Owens Corning Misses Q4 Estimates As Demand Weakens Across Segments

Owens Corning (NYSE: OC) reported fourth-quarter results that fell short of analyst expectations, with both earnings and revenue missing consensus estimates amid challenging market conditions.

The building materials manufacturer posted adjusted earnings per share of $1.10, below the analyst consensus of $1.36.

Revenue declined 17% year over year to $2.14 billion, missing the $2.17 billion estimate. The decline reflected weaker demand across all three segments: Roofing sales dropped 27%, Insulation fell 7%, and Doors decreased 14% compared with the prior-year quarter.

For full-year 2025, Owens Corning reported adjusted earnings per share of $12.05, down from $14.85 in 2024, on revenue of $10.1 billion, which increased 3% year over year.

The company recorded $1.2 billion in non-cash, pre-tax impairment charges related to its Doors business during the second half of the year.

Looking ahead to the first quarter of 2026, Owens Corning expects revenue of approximately $2.1 billion to $2.2 billion, with the midpoint of $2.15 billion slightly below the fourth-quarter level. Adjusted EBITDA margin is anticipated to be in the mid-teens as higher-cost inventory flows through results. For full-year 2026, management expects performance to be largely in line with current consensus estimates.