Owens Corning ( OC ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Amber Wohlfarth - Vice President of Corporate FP&A and Investor Relations Brian Chambers - President, CEO & Chair Todd Fister - Executive VP & CFO Conference Call Participants Stephen Kim - Evercore ISI Institutional Equities, Research Division Anthony Pettinari - Citigroup Inc., Research Division John Lovallo - UBS Investment Bank, Research Division Michael Rehaut - JPMorgan Chase & Co, Research Division Trevor Allinson - Wolfe Research, LLC Matthew Bouley - Barclays Bank PLC, Research Division Philip Ng - Jefferies LLC, Research Division Michael Dahl - RBC Capital Markets, Research Division Garik Shmois - Loop Capital Markets LLC, Research Division Susan Maklari - Goldman Sachs Group, Inc., Research Division Richard Reid - Wells Fargo Securities, LLC, Research Division Rafe Jadrosich - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to Owens Corning's Third Quarter 2025 Earnings Call. My name is Lydia, and I will be your operator today.
The headline numbers for Owens Corning (OC) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Owens Corning (OC) came out with quarterly earnings of $3.67 per share, beating the Zacks Consensus Estimate of $3.64 per share. This compares to earnings of $4.38 per share a year ago.
| Construction Industry | Industrials Sector | Brian D. Chambers CEO | XSTU Exchange | US6907421019 ISIN |
| US Country | 25,000 Employees | 20 Oct 2025 Last Dividend | - Last Split | 1 Nov 2006 IPO Date |
Owens Corning is a leading manufacturer and seller of building and construction materials with a global presence, including in the United States, Europe, the Asia Pacific, and other international markets. The company operates through three primary segments: Roofing, Insulation, and Composites. Since its incorporation in 1938, Owens Corning has been committed to delivering a wide range of high-quality materials and solutions for the building and construction industry. Headquartered in Toledo, Ohio, the company has built a reputation for innovation, sustainability, and excellence in its field.
Roofing
Owens Corning's Roofing segment produces a variety of roofing materials, including laminate and strip asphalt shingles, oxidized asphalt, and roofing components for residential and commercial use. They emphasize specialty applications and offer solutions for built-up roofing asphalt systems. Products from this segment are distributed through a wide network including distributors, home centers, lumberyards, and directly to roofing contractors. Additionally, they cater to manufacturers in the automotive, chemical, rubber, and construction industries.
Insulation
The Insulation segment by Owens Corning manufactures and markets a broad spectrum of insulation products. This includes thermal and acoustical batts, loosefill insulation, spray foam insulation, plus foam sheathing and accessories under the flagship Owens Corning PINK and FIBERGLAS brands. They also offer glass fiber pipe insulation and various other energy-saving insulation solutions under brands such as FOAMULAR, FOAMGLAS, and Paroc. These products are essential for construction applications, and are sold primarily to insulation installers, home centers, lumberyards, retailers, and distributors.
Composites
The Composites segment focuses on the production and sale of glass reinforcements in fiber form, alongside a range of glass fiber products such as fabrics, non-wovens, and composite lumber. These materials find extensive use in numerous applications including building structures, roofing shingles, tubs and showers, pools, decking, flooring, as well as in pipes and tanks, poles, electrical equipment, and wind-energy turbine blades. Owens Corning serves this market by selling directly to parts molders, fabricators, and shingle manufacturers, emphasizing the versatility and durability of their composite materials.