Owens Corning published the transcript of its Q4 2025 earnings call (Wednesday, February 25, 2026). The call was hosted by Vice President of Corporate FP&A and Investor Relations Amber Wohlfarth, with President, CEO and Chair Brian Chambers and Executive VP and CFO Todd Fister. Analysts on the call included representatives from UBS, JPMorgan, Citi, Barclays, Evercore ISI, Goldman Sachs, Jefferies, Wells Fargo, RBC, Wolfe Research, Vertical Research Partners, and Thompson Research Group. Management said 2025 became progressively more challenging as U.S. residential trends weakened, distributors destocked in the second half, and an unusually quiet storm season reduced nondiscretionary roofing repair demand. Chambers said, “2025 was a year of progressively more challenging market conditions with weakening U.S. residential trends and distribution destocking in the back half of the year.” Owens Corning reported Q4 revenue of $2.1 billion and adjusted EBITDA of $362 million (17% margin), and full-year 2025 revenue of $10.1 billion with adjusted EBITDA of $2.3 billion (22% margin). The company highlighted cash returns to shareholders, including $1 billion returned in 2025 via dividends and buybacks, and a 15% dividend increase. Chambers said, “We returned $1 billion through dividends and share repurchases in 2025,” and added the dividend increase “supports our Investor Day commitment of returning another $1 billion of cash to shareholders by the end of 2026.” The company discussed portfolio actions, including the sale of its business in China and Korea and the planned divestiture of its glass reinforcements business, which it expects to close “in the next few months.” It also provided an update on its Doors integration amid weak demand and tariff pressures, noting it is exceeding its targeted run-rate cost synergies. Chambers said, “We are exceeding the $125 million in run rate enterprise cost synergies we committed to by mid-2026.” Looking ahead, Owens Corning guided to Q1 revenue of about $2.1 billion to $2.2 billion and an adjusted EBITDA margin “in the mid-teens,” with market conditions expected to improve in the second half of 2026. Chambers said, “For 2026, we expect the near-term market environment to remain challenging with conditions improving in the second half of the year.” Management also flagged a roughly $30 million Q1 headwind in Roofing tied to production curtailments and higher-cost inventory flowing through results. The full transcript can be accessed through the link below.
Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Owens Corning published the original content used to generate this news brief on February 25, 2026, and is solely responsible for the information contained therein.
Comments