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Companies · OC

OC Reported this cycle

Owens Corning

Toledo, OH Founded 1938 Building Products

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Latest analysis

Updated Aug 5, 2026

Owens Corning Q2 2026: Flat sales, resilient 24% EBITDA margin post-glass divestiture; Doors segment pressure continues.

Owens Corning delivered Q2 2026 net sales of $2.756 billion, flat year-over-year, with adjusted EBITDA margin holding at 24% despite a weakening demand environment for discretionary remodeling and residential new construction. The company completed its strategic pivot away from glass reinforcements in April 2026, positioning itself as a pure-play residential building products leader with roofing, insulation, and doors. However, the Doors segment deteriorated 7% in Q2 sales and contracted 240 basis points in EBITDA margin to 11%, signaling integration challenges and market softness; management expects further pressure in Q3, with guidance calling for revenue of $2.6B–$2.7B and adjusted EBITDA margin of 20–22%, a 200-basis-point decline.

Tone: cautious

Revenue

$10.1B

OC 10-K · FY 2025

Employees

25,000

Revenue FY2024

$11B

EBITDA margin

24%

Profile

OC 10-K Item 1 · Feb 25, 2026

Owens Corning is a Toledo, Ohio-based building products company operating three segments — Roofing, Insulation, and Doors — serving residential and non-residential construction markets across North America and Europe. The company completed the acquisition of Masonite International in May 2024, adding a doors and door systems platform, and agreed in early 2025 to divest its glass reinforcements business to sharpen its focus on North American and European building products. With approximately 25,000 employees in 31 countries, it recorded net sales of $10.1 billion in 2025.

Read filing description ↓

Owens Corning is a building products leader committed to building a sustainable future through material innovation. Our products provide durable, sustainable, and energy-efficient solutions that leverage our unique capabilities and market-leading positions to help our customers win and grow. Our roofing products and systems enhance curb appeal and protect people's homes. Our insulation products conserve energy and improve acoustics, fire resistance and air quality in the spaces where people live, work and play. Our doors and door systems provide comfort, safety and style for the interior and exterior of homes. We are global in scope, human in scale with approximately 25,000 total employees in 31 countries dedicated to generating value for our customers and shareholders and making a difference in the communities where we work and live. Founded in 1938 and based in Toledo, Ohio, Owens Corning recorded net sales in 2025 of $10.1 billion. The Company has three reportable segments — Roofing, Insulation and Doors — which accounted for approximately 43%, 36% and 21% of total reportable segment net sales, respectively, in 2025. The Roofing segment's primary products are laminate asphalt roofing shingles along with roofing components, composite lumber and oxidized asphalt. The Insulation segment offers a diverse portfolio of thermal and acoustical products for residential, commercial and industrial markets across North America, Europe and Latin America. The Doors segment, created through the May 2024 acquisition of Masonite International Corporation, produces residential interior and exterior doors in wood, glass, fiberglass and metal for the repair, remodel and new construction markets in the United States, Canada and the United Kingdom.

Primary products

  • laminate asphalt roofing shingles
  • roofing components
  • composite lumber
  • oxidized asphalt
  • glass mat and specialty veil materials
  • thermal and acoustical batts

Business segments

Roofing Insulation Doors

End markets

residential new construction residential repair and remodeling non-residential construction industrial commercial construction

Geographies

United States Canada Europe Latin America Asia-Pacific Rest of world
“According to various industry reports and Company estimates, Owens Corning's Roofing segment is the second largest producer of asphalt roofing shingles in the United States.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Net sales increased $252 million in 2025 compared to 2024, driven primarily by a full year of revenues from the Doors segment and higher selling prices in Roofing and Insulation, partially offset by lower sales volumes across all three segments.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

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