Earnings summaries and quarterly performance for Owens Corning.
Executive leadership at Owens Corning.
Board of directors at Owens Corning.
Research analysts who have asked questions during Owens Corning earnings calls.
Matthew Bouley
Barclays PLC
4 questions for OC
Also covers: AZEK, BLDR, CNM +18 more
Philip Ng
Jefferies
4 questions for OC
Also covers: AWI, AZEK, BALL +26 more
Stephen Kim
Evercore ISI
4 questions for OC
Also covers: AWI, BLD, DHI +11 more
Anthony Pettinari
Citigroup Inc.
3 questions for OC
Also covers: AMBP, AMCR, AVY +26 more
Brian Biros
Stephens Inc.
3 questions for OC
Also covers: AWI, BECN, BLDR +7 more
John Lovallo
UBS Group AG
3 questions for OC
Also covers: AWI, AZEK, BLDR +14 more
Michael Rehaut
JPMorgan Chase & Co.
3 questions for OC
Also covers: AZEK, BECN, BLD +17 more
Susan Maklari
Goldman Sachs Group Inc.
3 questions for OC
Also covers: ALH, AOS, AWI +24 more
Trevor Allinson
Wolfe Research, LLC
3 questions for OC
Also covers: AMWD, AZEK, BECN +18 more
Garik Shmois
Loop Capital Markets
2 questions for OC
Also covers: ACA, AMWD, AWI +13 more
Keith Hughes
Truist Financial Corporation
2 questions for OC
Also covers: AMRZ, AWI, BLD +21 more
Michael Dahl
RBC Capital Markets
2 questions for OC
Also covers: AHR, AZEK, BECN +20 more
Richard Reid
Wells Fargo & Company
2 questions for OC
Also covers: CNM, DHI, FERG +5 more
Sam Reid
Wells Fargo
2 questions for OC
Also covers: CNM, CSWI, DHI +8 more
Adam Baumgarten
Zelman & Associates
1 question for OC
Also covers: AMWD, AWI, AZEK +12 more
Collin Verron
Deutsche Bank
1 question for OC
Also covers: BLD, BLDR, CNM +7 more
David Macgregor
Longbow Research
1 question for OC
Also covers: AOS, BECN, CSL +14 more
Kathryn Thompson
Thompson Research Group
1 question for OC
Also covers: AMWD, APG, AWI +13 more
Mike Dahl
RBC Capital Markets
1 question for OC
Also covers: BECN, BLDR, CNM +13 more
Rafe Jadrosich
Bank of America
1 question for OC
Also covers: AWI, BLD, BLDR +14 more
Spencer Kaufman
UBS Group AG
1 question for OC
Also covers: JELD, MAS
Recent press releases and 8-K filings for OC.
Owens Corning Reports Q3 Loss and Lower Q4 Revenue Guidance
OC
Earnings
Guidance Update
Demand Weakening
- Owens Corning reported a loss from continuing operations of $495 million, or $5.93 per share, in Q3, a reversal from a profit in the prior year, with revenue declining 3% to $2.68 billion.
- Adjusted EPS for Q3 was $3.67 per share, down from $4.05 year-over-year, indicating significant pressure on profitability.
- The company projects Q4 revenues to decline further by mid-to-high teens, targeting approximately $2.1 billion to $2.2 billion, primarily due to weak demand across its business segments.
- Following the earnings announcement, Owens Corning's stock dropped about 8.6% in premarket trading, contributing to a 28% year-to-date decline that underperformed the S&P 500.
Nov 5, 2025, 7:50 PM
Owens Corning Reports Q3 2025 Results, Records Goodwill Impairment, and Updates Full-Year Outlook
OC
Earnings
Guidance Update
Demand Weakening
- Owens Corning reported Q3 2025 adjusted EBITDA of $638 million with 24% adjusted EBITDA margins and adjusted earnings per diluted share of $3.67.
- The company recorded a $780 million non-cash goodwill impairment charge in its doors business, driven by updates to macro assumptions due to near-term market weakness.
- Free cash flow for Q3 2025 was $752 million, and the company returned $278 million to shareholders through share repurchases and dividends. Year-to-date, over $700 million has been returned to shareholders, with a commitment to return $2 billion between 2025 and 2026.
- For the full year 2025, the company expects an EBITDA margin of approximately 22%-23% and capital additions of approximately $800 million.
- The company anticipates Q4 2025 roofing volumes to be the lowest in a decade due to reduced storm activity and distributor inventory destocking.
Nov 5, 2025, 2:00 PM
Owens Corning Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook
OC
Earnings
Guidance Update
Share Buyback
- Owens Corning reported Q3 2025 net sales of $2,684 million and Adjusted EBITDA of $638 million. The company recorded a net loss attributable to OC of ($495 million), resulting in a diluted EPS of ($5.93).
- Year-to-date 2025, net sales reached $7,961 million and Adjusted EBITDA was $1,906 million, with diluted EPS of $1.10.
- In Q3 2025, the company generated $752 million in free cash flow and returned $278 million to shareholders through share repurchases and dividends, while maintaining a net debt-to-adjusted EBITDA of 2x.
- Owens Corning remains on track with its commitment to return $2 billion to shareholders through share repurchases and dividends by the end of 2026.
- For Q4 2025, the company anticipates enterprise revenue for continuing operations to be down mid- to high-teens versus the prior year, approximately $2.1 to $2.2 billion, with an Adjusted EBITDA margin of approximately 16% to 18%.
Nov 5, 2025, 2:00 PM
Owens Corning Reports Q3 2025 Results Amidst Challenging Markets
OC
Earnings
Guidance Update
Demand Weakening
- Owens Corning reported Q3 2025 revenue of $2.7 billion, adjusted EBITDA of $638 million (24% margin), and adjusted earnings per diluted share of $3.67. The company generated $752 million in free cash flow and returned $278 million to shareholders in the quarter through share repurchases and dividends, contributing to over $700 million returned year-to-date.
- Segment results included Roofing sales of $1.2 billion with 34% EBITDA margins, Insulation revenues of $941 million with 23% EBITDA margins, and Doors revenue of $545 million with 10% EBITDA margins. The Doors business recorded a non-cash goodwill impairment charge of $780 million due to updated macro assumptions and near-term market weakness.
- The company faced challenging market conditions, including weakening residential trends, no named storms making landfall in the U.S. in Q3 for the first time in a decade, and slower housing starts. For full-year 2025, Owens Corning anticipates enterprise revenue to be up modestly and full-year EBITDA margin to be approximately 22%-23%.
Nov 5, 2025, 2:00 PM
Owens Corning Reports Q3 2025 Results and Provides Q4 Outlook
OC
Earnings
Guidance Update
Demand Weakening
- Owens Corning reported Q3 2025 revenue of $2.7 billion and adjusted EBITDA of $638 million, with an adjusted EBITDA margin of 24%.
- The company generated $752 million in free cash flow and returned $278 million to shareholders in Q3 2025 through share repurchases and dividends, bringing year-to-date returns to over $700 million.
- Market conditions were challenging, with weakening residential trends impacting volumes in roofing, insulation, and doors, and a uniquely quiet storm season affecting roofing demand.
- A non-cash goodwill impairment charge of $780 million was recorded in the doors business due to updates in macro assumptions.
- For Q4 2025, Owens Corning anticipates revenue for continuing operations to be $2.1 billion-$2.2 billion and adjusted EBITDA margins for the enterprise to be 16-18%.
Nov 5, 2025, 2:00 PM
Owens Corning Announces Third-Quarter 2025 Results
OC
Earnings
Share Buyback
Guidance Update
- Owens Corning reported Q3 2025 Net Sales from Continuing Operations of $2.7 billion, a 3% decrease from the prior year, and a Net Loss Margin of (18%) primarily due to a $780 million non-cash impairment charge related to the Doors business.
- Despite the net loss, the company achieved an Adjusted EBITDA Margin from Continuing Operations of 24% and generated strong cash flow, with Operating Cash Flow of $918 million and Free Cash Flow of $752 million.
- The company returned $278 million to shareholders in Q3 2025 through dividends and share repurchases, contributing to over $700 million returned year-to-date against a $2 billion commitment for 2025-2026.
- For Q4 2025, Owens Corning expects revenue from continuing operations to be approximately $2.1 billion to $2.2 billion (down mid-to-high teens) and an Adjusted EBITDA margin from continuing operations of approximately 16% to 18%.
Nov 5, 2025, 11:02 AM
Owens Corning Announces Third-Quarter 2025 Results
OC
Earnings
Guidance Update
Demand Weakening
- Owens Corning reported Net Sales from Continuing Operations of $2.7 Billion, a 3% decrease from the prior year, and a Net Loss from Continuing Operations of $(495) Million for Q3 2025, primarily due to a $780 Million non-cash, pre-tax impairment charge related to the Doors business.
- The company delivered Adjusted Diluted EPS from Continuing Operations of $3.67 and an Adjusted EBITDA Margin from Continuing Operations of 24% in Q3 2025.
- Owens Corning generated Operating Cash Flow of $918 Million and Free Cash Flow of $752 Million in Q3 2025, returning $278 Million to shareholders through dividends and share repurchases.
- For Q4 2025, the company expects revenue from continuing operations to be down mid-to-high teens to approximately $2.1 Billion to $2.2 Billion, with an anticipated Adjusted EBITDA Margin from Continuing Operations of approximately 16% to 18%.
- The company remains committed to its long-term targets, including an annual adjusted EBITDA margin of mid-20% for the enterprise and $5 Billion of cumulative free cash flow by 2028.
Nov 5, 2025, 11:00 AM
Owens Corning Collaborates with Northstar Enterprise + Defense on Modular Data Centers
OC
New Projects/Investments
- Owens Corning is collaborating with Northstar Enterprise + Defense to integrate advanced composite and insulation technologies, including fiberglass recycling and optimized thermal performance, into Northstar's Modular Data Center (MDC) product line.
- This partnership aims to enhance the durability, insulation efficiency, and circularity of Northstar's rapidly deployable data centers, while securing long-term, sustainable material supply chains.
- The collaboration leverages Owens Corning's material science expertise to support Northstar's AI-optimized data center platform, targeting the rapidly expanding edge AI and modular infrastructure market, which is projected to reach $269.8 billion by 2032.
Oct 22, 2025, 2:00 PM
Quarterly earnings call transcripts for Owens Corning.
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