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Owens Corning (OC)
NYSE:OC
Earnings Data
Report Date
Jul 23, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
3.81Last Year’s EPS
4.64Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -4.98%
|Next Earnings Date:Jul 23, 2025
Earnings Call Sentiment|Positive
The earnings call presented a positive outlook with strong revenue growth and consistent EBITDA margins, along with strategic investments and recognition for sustainability. However, there were concerns about the impact of tariffs, challenges in the Residential Insulation segment, and slower new residential construction due to macroeconomic factors. The highlights outweigh the lowlights, indicating a positive overall sentiment.Company Guidance
During Owens Corning's First Quarter 2025 Earnings Call, the company provided guidance on several key metrics and strategic actions. Owens Corning reported a revenue of $2.5 billion for the first quarter, marking a 25% year-over-year increase from $2 billion, with an adjusted EBITDA of $565 million and an adjusted EBITDA margin of 22%. The call highlighted their ongoing focus on safety, with a recordable incident rate of 0.54, which is 80% lower than the industry average. The company emphasized the durability of their earnings and strategic investments in their Roofing and Insulation businesses, projecting future growth and network flexibility. Despite a mixed market environment, particularly in North America and Europe, Owens Corning expects high single-digit revenue growth in the second quarter compared to the prior year's $2.5 billion, with adjusted EBITDA margins projected in the low to mid-20% range. The company also discussed ongoing tariff impacts, with a $50 million gross exposure in the second quarter, mitigated to around $10 million net, primarily affecting the Doors business. They remain committed to maintaining strong free cash flow and returning about 50% to investors over time while executing their growth strategies.Strong Revenue Growth
Owens Corning delivered revenue of $2.5 billion in Q1 2025, an increase of 25% year-over-year compared to the prior year's revenue of $2 billion.
Consistent EBITDA Margins
The company achieved an adjusted EBITDA of $565 million with a margin of 22%, marking the 19th consecutive quarter of delivering adjusted EBITDA margins above 20%.
Safety Achievements
Owens Corning reported a recordable incident rate of 0.54, which is 80% lower than the manufacturing industry average.
Strategic Investments and Divestitures
The company continues to invest in its Roofing and Insulation businesses and is on track with strategic divestitures, including the sale of glass reinforcements in China and Korea.
Recognition for Sustainability
Owens Corning was recognized by Barron's as one of the 100 most sustainable companies in the U.S., ranking fourth on the annual list.
OC Earnings History
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 |
|---|---|---|---|
May 07, 2025 | $142.63 | $130.40 | -8.57% |
Feb 24, 2025 | $164.67 | $162.11 | -1.55% |
Nov 06, 2024 | $180.96 | $183.02 | +1.14% |
Aug 06, 2024 | $162.39 | $155.69 | -4.13% |
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 Jul 23, 2025, TBA Not Confirmed.
What is Owens Corning (OC) earnings time?
Owens Corning (OC) earnings time is at Jul 23, 2025, TBA Not 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 (Q2) is 3.81.