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

Owens Corning (NYSE:OC) released its quarterly earnings results on Wednesday. The construction company reported $1.10 earnings per share for the quarter, missing the consensus estimate of $1.33 by ($0.23), FiscalAI reports. The firm had revenue of $2.14 billion for the quarter, compared to analyst estimates of $2.17 billion. Owens Corning had a positive return on equity of 24.42% and a negative net margin of 4.46%.The business’s revenue for the quarter was down 16.8% on a year-over-year basis. During the same period in the previous year, the business posted $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 Price Performance

OC traded down $2.29 during trading on Wednesday, hitting $124.34. 707,765 shares of the stock traded hands, compared to its average volume of 1,310,518. The business has a 50 day moving average price of $123.05 and a 200 day moving average price of $127.92. The company has a debt-to-equity ratio of 1.05, a current ratio of 1.40 and a quick ratio of 0.86. Owens Corning has a twelve month low of $97.53 and a twelve month high of $160.17. The company has a market cap of $10.22 billion, a price-to-earnings ratio of -21.78, a PEG ratio of 2.71 and a beta of 1.36.

Owens Corning Announces Dividend

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

Hedge Funds Weigh In On Owens Corning

Hedge funds and other institutional investors have recently modified their holdings of the business. Itau Unibanco Holding S.A. bought a new stake in shares of Owens Corning during the fourth quarter worth about $29,000. Measured Wealth Private Client Group LLC acquired a new stake in Owens Corning during the 3rd quarter worth approximately $42,000. Global Retirement Partners LLC grew its holdings in Owens Corning by 1,173.3% during the 4th quarter. Global Retirement Partners LLC now owns 382 shares of the construction company’s stock worth $43,000 after acquiring an additional 352 shares during the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of Owens Corning during the fourth quarter worth $44,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of Owens Corning in the third quarter worth $56,000. Institutional investors own 88.40% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Weiss Ratings restated a “sell (d+)” rating on shares of Owens Corning in a research note on Monday, December 29th. Wells Fargo & Company boosted their price objective on shares of Owens Corning from $145.00 to $155.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Argus upgraded shares of Owens Corning to a “strong-buy” rating in a research report on Wednesday, January 14th. Zacks Research upgraded shares of Owens Corning from a “strong sell” rating to a “hold” rating in a research report on Monday, January 12th. Finally, Citigroup cut their price target on Owens Corning from $137.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $150.58.

About Owens Corning

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.