earnings
confidence high
sentiment neutral
materiality 0.75
Owens Corning Q1 2025: Net sales up 25% to $2.5B, adjusted EBITDA margin 22%; EPS down 7%
Owens Corning
2025-Q1 EPS reported
-$1.08
revenue$2,530,000,000
- Net sales from continuing ops $2.5B, +25% YoY; Doors segment contributed $540M.
- Adjusted EBITDA $565M (10% growth), margin 22%; diluted EPS $2.95 (-7%), adjusted EPS $2.97 (-13%).
- Roofing EBITDA margin 30%, Insulation 25%, Doors 13%; 19th straight quarter of 20%+ adj. EBITDA margin.
- Q2 outlook: revenue growth high-single-digit %; adj. EBITDA margin low-to-mid 20%; net tariff impact ~$10M after mitigation.
- Operating cash outflow $49M; returned $159M to shareholders via dividends and buybacks; glass reinforcements divestiture on track.