Compared to Estimates, Owens Corning (OC) Q3 Earnings: A Look at Key Metrics

Core Insights - Owens Corning reported revenue of $2.68 billion for the quarter ended September 2025, reflecting an 11.9% decrease year-over-year [1] - The company's EPS was $3.67, down from $4.38 in the same quarter last year, with a surprise of +0.82% compared to the consensus estimate of $3.64 [1][3] - The stock has returned -8% over the past month, underperforming the Zacks S&P 500 composite, which increased by +1% [3] Revenue Breakdown - Insulation segment net sales were $941 million, slightly above the average estimate of $936.09 million, representing a -0.5% change year-over-year [4] - Doors segment net sales reached $545 million, exceeding the average estimate of $541.68 million, but showing a -4.9% change year-over-year [4] - Roofing segment net sales were $1.24 billion, below the estimated $1.28 billion, but marked a +15% increase compared to the year-ago quarter [4] EBITDA Performance - Roofing segment EBITDA was reported at $423 million, lower than the average estimate of $439.8 million [4] - Doors segment EBITDA was $56 million, significantly below the average estimate of $70.25 million [4] - Insulation segment EBITDA was $212 million, slightly above the average estimate of $206.03 million [4]