ARMSTRONG WORLD INDUSTRIES INC
18d1fa4f435648128309b31b85af0f04
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-07-26T22:11:24.464543+00:00

Business Model Classification Tokens

contract_cycle_length
null
Inferred
Pending — BM Dev Shop classification run
enterprise_sales_motion
null
Inferred
Pending — BM Dev Shop classification run
procurement_complexity
null
Inferred
Pending — BM Dev Shop classification run
vendor_lock_coefficient
null
Inferred
Pending — BM Dev Shop classification run
consumer_acquisition_channel
null
Inferred
Pending — BM Dev Shop classification run
brand_loyalty_index
null
Inferred
Pending — BM Dev Shop classification run
impulse_vs_considered_purchase
null
Inferred
Pending — BM Dev Shop classification run
retail_distribution_reach
null
Inferred
Pending — BM Dev Shop classification run
bundle_discount_depth
null
Inferred
Pending — BM Dev Shop classification run
cross_sell_attach_rate
null
Inferred
Pending — BM Dev Shop classification run
bundle_churn_vs_single_churn
null
Inferred
Pending — BM Dev Shop classification run
bundle_margin_blended
null
Inferred
Pending — BM Dev Shop classification run
upsell_pathway_architecture
null
Inferred
Pending — BM Dev Shop classification run

Business Model Archetype Classification

University of St. Gallen — 55 Business Model Navigator (Gassmann et al.)

SG-036 Product to Capability WHAT High
Direct: revenue_model_type=~70% transactional (project-based product sales), ~30% quasi-recurring via long-term contractor and distributor relationships; true subscription revenue negligible. Corroborated: business_model_type_primary=Cloud infrastructure termination would cause minimal operational disruption; Armstrong is a manufacturing company with on-premise ERP and plant systems as core operational backbone
SG-026
Make-to-Order
HOW High
SG-049
Subscription
VALUE High

Hybrid Combination

Product to Capability (SG-036) WHAT provides the core structure, combined with Make-to-Order (SG-026) + Subscription (SG-049) to form the complete business model fingerprint.

55 Archetypes Evaluated High: 3 Medium: 19 Registry: schemas/sg55_archetype_registry.yaml

Knowledge Graph — All Sections

debt_leverage_profile
1.17x Total Debt / Equity (Elevated leverage)
High
SEC-XBRL
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001193125-26-065183
geopolitical_supply_exposure
Medium intensity; China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
supply_chain_dependency
Moderate
Medium
SEC-10K 0001193125-26-065183
international_expansion_readiness
Low
Medium
SEC-10K 0001193125-26-065183
geographic_footprint
primarily domestic (Americas)
Medium
SEC-10K 0001193125-26-065183
commodity_exposure_profile
Medium intensity; commodities: steel, aluminum, petrochemical resins/plastics, copper, lithium and battery-grade materials (nickel, graphite), lumber, cotton; geopolitical: China's 2025 export-licensing regime on rare-earth magnets and battery-grade graphite is the live chokepoint for auto and EV production, compounded by US Section 232 tariff expansion on steel, aluminum, and copper that repriced the sector's core metal inputs in 2025-2026.
Medium
GICS-commodity-overlay-v2
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001193125-26-065183
business_model_type_primary
manufacturer
Medium
SEC-10K 0001193125-26-065183
business_model_type_secondary
joint venture partner (WAVE)
Medium
SEC-10K 0001193125-26-065183
switching_cost_profile
Moderate
Medium
SEC-10K 0001193125-26-065183
howey_test_risk_index
Low
Medium
SEC-10K 0001193125-26-065183
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
data_sovereignty_risk
Moderate
Medium
SEC-10K 0001193125-26-065183
antitrust_exposure_flag
No
Medium
SEC-10K 0001193125-26-065183
regulatory_exposure_profile
Medium burden; regimes: FTC, CPSC, NLRB, CFPB, GDPR, SEC; Evolving consumer protection and data-privacy rules squeeze retail margins.
Medium
GICS-regulatory-overlay-v1
revenue_model_type
product sales
Medium
SEC-10K 0001193125-26-065183
monetization_vector
unit sales
Medium
SEC-10K 0001193125-26-065183
pricing_architecture
tiered (product assortment-based with negotiated elements)
Medium
SEC-10K 0001193125-26-065183
pricing_power_rating
Moderate
Medium
SEC-10K 0001193125-26-065183
target_gross_margin_bracket
40.6% Gross Margin (Strong (40-60%))
High
SEC-XBRL
churn_vulnerability_index
High
Medium
SEC-10K 0001193125-26-065183
headcount_cost_structure
Linear
Medium
SEC-10K 0001193125-26-065183
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001193125-26-065183
franchise_compliance_risk
N-A
Medium
SEC-10K 0001193125-26-065183
customer_acquisition_metric
direct sales through distributors and design relationships
Medium
SEC-10K 0001193125-26-065183
network_effect_present
No
Medium
SEC-10K 0001193125-26-065183
asset_efficiency_ratio
20.8% Return on Assets (Strong)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001193125-26-065183
customer_segment_primary
enterprise
Medium
SEC-10K 0001193125-26-065183
customer_segment_secondary
SMB (contractors and independent retailers)
Medium
SEC-10K 0001193125-26-065183
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "25-0000 Educational Instruction and Library Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "35-0000 Food Preparation and Serving Related Occupations", "39-0000 Personal Care and Service Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations", "51-0000 Production Occupations", "53-0000 Transportation and Material Moving Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.22 (HIL — ~22% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
capital_expenditure_profile
Capital reallocation evident: increased investment in WAVE grid JV, digital specification tools, and plant automation; legacy asset base maintained but growth capex tilted toward margin-enhancing technology
Inferred
Agent_Inference
sec_cik
0000007431
High
SEC-EDGAR
ticker
AWI
High
SEC-EDGAR
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001193125-26-065183
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
5
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified
insider_buys_6m
0
High
SEC-Form4 0000007431-26-000062..0000007431-26-000036
insider_sells_6m
0
High
SEC-Form4 0000007431-26-000062..0000007431-26-000036
insider_net_shares_6m
0
High
SEC-Form4 0000007431-26-000062..0000007431-26-000036
insider_last_transaction_date
none in window
High
SEC-Form4 0000007431-26-000062..0000007431-26-000036
Insider_Dog_Checked
2026-09-08T23:27|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PASS2026-07-26no unmet atoms among this persona's authored questions
SKILL_LEGAL_SEC_01PASS2026-07-26no unmet atoms among this persona's authored questions
SKILL_SHORT_BEAR_01PASS2026-07-26no unmet atoms among this persona's authored questions
SKILL_MACRO_STRAT_01PASS2026-07-26no unmet atoms among this persona's authored questions
SKILL_OPS_PARTNER_01PASS2026-07-26no unmet atoms among this persona's authored questions

Live Status

No Live Status block found.