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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Owens Corning
Owens Corning (OC) investor relations material
Owens Corning Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary9 Nov, 2026
Business profile and targets
2025 revenue was $10.1B: Roofing $4.4B (43%), Insulation $3.7B (36%) and Doors $2.1B (21%); over 50% of revenue had repair-and-remodel exposure.
Financial targets: $12.5B annual revenue, sustained mid-20% adjusted EBITDA margin, $1.5B+ annual free cash flow and mid-teens+ return on capital.
Segment margin targets: Roofing 30% average, 27%-35% range; Insulation 24% average, 20%-27% range; Doors path to 20%, 13%-22% range.
Execution and capital allocation
Enterprise revenue CAGR was ~4% from 2021 to 2025; adjusted EBITDA margins were 20%+ in each year from 2021 through 2025.
Capital allocation targets 2-3x net debt to adjusted EBITDA leverage and 50% of free cash flow returned to shareholders over time; $2B shareholder returns targeted for 2025-2027.
$4.6B returned to shareholders since 2019; quarterly dividend more than tripled, and 31% of outstanding shares repurchased from 2019 to 2025.
Doors cost program added $75M of identified synergies beyond the original $125M commitment; total structural improvement cited at 500 bps.
Recent financial performance
Q3 2026 net sales were $2.489B and adjusted EBITDA $489M, with a 20% margin; Q3 2025 was $2.684B, $638M and 24%, respectively.
YTD 2026 net sales were $7.510B and adjusted EBITDA $1.518B, with a 20% margin; YTD 2025 was $7.961B, $1.906B and 24%, respectively.
Q3 2026 segment sales and EBITDA: Roofing $1.042B and $299M (29% margin); Insulation $1.001B and $215M (21%); Doors $483M and $25M (5%).
LTM through September 2026 segment EBITDA margins were 29% for Roofing, 21% for Insulation and 8% for Doors.
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Latest events from Owens Corning
- Strong Q3 cash flow met a 10%–12% Q4 margin outlook amid impairment and weak markets.OC
Q3 2026 - Adjusted EBIT margin reached 19%; $812M was returned to shareholders.OCQ4 2023
- Targeting $12.5B revenue and mid-20s EBITDA margins by 2028, driven by organic growth and efficiency.OCInvestor Day 2025
- Q2 2026 saw flat sales, strong cash returns, and cost synergies amid margin pressure.OCQ2 2026
- Sustained high margins, strong cash flow, and innovation drive growth and shareholder returns.OCInvestor presentation
- Sustained high margins and strong cash flow support growth and shareholder returns.OCInvestor presentation
- Q1 2026 sales down 10%, margins resilient; Q2 outlook sees higher revenue and margin improvement.OCQ1 2026
- All proposals passed, Directors elected, and no shareholder questions were raised.OCAGM 2026
- 2025 saw 3% sales growth, $1B returned to shareholders, and a $1.1B impairment in Doors.OCQ4 2025
Next Owens Corning earnings date
Q4 202624 Feb, 2027
Owens Corning
Next Owens Corning earnings date
Q4 202624 Feb, 2027
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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.