NYSE$OC

Owens Corning Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Owens Corning Inc reported net sales of $2.75 billion and net earnings of $363 million for Q2 2025.

Owens Corning delivered solid second quarter results driven by the Doors segment from the Masonite acquisition and higher selling prices in Roofing and Insulation. Net sales rose 10% year-over-year to $2.75 billion while operating income increased to $505 million. The company continued to execute on its portfolio reshaping with the pending divestiture of the glass reinforcements business.

  • Q2 net sales reached $2.75 billion, up 10% from prior year primarily due to Doors segment contribution and pricing actions.
  • Adjusted EBITDA from continuing operations was $703 million, reflecting strong Roofing performance and acquisition integration.
  • Doors segment contributed $554 million in sales and $75 million in EBITDA following the Masonite acquisition.
  • Company announced new $1.5 billion share repurchase authorization and remains on track to close GR divestiture in 2025.

Headline financials

Total Revenue

$2.75B

Previous: $2.79B-1.5%
EPS (adj)

$4.25

Previous: $3.24+31.2%
Adjusted EBITDA

$703M

Previous: $678M+3.7%
Net Income

$363M

Previous: $285M+27.4%
Operating Income

$505M

Previous: $457M+10.5%
Gross Profit

$858M

Previous: $867M-1.0%
Cash & Equivalents

$230M

Previous: $254M-9.4%

Revenue & EPS history

Owens Corning · Revenue · Quarterly

$2.75B

Q2 2025-1.5%vs Q2 2024
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Owens Corning · $2.79B total across 3 segments · Q2 2025

  • Roofing
    $1.3B
  • Insulation
    $934M
  • Doors
    $554M

Forward guidance

Company expects Roofing and Insulation demand to moderate in the near term due to housing market softness while focusing on cost management and integration synergies.

Tailwinds

  • Continued pricing momentum in core segments
  • Successful Doors integration contributing to earnings
  • New share repurchase authorization of 12 million shares

Headwinds

  • Near-term pressure on North American residential construction
  • Tariff and trade policy uncertainty
  • Higher interest expense from acquisition financing

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.9%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+0.5%

Avg return

30 days after

38%

26 / 68 earnings

Positive

+19.5%

Q3 2011

Best reaction

-13.9%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+0.1%-2.6%-3.1%
Q4 2025-2.3%-7.8%-17.4%
Q3 2025-9.5%-15.8%-7.4%
Q1 2025-8.5%+0.4%-5.1%
Q4 2024-1.6%-6.9%-10.7%
Q3 2024+2.7%+6.0%+10.6%
Q2 2024-6.3%-4.5%-3.3%
Q1 2024-1.5%+2.4%+8.2%
Q4 2023-3.3%-4.8%+8.7%
Q3 2023-7.7%-8.7%+7.9%
Q2 2023+6.3%+7.1%+3.6%
Q1 2023+4.0%+6.1%+9.9%
Q4 2022-1.7%-3.4%-13.2%
Q3 2022-6.7%-4.2%+1.8%
Q2 2022+8.7%+12.3%+3.1%
Q1 2022+6.7%+8.3%+13.0%
Q4 2021+5.8%+6.2%+6.3%
Q3 2021+3.3%+4.1%-3.4%
Q2 2021+4.5%+2.4%+6.9%
Q1 2021+1.3%+2.3%+9.8%
Q4 2020-2.2%-2.1%+8.0%
Q3 2020-2.3%-1.1%+7.9%
Q2 2020+0.0%+1.4%+12.9%
Q1 2020+8.1%+1.1%+30.9%
Q4 2019+6.1%-1.8%-50.5%
Q3 2019-2.7%-0.6%+6.1%
Q2 2019+7.6%+3.6%-0.7%
Q1 2019-9.6%-6.7%-10.2%
Q4 2018-6.9%-10.7%-16.5%
Q3 2018-4.5%-6.2%+8.0%
Q2 2018-7.1%-3.8%-12.1%
Q1 2018-11.8%-13.5%-14.9%
Q4 2017-2.5%-1.9%-11.0%
Q3 2017-2.0%+0.8%+8.4%
Q2 2017+6.0%+4.6%+9.4%
Q1 2017-2.3%-3.1%-0.9%
Q4 2016+2.7%+4.1%+11.0%
Q3 2016-3.0%-2.0%+7.9%
Q2 2016-1.6%-2.6%-1.9%
Q1 2016-9.0%
Q4 2015-1.7%
Q3 2015-0.7%
Q2 2015+2.6%
Q1 2015-3.9%
Q4 2014-2.7%
Q3 2014+3.1%
Q2 2014-4.5%
Q1 2014-4.8%
Q4 2013+8.4%
Q3 2013-4.9%
Q2 2013-1.4%
Q1 2013+6.3%
Q4 2012-10.7%
Q3 2012-4.3%
Q2 2012+5.2%
Q1 2012-0.2%
Q4 2011-4.4%
Q3 2011+19.5%
Q2 2011-13.9%
Q1 2010+2.4%
Q1 2011+2.0%
Q4 2008+10.7%
Q4 2010+10.7%
Q3 2009-3.0%
Q3 2010-3.0%
Q2 2009-8.1%
Q2 2010-8.1%
Q4 2009-8.1%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro