Owens Corning · OC · Next earnings

Owens Corning reports Wednesday, Feb 24, 2027

OC reports before market open with consensus EPS at $1.26 and revenue at $2.22B. Last quarter: Owens Corning posts resilient adjusted margins amid weak housing demand

Reports Before market open111 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.26 Calendar consensus
Consensus revenue $2.22B Calendar consensus
Report date Feb 24, 2027 Wednesday, date estimated
Session Before market open 111 days away

Where OC left off: FY2026 Q3

Full report

Owens Corning posts resilient adjusted margins amid weak housing demand

EPS surprise -20.5% Reported $2.44 vs $3.07
Revenue surprise -5.1% Reported $2.49B vs $2.62B
Stock move +8.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Management forecasts Q4 revenue of $2.0–$2.2 billion and adjusted EBITDA margins of 10%–12%. The prior quarter had guided to slightly lower Q3 revenue and 20%–22% EBITDA margins; the new Q4 range signals a lower near-term margin outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Weak residential construction and low existing-home turnover could weigh on demand.
  • Limited storm activity may continue to pressure roofing shipments.
  • Higher transportation and input-material costs may widen price-cost pressure.
  • Tariffs and inflation remain risks for the Doors segment; planned capacity work may entail downtime and inventory costs in early 2027.

Questions analysts left open

  • ARMA shipment outlook and its effect on roofing revenue.
  • The scale of inflation and transportation-related price-cost headwinds.
  • Distributor destocking and the effectiveness of planned price increases and surcharges.
  • Utilization of the new Alabama shingle plant.

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Recent OC quarters

All OC earnings
+8.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.