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Side-by-side financial comparison of ARMSTRONG WORLD INDUSTRIES INC (AWI) and Kimco Realty (KIM). Click either name above to swap in a different company.
Kimco Realty is the larger business by last-quarter revenue ($558.0M vs $388.3M, roughly 1.4× ARMSTRONG WORLD INDUSTRIES INC). Kimco Realty runs the higher net margin — 29.8% vs 16.9%, a 12.9% gap on every dollar of revenue. On growth, ARMSTRONG WORLD INDUSTRIES INC posted the faster year-over-year revenue change (5.6% vs 4.0%). Over the past eight quarters, ARMSTRONG WORLD INDUSTRIES INC's revenue compounded faster (9.1% CAGR vs 5.6%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
AWI vs KIM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $388.3M | $558.0M |
| Net Profit | $65.5M | $166.3M |
| Gross Margin | 39.8% | — |
| Operating Margin | 23.7% | 37.2% |
| Net Margin | 16.9% | 29.8% |
| Revenue YoY | 5.6% | 4.0% |
| Net Profit YoY | 5.3% | 23.7% |
| EPS (diluted) | $1.51 | $0.46 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $558.0M | ||
| Q4 25 | $388.3M | $542.5M | ||
| Q3 25 | $425.2M | $535.9M | ||
| Q2 25 | $424.6M | $525.2M | ||
| Q1 25 | $382.7M | $536.6M | ||
| Q4 24 | $367.7M | $525.4M | ||
| Q3 24 | $386.6M | $507.6M | ||
| Q2 24 | $365.1M | $500.2M |
| Q1 26 | — | $166.3M | ||
| Q4 25 | $65.5M | $151.2M | ||
| Q3 25 | $86.3M | $137.8M | ||
| Q2 25 | $87.8M | $163.0M | ||
| Q1 25 | $69.1M | $132.8M | ||
| Q4 24 | $62.2M | $166.0M | ||
| Q3 24 | $76.9M | $136.0M | ||
| Q2 24 | $65.9M | $119.7M |
| Q1 26 | — | — | ||
| Q4 25 | 39.8% | — | ||
| Q3 25 | 42.0% | — | ||
| Q2 25 | 41.4% | — | ||
| Q1 25 | 39.2% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 42.4% | — | ||
| Q2 24 | 40.9% | — |
| Q1 26 | — | 37.2% | ||
| Q4 25 | 23.7% | 36.4% | ||
| Q3 25 | 27.6% | 34.9% | ||
| Q2 25 | 29.0% | 39.2% | ||
| Q1 25 | 25.7% | 33.6% | ||
| Q4 24 | 22.3% | 31.7% | ||
| Q3 24 | 28.8% | 33.7% | ||
| Q2 24 | 26.0% | 32.1% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 16.9% | 27.9% | ||
| Q3 25 | 20.3% | 25.7% | ||
| Q2 25 | 20.7% | 31.0% | ||
| Q1 25 | 18.1% | 24.8% | ||
| Q4 24 | 16.9% | 31.6% | ||
| Q3 24 | 19.9% | 26.8% | ||
| Q2 24 | 18.0% | 23.9% |
| Q1 26 | — | $0.46 | ||
| Q4 25 | $1.51 | — | ||
| Q3 25 | $1.98 | — | ||
| Q2 25 | $2.01 | — | ||
| Q1 25 | $1.58 | — | ||
| Q4 24 | $1.41 | — | ||
| Q3 24 | $1.75 | — | ||
| Q2 24 | $1.50 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $112.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $900.7M | $10.4B |
| Total Assets | $1.9B | $19.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $112.7M | $211.6M | ||
| Q3 25 | $90.1M | $159.3M | ||
| Q2 25 | $81.1M | $226.6M | ||
| Q1 25 | $82.8M | $131.3M | ||
| Q4 24 | $79.3M | $688.6M | ||
| Q3 24 | $73.7M | $789.0M | ||
| Q2 24 | $73.6M | $126.4M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.7B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $10.4B | ||
| Q4 25 | $900.7M | $10.4B | ||
| Q3 25 | $889.2M | $10.5B | ||
| Q2 25 | $837.8M | $10.5B | ||
| Q1 25 | $793.4M | $10.6B | ||
| Q4 24 | $757.1M | $10.7B | ||
| Q3 24 | $717.0M | $10.5B | ||
| Q2 24 | $669.0M | $10.6B |
| Q1 26 | — | $19.6B | ||
| Q4 25 | $1.9B | $19.7B | ||
| Q3 25 | $1.9B | $19.9B | ||
| Q2 25 | $1.9B | $19.8B | ||
| Q1 25 | $1.9B | $19.7B | ||
| Q4 24 | $1.8B | $20.3B | ||
| Q3 24 | $1.8B | $20.1B | ||
| Q2 24 | $1.8B | $19.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $110.0M | — |
| Free Cash FlowOCF − Capex | $62.2M | — |
| FCF MarginFCF / Revenue | 16.0% | — |
| Capex IntensityCapex / Revenue | 12.3% | — |
| Cash ConversionOCF / Net Profit | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $246.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $110.0M | $258.4M | ||
| Q3 25 | $122.9M | $332.4M | ||
| Q2 25 | $81.6M | $305.4M | ||
| Q1 25 | $41.0M | $223.8M | ||
| Q4 24 | $86.6M | $239.5M | ||
| Q3 24 | $96.5M | $295.9M | ||
| Q2 24 | $57.3M | $294.1M |
| Q1 26 | — | — | ||
| Q4 25 | $62.2M | — | ||
| Q3 25 | $100.3M | — | ||
| Q2 25 | $61.7M | — | ||
| Q1 25 | $21.9M | $205.4M | ||
| Q4 24 | $57.8M | — | ||
| Q3 24 | $77.1M | — | ||
| Q2 24 | $37.4M | — |
| Q1 26 | — | — | ||
| Q4 25 | 16.0% | — | ||
| Q3 25 | 23.6% | — | ||
| Q2 25 | 14.5% | — | ||
| Q1 25 | 5.7% | 38.3% | ||
| Q4 24 | 15.7% | — | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 10.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 12.3% | 0.0% | ||
| Q3 25 | 5.3% | 0.0% | ||
| Q2 25 | 4.7% | 0.0% | ||
| Q1 25 | 5.0% | 3.4% | ||
| Q4 24 | 7.8% | — | ||
| Q3 24 | 5.0% | — | ||
| Q2 24 | 5.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.68× | 1.71× | ||
| Q3 25 | 1.42× | 2.41× | ||
| Q2 25 | 0.93× | 1.87× | ||
| Q1 25 | 0.59× | 1.69× | ||
| Q4 24 | 1.39× | 1.44× | ||
| Q3 24 | 1.25× | 2.18× | ||
| Q2 24 | 0.87× | 2.46× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AWI
| Distributors | $183.0M | 47% |
| Architectural Specialties | $143.7M | 37% |
| Home Centers | $27.2M | 7% |
| Retailers And Other | $21.7M | 6% |
| Direct Customers | $12.7M | 3% |
KIM
| Revenues from rental properties, net | $552.8M | 99% |
| Management and other fee income | $5.2M | 1% |
