Owens Corning (NYSE:OC) Releases Quarterly Earnings Results, Misses Estimates By $0.23 EPS

Owens Corning (NYSE:OC) announced its quarterly earnings data on Wednesday. The construction company reported $1.10 EPS for the quarter, missing the consensus estimate of $1.33 by ($0.23), FiscalAI reports. The company had revenue of $2.14 billion during the quarter, compared to analysts’ expectations of $2.17 billion. Owens Corning had a negative net margin of 4.46% and a positive return on equity of 24.42%. The business’s revenue for the quarter was down 16.8% compared to the same quarter last year. During the same period in the previous year, the business earned $3.22 earnings per share.

Here are the key takeaways from Owens Corning’s conference call:

• Owens Corning reported full‑year 2025 revenue of $10.1 billion and Adjusted EBITDA of $2.3 billion (22% margin), generated strong free cash flow and returned $1 billion to shareholders while raising the dividend ~15%.
• Management said end markets are soft—weak U.S. residential demand, distribution destocking and an unusually quiet storm season heavily pressured roofing, and the company recorded $1.1 billion of non‑cash goodwill impairments in Doors and flagged roughly $30 million of roofing curtailment costs flowing into Q1.
• Strategic progress continued as OC completed sales of China/Korea units, is advancing the divestiture of its glass reinforcements business (expected to close in coming months), and has exceeded its $125 million Doors synergy target while targeting an additional $75 million of structural cost improvements.
• 2026 outlook includes Q1 revenue of ~$2.1–2.2 billion with mid‑teens Adjusted EBITDA margin, elevated CapEx of ~$800 million to fund announced capacity and productivity projects, and year‑end leverage and liquidity of ~2.1x and $1.8 billion, respectively.

Owens Corning Trading Down 1.7%

Owens Corning stock traded down $2.12 during trading on Wednesday, hitting $124.51. The company had a trading volume of 1,393,949 shares, compared to its average volume of 1,341,170. The company has a current ratio of 1.40, a quick ratio of 0.86 and a debt-to-equity ratio of 1.05. The stock has a market cap of $10.23 billion, a price-to-earnings ratio of -21.77, a price-to-earnings-growth ratio of 2.71 and a beta of 1.36. Owens Corning has a 1-year low of $97.53 and a 1-year high of $160.17. The company’s 50 day simple moving average is $123.05 and its 200-day simple moving average is $127.92.

Owens Corning Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Monday, March 9th will be given a dividend of $0.79 per share. The ex-dividend date is Monday, March 9th. This represents a $3.16 dividend on an annualized basis and a dividend yield of 2.5%. Owens Corning’s dividend payout ratio (DPR) is currently -55.24%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on OC shares. UBS Group cut their price objective on shares of Owens Corning from $179.00 to $160.00 and set a “buy” rating on the stock in a research note on Tuesday, January 6th. Wells Fargo & Company upped their price objective on Owens Corning from $145.00 to $155.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 11th. Citigroup dropped their price target on shares of Owens Corning from $137.00 to $135.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Barclays upped their price objective on shares of Owens Corning from $130.00 to $138.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Finally, Evercore dropped their target price on Owens Corning from $121.00 to $117.00 and set an “in-line” rating on the stock in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $150.58.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Sivia Capital Partners LLC acquired a new stake in shares of Owens Corning during the 2nd quarter worth about $277,000. denkapparat Operations GmbH purchased a new stake in Owens Corning during the fourth quarter valued at about $378,000. CSM Advisors LLC grew its holdings in shares of Owens Corning by 16.2% during the 4th quarter. CSM Advisors LLC now owns 3,638 shares of the construction company’s stock worth $407,000 after purchasing an additional 506 shares during the period. EP Wealth Advisors LLC acquired a new stake in shares of Owens Corning in the fourth quarter worth $381,000. Finally, Polymer Capital Management US LLC grew its stake in shares of Owens Corning by 32.0% in the third quarter. Polymer Capital Management US LLC now owns 2,514 shares of the construction company’s stock valued at $356,000 after buying an additional 610 shares in the last quarter. Hedge funds and other institutional investors own 88.40% of the company’s stock.

Owens Corning Company Profile

Owens Corning is a global leader in composite materials and building products, with a primary focus on insulation, roofing, and fiberglass composites. The company serves professional contractors, builders and industrial manufacturers by providing solutions designed to improve energy efficiency, structural performance and durability. Its products are used in residential, commercial, and industrial applications worldwide.

The company’s core product lines include fiberglass insulation for thermal and acoustic comfort, roofing shingles and underlayment systems engineered for weather protection, and advanced composite materials for markets such as wind energy, automotive, marine and infrastructure.