AWIArmstrong World Industries, Inc.

CUSIP: 04247X102

Guru Owners

$145.1M

Total Value Held

759,392

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Donald Yacktman	Yacktman Asset Management	741742	$141.7M	1.98%	$191.10	Q4 2025
Ray Dalio	Bridgewater Associates	17650	$3.4M	0.01%	$191.10	Q4 2025

Donald Yacktman

$141.7M

1.98%

Ray Dalio

$3.4M

0.01%

📊 Fundamentals

Market Cap$7.2B

P/E Ratio23.5x

Near market avg

Forward P/E17.9x

P/FCF31.5x

EPS (TTM)$7.08

Revenue (TTM)$1.6B

Profit Margin19.05%

Div Yield0.77%

Beta1.33

52-Week Range

$122.37

$206.08

Current: $166.48

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 23.5x trailing earnings → 17.9x forward · 19.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $145.1M

REDUCEDDonald Yacktman$141.7M

REDUCEDRay Dalio$3.4M

Q3 '252 owners · $154.8M

REDUCEDDonald Yacktman$148.8M

INCREASEDRay Dalio$6.0M

Q2 '252 owners · $142.6M

REDUCEDDonald Yacktman$139.9M

REDUCEDRay Dalio$2.7M

Q1 '252 owners · $127.7M

REDUCEDDonald Yacktman$122.6M

NEWRay Dalio$5.1M

Q4 '241 owners · $132.6M

REDUCEDDonald Yacktman$132.6M

SOLDRay Dalio

Q3 '242 owners · $130.9M

INCREASEDDonald Yacktman$130.6M

INCREASEDRay Dalio$348K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 6.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

14.1%current: 14.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

AWI: Held by 2 superinvestors · 2 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-06-17

BUYLisa McClainR

$1,001 - $15,0002025-06-11