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Side-by-side financial comparison of ARMSTRONG WORLD INDUSTRIES INC (AWI) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
ARMSTRONG WORLD INDUSTRIES INC is the larger business by last-quarter revenue ($388.3M vs $324.4M, roughly 1.2× Revolve Group, Inc.). ARMSTRONG WORLD INDUSTRIES INC runs the higher net margin — 16.9% vs 5.7%, a 11.1% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 5.6%). ARMSTRONG WORLD INDUSTRIES INC produced more free cash flow last quarter ($62.2M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
AWI vs RVLV — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $388.3M | $324.4M |
| Net Profit | $65.5M | $18.6M |
| Gross Margin | 39.8% | 53.3% |
| Operating Margin | 23.7% | 6.3% |
| Net Margin | 16.9% | 5.7% |
| Revenue YoY | 5.6% | 10.4% |
| Net Profit YoY | 5.3% | 50.4% |
| EPS (diluted) | $1.51 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $425.2M | $295.6M | ||
| Q2 25 | $424.6M | $309.0M | ||
| Q1 25 | $382.7M | $296.7M | ||
| Q4 24 | $367.7M | $293.7M | ||
| Q3 24 | $386.6M | $283.1M | ||
| Q2 24 | $365.1M | $282.5M | ||
| Q1 24 | $326.3M | $270.6M |
| Q4 25 | $65.5M | $18.6M | ||
| Q3 25 | $86.3M | $21.2M | ||
| Q2 25 | $87.8M | $10.2M | ||
| Q1 25 | $69.1M | $11.8M | ||
| Q4 24 | $62.2M | $12.3M | ||
| Q3 24 | $76.9M | $11.0M | ||
| Q2 24 | $65.9M | $15.4M | ||
| Q1 24 | $59.9M | $10.9M |
| Q4 25 | 39.8% | 53.3% | ||
| Q3 25 | 42.0% | 54.6% | ||
| Q2 25 | 41.4% | 54.1% | ||
| Q1 25 | 39.2% | 52.0% | ||
| Q4 24 | 39.1% | 52.5% | ||
| Q3 24 | 42.4% | 51.2% | ||
| Q2 24 | 40.9% | 54.0% | ||
| Q1 24 | 38.1% | 52.3% |
| Q4 25 | 23.7% | 6.3% | ||
| Q3 25 | 27.6% | 7.1% | ||
| Q2 25 | 29.0% | 5.8% | ||
| Q1 25 | 25.7% | 5.0% | ||
| Q4 24 | 22.3% | 3.9% | ||
| Q3 24 | 28.8% | 5.0% | ||
| Q2 24 | 26.0% | 5.8% | ||
| Q1 24 | 26.4% | 3.4% |
| Q4 25 | 16.9% | 5.7% | ||
| Q3 25 | 20.3% | 7.2% | ||
| Q2 25 | 20.7% | 3.3% | ||
| Q1 25 | 18.1% | 4.0% | ||
| Q4 24 | 16.9% | 4.2% | ||
| Q3 24 | 19.9% | 3.9% | ||
| Q2 24 | 18.0% | 5.4% | ||
| Q1 24 | 18.4% | 4.0% |
| Q4 25 | $1.51 | $0.27 | ||
| Q3 25 | $1.98 | $0.29 | ||
| Q2 25 | $2.01 | $0.14 | ||
| Q1 25 | $1.58 | $0.16 | ||
| Q4 24 | $1.41 | $0.18 | ||
| Q3 24 | $1.75 | $0.15 | ||
| Q2 24 | $1.50 | $0.21 | ||
| Q1 24 | $1.36 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $900.7M | $512.5M |
| Total Assets | $1.9B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.7M | $292.3M | ||
| Q3 25 | $90.1M | $315.4M | ||
| Q2 25 | $81.1M | $310.7M | ||
| Q1 25 | $82.8M | $300.8M | ||
| Q4 24 | $79.3M | $256.6M | ||
| Q3 24 | $73.7M | $252.8M | ||
| Q2 24 | $73.6M | $244.7M | ||
| Q1 24 | $69.6M | $273.4M |
| Q4 25 | $900.7M | $512.5M | ||
| Q3 25 | $889.2M | $490.2M | ||
| Q2 25 | $837.8M | $468.6M | ||
| Q1 25 | $793.4M | $453.4M | ||
| Q4 24 | $757.1M | $437.8M | ||
| Q3 24 | $717.0M | $420.8M | ||
| Q2 24 | $669.0M | $405.8M | ||
| Q1 24 | $626.8M | $389.9M |
| Q4 25 | $1.9B | $765.0M | ||
| Q3 25 | $1.9B | $751.3M | ||
| Q2 25 | $1.9B | $722.9M | ||
| Q1 25 | $1.9B | $713.9M | ||
| Q4 24 | $1.8B | $665.5M | ||
| Q3 24 | $1.8B | $670.9M | ||
| Q2 24 | $1.8B | $657.8M | ||
| Q1 24 | $1.7B | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $62.2M | $-13.3M |
| FCF MarginFCF / Revenue | 16.0% | -4.1% |
| Capex IntensityCapex / Revenue | 12.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.68× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $246.1M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $110.0M | $-10.2M | ||
| Q3 25 | $122.9M | $11.8M | ||
| Q2 25 | $81.6M | $12.6M | ||
| Q1 25 | $41.0M | $45.1M | ||
| Q4 24 | $86.6M | $3.9M | ||
| Q3 24 | $96.5M | $9.1M | ||
| Q2 24 | $57.3M | $-24.7M | ||
| Q1 24 | $26.4M | $38.4M |
| Q4 25 | $62.2M | $-13.3M | ||
| Q3 25 | $100.3M | $7.5M | ||
| Q2 25 | $61.7M | $10.4M | ||
| Q1 25 | $21.9M | $43.4M | ||
| Q4 24 | $57.8M | $2.1M | ||
| Q3 24 | $77.1M | $8.0M | ||
| Q2 24 | $37.4M | $-25.7M | ||
| Q1 24 | $11.7M | $36.7M |
| Q4 25 | 16.0% | -4.1% | ||
| Q3 25 | 23.6% | 2.5% | ||
| Q2 25 | 14.5% | 3.4% | ||
| Q1 25 | 5.7% | 14.6% | ||
| Q4 24 | 15.7% | 0.7% | ||
| Q3 24 | 19.9% | 2.8% | ||
| Q2 24 | 10.2% | -9.1% | ||
| Q1 24 | 3.6% | 13.5% |
| Q4 25 | 12.3% | 1.0% | ||
| Q3 25 | 5.3% | 1.5% | ||
| Q2 25 | 4.7% | 0.7% | ||
| Q1 25 | 5.0% | 0.6% | ||
| Q4 24 | 7.8% | 0.6% | ||
| Q3 24 | 5.0% | 0.4% | ||
| Q2 24 | 5.5% | 0.4% | ||
| Q1 24 | 4.5% | 0.6% |
| Q4 25 | 1.68× | -0.55× | ||
| Q3 25 | 1.42× | 0.56× | ||
| Q2 25 | 0.93× | 1.24× | ||
| Q1 25 | 0.59× | 3.82× | ||
| Q4 24 | 1.39× | 0.32× | ||
| Q3 24 | 1.25× | 0.83× | ||
| Q2 24 | 0.87× | -1.60× | ||
| Q1 24 | 0.44× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
