.39B | · | $1.31B | $1.25B | $1.21B | · | $1.13B | |
| Treasury Stock | $1.56B | $1.49B | $1.43B | $1.38B | $1.35B | $1.32B | $1.30B | $1.28B | $1.27B | $1.26B | · | $1.21B | $1.17B | $1.14B | · | $1.09B | |
| AOCI | $-103M | $-102M | $-103M | $-109M | $-109M | $-111M | $-110M | $-113M | $-106M | $-106M | · | $-104M | $-102M | $-102M | · | $-92M | |
| Stockholders' Equity | $884M | $893M | $901M | $889M | $838M | $793M | $757M | $717M | $669M | $627M | $592M | $586M | $567M | $545M | $535M | $521M | |
| Liabilities + Equity | $2.01B | $1.99B | $1.92B | $1.89B | $1.86B | $1.85B | $1.84B | $1.80B | $1.82B | $1.69B | · | $1.71B | $1.71B | $1.69B | · | $1.74B | |
| Shares Outstanding | 42,327,893 | 42,612,212 | 42,916,593 | 43,172,826 | 43,319,850 | 43,424,918 | 43,561,649 | 43,664,677 | 43,787,757 | 43,777,371 | 43,902,061 | 44,304,517 | 44,823,285 | 45,217,244 | 45,572,185 | 45,771,839 |
Flujo de Efectivo
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $30M | $30M | $30M | $30M | $30M | $29M | $27M | $26M | $26M | $24M | $23M | $23M | $22M | $21M | $20M | $21M | |
| Stock-based Comp | $6M | $4M | $6M | $6M | $5M | $4M | $4M | $5M | $5M | $4M | $7M | $4M | $4M | $4M | $3M | $4M | |
| Amort. of Intangibles | $6M | $6M | $6M | $6M | $6M | $7M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | $-68M | · | · | · | $-62M | · | · | · | $-62M | · | · | · | $-46M | · | · | |
| Operating Cash Flow | $94M | $32M | $110M | $123M | $82M | $41M | $87M | $96M | $57M | $26M | $57M | $82M | $68M | $26M | $63M | $56M | |
| CapEx | $24M | $18M | $48M | $23M | $20M | $19M | $29M | $19M | $20M | $15M | $24M | $19M | $19M | $22M | $28M | $19M | |
| Investing Cash Flow | $6M | $-51M | $-20M | $4M | $7M | $6M | $-18M | $20M | $-87M | $6M | $200.0K | $-5M | $-4M | $-2M | $20M | $10M | |
| Net Debt Issued | · | $-3M | · | · | · | $-6M | · | · | · | $-6M | · | · | · | $0 | · | · | |
| Stock Repurchased | $77M | $61M | $50M | $27M | $30M | $22M | $16M | $15M | $10M | $15M | $35M | $40M | $30M | $27M | $20M | $60M | |
| Net Stock Activity | · | $-61M | · | · | · | $-22M | · | · | · | $-15M | · | · | · | $-27M | · | · | |
| Dividends Paid | $16M | $15M | $15M | $13M | $14M | $13M | $14M | $12M | $13M | $12M | $12M | $11M | $12M | $12M | $12M | $11M | |
| Financing Cash Flow | $-101M | $-13M | $-67M | $-117M | $-91M | $-44M | $-62M | $-117M | $34M | $-33M | $-84M | $-82M | $-58M | $-35M | $-64M | $-57M | |
| Net Change in Cash | $-1M | $-33M | $23M | $9M | $-2M | $4M | $6M | $100.0K | $4M | $-1M | $-26M | $-5M | $6M | $-10M | $19M | $8M | |
| Taxes Paid | $42M | $4M | $16M | $8M | $44M | $2M | $22M | $22M | $43M | $2M | $21M | $18M | $31M | $2M | $11M | $19M | |
| Free Cash Flow | · | $14M | · | · | · | $22M | · | · | · | $12M | · | · | · | $4M | · | · | |
| Levered FCF | · | $9M | · | · | · | $15M | · | · | · | $5M | · | · | · | $-3M | · | · |
Rentabilidad
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 41.3% | 37.9% | · | 42.0% | 41.4% | 39.2% | · | 42.4% | 40.9% | 38.1% | · | 40.7% | 38.1% | 36.1% | · | 36.1% | |
| Operating Margin | 28.3% | 23.0% | · | 27.6% | 29.0% | 25.7% | · | 28.8% | 26.0% | 26.4% | · | 28.8% | 26.7% | 22.6% | · | 22.6% | |
| Net Margin | 20.5% | 16.3% | · | 20.3% | 20.7% | 18.1% | · | 19.9% | 18.1% | 18.4% | · | 20.0% | 18.5% | 15.2% | · | 17.7% | |
| Pretax Margin | 26.9% | 21.6% | · | 25.8% | 27.2% | 23.7% | · | 26.9% | 23.9% | 24.6% | · | 27.0% | 24.6% | 20.6% | · | 20.8% | |
| EBITDA Margin | 28.3% | 30.2% | · | 27.6% | 29.0% | 33.4% | · | 28.8% | 26.0% | 33.8% | · | 28.8% | 26.7% | 29.4% | · | 22.6% | |
| ROA | 5.0% | 3.5% | · | 4.7% | 4.8% | 3.9% | · | 4.4% | 3.7% | 3.5% | · | 4.0% | 3.5% | 2.8% | · | 3.3% | |
| ROE | 11.2% | 7.9% | · | 10.8% | 11.7% | 9.7% | · | 11.8% | 10.7% | 10.2% | · | 12.6% | 11.0% | 8.7% | · | 11.0% | |
| ROIC | 7.4% | 5.2% | · | 7.1% | 7.1% | 5.7% | · | 6.5% | 5.5% | 5.3% | · | 6.2% | 5.4% | 4.3% | · | 4.9% |
Liquidez y Solvencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.5 | 1.5 | · | 1.5 | 1.6 | 1.6 | · | 1.6 | 1.8 | 1.8 | · | 1.9 | 2.0 | 2.2 | · | 1.7 | |
| Quick Ratio | 1.0 | 0.9 | · | 0.9 | 1.0 | 1.0 | · | 0.9 | 1.0 | 1.1 | · | 1.1 | 1.2 | 1.3 | · | 1.0 | |
| Debt / Equity | 0.6 | 0.5 | · | 0.5 | 0.6 | 0.7 | · | 0.8 | 1.0 | 0.9 | · | 1.1 | 1.1 | 1.2 | · | 1.3 | |
| LT Debt / Equity | 0.5 | 0.5 | · | 0.4 | 0.6 | 0.6 | · | 0.7 | 0.9 | 0.9 | · | 1.0 | 1.1 | 1.2 | · | 1.3 | |
| Interest Coverage | 17.2 | 12.9 | · | 14.3 | 14.3 | 11.6 | · | 10.6 | 8.6 | 9.6 | · | 11.4 | 9.5 | 8.1 | · | 10.5 |
Eficiencia
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 2.3 | 2.1 | · | 2.1 | 2.2 | 2.1 | · | 2.0 | 1.9 | 1.8 | · | 1.9 | 1.8 | 1.8 | · | 2.0 | |
| Receivables Turnover | 2.7 | 2.6 | · | 2.9 | 2.9 | 2.8 | · | 3.1 | 2.9 | 2.6 | · | 2.9 | 2.6 | 2.6 | · | 2.9 |
Por Acción
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.89 | $20.95 | · | $20.60 | $19.34 | $18.27 | · | $16.42 | $15.28 | $14.32 | · | $13.22 | $12.64 | $12.05 | · | $11.39 | |
| Revenue / Share | $11.05 | $9.49 | · | $9.75 | $9.72 | $8.74 | · | $8.81 | $8.30 | $7.40 | · | $7.79 | $7.23 | $6.82 | · | $7.05 | |
| Cash Flow / Share | · | $0.74 | · | · | · | $0.94 | · | · | · | $0.60 | · | · | · | $0.58 | · | · | |
| Cash / Share | $1.86 | $1.87 | · | $2.09 | $1.87 | $1.91 | · | $1.69 | $1.68 | $1.59 | · | $2.18 | $2.27 | $2.12 | · | $1.90 | |
| Dividend Paid / Share | $0.34 | $0.34 | $0.34 | $0.31 | $0.31 | $0.31 | $0.31 | $0.28 | $0.28 | $0.28 | $0.28 | $0.25 | $0.25 | $0.25 | $0.25 | $0.23 | |
| EPS (TTM) | $7.30 | $7.05 | · | $6.98 | $6.75 | $6.24 | · | $5.66 | $5.47 | $5.31 | · | $5.01 | $4.70 | $4.47 | · | $4.18 |
Valoración (TTM)
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.70B | $1.65B | · | $1.60B | $1.56B | $1.50B | · | $1.39B | $1.35B | $1.31B | · | $1.29B | $1.27B | $1.26B | · | $1.21B | |
| Net Income TTM | $315M | $306M | · | $305M | $296M | $274M | · | $250M | $242M | $236M | · | $226M | $214M | $206M | · | $196M | |
| Market Cap | $6.79B | $7.02B | · | $8.46B | $7.04B | $6.12B | · | $5.74B | $4.96B | $5.44B | · | $3.19B | $3.29B | $3.22B | · | $3.63B | |
| Enterprise Value | $7.20B | $7.42B | · | $8.78B | $7.44B | $6.55B | · | $6.22B | $5.53B | $5.95B | · | $3.72B | $3.84B | $3.79B | · | $4.22B | |
| P/E | 22.0 | 23.4 | · | 28.1 | 24.1 | 22.6 | · | 23.2 | 20.7 | 23.4 | · | 14.4 | 15.6 | 15.9 | · | 19.0 | |
| P/S | 4.0 | 4.3 | · | 5.3 | 4.5 | 4.1 | · | 4.1 | 3.7 | 4.1 | · | 2.5 | 2.6 | 2.6 | · | 3.0 | |
| P/B | 7.7 | 7.9 | · | 9.5 | 8.4 | 7.7 | · | 8.0 | 7.4 | 8.7 | · | 5.4 | 5.8 | 5.9 | · | 7.0 | |
| P / Tangible Book | 35.2 | 35.4 | · | 34.5 | 36.3 | 42.8 | · | 68.8 | 155.9 | 126.8 | · | · | · | · | · | · | |
| P / Cash Flow | · | 218.8 | · | · | · | 149.2 | · | · | · | 206.0 | · | · | · | 122.9 | · | · | |
| EV / Revenue | 4.2 | 4.5 | · | 5.5 | 4.8 | 4.4 | · | 4.5 | 4.1 | 4.5 | · | 2.9 | 3.0 | 3.0 | · | 3.5 | |
| Dividend Yield | 0.86% | 0.80% | · | 0.64% | 0.75% | 0.85% | · | 0.86% | 0.98% | 0.88% | · | 1.4% | 1.4% | 1.4% | · | 1.2% | |
| Earnings Yield | 4.5% | 4.3% | · | 3.6% | 4.2% | 4.4% | · | 4.3% | 4.8% | 4.3% | · | 7.0% | 6.4% | 6.3% | · | 5.3% | |
| Payout Ratio | · | 22.0% | · | · | · | 19.4% | · | · | · | 20.5% | · | · | · | 24.5% | · | · | |
| Annual Payout | $58M | $56M | · | $54M | $53M | $52M | · | $50M | $49M | $48M | · | $46M | $45M | $45M | · | $44M |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ingresos | $1.62B | $1.45B | $1.30B | $1.23B | $1.11B |
| Margen Bruto % | 40.6% | 40.2% | 38.4% | 36.4% | 36.6% |
| Margen Operativo % | 26.6% | 25.9% | 25.0% | 22.6% | 23.5% |
| Beneficio neto | $309M | $265M | $224M | $203M | $183M |
| EPS Diluido | $7.08 | $6.02 | $4.99 | $4.37 | $3.82 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | 0.7 | 1.0 | 1.2 | 1.2 |
| Ratio corriente | 1.5 | 1.4 | 1.6 | 2.0 | 1.5 |
| Ratio Rápido | 0.9 | 0.9 | 0.9 | 1.2 | 1.0 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $246M | $184M | $150M | $108M | $107M |
Propietarios institucionales (13F) 499 declarantes · $7.8B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 59 (-17 vs trimestre anterior) | 54 (-42 vs trimestre anterior) | 168 (+8 vs trimestre anterior) | 188 (+14 vs trimestre anterior) | +440K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $848 821 292 | 4 441 765 | 10,93% | Acciones |
| BlackRock, Inc. | $827 238 631 | 5 156 705 | 10,65% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $356 092 937 | 2 219 754 | 4,59% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $308 638 936 | 1 923 943 | 3,97% | Acciones |
| LONDON CO OF VIRGINIA | $263 775 639 | 1 644 407 | 3,40% | Acciones |
| Burgundy Asset Management Ltd. | $257 178 351 | 1 313 676 | 3,31% | Acciones |
| STATE STREET CORP | $230 746 088 | 1 438 537 | 2,97% | Acciones |
| BANK OF MONTREAL /CAN/ | $177 201 536 | 1 104 610 | 2,28% | Acciones |
| FULLER & THALER ASSET MANAGEMENT, INC. | $176 780 609 | 1 101 986 | 2,28% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $167 400 282 | 1 043 316 | 2,16% | Acciones |
| CITADEL ADVISORS LLC | $165 300 136 | 1 030 421 | 2,13% | Acciones |
| Egerton Capital (UK) LLP | $148 451 705 | 925 394 | 1,91% | Acciones |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $143 428 917 | 894 083 | 1,85% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $139 538 441 | 869 846 | 1,80% | Acciones |
| Capital International Investors | $127 454 973 | 794 508 | 1,64% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $122 431 661 | 763 194 | 1,58% | Acciones |
| YACKTMAN ASSET MANAGEMENT LP | $121 108 116 | 754 944 | 1,56% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $114 090 608 | 711 599 | 1,47% | Acciones |
| River Road Asset Management, LLC | $111 365 168 | 694 210 | 1,43% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $93 557 104 | 583 201 | 1,20% | Acciones |
| NORGES BANK | $90 221 171 | 562 406 | 1,16% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84 734 807 | 528 206 | 1,09% | Acciones |
| Gates Capital Management, Inc. | $82 340 859 | 513 283 | 1,06% | Acciones |
| Alyeska Investment Group, L.P. | $79 379 024 | 494 820 | 1,02% | Acciones |
| BANK OF AMERICA CORP /DE/ | $74 556 319 | 464 757 | 0,96% | Acciones |
| FMR LLC | $73 920 345 | 460 793 | 0,95% | Acciones |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72 700 740 | 453 190 | 0,94% | Acciones |
| Qube Research & Technologies Ltd | $70 490 954 | 439 415 | 0,91% | Acciones |
| Invesco Ltd. | $69 762 486 | 434 874 | 0,90% | Acciones |
| MORGAN STANLEY | $67 444 290 | 420 421 | 0,87% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $64 325 212 | 400 980 | 0,83% | Acciones |
| Point72 Asset Management, L.P. | $59 445 556 | 370 562 | 0,77% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $56 622 321 | 349 181 | 0,73% | Acciones |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $53 419 860 | 333 000 | 0,69% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $53 336 367 | 323 643 | 0,69% | Acciones |
| Balyasny Asset Management L.P. | $52 809 622 | 329 196 | 0,68% | Acciones |
| NORTHERN TRUST CORP | $46 761 627 | 291 495 | 0,60% | Acciones |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $46 741 896 | 291 372 | 0,60% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $43 521 465 | 271 297 | 0,56% | Acciones |
| Bank of New York Mellon Corp | $43 411 676 | 270 613 | 0,56% | Acciones |
| SCOPUS ASSET MANAGEMENT, L.P. | $36 896 600 | 230 000 | 0,48% | Acciones |
| COOKE & BIELER LP | $36 796 819 | 229 378 | 0,47% | Acciones |
| Nuveen, LLC | $35 670 699 | 222 359 | 0,46% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $35 554 240 | 221 632 | 0,46% | Acciones |
| DEUTSCHE BANK AG\ | $35 297 854 | 220 034 | 0,45% | Acciones |
| Gotham Asset Management, LLC | $34 405 438 | 214 471 | 0,44% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $33 390 942 | 208 147 | 0,43% | Acciones |
| PRINCIPAL FINANCIAL GROUP INC | $33 006 736 | 205 752 | 0,43% | Acciones |
| Harvey Partners, LLC | $32 900 057 | 205 087 | 0,42% | Acciones |
| AMERIPRISE FINANCIAL INC | $32 481 429 | 202 470 | 0,42% | Acciones |
Activistas y propietarios del %+ 5 9 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Persona informante no revelada, Persona informante no revelada | 13 de noviembre de 2018 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 9 de agosto de 2018 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 14 de marzo de 2018 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada | 17 de diciembre de 2014 | · | Presentación inicial | Campaña de la junta directiva | SEC |
| Persona informante no revelada, Persona informante no revelada | 1 de agosto de 2014 | · | Presentación inicial | Inversión pasiva | SEC |
| The Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust – ×5 presentaciones | 12 de marzo de 2014 | · | Presentación inicial | Estructura de capital | SEC |
| TPG Advisors VI, Inc., David Bonderman, James G. Coulter ×5 presentaciones | 11 de marzo de 2014 | · | Presentación inicial | Estructura de capital | SEC |
| TPG Advisors V, Inc., TPG Advisors VI, Inc., David Bonderman, James G. Coulter ×3 presentaciones | 1 de abril de 2010 | · | Presentación inicial | M&A / venta | SEC |
| Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust — | 11 de agosto de 2009 | · | Presentación inicial | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Informantes de la empresa 57 insiders · 27 directivos · 29 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Mark A Hershey | President & CEO | 8 de abril de 2026 M | 64 777 | 0 | 0 | $0 |
| Donald R. Maier | EVP and CEO, AFP | 24 de febrero de 2016 F | 21 125 | 0 | 0 | $0 |
| Matthew J Espe | President and CEO | 24 de febrero de 2016 F | 87 534 | 0 | 0 | $0 |
| Frank J Ready | EVP & CEO Armstrong Floor Prod | 20 de febrero de 2013 A | 44 448 | 0 | 0 | $0 |
| Michael D Lockhart | Chairman of Bd, President &CEO | 25 de septiembre de 2009 F | 244 844 | 0 | 0 | $0 |
| Stephen J Senkowski | Former Exec VP AWI & CEO ABP | 1 de abril de 2009 D | 10 933 | 0 | 0 | $0 |
| Christopher P. Calzaretta | SVP & CFO | 8 de abril de 2026 M | 11 191 | 0 | 0 | $0 |
| Brian L Macneal | CFO | 19 de abril de 2022 M | 53 337 | 0 | 0 | $0 |
| David S. Schulz | SVP and CFO | 24 de febrero de 2016 F | 3 996 | 0 | 0 | $0 |
| William C Rodruan | Interim CFO | 25 de septiembre de 2009 F | 17 186 | 0 | 0 | $0 |
| Jennifer Ott Kozak | SVP, CHRO | 9 de septiembre de 2026 A | · | 0 | 0 | $0 |
| Victor Grizzle | Executive Chair | 28 de abril de 2026 M | 505 822 | 0 | 0 | $0 |
| Michael Carl Winters | SVP, Arch Spec & Bus Dev | 8 de abril de 2026 M | 2 748 | 0 | 0 | $0 |
| Jill A. Crager | SVP Sales & Digital Mktg | 8 de abril de 2026 M | 6 650 | 0 | 0 | $0 |
| James T. Burge | Vice President & Controller | 8 de abril de 2026 M | 3 196 | 0 | 0 | $0 |
| Jessica Marie Cicali | SVP, GC & CCO, Secretary | 1 de abril de 2026 A | · | 0 | 0 | $0 |
| Austin So | SVP, GC, Gov't. Rel., & CSO | 27 de febrero de 2026 M | 8 968 | 0 | 0 | $0 |
| Dawn M. Kirchner-King | SVP Human Resources | 1 de agosto de 2024 S | 0 | 0 | 0 | $0 |
| Ellen R. Romano | SVP, Human Resources | 31 de marzo de 2023 M | 15 142 | 0 | 0 | $0 |
| Monica M. Maheshwari | SVP, Human Resources | 1 de marzo de 2023 A | · | 0 | 0 | $0 |
| Charles M Chiappone | SVP, Ceilings & Wall Solutions | 14 de septiembre de 2021 S | 18 765 | 0 | 0 | $0 |
| Stephen F Mcnamara | Vice President and Controller | 5 de abril de 2021 M | 17 830 | 0 | 0 | $0 |
| David S Cookson | SVP, Americas | 6 de junio de 2018 M | 20 869 | 0 | 0 | $0 |
| Thomas Michael Kane | Former Sr.VP-HR & GovRel | 17 de mayo de 2013 J | 1 918 | 0 | 0 | $0 |
| Jeffrey D Nickel | Sr. VP, Secy & General Counsel | 21 de marzo de 2011 M | 36 400 | 0 | 0 | $0 |
| Donald A. Mccunniff | Sr. VP-Human Resources | 31 de agosto de 2009 D | 6 377 | 0 | 0 | $0 |
| John N Rigas | Sr. VP & General Counsel | 11 de marzo de 2008 J | 27 600 | 0 | 0 | $0 |
| Kathleen Pitre | Consejero | 12 de junio de 2026 A | 1 703 | 0 | 0 | $0 |
| Kevin Holleran | Consejero | 12 de junio de 2026 A | 1 311 | 0 | 0 | $0 |
| Barbara Loughran | Consejero | 12 de junio de 2026 A | 9 744 | 0 | 0 | $0 |
| Wayne Shurts | Consejero | 12 de junio de 2026 A | 9 755 | 0 | 0 | $0 |
| William H Osborne | Consejero | 12 de junio de 2026 A | 4 817 | 0 | 0 | $0 |
| Richard D Holder | Consejero | 12 de junio de 2026 A | 6 223 | 0 | 0 | $0 |
| Roy W Templin | Consejero | 12 de junio de 2026 A | 20 716 | 1 | 0 | $99 998 |
| Cherryl T Thomas | Consejero | 14 de junio de 2024 A | 15 191 | 0 | 0 | $0 |
| James Clinton Melville | Consejero | 16 de junio de 2023 A | 27 762 | 0 | 0 | $0 |
| Larry S Mcwilliams | Consejero | 28 de julio de 2022 A | 35 339 | 0 | 0 | $0 |
| Tao Huang | Consejero | 25 de junio de 2021 A | 31 176 | 0 | 0 | $0 |
| Stanley A Askren | Consejero | 25 de junio de 2021 A | 38 807 | 0 | 0 | $0 |
| John Joseph Roberts | Consejero | 29 de noviembre de 2019 G | 23 497 | 0 | 0 | $0 |
| OCONNOR JAMES J | Consejero | 14 de julio de 2017 A | 62 484 | 0 | 0 | $0 |
| Jeffrey Liaw | Consejero | 13 de julio de 2015 A | 6 682 | 0 | 0 | $0 |
| Richard Wenz | Consejero | 13 de julio de 2015 A | 18 551 | 0 | 0 | $0 |
| Michael F Johnston | Consejero | 13 de julio de 2015 A | 18 551 | 0 | 0 | $0 |
| James J Gaffney | Consejero | 13 de julio de 2015 A | 19 233 | 0 | 0 | $0 |
| Bettina M Whyte | Consejero | 29 de octubre de 2010 A | 8 042 | 0 | 0 | $0 |
| Edward E. Steiner | Consejero | 27 de octubre de 2009 A | 8 229 | 0 | 0 | $0 |
| Judith R Haberkorn | Consejero | 27 de octubre de 2009 A | 7 192 | 0 | 0 | $0 |
| Jon A Boscia | Consejero | 27 de octubre de 2009 A | 13 192 | 0 | 0 | $0 |
| Robert C Garland | Consejero | 5 de marzo de 2009 S | 16 556 | 0 | 0 | $0 |
| Arthur J Pergament | Consejero | 8 de diciembre de 2008 M | 15 271 | 0 | 0 | $0 |
| Russell F Peppet | Consejero | 12 de noviembre de 2008 M | 15 271 | 0 | 0 | $0 |
| Alexander M Sanders JR | Consejero | 5 de noviembre de 2008 M | 15 271 | 0 | 0 | $0 |
| David Bonderman | Propietario del 10% | 14 de noviembre de 2012 S | 6 305 429 | 0 | 0 | $0 |
| Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust | · | 27 de mayo de 2015 S | 5 251 234 | 0 | 0 | $0 |
| Thomas B Mangas | · | 2 de marzo de 2014 F | 23 788 | 0 | 0 | $0 |
| Nicholas F Grasberger III | · | 25 de septiembre de 2009 F | 59 823 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 69 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 2,24% | 36 934 SH | 2 de octubre de 2026 | Diario |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 2,18% | 38 727 SH | 2 de octubre de 2026 | Diario |
| HSMV · First Trust Exchange-Traded Fund III | 0,82% | 1 658 NS | 31 de julio de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,75% | 50 802 SH | 19 de agosto de 2026 | Diario |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,74% | 10 578 SH | 2 de octubre de 2026 | Diario |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,73% | 31 082 NS | 31 de julio de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,58% | 1 004 NS | 31 de julio de 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,52% | 3 827 SH | 2 de octubre de 2026 | Diario |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,46% | 6 653 SH | 2 de octubre de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,37% | 148 764 SH | 19 de agosto de 2026 | Diario |
| CZA · Invesco Exchange-Traded Fund Trust | 0,36% | 4 433 SH | 2 de octubre de 2026 | Diario |
| SMDX · Tidal Trust III | 0,33% | 2 422 NS | 31 de julio de 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,31% | 9 093 SH | 19 de agosto de 2026 | Diario |
| IQSM · New York Life Investments ETF Trust | 0,28% | 5 340 NS | 31 de julio de 2026 | N-PORT |
| ISCG · iShares Trust | 0,23% | 13 363 SH | 11 de septiembre de 2026 | Diario |
| BKMC · BNY Mellon ETF Trust | 0,20% | 7 442 NS | 31 de julio de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,19% | 31 687 SH | 2 de octubre de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,19% | 565 780 SH | 19 de agosto de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 26 887 NS | 31 de julio de 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,17% | 5 722 NS | 31 de julio de 2026 | N-PORT |
| ESML · iShares Trust | 0,17% | 28 569 SH | 11 de septiembre de 2026 | Diario |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 18 479 NS | 31 de julio de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,15% | 132 579 NS | 31 de julio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,14% | 20 454 NS | 31 de julio de 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 51 192 NS | 31 de julio de 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,11% | 14 073 NS | 31 de julio de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,11% | 12 861 SH | 2 de octubre de 2026 | Diario |
| SMMD · iShares Trust | 0,10% | 22 655 SH | 11 de septiembre de 2026 | Diario |
| VIS · VANGUARD WORLD FUND | 0,09% | 51 957 SH | 19 de agosto de 2026 | Diario |
| IYJ · iShares Trust | 0,09% | 10 086 SH | 11 de septiembre de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 490 031 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,08% | 979 032 SH | 19 de agosto de 2026 | Diario |
| RILA · Spinnaker ETF Series | 0,07% | 172 NS | 31 de julio de 2026 | N-PORT |
| WSML · iShares Trust | 0,07% | 2 691 SH | 11 de septiembre de 2026 | Diario |
| IWP · iShares Trust | 0,05% | 61 721 SH | 11 de septiembre de 2026 | Diario |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 717 NS | 31 de julio de 2026 | N-PORT |
| IWR · iShares Trust | 0,05% | 173 107 SH | 11 de septiembre de 2026 | Diario |
| IWS · iShares Trust | 0,05% | 47 140 SH | 11 de septiembre de 2026 | Diario |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 2 159 SH | 2 de octubre de 2026 | Diario |
| DXUV · Dimensional ETF Trust | 0,04% | 1 258 NS | 31 de julio de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 10 595 SH | 2 de octubre de 2026 | Diario |
| DFAC · Dimensional ETF Trust | 0,03% | 95 135 NS | 31 de julio de 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,03% | 38 NS | 31 de julio de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 4 678 NS | 31 de julio de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 11 425 NS | 31 de julio de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 083 NS | 31 de julio de 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 69 477 SH | 11 de septiembre de 2026 | Diario |
| DGRO · iShares Trust | 0,01% | 34 654 SH | 11 de septiembre de 2026 | Diario |
| TILT · FlexShares Trust | 0,01% | 1 458 NS | 31 de julio de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 13 909 NS | 31 de julio de 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 12 454 SH | 11 de septiembre de 2026 | Diario |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 355 589 SH | 19 de agosto de 2026 | Diario |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 30 662 SH | 19 de agosto de 2026 | Diario |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 870 SH | 19 de agosto de 2026 | Diario |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 18 908 SH | 19 de agosto de 2026 | Diario |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 17 238 SH | 19 de agosto de 2026 | Diario |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 549 SH | 19 de agosto de 2026 | Diario |
| IWB · iShares Trust | 0,01% | 29 792 SH | 11 de septiembre de 2026 | Diario |
| ESGV · VANGUARD WORLD FUND | 0,01% | 9 566 SH | 19 de agosto de 2026 | Diario |
| IYY · iShares Trust | 0,01% | 1 750 SH | 11 de septiembre de 2026 | Diario |
| ITOT · iShares Trust | 0,01% | 55 324 SH | 11 de septiembre de 2026 | Diario |
| IWF · iShares Trust | 0,01% | 40 354 SH | 11 de septiembre de 2026 | Diario |
| FTLS · First Trust Exchange-Traded Fund III | -0,09% | -12 322 NS | 31 de julio de 2026 | N-PORT |
| IJR · iShares Trust | · | 2 602 993 SH | 10 de septiembre de 2026 | Diario |
| IJT · iShares Trust | · | 403 768 SH | 9 de septiembre de 2026 | Diario |
| IFRA · iShares Trust | · | 66 843 SH | 11 de septiembre de 2026 | Diario |
| XJR · iShares Trust | · | 5 896 SH | 31 de agosto de 2026 | Diario |
| ISCB · iShares Trust | · | 1 902 SH | 11 de septiembre de 2026 | Diario |
| SMMV · iShares Trust | · | 2 680 SH | 19 de agosto de 2026 | Diario |
AWI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
11 analistas · 2026-10-03Objetivo medio $210.18 +28,9%
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| AWI | $8.20B | 27.0 | 12.1% | 19.1% | 35.5% | 40.6% |
| ZWS | $7.76B | 40.4 | 8.3% | 11.7% | 12.5% | 45.1% |
| AOS | · | 17.4 | 0.32% | 14.3% | 29.2% | 38.8% |
| SSD | $6.66B | 19.6 | 4.5% | 14.8% | 17.4% | 45.9% |
| AAON | $6.23B | 59.1 | 20.1% | 7.5% | 12.4% | 26.8% |
| BLDR | $11.38B | 26.4 | -7.4% | 2.9% | 10.2% | 30.4% |
| CSW | $4.66B | 38.9 | 23.2% | 10.3% | 10.3% | 41.9% |
| FBIN | $6.16B | 20.8 | -3.2% | 6.7% | 12.6% | · |
| TREX | $3.71B | 19.7 | 2.0% | 16.2% | 18.8% | 39.2% |
| UFPI | $5.25B | 18.6 | -5.0% | 4.7% | 9.4% | 16.8% |
| GFF | $3.53B | 69.9 | -4.0% | 2.0% | 35.4% | 42.0% |
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