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Side-by-side financial comparison of ARMSTRONG WORLD INDUSTRIES INC (AWI) and Life Time Group Holdings, Inc. (LTH). Click either name above to swap in a different company.
Life Time Group Holdings, Inc. is the larger business by last-quarter revenue ($745.1M vs $388.3M, roughly 1.9× ARMSTRONG WORLD INDUSTRIES INC). ARMSTRONG WORLD INDUSTRIES INC runs the higher net margin — 16.9% vs 16.5%, a 0.4% gap on every dollar of revenue. On growth, Life Time Group Holdings, Inc. posted the faster year-over-year revenue change (12.3% vs 5.6%). ARMSTRONG WORLD INDUSTRIES INC produced more free cash flow last quarter ($62.2M vs $-64.6M). Over the past eight quarters, Life Time Group Holdings, Inc.'s revenue compounded faster (11.7% CAGR vs 9.1%).
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.
Life Time Group Holdings, Inc. operates a network of premium athletic, fitness and wellness destinations across the United States. It offers diverse services including state-of-the-art gym facilities, group exercise classes, personal training, spa treatments, nutrition coaching, youth programs and co-working spaces for consumers pursuing holistic healthy lifestyles.
AWI vs LTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $388.3M | $745.1M |
| Net Profit | $65.5M | $123.0M |
| Gross Margin | 39.8% | 49.1% |
| Operating Margin | 23.7% | 17.4% |
| Net Margin | 16.9% | 16.5% |
| Revenue YoY | 5.6% | 12.3% |
| Net Profit YoY | 5.3% | 231.0% |
| EPS (diluted) | $1.51 | $0.55 |
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.
| Q4 25 | $388.3M | $745.1M | ||
| Q3 25 | $425.2M | $782.6M | ||
| Q2 25 | $424.6M | $761.5M | ||
| Q1 25 | $382.7M | $706.0M | ||
| Q4 24 | $367.7M | $663.3M | ||
| Q3 24 | $386.6M | $693.2M | ||
| Q2 24 | $365.1M | $667.8M | ||
| Q1 24 | $326.3M | $596.7M |
| Q4 25 | $65.5M | $123.0M | ||
| Q3 25 | $86.3M | $102.4M | ||
| Q2 25 | $87.8M | $72.1M | ||
| Q1 25 | $69.1M | $76.1M | ||
| Q4 24 | $62.2M | $37.2M | ||
| Q3 24 | $76.9M | $41.4M | ||
| Q2 24 | $65.9M | $52.8M | ||
| Q1 24 | $59.9M | $24.9M |
| Q4 25 | 39.8% | 49.1% | ||
| Q3 25 | 42.0% | 47.1% | ||
| Q2 25 | 41.4% | 47.0% | ||
| Q1 25 | 39.2% | 47.5% | ||
| Q4 24 | 39.1% | 48.2% | ||
| Q3 24 | 42.4% | 46.5% | ||
| Q2 24 | 40.9% | 46.8% | ||
| Q1 24 | 38.1% | 46.1% |
| Q4 25 | 23.7% | 17.4% | ||
| Q3 25 | 27.6% | 17.3% | ||
| Q2 25 | 29.0% | 14.2% | ||
| Q1 25 | 25.7% | 15.2% | ||
| Q4 24 | 22.3% | 13.1% | ||
| Q3 24 | 28.8% | 13.5% | ||
| Q2 24 | 26.0% | 15.7% | ||
| Q1 24 | 26.4% | 12.1% |
| Q4 25 | 16.9% | 16.5% | ||
| Q3 25 | 20.3% | 13.1% | ||
| Q2 25 | 20.7% | 9.5% | ||
| Q1 25 | 18.1% | 10.8% | ||
| Q4 24 | 16.9% | 5.6% | ||
| Q3 24 | 19.9% | 6.0% | ||
| Q2 24 | 18.0% | 7.9% | ||
| Q1 24 | 18.4% | 4.2% |
| Q4 25 | $1.51 | $0.55 | ||
| Q3 25 | $1.98 | $0.45 | ||
| Q2 25 | $2.01 | $0.32 | ||
| Q1 25 | $1.58 | $0.34 | ||
| Q4 24 | $1.41 | $0.17 | ||
| Q3 24 | $1.75 | $0.19 | ||
| Q2 24 | $1.50 | $0.26 | ||
| Q1 24 | $1.36 | $0.12 |
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 | $204.8M |
| Total DebtLower is stronger | — | $1.5B |
| Stockholders' EquityBook value | $900.7M | $3.1B |
| Total Assets | $1.9B | $8.0B |
| Debt / EquityLower = less leverage | — | 0.48× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.7M | $204.8M | ||
| Q3 25 | $90.1M | $218.9M | ||
| Q2 25 | $81.1M | $175.5M | ||
| Q1 25 | $82.8M | $59.0M | ||
| Q4 24 | $79.3M | $10.9M | ||
| Q3 24 | $73.7M | $120.9M | ||
| Q2 24 | $73.6M | $34.5M | ||
| Q1 24 | $69.6M | $18.6M |
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $1.5B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $2.0B |
| Q4 25 | $900.7M | $3.1B | ||
| Q3 25 | $889.2M | $3.0B | ||
| Q2 25 | $837.8M | $2.9B | ||
| Q1 25 | $793.4M | $2.7B | ||
| Q4 24 | $757.1M | $2.6B | ||
| Q3 24 | $717.0M | $2.6B | ||
| Q2 24 | $669.0M | $2.4B | ||
| Q1 24 | $626.8M | $2.3B |
| Q4 25 | $1.9B | $8.0B | ||
| Q3 25 | $1.9B | $7.8B | ||
| Q2 25 | $1.9B | $7.6B | ||
| Q1 25 | $1.9B | $7.3B | ||
| Q4 24 | $1.8B | $7.2B | ||
| Q3 24 | $1.8B | $7.2B | ||
| Q2 24 | $1.8B | $7.1B | ||
| Q1 24 | $1.7B | $7.1B |
| Q4 25 | — | 0.48× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.53× | ||
| Q1 25 | — | 0.56× | ||
| Q4 24 | — | 0.59× | ||
| Q3 24 | — | 0.64× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.87× |
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 | $239.9M |
| Free Cash FlowOCF − Capex | $62.2M | $-64.6M |
| FCF MarginFCF / Revenue | 16.0% | -8.7% |
| Capex IntensityCapex / Revenue | 12.3% | 40.9% |
| Cash ConversionOCF / Net Profit | 1.68× | 1.95× |
| TTM Free Cash FlowTrailing 4 quarters | $246.1M | $-21.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $110.0M | $239.9M | ||
| Q3 25 | $122.9M | $251.1M | ||
| Q2 25 | $81.6M | $195.7M | ||
| Q1 25 | $41.0M | $183.9M | ||
| Q4 24 | $86.6M | $163.1M | ||
| Q3 24 | $96.5M | $151.1M | ||
| Q2 24 | $57.3M | $170.4M | ||
| Q1 24 | $26.4M | $90.4M |
| Q4 25 | $62.2M | $-64.6M | ||
| Q3 25 | $100.3M | $28.6M | ||
| Q2 25 | $61.7M | $-26.3M | ||
| Q1 25 | $21.9M | $41.4M | ||
| Q4 24 | $57.8M | $26.8M | ||
| Q3 24 | $77.1M | $64.0M | ||
| Q2 24 | $37.4M | $26.1M | ||
| Q1 24 | $11.7M | $-66.4M |
| Q4 25 | 16.0% | -8.7% | ||
| Q3 25 | 23.6% | 3.7% | ||
| Q2 25 | 14.5% | -3.5% | ||
| Q1 25 | 5.7% | 5.9% | ||
| Q4 24 | 15.7% | 4.0% | ||
| Q3 24 | 19.9% | 9.2% | ||
| Q2 24 | 10.2% | 3.9% | ||
| Q1 24 | 3.6% | -11.1% |
| Q4 25 | 12.3% | 40.9% | ||
| Q3 25 | 5.3% | 28.4% | ||
| Q2 25 | 4.7% | 29.2% | ||
| Q1 25 | 5.0% | 20.2% | ||
| Q4 24 | 7.8% | 20.6% | ||
| Q3 24 | 5.0% | 12.6% | ||
| Q2 24 | 5.5% | 21.6% | ||
| Q1 24 | 4.5% | 26.3% |
| Q4 25 | 1.68× | 1.95× | ||
| Q3 25 | 1.42× | 2.45× | ||
| Q2 25 | 0.93× | 2.71× | ||
| Q1 25 | 0.59× | 2.41× | ||
| Q4 24 | 1.39× | 4.39× | ||
| Q3 24 | 1.25× | 3.65× | ||
| Q2 24 | 0.87× | 3.23× | ||
| Q1 24 | 0.44× | 3.63× |
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% |
LTH
| Membership | $535.1M | 72% |
| In Center | $191.2M | 26% |
| Other | $18.8M | 3% |
