earnings
confidence high
sentiment positive
materiality 0.80
Owens Corning Q2 net sales up 10% to $2.7B, adjusted EBITDA margin 26%, 20th straight quarter above 20%
Owens Corning
2025-Q2 EPS reported
$3.15
revenue$5,277,000,000
- Diluted EPS from continuing ops $3.91 (up 34% YoY); adjusted diluted EPS $4.21 (down 4% YoY).
- Roofing segment sales $1.3B (EBITDA margin 35%), Insulation $934M (24%), Doors $554M (14%).
- Returned $279M to shareholders in Q2 via dividends & buybacks; $440M YTD; new 12M share repurchase authorization.
- Completed sale of building materials business in China/Korea (annual revenue ~$130M); glass reinforcements divestiture on track for 2025.
- Q3 outlook: revenue ~$2.7-2.8B (slightly down to in-line YoY); adjusted EBITDA margin ~23-25%; tariff net impact ~$10M.