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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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Owens Corning
Owens Corning (OC) investor relations material
Owens Corning Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Net sales reached $10.1 billion in 2025, up 3% year-over-year, despite challenging market conditions and weak U.S. residential trends.
Adjusted EBITDA for 2025 was $2.27 billion (22% margin), down from $2.47 billion in 2024; Q4 2025 Adjusted EBITDA margin was 17%.
Returned $1 billion to shareholders in 2025 via dividends and share repurchases, including a 15% dividend increase and 12th consecutive year of dividend growth.
Recorded a $1.2 billion non-cash, pre-tax impairment charge in the Doors business, resulting in a net loss of $(188) million for 2025.
Executed strategic initiatives: divested China and Korea businesses, announced sale of glass reinforcements, and integrated the Doors business.
Financial highlights
Q4 2025 revenue: $2.1 billion; Adjusted EBITDA: $362 million (17% margin).
Full year 2025 revenue: $10.1 billion; Adjusted EBITDA: $2.27 billion (22% margin); Adjusted EPS: $12.05.
Operating cash flow: $1.8 billion; Free cash flow: $962 million, down year-over-year due to higher capital additions.
Capital additions totaled $824 million in 2025.
Year-end debt/EBITDA: 2.1x; liquidity: $1.8 billion.
Outlook and guidance
2026 market expected to remain challenging in H1, with improvement in H2; full-year revenue and Adjusted EBITDA aligned with consensus.
Q1 2026 revenue expected at $2.1–$2.2 billion; Adjusted EBITDA margin in mid-teens.
Roofing Q1 shipments to be down low 20% YoY; insulation revenue down mid to high single digits; Doors revenue down mid-teens.
CapEx for 2026 guided at $800 million, with over half for strategic growth and efficiency projects.
Long-term CapEx expected to normalize at ~4% of revenue post-2027.
Doors business margin recovery plan
Strategic portfolio impact on 2028 targets
Path to mid-20% EBITDA margin from Q1
Doors business: Impact of cost actions on margins?
Justify elevated CapEx and path to 4% revenue.
Roofing price increase: Volume needed for realization?
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Next Owens Corning earnings date
Q1 20266 May, 2026
Owens Corning
Next Owens Corning earnings date
Q1 20266 May, 2026
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Frequently asked questions
Owens Corning is a global manufacturer of building and industrial materials. The company produces insulation, roofing, and composites used in residential, commercial, and industrial applications. Its materials contribute to energy efficiency, durability, and safety across the construction and manufacturing sectors. The company is headquartered in Toledo, Ohio, and its shares are listed on the NYSE.
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