Owens Corning releases transcript of Q2 2026 earnings call
OC•Q2 2026 earnings call transcript and results
Owens Corning posted the Q2 2026 earnings-call transcript; attendees included CEO Brian D. Chambers, CFO/COO Todd W. Fister, and IR director Darren Garvin.
- Q2 results: revenue of $2.76 billion; adjusted EBITDA of $660 million; adjusted EPS of $3.93; free cash flow of $199 million.
- Tariff refunds added $25 million to EBITDA; Iran-related net cost inflation was $30 million in Q2 and is expected to be near $40 million in Q3.
- Q3 outlook: revenue of $2.6 billion-$2.7 billion; adjusted EBITDA margin of 20%-22%; Roofing margin near 30% on a mid-to-high single-digit sales drop.
- Leadership change: Jonathan Collins is set to become CFO on Aug. 10; Fister will move to president and chief operating officer.
