AWI Armstrong World Industries Inc Common Stock
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O Armstrong World Industries Inc Common Stock Przegląd firmy z Wikipedii
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.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | AWI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 22.3średnia z 5 lat ≈23.3 | ≈23.3 | 30.4 | Niedowartościowany | |
| P/S (TTM) | 4.1średnia z 5 lat ≈4.0 | ≈4.0 | 2.9 | Zawyżona wycena | |
| P/B (MRQ) | 7.8średnia z 5 lat ≈8.2 | ≈8.2 | 3.3 | Zawyżona wycena | |
| EV / EBITDA | 13.1średnia z 5 lat ≈13.6 | ≈13.6 | 15.6 | Wartość godziwa | |
| Cena / FCF (TTM) | 28.0średnia z 5 lat ≈35.2 | ≈35.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 19.2średnia z 5 lat ≈22.2 | ≈22.2 | 14.5 | Zawyżona wycena | |
| EV / Revenue (EV / Przychody) | 4.5średnia z 5 lat ≈4.4 | ≈4.4 | · | · | |
| EV / FCF | 29.4średnia z 5 lat ≈38.6 | ≈38.6 | · | · | |
| Cena / Wartość księgowa materialna (MRQ) | 15.3średnia z 5 lat ≈400.3 | ≈400.3 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | AWI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 40.3%średnia z 5 lat ≈38.5% | ≈38.5% | 38.2% | Najwyższa półka | |
| Marża Operacyjna (TTM) | 25.8%średnia z 5 lat ≈24.7% | ≈24.7% | 14.8% | Najwyższa półka | |
| Marża EBITDA (TTM) | 32.9%średnia z 5 lat ≈32.1% | ≈32.1% | 16.0% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 24.2%średnia z 5 lat ≈22.9% | ≈22.9% | 13.5% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 18.6%średnia z 5 lat ≈17.5% | ≈17.5% | 10.7% | Najwyższa półka | |
| ROA (TTM) | 16.3%średnia z 5 lat ≈13.5% | ≈13.5% | 7.5% | Najwyższa półka | |
| ROE (TTM) | 36.6%średnia z 5 lat ≈36.6% | ≈36.6% | 12.6% | Najwyższa półka | |
| ROIC | 25.4%średnia z 5 lat ≈20.8% | ≈20.8% | 14.5% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | AWI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Dług / Kapitał Własny (MRQ) | 0.6średnia z 5 lat ≈0.9 | ≈0.9 | 0.3 | Wysokie zadłużenie | |
| Wskaźnik bieżący (MRQ) | 1.5średnia z 5 lat ≈1.6 | ≈1.6 | 1.9 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.9średnia z 5 lat ≈1.0 | ≈1.0 | 1.0 | Zgodnie z | |
| Dług długoterminowy / Kapitał własny (MRQ) | 0.5średnia z 5 lat ≈0.9 | ≈0.9 | 0.4 | Powyżej średniej | |
| Interest Coverage (Pokrycie odsetek) | 13.1średnia z 5 lat ≈10.7 | ≈10.7 | 9.0 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | AWI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 12.1%średnia z 5 lat ≈11.7% | ≈11.7% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 9.5%średnia z 5 lat ≈10.1% | ≈10.1% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 11.6% | · | · | · | |
| EPS YoY | 17.6%średnia z 5 lat ≈16.7% | ≈16.7% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 16.5%średnia z 5 lat ≈14.0% | ≈14.0% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 17.4% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 15.0% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | AWI | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.9średnia z 5 lat ≈0.8 | ≈0.8 | 0.8 | Zgodnie z | |
| Inventory Turnover (Rotacja zapasów) | 8.2średnia z 5 lat ≈7.9 | ≈7.9 | 4.7 | Najwyższa półka | |
| Receivables Turnover (Rotacja należności) | 12.2średnia z 5 lat ≈11.7 | ≈11.7 | 8.7 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$405.2K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Dywidendy Stopa dywidendy, wskaźnik wypłaty, historia dywidend, 5-letni CAGR
| Data ex-dywidendy | Kwota | Waluta | Stopa zwrotu |
|---|---|---|---|
| Sie 5, 2026 | $0,34 | USD | ≈0.73% |
| Maj 11, 2026 | $0,34 | USD | ≈0.83% |
| Mar 5, 2026 | $0,34 | USD | ≈0.75% |
| Lis 6, 2025 | $0,34 | USD | ≈0.68% |
| Sie 7, 2025 | $0,31 | USD | ≈0.66% |
| Maj 8, 2025 | $0,31 | USD | ≈0.79% |
| Mar 6, 2025 | $0,31 | USD | ≈0.79% |
| Lis 7, 2024 | $0,31 | USD | ≈0.75% |
| Sie 8, 2024 | $0,28 | USD | ≈0.93% |
| Maj 8, 2024 | $0,28 | USD | ≈0.94% |
| Lut 28, 2024 | $0,28 | USD | ≈0.88% |
| Lis 1, 2023 | $0,28 | USD | ≈1.3% |
| Sie 2, 2023 | $0,25 | USD | ≈1.3% |
| Maj 3, 2023 | $0,25 | USD | ≈1.5% |
| Mar 1, 2023 | $0,25 | USD | ≈1.2% |
| Lis 2, 2022 | $0,25 | USD | ≈1.3% |
| Sie 3, 2022 | $0,23 | USD | ≈1.0% |
| Maj 4, 2022 | $0,23 | USD | ≈1.0% |
| Mar 2, 2022 | $0,23 | USD | ≈0.98% |
| Lis 3, 2021 | $0,23 | USD | ≈0.79% |
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Lip 27, 2026 | $2.36 | $2.27 | 3.9% |
| 31 marca 2026 | $1.69 | $1.83 | -7.4% | |
| 31 grudnia 2025 | $1.61 | $1.69 | -4.9% | |
| 30 września 2025 | $2.05 | $2.05 | -0.04% | |
| 30 czerwca 2025 | $2.09 | $1.80 | 16.1% | |
| 31 marca 2025 | $1.66 | $1.54 | 7.7% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Stopy Wzrostu
| Wskaźnik | Trend | 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% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 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 |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 |
Bilans
| Wskaźnik | Trend | 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 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | · | · |
Rentowność
| Wskaźnik | Trend | 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% |
Płynność i wypłacalność
| Wskaźnik | Trend | 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 |
Efektywność
| Wskaźnik | Trend | 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 |
Na akcję
| Wskaźnik | Trend | 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 |
Wycena (TTM)
| Wskaźnik | Trend | 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 |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $1.62B | $1.45B | $1.30B | $1.23B | $1.11B |
| Marża Brutto % | 40.6% | 40.2% | 38.4% | 36.4% | 36.6% |
| Marża Operacyjna % | 26.6% | 25.9% | 25.0% | 22.6% | 23.5% |
| Zysk netto | $309M | $265M | $224M | $203M | $183M |
| Rozwodniony EPS | $7.08 | $6.02 | $4.99 | $4.37 | $3.82 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | 0.5 | 0.7 | 1.0 | 1.2 | 1.2 |
| Wskaźnik bieżący | 1.5 | 1.4 | 1.6 | 2.0 | 1.5 |
| Wskaźnik Szybkości | 0.9 | 0.9 | 0.9 | 1.2 | 1.0 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $246M | $184M | $150M | $108M | $107M |
Właściciele instytucjonalni (13F) 499 emitentów · $7.8B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 59 (-17 vs poprzedni kw.) | 54 (-42 vs poprzedni kw.) | 168 (+8 vs poprzedni kw.) | 188 (+14 vs poprzedni kw.) | +440K |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $848 821 292 | 4 441 765 | 10,93% | Akcje |
| BlackRock, Inc. | $827 238 631 | 5 156 705 | 10,65% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $356 092 937 | 2 219 754 | 4,59% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $308 638 936 | 1 923 943 | 3,97% | Akcje |
| LONDON CO OF VIRGINIA | $263 775 639 | 1 644 407 | 3,40% | Akcje |
| Burgundy Asset Management Ltd. | $257 178 351 | 1 313 676 | 3,31% | Akcje |
| STATE STREET CORP | $230 746 088 | 1 438 537 | 2,97% | Akcje |
| BANK OF MONTREAL /CAN/ | $177 201 536 | 1 104 610 | 2,28% | Akcje |
| FULLER & THALER ASSET MANAGEMENT, INC. | $176 780 609 | 1 101 986 | 2,28% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $167 400 282 | 1 043 316 | 2,16% | Akcje |
| CITADEL ADVISORS LLC | $165 300 136 | 1 030 421 | 2,13% | Akcje |
| Egerton Capital (UK) LLP | $148 451 705 | 925 394 | 1,91% | Akcje |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $143 428 917 | 894 083 | 1,85% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $139 538 441 | 869 846 | 1,80% | Akcje |
| Capital International Investors | $127 454 973 | 794 508 | 1,64% | Akcje |
| NEUBERGER BERMAN GROUP LLC | $122 431 661 | 763 194 | 1,58% | Akcje |
| YACKTMAN ASSET MANAGEMENT LP | $121 108 116 | 754 944 | 1,56% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $114 090 608 | 711 599 | 1,47% | Akcje |
| River Road Asset Management, LLC | $111 365 168 | 694 210 | 1,43% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $93 557 104 | 583 201 | 1,20% | Akcje |
| NORGES BANK | $90 221 171 | 562 406 | 1,16% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84 734 807 | 528 206 | 1,09% | Akcje |
| Gates Capital Management, Inc. | $82 340 859 | 513 283 | 1,06% | Akcje |
| Alyeska Investment Group, L.P. | $79 379 024 | 494 820 | 1,02% | Akcje |
| BANK OF AMERICA CORP /DE/ | $74 556 319 | 464 757 | 0,96% | Akcje |
| FMR LLC | $73 920 345 | 460 793 | 0,95% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $72 700 740 | 453 190 | 0,94% | Akcje |
| Qube Research & Technologies Ltd | $70 490 954 | 439 415 | 0,91% | Akcje |
| Invesco Ltd. | $69 762 486 | 434 874 | 0,90% | Akcje |
| MORGAN STANLEY | $67 444 290 | 420 421 | 0,87% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $64 325 212 | 400 980 | 0,83% | Akcje |
| Point72 Asset Management, L.P. | $59 445 556 | 370 562 | 0,77% | Akcje |
| JONES FINANCIAL COMPANIES LLLP | $56 622 321 | 349 181 | 0,73% | Akcje |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $53 419 860 | 333 000 | 0,69% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $53 336 367 | 323 643 | 0,69% | Akcje |
| Balyasny Asset Management L.P. | $52 809 622 | 329 196 | 0,68% | Akcje |
| NORTHERN TRUST CORP | $46 761 627 | 291 495 | 0,60% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $46 741 896 | 291 372 | 0,60% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $43 521 465 | 271 297 | 0,56% | Akcje |
| Bank of New York Mellon Corp | $43 411 676 | 270 613 | 0,56% | Akcje |
| SCOPUS ASSET MANAGEMENT, L.P. | $36 896 600 | 230 000 | 0,48% | Akcje |
| COOKE & BIELER LP | $36 796 819 | 229 378 | 0,47% | Akcje |
| Nuveen, LLC | $35 670 699 | 222 359 | 0,46% | Akcje |
| ENVESTNET ASSET MANAGEMENT INC | $35 554 240 | 221 632 | 0,46% | Akcje |
| DEUTSCHE BANK AG\ | $35 297 854 | 220 034 | 0,45% | Akcje |
| Gotham Asset Management, LLC | $34 405 438 | 214 471 | 0,44% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $33 390 942 | 208 147 | 0,43% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $33 006 736 | 205 752 | 0,43% | Akcje |
| Harvey Partners, LLC | $32 900 057 | 205 087 | 0,42% | Akcje |
| AMERIPRISE FINANCIAL INC | $32 481 429 | 202 470 | 0,42% | Akcje |
Aktywiści i właściciele 5%+ 9 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 13 listopada 2018 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 9 sierpnia 2018 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 14 marca 2018 | · | Pierwotne zgłoszenie | · | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 17 grudnia 2014 | · | Pierwotne zgłoszenie | Kampania zarządu | SEC |
| Niezgłoszona osoba raportująca, Niezgłoszona osoba raportująca | 1 sierpnia 2014 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| The Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust – ×5 zgłoszenia | 12 marca 2014 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| TPG Advisors VI, Inc., David Bonderman, James G. Coulter ×5 zgłoszenia | 11 marca 2014 | · | Pierwotne zgłoszenie | Struktura kapitałowa | SEC |
| TPG Advisors V, Inc., TPG Advisors VI, Inc., David Bonderman, James G. Coulter ×3 zgłoszenia | 1 kwietnia 2010 | · | Pierwotne zgłoszenie | M&A / sprzedaż | SEC |
| Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust — | 11 sierpnia 2009 | · | Pierwotne zgłoszenie | · | 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.
Insiderzy spółki 57 insiderów · 27 dyrektorzy generalni · 29 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Mark A Hershey | President & CEO | 8 kwietnia 2026 M | 64 777 | 0 | 0 | $0 |
| Donald R. Maier | EVP and CEO, AFP | 24 lutego 2016 F | 21 125 | 0 | 0 | $0 |
| Matthew J Espe | President and CEO | 24 lutego 2016 F | 87 534 | 0 | 0 | $0 |
| Frank J Ready | EVP & CEO Armstrong Floor Prod | 20 lutego 2013 A | 44 448 | 0 | 0 | $0 |
| Michael D Lockhart | Chairman of Bd, President &CEO | 25 września 2009 F | 244 844 | 0 | 0 | $0 |
| Stephen J Senkowski | Former Exec VP AWI & CEO ABP | 1 kwietnia 2009 D | 10 933 | 0 | 0 | $0 |
| Christopher P. Calzaretta | SVP & CFO | 8 kwietnia 2026 M | 11 191 | 0 | 0 | $0 |
| Brian L Macneal | CFO | 19 kwietnia 2022 M | 53 337 | 0 | 0 | $0 |
| David S. Schulz | SVP and CFO | 24 lutego 2016 F | 3 996 | 0 | 0 | $0 |
| William C Rodruan | Interim CFO | 25 września 2009 F | 17 186 | 0 | 0 | $0 |
| Jennifer Ott Kozak | SVP, CHRO | 9 września 2026 A | · | 0 | 0 | $0 |
| Victor Grizzle | Executive Chair | 28 kwietnia 2026 M | 505 822 | 0 | 0 | $0 |
| Michael Carl Winters | SVP, Arch Spec & Bus Dev | 8 kwietnia 2026 M | 2 748 | 0 | 0 | $0 |
| Jill A. Crager | SVP Sales & Digital Mktg | 8 kwietnia 2026 M | 6 650 | 0 | 0 | $0 |
| James T. Burge | Vice President & Controller | 8 kwietnia 2026 M | 3 196 | 0 | 0 | $0 |
| Jessica Marie Cicali | SVP, GC & CCO, Secretary | 1 kwietnia 2026 A | · | 0 | 0 | $0 |
| Austin So | SVP, GC, Gov't. Rel., & CSO | 27 lutego 2026 M | 8 968 | 0 | 0 | $0 |
| Dawn M. Kirchner-King | SVP Human Resources | 1 sierpnia 2024 S | 0 | 0 | 0 | $0 |
| Ellen R. Romano | SVP, Human Resources | 31 marca 2023 M | 15 142 | 0 | 0 | $0 |
| Monica M. Maheshwari | SVP, Human Resources | 1 marca 2023 A | · | 0 | 0 | $0 |
| Charles M Chiappone | SVP, Ceilings & Wall Solutions | 14 września 2021 S | 18 765 | 0 | 0 | $0 |
| Stephen F Mcnamara | Vice President and Controller | 5 kwietnia 2021 M | 17 830 | 0 | 0 | $0 |
| David S Cookson | SVP, Americas | 6 czerwca 2018 M | 20 869 | 0 | 0 | $0 |
| Thomas Michael Kane | Former Sr.VP-HR & GovRel | 17 maja 2013 J | 1 918 | 0 | 0 | $0 |
| Jeffrey D Nickel | Sr. VP, Secy & General Counsel | 21 marca 2011 M | 36 400 | 0 | 0 | $0 |
| Donald A. Mccunniff | Sr. VP-Human Resources | 31 sierpnia 2009 D | 6 377 | 0 | 0 | $0 |
| John N Rigas | Sr. VP & General Counsel | 11 marca 2008 J | 27 600 | 0 | 0 | $0 |
| Kathleen Pitre | Dyrektor | 12 czerwca 2026 A | 1 703 | 0 | 0 | $0 |
| Kevin Holleran | Dyrektor | 12 czerwca 2026 A | 1 311 | 0 | 0 | $0 |
| Barbara Loughran | Dyrektor | 12 czerwca 2026 A | 9 744 | 0 | 0 | $0 |
| Wayne Shurts | Dyrektor | 12 czerwca 2026 A | 9 755 | 0 | 0 | $0 |
| William H Osborne | Dyrektor | 12 czerwca 2026 A | 4 817 | 0 | 0 | $0 |
| Richard D Holder | Dyrektor | 12 czerwca 2026 A | 6 223 | 0 | 0 | $0 |
| Roy W Templin | Dyrektor | 12 czerwca 2026 A | 20 716 | 1 | 0 | $99 998 |
| Cherryl T Thomas | Dyrektor | 14 czerwca 2024 A | 15 191 | 0 | 0 | $0 |
| James Clinton Melville | Dyrektor | 16 czerwca 2023 A | 27 762 | 0 | 0 | $0 |
| Larry S Mcwilliams | Dyrektor | 28 lipca 2022 A | 35 339 | 0 | 0 | $0 |
| Tao Huang | Dyrektor | 25 czerwca 2021 A | 31 176 | 0 | 0 | $0 |
| Stanley A Askren | Dyrektor | 25 czerwca 2021 A | 38 807 | 0 | 0 | $0 |
| John Joseph Roberts | Dyrektor | 29 listopada 2019 G | 23 497 | 0 | 0 | $0 |
| OCONNOR JAMES J | Dyrektor | 14 lipca 2017 A | 62 484 | 0 | 0 | $0 |
| Jeffrey Liaw | Dyrektor | 13 lipca 2015 A | 6 682 | 0 | 0 | $0 |
| Richard Wenz | Dyrektor | 13 lipca 2015 A | 18 551 | 0 | 0 | $0 |
| Michael F Johnston | Dyrektor | 13 lipca 2015 A | 18 551 | 0 | 0 | $0 |
| James J Gaffney | Dyrektor | 13 lipca 2015 A | 19 233 | 0 | 0 | $0 |
| Bettina M Whyte | Dyrektor | 29 października 2010 A | 8 042 | 0 | 0 | $0 |
| Edward E. Steiner | Dyrektor | 27 października 2009 A | 8 229 | 0 | 0 | $0 |
| Judith R Haberkorn | Dyrektor | 27 października 2009 A | 7 192 | 0 | 0 | $0 |
| Jon A Boscia | Dyrektor | 27 października 2009 A | 13 192 | 0 | 0 | $0 |
| Robert C Garland | Dyrektor | 5 marca 2009 S | 16 556 | 0 | 0 | $0 |
| Arthur J Pergament | Dyrektor | 8 grudnia 2008 M | 15 271 | 0 | 0 | $0 |
| Russell F Peppet | Dyrektor | 12 listopada 2008 M | 15 271 | 0 | 0 | $0 |
| Alexander M Sanders JR | Dyrektor | 5 listopada 2008 M | 15 271 | 0 | 0 | $0 |
| David Bonderman | Posiadacz 10% | 14 listopada 2012 S | 6 305 429 | 0 | 0 | $0 |
| Armstrong World Industries, Inc. Asbestos Personal Injury Settlement Trust | · | 27 maja 2015 S | 5 251 234 | 0 | 0 | $0 |
| Thomas B Mangas | · | 2 marca 2014 F | 23 788 | 0 | 0 | $0 |
| Nicholas F Grasberger III | · | 25 września 2009 F | 59 823 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 69 funduszy ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| PSCI · Invesco Exchange-Traded Fund Trust … | 2,24% | 36 934 SH | 2 października 2026 | Dziennie |
| XSHQ · Invesco Exchange-Traded Fund Trust … | 2,18% | 38 727 SH | 2 października 2026 | Dziennie |
| HSMV · First Trust Exchange-Traded Fund III | 0,82% | 1 658 NS | 31 lipca 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,75% | 50 802 SH | 19 sierpnia 2026 | Dziennie |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0,74% | 10 578 SH | 2 października 2026 | Dziennie |
| FXR · First Trust Exchange-Traded AlphaDE… | 0,73% | 31 082 NS | 31 lipca 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,58% | 1 004 NS | 31 lipca 2026 | N-PORT |
| RZG · Invesco Exchange-Traded Fund Trust | 0,52% | 3 827 SH | 2 października 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,46% | 6 653 SH | 2 października 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,37% | 148 764 SH | 19 sierpnia 2026 | Dziennie |
| CZA · Invesco Exchange-Traded Fund Trust | 0,36% | 4 433 SH | 2 października 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,33% | 2 422 NS | 31 lipca 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0,31% | 9 093 SH | 19 sierpnia 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,28% | 5 340 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,23% | 13 363 SH | 11 września 2026 | Dziennie |
| BKMC · BNY Mellon ETF Trust | 0,20% | 7 442 NS | 31 lipca 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,19% | 31 687 SH | 2 października 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,19% | 565 780 SH | 19 sierpnia 2026 | Dziennie |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,19% | 26 887 NS | 31 lipca 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0,17% | 5 722 NS | 31 lipca 2026 | N-PORT |
| ESML · iShares Trust | 0,17% | 28 569 SH | 11 września 2026 | Dziennie |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 18 479 NS | 31 lipca 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,15% | 132 579 NS | 31 lipca 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,14% | 20 454 NS | 31 lipca 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0,11% | 51 192 NS | 31 lipca 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0,11% | 14 073 NS | 31 lipca 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,11% | 12 861 SH | 2 października 2026 | Dziennie |
| SMMD · iShares Trust | 0,10% | 22 655 SH | 11 września 2026 | Dziennie |
| VIS · VANGUARD WORLD FUND | 0,09% | 51 957 SH | 19 sierpnia 2026 | Dziennie |
| IYJ · iShares Trust | 0,09% | 10 086 SH | 11 września 2026 | Dziennie |
| VXF · VANGUARD INDEX FUNDS | 0,08% | 490 031 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,08% | 979 032 SH | 19 sierpnia 2026 | Dziennie |
| RILA · Spinnaker ETF Series | 0,07% | 172 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,07% | 2 691 SH | 11 września 2026 | Dziennie |
| IWP · iShares Trust | 0,05% | 61 721 SH | 11 września 2026 | Dziennie |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,05% | 1 717 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,05% | 173 107 SH | 11 września 2026 | Dziennie |
| IWS · iShares Trust | 0,05% | 47 140 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,04% | 2 159 SH | 2 października 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,04% | 1 258 NS | 31 lipca 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,04% | 10 595 SH | 2 października 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,03% | 95 135 NS | 31 lipca 2026 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0,03% | 38 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,02% | 4 678 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,02% | 11 425 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,02% | 2 083 NS | 31 lipca 2026 | N-PORT |
| IWD · iShares Trust | 0,01% | 69 477 SH | 11 września 2026 | Dziennie |
| DGRO · iShares Trust | 0,01% | 34 654 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,01% | 1 458 NS | 31 lipca 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,01% | 13 909 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,01% | 12 454 SH | 11 września 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 1 355 589 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 30 662 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6 870 SH | 19 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 18 908 SH | 19 sierpnia 2026 | Dziennie |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 17 238 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 3 549 SH | 19 sierpnia 2026 | Dziennie |
| IWB · iShares Trust | 0,01% | 29 792 SH | 11 września 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,01% | 9 566 SH | 19 sierpnia 2026 | Dziennie |
| IYY · iShares Trust | 0,01% | 1 750 SH | 11 września 2026 | Dziennie |
| ITOT · iShares Trust | 0,01% | 55 324 SH | 11 września 2026 | Dziennie |
| IWF · iShares Trust | 0,01% | 40 354 SH | 11 września 2026 | Dziennie |
| FTLS · First Trust Exchange-Traded Fund III | -0,09% | -12 322 NS | 31 lipca 2026 | N-PORT |
| IJR · iShares Trust | · | 2 602 993 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 403 768 SH | 9 września 2026 | Dziennie |
| IFRA · iShares Trust | · | 66 843 SH | 11 września 2026 | Dziennie |
| XJR · iShares Trust | · | 5 896 SH | 31 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 1 902 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 2 680 SH | 19 sierpnia 2026 | Dziennie |
AWI Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
11 analityków · 2026-10-03Średnia cel $210.18 +28,9%
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| 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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