Zacks Investment Research·1 day ago
Owens Corning (OC) Stock Slides as Market Rises: Facts to Know Before You TradeIn the closing of the recent trading day, Owens Corning (OC) stood at $146.79, denoting a -2.83% move from the preceding trading day.
Owens Corning(OC)Earnings, Financials & Key Ratios
OC•NYSE
$142.22
Price updated Jul 7, 2026
AboutOwens Corning manufactures and markets insulation, roofing, and fiberglass composite materials in the United States, Canada, Europe, the Asia Pacific, and internationally. It operates in three segments: Composites, Insulation, and Roofing. The Composites segment manufactures, fabricates, and sells glass reinforcements in the form of fiber; and glass fiber products in the form of fabrics, non-wovens, and other specialized products. Its products are used in building structures, roofing shingles, tubs and showers, pools, flooring, pipes and tanks, poles, electrical equipment, and wind-energy turbine blades applications in the building and construction, renewable energy, and infrastructure markets. This segment sells its products directly to parts molders, fabricators, and shingle manufacturers. The Insulation segment manufactures and sells insulation products for residential, commercial, industrial, and other markets for thermal and acoustical applications; and glass fiber pipe insulation, flexible duct media, bonded and granulated mineral fiber insulation, cellular glass insulation, and foam insulation products used in construction applications. This segment sells its products primarily to the insulation installers, home centers, lumberyards, retailers, and distributors under the Thermafiber, FOAMULAR, FOAMGLAS, Paroc, Owens Corning PINK, and FIBERGLAS Insulation brand names. The Roofing segment manufactures and sells aminate and strip asphalt roofing shingles, oxidized asphalt materials, and roofing components used in residential and commercial construction, and specialty applications, as well as synthetic packaging materials. This segment sells its products through distributors, home centers, lumberyards, retailers, and contractors, as well as to roofing contractors for built-up roofing asphalt systems; and manufacturers in automotive, chemical, rubber, and construction industries. Owens Corning was incorporated in 1938 and is headquartered in Toledo, Ohio.Show more
- Revenue$10.1B-7.9%
- EBITDA$2.33B-14.4%
- Net Income-$522M-180.7%
- EPS (Diluted)-6.26-185.1%
- Gross Margin28.54%-4.9%
- EBITDA Margin23.1%-7.1%
- Operating Margin17.02%-11.3%
- Net Margin-5.17%-187.6%
- ROE-11.58%-192.5%
OC Price & Volume
Owens Corning (OC) stock price & volume — 10-year historical chart
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Cyclical Revenue Contraction Strains Operational Profitability Margins
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Cyclical demand and impairments
Key Thesis Takeaways
- Owens Corning faces significant headwinds as revenue contracted 10.5% in 2026Q1, reflecting a broader deceleration from 2024 peak demand levels.
- The company's high fixed-cost structure has exacerbated profitability challenges, evidenced by operating margins compressing to 5.3% from a 22.5% peak in 2024Q2.
- Investors should monitor the sustainability of the current capital allocation strategy given the sharp decline in cash reserves to $272 million and the persistent net losses that have eroded the equity base to $3.6 billion.
Verdict Logic
the company's inability to maintain positive net income, which reached -4.6% in 2026Q1, combined with a significant reduction in cash reserves to $272 million, suggests elevated risk to shareholder value.
OC Growth Metrics
Owens Corning (OC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years6.56%
5 Years7.45%
3 Years1.15%
TTM-9.85%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-309.02%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-333.45%
Return on Capital
10 Years15.13%
5 Years19.09%
3 Years19.13%
Last Year15.57%
OC Recent Earnings
Owens Corning (OC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$1.22+24.2%
$0.98
Rev
$2.3B+4.0%
$2.2B
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$1.10-19.1%
$1.36
Rev
$2.1B-1.3%
$2.2B
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$3.67+0.8%
$3.64
Rev
$2.7B+23.7%
$2.2B
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$4.21+10.2%
$3.82
Rev
$2.7B+1.5%
$2.7B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $1.22vs $0.98+24.2% | $2.3Bvs $2.2B+4.0% |
| Q1 2026 | Feb 25, 2026 | $1.10vs $1.36-19.1% | $2.1Bvs $2.2B-1.3% |
| Q4 2025 | Nov 5, 2025 | $3.67vs $3.64+0.8% | $2.7Bvs $2.2B+23.7% |
| Q3 2025 | Aug 6, 2025 | $4.21vs $3.82+10.2% | $2.7Bvs $2.7B+1.5% |
Based on last 12 quarters of dataView full earnings history →
Latest OC News
Recent stock market news and headlines for Owens Corning (OC)
The Motley Fool·4 days ago
Why Owens Corning Stock Rocked the Market This WeekCarlisle has apparently made several approaches to acquire the business. It was offering a mix of cash and stock, according to a media report.
Zacks Investment Research·Jun 30, 2026
Owens Corning (OC) Outpaces Stock Market Gains: What You Should KnowOwens Corning (OC) concluded the recent trading session at $158.96, signifying a +1.86% move from its prior day's close.
Benzinga·Jun 30, 2026
This Owens Corning Analyst Turns Bullish; Here Are Top 3 Upgrades For TuesdayTop Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Zacks Investment Research·Jun 25, 2026
Is It Worth Investing in Owens Corning (OC) Based on Wall Street's Bullish Views?The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Peers Comparison
Key metrics vs top competitors for Owens Corning (OC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $142.22 | $11.45B | -22.72 | -7.95% | -5.17% | -11.58% | 1.95% | |
| $222.19 | $5.99B | 22.88 | 1% | 8.65% | 37.46% | — | |
| $43.15 | $1.28B | 13.28 | -13.24% | 0.75% | 0.94% | — | |
| $109.94 | $9.01B | 85.22 | 20.11% | 7.3% | 13.4% | — | |
| $155.36 | $6.63B | 21.94 | 12.11% | 18.59% | 34.81% | — | |
| $47.11 | $4.89B | 26.47 | 1.98% | 16.25% | 18.85% | — |
Compare OC vs Peers
Owens Corning (OC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
OC SEC Filings & Documents
Owens Corning (OC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 6, 2026·SEC
Material company update
Apr 20, 2026·SEC
Material company update
Apr 15, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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OC Frequently Asked Questions
Owens Corning (OC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Owens Corning's revenue?
Owens Corning (OC) reported $9.84B in revenue for fiscal year 2025. This represents a 157% increase from $3.83B in 1996.
How fast is Owens Corning growing?
Owens Corning (OC) saw revenue decline by 7.9% over the past year.
Is OC profitable?
Owens Corning (OC) reported a net loss of $533.0M for fiscal year 2025.
Dividend & Returns
Does OC pay dividends?
Yes, Owens Corning (OC) pays a dividend with a yield of 1.95%. This makes it attractive for income-focused investors.
What is OC's return on equity?
Owens Corning (OC) has a return on equity (ROE) of -11.6%. Negative ROE indicates the company is unprofitable.
What is Owens Corning's free cash flow?
Owens Corning (OC) generated $480.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.