The earnings call reflected a mixed outlook for Owens Corning, with solid financial performance and strategic investments highlighted, but also significant challenges in the market leading to revenue declines and goodwill impairments. The near-term outlook remains cautious, with expectations of continued market pressures.

Company Guidance

During the Owens Corning third-quarter 2025 earnings call, the company provided detailed guidance highlighting various financial metrics. Owens Corning reported $2.7 billion in revenue and an adjusted EBITDA of $638 million, achieving an adjusted EBITDA margin of 24%. The company also emphasized its strong cash flow, with over $700 million returned to shareholders through dividends and share repurchases in the first three quarters, aligning with its commitment to return $2 billion over this year and next. The roofing segment faced a 2% increase in sales, with a 34% EBITDA margin, despite a 20% decline in the U.S. asphalt shingle market volume due to a quiet storm season. The insulation segment saw a 7% revenue decrease, maintaining a 23% EBITDA margin, impacted by lower North American residential demand. Meanwhile, the doors segment experienced a 5% revenue drop with a 10% EBITDA margin, affected by weaker new construction activity and discretionary spending. Looking ahead, Owens Corning anticipates fourth-quarter revenue in the range of $2.1 billion to $2.2 billion, with an adjusted EBITDA margin of 16% to 18%. The company remains focused on strategic investments to enhance efficiency and growth, maintaining disciplined capital allocation while navigating near-term market challenges.

Resilient Financial Performance

Owens Corning delivered $2.7 billion in revenue and $638 million in adjusted EBITDA in Q3 2025, maintaining an adjusted EBITDA margin of 24% despite challenging market conditions.

Strong Cash Flow and Shareholder Returns

The company generated $752 million in free cash flow and returned over $700 million to shareholders through dividends and share repurchases in the first three quarters of 2025.

Operational Efficiency and Cost Management

Owens Corning achieved operational efficiencies and structural improvements, leading to improved margins by over 500 basis points in Roofing and Insulation compared to similar market conditions over the past 10 years.

Recognition for Corporate Responsibility

Owens Corning was named to the 100 Best Corporate Citizens list, ranking third, marking the eighth consecutive year in the top 10 for environmental, social, and governance performance and transparency.

Owens Corning (OC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 18, 2026	2025 (Q4)	1.46 / -	3.22	―	―	―
Nov 05, 2025	2025 (Q3)	3.71 / 3.67	4.38	-16.21% (-0.71)
Aug 07, 2025	2025 (Q2)	3.81 / 4.21	4.64	-9.27% (-0.43)
May 07, 2025	2025 (Q1)	2.87 / 2.97	3.59	-17.27% (-0.62)
Feb 24, 2025	2024 (Q4)	2.91 / 3.22	3.21	0.31% (+0.01)
Nov 06, 2024	2024 (Q3)	4.05 / 4.38	4.15	5.54% (+0.23)
Aug 06, 2024	2024 (Q2)	4.35 / 4.64	4.22	9.95% (+0.42)
Apr 24, 2024	2024 (Q1)	3.08 / 3.59	2.77	29.60% (+0.82)
Feb 14, 2024	2023 (Q4)	2.86 / 3.21	2.49	28.92% (+0.72)
Oct 25, 2023	2023 (Q3)	3.89 / 4.15	3.57	16.25% (+0.58)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 05, 2025	$122.72	$111.03	-9.53%
Aug 07, 2025	$146.93	$146.37	-0.38%
May 07, 2025	$141.16	$129.05	-8.58%
Feb 24, 2025	$162.97	$160.44	-1.55%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Owens Corning (OC) report earnings?

Owens Corning (OC) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).

What is Owens Corning (OC) earnings time?

Owens Corning (OC) earnings time is at Feb 18, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OC EPS forecast?

OC EPS forecast for the fiscal quarter 2025 (Q4) is 1.46.

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