Owens Corning Q2 2026: EPS Beats by 27% in Residential Relaunch

As seen on the 24/7 Wall St. homepage on August 5, 2026.

OC Owens Corning
Q2 2026
EPS
$3.93
est $3.09 +27.2%
Revenue
$2.76B
est $2.66B +3.7%

Owens Corning topped consensus EPS by 27% in its first full quarter as a residential-only building products company, with Roofing and Insulation growth covering a drop in Doors. Guidance carries about $40 million of incremental inflationary costs in Q3, plus heavier Q2 distributor stocking that pulls roofing orders forward.

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Owens Corning reported Q2 2026 earnings per share of $3.93 against a consensus estimate of $3.09, a beat of roughly 27%. Revenue came in at $2.76 billion, topping estimates by about 4%. The quarter marked the company's first full reporting period as a purely residential building products business, a significant structural shift that makes the outperformance especially notable for investors sizing up the new OC.

The strength came from Roofing and Insulation, which together more than offset a decline in the Doors segment. The beat continued a pattern visible across the last several quarters — OC has now topped EPS estimates in each of the past nine reported periods, though the magnitude of the Q2 2026 beat is the widest in that stretch. The comparable Q2 2025 result was $4.21, so year-over-year earnings did step down.

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Looking ahead, management flagged roughly $40 million in incremental inflationary costs expected to weigh on Q3 results. There is also a pull-forward dynamic to watch: heavier distributor stocking in Q2 brought roofing orders forward, which could dampen Q3 demand comparisons. Those two headwinds together mean the strong Q2 print may be followed by a more measured third quarter.

Mentioned: OC