Owens Corning

Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus expectations across key profitability and cash flow metrics despite revenue coming in slightly above estimates at $2.8B. Adjusted Diluted EPS of $3.93 outperformed the $3.09 consensus by 27.2%, driven by strong margins in Roofing and Insulation. Operating cash flow of $398M and free cash flow of $199M both exceeded expectations. However, Q3 revenue guidance of $2.6B-$2.7B and adjusted EBITDA margin of 20%-22% suggest seasonal and inflationary headwinds ahead.