Owens Corning (OC) Company Report

Owens Corning reported Q4 2025 revenue of $2.1 billion and Adjusted EBITDA of $362 million, with a 17% Adjusted EBITDA margin. For the full year 2025, revenue was $10.1 billion and Adjusted EBITDA was $2.3 billion, achieving a 22% Adjusted EBITDA margin.
The company returned $1 billion to shareholders in 2025 through dividends and share repurchases, including a 15% dividend increase in December, and remains committed to returning $2 billion in cash to shareholders over 2025-2026.
Despite challenging market conditions in 2025, Owens Corning is exceeding its $125 million run rate enterprise cost synergy commitment and is on track for an additional $75 million in structural cost improvements.
For Q1 2026, Owens Corning anticipates revenue from continuing operations of approximately $2.1 billion-$2.2 billion and an Adjusted EBITDA margin in the mid-teens, expecting market conditions to improve in the second half of the year.

2 days ago

Transcript

Owens Corning Announces Q4 and Full-Year 2025 Results and Q1 2026 Outlook

Earnings

Guidance Update

Demand Weakening

Owens Corning reported full-year 2025 net sales of $10,103 million and a net loss of $188 million, with Adjusted EBITDA of $2,268 million and Adjusted EPS of $12.05.
In 2025, the company generated $1.8 billion in operating cash flow and approximately $1.0 billion in free cash flow, returning $1.0 billion to shareholders through share repurchases and dividends.
For Q1 2026, Owens Corning projects revenue for continuing operations between $2.1 billion and $2.2 billion and an Adjusted EBITDA margin in the mid-teens. The company anticipates North America residential markets to remain challenged, with Roofing revenue expected to decline low-20% and Insulation revenue down mid- to high-single digits.

2 days ago

Presentation

Owens Corning Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook

Earnings

Guidance Update

Share Buyback

Owens Corning reported Q4 2025 revenue of $2.1 billion and Adjusted EBITDA of $362 million, with a 17% Adjusted EBITDA margin. For the full year 2025, revenue was $10.1 billion and Adjusted EBITDA was $2.3 billion, with a 22% Adjusted EBITDA margin.
For Q1 2026, the company anticipates revenue from continuing operations between $2.1 billion and $2.2 billion and an Adjusted EBITDA margin in the mid-teens, expecting North American residential new construction and discretionary repair and remodel activity to remain soft. Full-year 2026 revenue and Adjusted EBITDA are expected to be largely aligned with current consensus estimates, with market conditions improving in the second half of the year.
In 2025, Owens Corning returned $1 billion to shareholders through dividends and share repurchases, including a 15% dividend increase, and remains committed to returning $2 billion to shareholders in 2025 and 2026. The company is also progressing with the divestiture of its glass reinforcements business and has exceeded $125 million in run rate enterprise cost synergies.

2 days ago

Transcript

Owens Corning Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook

Earnings

Guidance Update

Share Buyback

Owens Corning reported Q4 2025 revenue of $2.1 billion and Adjusted EBITDA of $362 million, resulting in a 17% Adjusted EBITDA margin. For the full year 2025, revenue was $10.1 billion and Adjusted EBITDA was $2.3 billion, with a 22% Adjusted EBITDA margin.
The company returned $1 billion to shareholders in 2025 through dividends and share repurchases, including a 15% dividend increase announced in December. Owens Corning remains committed to returning $2 billion in cash to shareholders over 2025 and 2026.
Strategic actions include exceeding $125 million in run-rate enterprise cost synergies from the Doors acquisition and being on track to deliver an additional $75 million in structural cost improvements. The company also completed the sale of its business in China and Korea and announced the divestiture of its glass reinforcements business.
For Q1 2026, the company anticipates revenue from continuing operations between $2.1 billion and $2.2 billion and an Adjusted EBITDA margin in the mid-teens. The full-year 2026 outlook for revenue and Adjusted EBITDA is largely aligned with current consensus estimates, with market conditions expected to improve in the second half of the year. Capital additions are projected to be approximately $800 million for 2026.

2 days ago

Transcript

Owens Corning Reports Q4 and Full-Year 2025 Results

Earnings

Guidance Update

Dividends

Owens Corning reported Full-Year 2025 Net Sales from Continuing Operations of $10.1 Billion, a 3% increase from the prior year, with an Adjusted EBITDA Margin of 22% and Adjusted Diluted EPS of $12.05.
The company generated $1.8 Billion in Operating Cash Flow and $1.0 Billion in Free Cash Flow in 2025, and returned $1.0 Billion to shareholders through dividends and share repurchases.
A non-cash, pre-tax impairment charge of $1.2 Billion was recorded in Full-Year 2025 related to the Doors business.
For Q1 2026, Owens Corning expects revenue from continuing operations of approximately $2.1 billion to $2.2 billion and an enterprise adjusted EBITDA margin in the mid-teens.
The company remains committed to its long-term targets, including an annual adjusted EBITDA margin of mid-20% and $5 billion of cumulative free cash flow by 2028.

3 days ago

Press Release

Owens Corning Reports Q4 Loss and Misses Expectations

Earnings

Guidance Update

Demand Weakening

Owens Corning reported a Q4 GAAP loss of $297 million ($3.65 a share) and missed adjusted Q4 expectations with adjusted EPS of $1.10 and revenue of $2.14 billion, which was down 17% year-over-year.
The company's full-year 2025 GAAP/diluted EPS swung to a loss of $(6.22), largely due to $1.1-$1.2 billion in non-cash impairment charges, including a $1,135 million goodwill impairment related to the Doors segment.
Net cash provided by operating activities sharply declined to $360 million in 2025 from $1,482 million in 2024.
Management guided for Q1 2026 revenue of approximately $2.1-$2.2 billion and full-year 2026 results largely in line with consensus.
Shares fell about 3.58% in pre-market trading after the results were announced.

3 days ago

WSJ

Owens Corning Reports Q3 Loss and Lower Q4 Revenue Guidance

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

WSJ

Owens Corning Reports Q3 2025 Results, Records Goodwill Impairment, and Updates Full-Year Outlook

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

Transcript

Owens Corning Reports Q3 2025 Financial Results and Provides Q4 2025 Outlook

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

Presentation

Owens Corning Reports Q3 2025 Results Amidst Challenging Markets

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

Transcript

Earnings Transcripts

Quarterly earnings call transcripts for Owens Corning.

Q4 2025

Feb 25, 2026

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Q3 2025

Nov 5, 2025

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Q2 2025

Aug 6, 2025

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