Jun 2026 (Q2 FY26) — Aug 5, 2026
Owens Corning Q2 FY26 — Strong Execution Drives Resilient Performance Amidst Market Pressures
Read the full callOwens Corning earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,756 | +0.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 17.5 | −0.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 226 | −37.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $126.96 on 17 Oct 2025 → $110.01. High $158.96 (30 Jun 2026), low $98.28 (20 Nov 2025).
Overview
Call summaries
Owens Corning Q2 FY26 — Strong Execution Drives Resilient Performance Amidst Market Pressures
Read the full callOwens Corning Q1 FY26 — Strong Margins Despite Volume Declines, Positive Outlook for H2
Read the full callOwens Corning Q4 FY25 — Strong Margins and Cash Flow Despite Challenging Markets
Read the full callEvery analysed call
Financials
Net profit, year on year: −38% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,763 | 2,840 | 2,530 | 2,747 | 2,684 | 2,142 | 2,265 | 2,756 |
| Operating profit | 472 | -242 | 407 | 505 | -327 | -225 | 120 | 482 |
| Operating margin | 17.1% | −8.5% | 16.1% | 18.4% | −12.2% | −10.5% | 5.3% | 17.5% |
| Interest | 69 | 64 | 64 | 63 | 65 | 64 | 66 | 69 |
| Profit before tax | 403 | -303 | 343 | 442 | -393 | -288 | 54 | 413 |
| Tax rate | 29.3% | 14.2% | 25.7% | 24.9% | −25.9% | 2.4% | 27.8% | 24.7% |
| Net profit | 321 | -258 | -93 | 363 | -494 | -298 | -105 | 226 |
| EPS ($ per share) | 3.69 | — | -1.08 | 4.27 | -5.92 | — | -1.30 | 2.81 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 2,013 | 2,319 | 1,829 | 2,706 | 3,794 | 4,794 | 5,224 | 4,463 |
| Total liabilities | 5,447 | 5,335 | 5,540 | 5,680 | 6,131 | 6,027 | 8,955 | 9,087 |
| Fixed assets | 3,811 | 3,855 | 3,809 | 3,873 | 3,729 | 3,841 | 3,818 | 4,170 |
| Total assets | 9,771 | 10,006 | 9,481 | 10,015 | 10,752 | 11,237 | 14,075 | 12,980 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 803 | 1,037 | 1,135 | 1,503 | 1,760 | 1,719 | 1,892 | 1,786 |
| Cash from investing | -1,589 | -394 | -205 | -377 | -623 | -356 | -3,393 | -765 |
| Cash from financing | 647 | -573 | -358 | -881 | -974 | -877 | 334 | -1,072 |
| Net cash flow | -168 | 94 | 545 | 242 | 141 | 516 | -1,254 | 38 |
| Capital expenditure | -537 | -447 | -307 | -416 | -446 | -526 | -647 | -824 |
| Free cash flow | 266 | 590 | 828 | 1,087 | 1,314 | 1,193 | 1,245 | 962 |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Roofing | 35% | 32% | 44% | 47% | 46% | 36% | 42% | 48% | +0.8% |
| Insulation | 31% | 33% | 36% | 34% | 35% | 43% | 38% | 35% | +4.0% |
| Doors | 19% | — | 21% | 20% | 20% | 23% | 21% | 19% | -7.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Recordable incident rate | 0.46 ratiowith a first quarter recordable incident rate of 0.46.Source: earnings call transcript | 0.75 ratioWe continue to demonstrate the engagement of our team and the strength of our safety processes through our Safer Together operating framework, delivering a second quarter recordable incident rate of 0.75.Source: earnings call transcript | +63% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Q2 FY2026 · share of revenue
As OC cuts its regions in its filings; they can nest, so they need not add to 100%.
125 filings between Nov 6, 2025 and Sep 15, 2026.
Purchases
None
No insider bought shares.
Sales
$447.0K
3 sales by 2 insiders
67% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Doerfler Mari | — | $232.9K | May 8, 2026 |
| Marcon Rachel Barthelemy | — | $214.2K | Aug 28, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Del Monaco Nicolas President, Roofing | Tax withheld | 856 | $110.1K |
| Sep 15, 2026 | Fister Todd W President and COO | Tax withheld | 1,180 | $151.8K |
| Aug 28, 2026 | Marcon Rachel Barthelemy President, Doors | Sale 10b5-1 plan | 900 | $129.7K |
| Aug 10, 2026 | Marcon Rachel Barthelemy President, Doors | Award | 6,501 | $999.9K |
| Aug 10, 2026 | Canovas De La Nuez Jose Manuel President, Insulation | Award | 3,250 | $499.9K |
| Aug 10, 2026 | Del Monaco Nicolas President, Roofing | Award | 6,501 | $999.9K |
| Aug 10, 2026 | Collins Jonathan Mark EVP & Chief Financial Officer | Award | 19,504 | $3.00M |
| Aug 7, 2026 | Elsner Adrienne Director | Award | 312 | $49.0K |
| Aug 7, 2026 | Nimocks Suzanne P Director | Award | 321 | $50.4K |
| Aug 7, 2026 | Martin Paul Edward Director | Award | 296 | $46.5K |
| Aug 7, 2026 | FESTA ALFRED E Director | Award | 315 | $49.5K |
| Aug 7, 2026 | Lonergan Edward F Director | Award | 581 | $91.3K |
| Aug 7, 2026 | CORDEIRO EDUARDO E Director | Award | 319 | $50.1K |
| Aug 7, 2026 | Collins Michelle T Director | Award | 370 | $58.1K |
| Aug 7, 2026 | Williams John David Director | Award | 296 | $46.5K |
| Aug 6, 2026 | CORDEIRO EDUARDO E Director | Award | 67 | $10.1K |
| Aug 6, 2026 | Nimocks Suzanne P Director | Award | 110 | $16.5K |
| Aug 6, 2026 | FESTA ALFRED E Director | Award | 68 | $10.2K |
| Aug 6, 2026 | Lonergan Edward F Director | Award | 273 | $41.2K |
| Aug 6, 2026 | Elsner Adrienne Director | Award | 98 | $14.8K |
| Aug 6, 2026 | Williams John David Director | Award | 284 | $42.8K |
| Aug 6, 2026 | Mendez-Andino Jose EVP, Chief Innovation Officer | Award | 77 | $11.6K |
| Aug 6, 2026 | Martin Paul Edward Director | Award | 42 | $6.3K |
| Jul 28, 2026 | Canovas De La Nuez Jose Manuel President, Insulation | Tax withheld | 1,070 | $153.1K |
| May 28, 2026 | Marcon Rachel Barthelemy President, Doors | Sale 10b5-1 plan | 700 | $84.5K |
| May 8, 2026 | Martin Paul Edward Director | Award | 382 | $46.5K |
| May 8, 2026 | Nimocks Suzanne P Director | Award | 414 | $50.4K |
| May 8, 2026 | Lonergan Edward F Director | Award | 750 | $91.3K |
| May 8, 2026 | Doerfler Mari Vice President and Controller | Sale | 1,926 | $232.9K |
| May 8, 2026 | FESTA ALFRED E Director | Award | 407 | $49.5K |
| May 8, 2026 | Collins Michelle T Director | Award | 478 | $58.2K |
| May 8, 2026 | Williams John David Director | Award | 382 | $46.5K |
| May 8, 2026 | Elsner Adrienne Director | Award | 382 | $46.5K |
| May 8, 2026 | CORDEIRO EDUARDO E Director | Award | 407 | $49.5K |
| May 1, 2026 | Fister Todd W EVP, CFO and COO | Award | 8,147 | $999.9K |
| Apr 9, 2026 | Mendez-Andino Jose EVP, Chief Innovation Officer | Award | 101 | $11.6K |
| Apr 9, 2026 | CORDEIRO EDUARDO E Director | Award | 85 | $9.7K |
| Apr 9, 2026 | Elsner Adrienne Director | Award | 125 | $14.4K |
| Apr 9, 2026 | Martin Paul Edward Director | Award | 52 | $6.0K |
| Apr 9, 2026 | Nimocks Suzanne P Director | Award | 140 | $16.1K |
| Apr 9, 2026 | Mannen Maryann T. Director | Award | 163 | $18.7K |
| Apr 9, 2026 | Lonergan Edward F Director | Award | 351 | $40.3K |
| Apr 9, 2026 | Williams John David Director | Award | 367 | $42.2K |
| Apr 9, 2026 | FESTA ALFRED E Director | Award | 85 | $9.8K |
| Apr 6, 2026 | Doerfler Mari Vice President and Controller | Tax withheld | 1,167 | $124.0K |
| Feb 27, 2026 | Williams John David Director | Award | 381 | $46.5K |
| Feb 27, 2026 | Elsner Adrienne Director | Award | 381 | $46.5K |
| Feb 27, 2026 | Lonergan Edward F Director | Award | 748 | $91.3K |
| Feb 27, 2026 | Martin Paul Edward Director | Award | 381 | $46.5K |
| Feb 27, 2026 | Collins Michelle T Director | Award | 476 | $58.1K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow Owens Corning and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading