Owens Corning (NYSE:OC) reported fourth-quarter results on Wednesday that came in below analyst expectations, with both earnings and revenue missing forecasts amid difficult market conditions that weighed on demand.
Shares of the building materials manufacturer declined 3.58% in premarket trading following the announcement.
The company posted adjusted earnings per share of $1.10 for the quarter, falling short of the analyst consensus estimate of $1.36.
Revenue totaled $2.14 billion, representing a 17% year-on-year decline and coming in below expectations of $2.17 billion. The drop reflected softer demand across all three operating segments, with Roofing revenue decreasing 27%, Insulation down 7%, and Doors sales falling 14% compared with the same period last year.
For full-year 2025, Owens Corning reported adjusted EPS of $12.05, down from $14.85 in 2024, while revenue increased 3% year on year to $10.1 billion.
During the second half of the year, the company recorded $1.2 billion in non-cash, pre-tax impairment charges related to its Doors segment.
“Our performance in 2025 continued to demonstrate the strength of the company we have built,” said Chair and CEO Brian Chambers. “Through a combination of our strong market positions, improved operating efficiencies, and favorable product mix shifts, we are generating higher margins and operating cash flows on lower market volumes.”
Looking ahead to the first quarter of 2026, Owens Corning expects revenue in the range of approximately $2.1 billion to $2.2 billion, with the midpoint of $2.15 billion slightly below fourth-quarter levels.
The company anticipates adjusted EBITDA margins in the mid-teens as higher-cost inventory moves through financial results. For the full year 2026, management expects performance broadly in line with current market consensus estimates.