Owens Corning reported fourth‑quarter 2025 results on February 25, 2026, posting a net loss of $298 million and diluted earnings per share of $‑3.45. The loss reflects a 17% decline in revenue to $2.142 billion, driven by weaker demand in its Roofing, Insulation, and Doors segments.
Adjusted diluted earnings per share for the quarter were $1.10, a figure that fell short of the consensus estimate of $1.33–$1.40. The miss was largely due to a $394 million goodwill impairment related to the Doors business, which was excluded from the adjusted metric but still weighed heavily on GAAP results.
Revenue of $2.142 billion was below analysts’ expectations of roughly $2.2 billion, a shortfall of about 1.5 percent. The decline was concentrated in the Doors segment, which recorded sales of $486 million versus $574 million a year earlier, while Roofing and Insulation sales fell 12 percent and 9 percent respectively.
Management highlighted that the Masonite acquisition has generated significant goodwill impairment, with $394 million recorded in Q4 and a total of $1.2 billion for the second half of 2025. The company said the impairment reflects weaker‑than‑expected cash flows from the Doors business, but it remains confident that the acquisition will add long‑term value.
Looking ahead, Owens Corning guided for first‑quarter 2026 revenue of $2.1 billion to $2.2 billion and adjusted EBITDA margins in the mid‑teens. For the full year 2026, the company expects results largely in line with consensus estimates, signaling cautious optimism amid a housing‑market slowdown.
Despite the earnings miss, the company reiterated its commitment to shareholder returns, announcing a 15 percent increase in its quarterly dividend and continuing a share‑repurchase program. Management said the dividend hike reflects confidence in future cash‑flow generation and a desire to reward investors.
Analysts noted that while the adjusted EPS miss was modest, the company’s ability to generate operating cash flow and maintain a strong balance sheet positions it to weather short‑term headwinds and pursue growth opportunities in its core markets.
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