Owens Corning Q4 revenue, EPS miss estimates on weak market conditions

Owens Corning

25/02/2026 11:11

Overview

Building products leader's Q4 revenue and adjusted EPS missed analyst expectations

Company recorded $1.2 bln non-cash impairment charges related to Doors business

Adjusted EBITDA for Q4 slightly missed analyst estimates

Outlook

Owens Corning expects Q1 2026 revenue between $2.1 bln and $2.2 bln

Company anticipates mid-teens adjusted EBITDA margin for Q1 2026

Owens Corning projects full-year 2026 results aligned with consensus estimates

Result Drivers

MARKET CONDITIONS - Weak market conditions, particularly in the Doors segment, led to significant non-cash impairment charges

EFFICIENCY IMPROVEMENTS - Improved operating efficiencies and favorable product mix shifts helped maintain strong EBITDA margins

STRATEGIC INITIATIVES - Sale of building materials business in China and Korea and integration of Doors business aimed at unlocking cost synergies

Company press release: ID:nBw2ZZKMZa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$2.14 bln
$2.17 bln (17 Analysts)
Q4 Adjusted EPS
Miss
$1.10
$1.36 (18 Analysts)
Q4 EPS
-$3.45
Q4 Net Income
-$282 mln
Q4 Adjusted EBITDA
Slight Miss*
$362 mln
$363.83 mln (16 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 9 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction supplies & fixtures peer group is "buy"

Wall Street's median 12-month price target for Owens Corning is $135.00, about 6.6% above its February 24 closing price of $126.63

The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)