The significant impairment charge and declining adjusted EPS, despite revenue growth, are negative signals. The company's guidance for 2026 being 'in line with consensus' suggests no near-term improvement. Traders should be cautious, as the core business profitability is under pressure, particularly in the Doors segment. Monitor Q1 2026 results for confirmation of the mid-teens EBITDA margin guidance.
Price Chart
Executive Summary
Owens Corning reported full-year 2025 revenue of $10.1 billion, a 3% increase from 2024, but a net loss of $188 million due to a $1.2 billion non-cash impairment charge related to its Doors business. Adjusted EPS was $12.05, down from $14.85 in 2024. The company generated $1.8 billion in operating cash flow and returned $1 billion to shareholders. For 2026, management expects results in line with current consensus, despite ongoing market challenges.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue was $10.1 billion, up 3% from 2024.
- Net loss from continuing operations was $188 million, primarily due to a $1.2 billion non-cash impairment charge on the Doors business.
- Adjusted EPS from continuing operations was $12.05, down 19% from $14.85 in 2024.
- Adjusted EBITDA margin was 22%, down from 25% in 2024.
- The company generated $1.8 billion in operating cash flow and returned $1 billion to shareholders via dividends and buybacks.
- For 2026, the company expects results to be in line with current consensus, with revenue in Q1 2026 expected to be $2.1-$2.2 billion and adjusted EBITDA margin in the mid-teens.
Financial Impact
Revenue increased 3% to $10.1 billion, but a $1.2 billion impairment charge led to a net loss. Adjusted EPS declined 19% to $12.05.
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Roofing | $4.4K | -4.0% |
| Insulation | $3.7K | -6.0% |
| Doors | $2.1K | +47.0% |
Risk Factors
- The Doors business is a significant drag on performance, with a $1.2 billion impairment and declining EBITDA.
- Adjusted EBITDA and EPS are declining, indicating core profitability is weakening despite revenue growth.
- The company's 2026 guidance is cautious, expecting only 'in line with consensus' results as markets improve later in the year.
Market Snapshot
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001370946-26-000066 |
| Document: oc-20260225.htm | 0001370946-26-000066 |
| Document: 0001370946-26-000066-index-headers.html | 0001370946-26-000066 |
| Document: 0001370946-26-000066-index.html | 0001370946-26-000066 |
| Document: 0001370946-26-000066.txt | 0001370946-26-000066 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 5, 2026 8w ago | 8-K | $152.47 $134.25 | ▼ −11.95% | ▼ −11.35% | $118.36 (−22.37%) |
May 6, 2026 21w ago | 8-K | $122.96 $120.16 | ▲ +2.28% | ▲ +5.06% | $118.36 (+3.74%) |
Apr 15, 2026 24w ago | 8-K | $117.63 $118.56 | ▼ −0.79% | ▲ +5.03% | $118.36 (−0.62%) |
Feb 25, 2026 31w ago | 8-K | $123.14 $107.60 | ▲ +12.62% | ▲ +7.38% | $118.36 (+3.88%) |
US Market Status
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