Armstrong World

Q3 FY2026 EarningsQ3 FY26 results slightly beat revenue and EBITDA consensus but missed on Diluted EPS due to tax and inflationary pressures. Net Sales reached $475.8M (+0.67% vs. consensus), driven by 21.5% YoY growth in Architectural Specialties. Adjusted Diluted EPS of $2.26 missed the $2.39 consensus, primarily impacted by accelerating manufacturing cost inflation and a higher effective tax rate of 26% vs. the 25.2% expected. Management raised FY26 revenue guidance to $1.788B–$1.803B, reinforcing strong demand despite rising macro headwinds.