Flat Glass

Flat Glass

The flat glass industry (SIC 3211) produces float, laminated, tempered, and coated sheets used in architectural facades, automotive glazing, appliances, solar modules, and consumer electronics, selling primarily to OEM automakers, construction contractors, window and curtainwall fabricators, solar developers, and appliance brands. Operators face capital-intensive furnaces, volatile energy and soda ash costs, tight environmental and emissions rules, building and automotive safety standards, and import-price competition that can compress margins. In 2024-2025, demand is being shaped by U.S. infrastructure and reshoring projects, growth in solar and building-integrated photovoltaics, rising adoption of low‑E and electrochromic smart glass for energy efficiency, and pressure to decarbonize via electric or hydrogen-assisted furnaces and higher recycled cullet content. Consolidation and long lead times for new capacity keep supply disciplined, but any downturn in housing or auto production poses risk. For real-time disclosures and capex plans, view live SEC filings on Earnings Feed.

Source: Earnings Feed research · 11/23/2025