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Sep 30
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
Owens Corning
Owens Corning
Owens Corning Revenue by Segment
Revenue by Segment
Roofing Revenue
CapyFin.comInsulation Revenue
CapyFin.comDoors Revenue
CapyFin.com 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
- Doors segment facing challenging near-term outlook post-impairment
Revenue & Expenses
Visualization of income flow from segment revenue to net income