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Side-by-side financial comparison of ARMSTRONG WORLD INDUSTRIES INC (AWI) and SOLAREDGE TECHNOLOGIES, INC. (SEDG). 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 $335.4M, roughly 1.2× SOLAREDGE TECHNOLOGIES, INC.). ARMSTRONG WORLD INDUSTRIES INC runs the higher net margin — 16.9% vs -39.4%, a 56.3% gap on every dollar of revenue. On growth, SOLAREDGE TECHNOLOGIES, INC. posted the faster year-over-year revenue change (70.9% vs 5.6%). ARMSTRONG WORLD INDUSTRIES INC produced more free cash flow last quarter ($62.2M vs $43.3M). Over the past eight quarters, SOLAREDGE TECHNOLOGIES, INC.'s revenue compounded faster (28.1% 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.
SolarEdge Technologies, Inc. is an Israeli company that developed a DC optimized inverter system.
AWI vs SEDG — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $388.3M | $335.4M |
| Net Profit | $65.5M | $-132.1M |
| Gross Margin | 39.8% | 22.2% |
| Operating Margin | 23.7% | -14.4% |
| Net Margin | 16.9% | -39.4% |
| Revenue YoY | 5.6% | 70.9% |
| Net Profit YoY | 5.3% | 54.0% |
| EPS (diluted) | $1.51 | $-2.21 |
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 | $335.4M | ||
| Q3 25 | $425.2M | $340.2M | ||
| Q2 25 | $424.6M | $289.4M | ||
| Q1 25 | $382.7M | $219.5M | ||
| Q4 24 | $367.7M | $196.2M | ||
| Q3 24 | $386.6M | $235.4M | ||
| Q2 24 | $365.1M | $265.4M | ||
| Q1 24 | $326.3M | $204.4M |
| Q4 25 | $65.5M | $-132.1M | ||
| Q3 25 | $86.3M | $-50.1M | ||
| Q2 25 | $87.8M | $-124.7M | ||
| Q1 25 | $69.1M | $-98.5M | ||
| Q4 24 | $62.2M | $-287.4M | ||
| Q3 24 | $76.9M | $-1.2B | ||
| Q2 24 | $65.9M | $-130.8M | ||
| Q1 24 | $59.9M | $-157.3M |
| Q4 25 | 39.8% | 22.2% | ||
| Q3 25 | 42.0% | 21.2% | ||
| Q2 25 | 41.4% | 11.1% | ||
| Q1 25 | 39.2% | 8.0% | ||
| Q4 24 | 39.1% | -57.2% | ||
| Q3 24 | 42.4% | -309.1% | ||
| Q2 24 | 40.9% | -4.1% | ||
| Q1 24 | 38.1% | -12.8% |
| Q4 25 | 23.7% | -14.4% | ||
| Q3 25 | 27.6% | -10.3% | ||
| Q2 25 | 29.0% | -39.9% | ||
| Q1 25 | 25.7% | -46.8% | ||
| Q4 24 | 22.3% | -134.4% | ||
| Q3 24 | 28.8% | -471.8% | ||
| Q2 24 | 26.0% | -60.4% | ||
| Q1 24 | 26.4% | -85.0% |
| Q4 25 | 16.9% | -39.4% | ||
| Q3 25 | 20.3% | -14.7% | ||
| Q2 25 | 20.7% | -43.1% | ||
| Q1 25 | 18.1% | -44.9% | ||
| Q4 24 | 16.9% | -146.5% | ||
| Q3 24 | 19.9% | -522.8% | ||
| Q2 24 | 18.0% | -49.3% | ||
| Q1 24 | 18.4% | -77.0% |
| Q4 25 | $1.51 | $-2.21 | ||
| Q3 25 | $1.98 | $-0.84 | ||
| Q2 25 | $2.01 | $-2.13 | ||
| Q1 25 | $1.58 | $-1.70 | ||
| Q4 24 | $1.41 | $-5.00 | ||
| Q3 24 | $1.75 | $-21.58 | ||
| Q2 24 | $1.50 | $-2.31 | ||
| Q1 24 | $1.36 | $-2.75 |
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 | $493.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $900.7M | $427.5M |
| Total Assets | $1.9B | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $112.7M | $493.2M | ||
| Q3 25 | $90.1M | $498.6M | ||
| Q2 25 | $81.1M | $758.0M | ||
| Q1 25 | $82.8M | $651.6M | ||
| Q4 24 | $79.3M | $585.9M | ||
| Q3 24 | $73.7M | $678.8M | ||
| Q2 24 | $73.6M | $689.8M | ||
| Q1 24 | $69.6M | $680.6M |
| Q4 25 | $900.7M | $427.5M | ||
| Q3 25 | $889.2M | $479.8M | ||
| Q2 25 | $837.8M | $513.2M | ||
| Q1 25 | $793.4M | $594.2M | ||
| Q4 24 | $757.1M | $658.3M | ||
| Q3 24 | $717.0M | $930.9M | ||
| Q2 24 | $669.0M | $2.1B | ||
| Q1 24 | $626.8M | $2.2B |
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.9B | $2.5B | ||
| Q1 25 | $1.9B | $2.5B | ||
| Q4 24 | $1.8B | $2.6B | ||
| Q3 24 | $1.8B | $2.8B | ||
| Q2 24 | $1.8B | $3.9B | ||
| Q1 24 | $1.7B | $4.2B |
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 | $52.6M |
| Free Cash FlowOCF − Capex | $62.2M | $43.3M |
| FCF MarginFCF / Revenue | 16.0% | 12.9% |
| Capex IntensityCapex / Revenue | 12.3% | 2.8% |
| Cash ConversionOCF / Net Profit | 1.68× | — |
| TTM Free Cash FlowTrailing 4 quarters | $246.1M | $80.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $110.0M | $52.6M | ||
| Q3 25 | $122.9M | $25.6M | ||
| Q2 25 | $81.6M | $-7.8M | ||
| Q1 25 | $41.0M | $33.8M | ||
| Q4 24 | $86.6M | $37.8M | ||
| Q3 24 | $96.5M | $-89.3M | ||
| Q2 24 | $57.3M | $-44.8M | ||
| Q1 24 | $26.4M | $-217.0M |
| Q4 25 | $62.2M | $43.3M | ||
| Q3 25 | $100.3M | $22.8M | ||
| Q2 25 | $61.7M | $-9.1M | ||
| Q1 25 | $21.9M | $23.7M | ||
| Q4 24 | $57.8M | $25.5M | ||
| Q3 24 | $77.1M | $-136.7M | ||
| Q2 24 | $37.4M | $-67.0M | ||
| Q1 24 | $11.7M | $-243.4M |
| Q4 25 | 16.0% | 12.9% | ||
| Q3 25 | 23.6% | 6.7% | ||
| Q2 25 | 14.5% | -3.1% | ||
| Q1 25 | 5.7% | 10.8% | ||
| Q4 24 | 15.7% | 13.0% | ||
| Q3 24 | 19.9% | -58.1% | ||
| Q2 24 | 10.2% | -25.2% | ||
| Q1 24 | 3.6% | -119.1% |
| Q4 25 | 12.3% | 2.8% | ||
| Q3 25 | 5.3% | 0.8% | ||
| Q2 25 | 4.7% | 0.4% | ||
| Q1 25 | 5.0% | 4.6% | ||
| Q4 24 | 7.8% | 6.2% | ||
| Q3 24 | 5.0% | 20.1% | ||
| Q2 24 | 5.5% | 8.4% | ||
| Q1 24 | 4.5% | 12.9% |
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.42× | — | ||
| Q2 25 | 0.93× | — | ||
| Q1 25 | 0.59× | — | ||
| Q4 24 | 1.39× | — | ||
| Q3 24 | 1.25× | — | ||
| Q2 24 | 0.87× | — | ||
| Q1 24 | 0.44× | — |
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% |
SEDG
| Other | $197.7M | 59% |
| Europe Except Netherlands | $99.4M | 30% |
| Others | $38.2M | 11% |
