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Sep 30, 2025
Owens Corning Q3 2025 Earnings Report
Owens Corning posted Q3 2025 results marked by a net loss due to a large impairment in the Doors segment, despite strong free cash flow and solid segment-level margins.
Key Takeaways
Owens Corning reported a $495 million net loss in Q3 2025 due to a $780 million non-cash impairment in the Doors business, though it delivered strong free cash flow of $752 million and a 24% adjusted EBITDA margin.
Net sales totaled $2.68 billion, down 3% from Q3 2024
Reported net loss of $495 million due to impairment in Doors segment
Adjusted EBITDA margin remained strong at 24%
Free cash flow rose to $752 million, up 35% YoY
Revenue by Segment
Forward Guidance
Owens Corning expects Q4 2025 revenue to decline mid-to-high teens to $2.1–$2.2 billion, with adjusted EBITDA margin between 16% and 18% due to continued market softness in residential demand.
Positive Outlook
- Structural improvements expected to support margins above past cycles
- Continued investment in flexible, efficient manufacturing
- Strong cash position and disciplined capital allocation
- Expected lower tariff impact in Q4
- Momentum in cost savings initiatives including $125M in synergies by mid-2026
Challenges Ahead
- Residential construction and remodeling to remain soft in Q4
- Inventory destocking expected to impact demand across all segments
- Sharp expected decline in discretionary roofing repairs
- Europe still in gradual recovery, with limited upside near term
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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