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Owens CorningNYSE:OC Aktienübersicht

Marktkapitalisierung US$8.7b
Aktienkurs
US$113.43
US$144.81
21.7% unterbewertet intrinsischer Abschlag
1Y-16.0%
7D-4.3%
Wert des Portfolios
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Owens Corning

NYSE:OC Lagerbericht

Marktkapitalisierung: US$8.7b

Owens Corning (OC) Aktienübersicht

Owens Corning bietet in den Vereinigten Staaten, in Europa, im asiatisch-pazifischen Raum und international Produkte für den Wohn- und Gewerbebau an. Mehr Details

OC grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung5/6
Künftiges Wachstum4/6
Vergangene Leistung0/6
Finanzielle Gesundheit3/6
Dividenden4/6

OC Community Fair Values

Create Narrative

See what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.

Owens Corning Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Owens Corning
Historische Aktienkurse
Aktueller AktienkursUS$113.43
52-Wochen-HochUS$159.42
52-Wochen-TiefUS$97.53
Beta1.35
1 Monat Veränderung-8.49%
3 Monate Veränderung-13.86%
1 Jahr Veränderung-15.97%
3 Jahre Veränderung4.81%
5 Jahre Veränderung6.98%
Veränderung seit IPO324.04%

Aktuelle Nachrichten und Updates

Seeking Alpha May 14

Owens Corning: Trough Conditions For A Patient Investor's Setup

Summary Owens Corning is rated Buy, trading at 6.3x EV/EBITDA with a $1B capital return commitment and robust margin durability. Q1 '26 results showed revenue down 10% and EBITDA down 35%, but margin resilience and a portfolio transformation to pure-play building products underpin earnings quality. Q2 guidance calls for a sharp margin rebound to 20–22% despite $60M in geopolitical cost headwinds, with Roofing segment offering substantial upside operating leverage. At $122, OC offers 13–25% upside to consensus targets, a 10% capital return yield, and significant potential as housing volumes normalize. Read the full article on Seeking Alpha
Narrativ-Update May 12

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts now set a higher fair value estimate for Owens Corning, raising it from $137.75 to $144.81. This reflects updated views on revenue growth, profit margins and future P/E assumptions.

Recent updates

Seeking Alpha May 14

Owens Corning: Trough Conditions For A Patient Investor's Setup

Summary Owens Corning is rated Buy, trading at 6.3x EV/EBITDA with a $1B capital return commitment and robust margin durability. Q1 '26 results showed revenue down 10% and EBITDA down 35%, but margin resilience and a portfolio transformation to pure-play building products underpin earnings quality. Q2 guidance calls for a sharp margin rebound to 20–22% despite $60M in geopolitical cost headwinds, with Roofing segment offering substantial upside operating leverage. At $122, OC offers 13–25% upside to consensus targets, a 10% capital return yield, and significant potential as housing volumes normalize. Read the full article on Seeking Alpha
Narrativ-Update May 12

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts now set a higher fair value estimate for Owens Corning, raising it from $137.75 to $144.81. This reflects updated views on revenue growth, profit margins and future P/E assumptions.
Narrativ-Update Apr 23

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have trimmed their Owens Corning price target by about $4 to $137.75, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, which collectively point to a slightly more conservative fair value outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, with revenue from continuing operations expected in a range of $2.1b to $2.2b (company guidance).
Narrativ-Update Apr 09

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

The analyst price target for Owens Corning has edged down slightly from $142.00 to about $141.81, as analysts factor in updated assumptions around the discount rate, profit margin, and future P/E levels. What's in the News From October 1, 2025 to December 31, 2025, Owens Corning repurchased 2,138,345 shares, described as 2.6% of shares, for a total of $230.06 million under the buyback announced on December 2, 2022 (Key Developments).
Narrativ-Update Mar 26

OC: Q4 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts maintained their Owens Corning fair value estimate at $142, making only slight adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E, which fine-tune rather than reshape their overall outlook. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, expecting revenue from continuing operations of about $2.1b to $2.2b (company guidance).
Narrativ-Update Mar 11

OC: Q4 2026 Outlook And Modest Assumption Shifts Will Support Returns

Analysts have modestly lifted their fair value estimate for Owens Corning from $137.69 to $142.00, reflecting updated assumptions around revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Owens Corning issued earnings guidance for the fourth quarter of 2026, focusing on revenue from continuing operations.
Narrativ-Update Feb 25

OC: Higher Dividend And Steady Assumptions Will Support Future Returns

Analysts have raised their price target on Owens Corning by about $0.63 to roughly $138, reflecting updated assumptions around discount rates, profitability and future P/E, even without new Street research since the last review. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of $0.79 per common share.
Narrativ-Update Feb 10

OC: Higher Dividend And Slight Assumption Shifts Will Support Steady Returns

Analysts have inched their price target on Owens Corning slightly lower to about US$137.06 from roughly US$137.13, reflecting small tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E estimates. What's in the News Owens Corning's Board of Directors declared a quarterly cash dividend of US$0.79 per common share.
Narrativ-Update Jan 26

OC: Dividend Hike And Buybacks Will Offset Impairment As Returns Stabilize

Analysts have nudged their price target on Owens Corning higher to about US$137.13 from roughly US$136.94, reflecting slightly updated views on fair value, discount rate, revenue expectations, profit margin and future P/E assumptions. What's in the News Board declares a quarterly cash dividend of US$0.79 per common share, a 15% increase compared to the prior quarterly dividend.
Narrativ-Update Jan 12

OC: Shares Will Rise As Higher Dividend And Buybacks Support Future Returns

Narrative Update on Owens Corning Analysts have adjusted their price target on Owens Corning to US$136.94 from US$140.56, citing updated assumptions around slightly softer revenue trends, a lower profit margin outlook at 18.68%, and a future P/E of 6.70. What's in the News The Board of Directors declared a quarterly cash dividend of US$0.79 per common share, a 15% increase compared to the prior quarterly dividend.
Narrativ-Update Dec 19

OC: Shares Will Rise As Dividend And Buybacks Offset Impairment

Analysts have nudged their price target on Owens Corning slightly lower to approximately $140.56 from about $140.63, reflecting modestly softer long term revenue and margin assumptions that are only partly offset by a slightly lower discount rate and a marginally higher future valuation multiple. What's in the News The Board of Directors approved a 15% increase in the quarterly cash dividend to $0.79 per share, payable January 21, 2026, to shareholders of record on January 5, 2026 (company announcement).
Analyseartikel Dec 08

Owens Corning (NYSE:OC) Is Increasing Its Dividend To $0.79

Owens Corning's ( NYSE:OC ) dividend will be increasing from last year's payment of the same period to $0.79 on 21st of...
Narrativ-Update Dec 05

OC: Shares Will Rise As Dividend Hike And Buybacks Support Expansion

Analysts have modestly reduced their price target on Owens Corning to approximately $140.63 from about $140.88, reflecting slightly lower long term profit margin assumptions and a marginally higher forward valuation multiple, despite a small improvement in the discount rate. What's in the News The Board approved a 15% increase in the quarterly dividend to $0.79 per share, payable January 21, 2026, signaling confidence in ongoing cash generation (dividend announcement).
Narrativ-Update Nov 21

OC: Shares Will Advance as Manufacturing Expansion Drives Future Opportunity

Analysts have revised their price target for Owens Corning downward from $152.56 to $140.88. They cite updated expectations for lower profit margins and modestly weaker revenue growth.
Narrativ-Update Nov 07

OC: Shares Will Gain Momentum as Margin Expansion Is Projected

Analysts have reduced their price target for Owens Corning from $167.31 to $152.56. They cite a higher discount rate, a projection for lower revenue growth, stronger expected profit margins, and a lower future price-to-earnings ratio.
Narrativ-Update Oct 23

Analysts Lower Owens Corning Price Target as Valuation Slips Amid New Developments

Analysts have revised Owens Corning's fair value downward, lowering their price target from $174.07 to $167.31. They cite minor adjustments to growth and margin expectations.
Narrativ-Update Oct 09

Sustainable Construction Trends Will Spur Resilient Building Demand

Narrative Update on Owens Corning Analyst Price Target Analysts have slightly lowered their fair value estimate for Owens Corning from $175.93 to $174.07, citing more conservative forecasts for future growth and profit margins. What's in the News Owens Corning has chosen Prattville, Alabama as the site for a new shingle manufacturing plant.
Narrativ-Update Sep 04

Sustainable Construction Trends Will Spur Resilient Building Demand

As the analyst reasoning is unavailable and both the discount rate and future P/E remain unchanged, key valuation inputs for Owens Corning are stable, leaving the consensus analyst price target effectively unchanged at $175.93. What's in the News The company did not repurchase any shares under the buyback announced on May 14, 2025.
Analyseartikel Aug 14

Investors Can Find Comfort In Owens Corning's (NYSE:OC) Earnings Quality

NYSE:OC 1 Year Share Price vs Fair Value Explore Owens Corning's Fair Values from the Community and select yours...
Analyseartikel Jul 01

What Does Owens Corning's (NYSE:OC) Share Price Indicate?

Today we're going to take a look at the well-established Owens Corning ( NYSE:OC ). The company's stock received a lot...
Seeking Alpha Feb 26

Owens Corning Q4: In Continued Transition

Summary Owens Corning's strategic focus on ESG, insulation, and energy transition, along with the Masonite acquisition, provides a solid growth platform despite current market challenges. The company reported 2024 sales of $10.98 billion, with adjusted earnings of $15.91 per share, but GAAP earnings were significantly lower due to various charges. Despite a reasonable valuation at 10 times adjusted earnings and reduced leverage, the lack of organic growth and high margins limit near-term earnings growth potential. The sale of the glass reinforcement business and cautious 2025 outlook, including soft construction activity and tariff impacts, raise small concerns. Read the full article on Seeking Alpha
Seeking Alpha Jan 05

Owens Corning: Steady Post The Masonite Deal

Summary Owens Corning's transformation focusing on ESG, insulation, and energy transition has driven significant advancements, including the strategic acquisition of Masonite to boost earnings growth. The company is on track to earn $16 per share in 2024, aided by the purchase of door manufacturer Masonite. The company's high margins and strategic buybacks, alongside a 15% dividend increase, underscore its strong financial health and investor returns. With a current earnings multiple of 9-10 times and ongoing business diversification, I remain optimistic about Owens Corning's long-term growth and market re-rating potential even if margin pressure arrives. Read the full article on Seeking Alpha
Seeking Alpha Oct 18

Owens Corning: Balanced Prospects Amid Fair Valuation

Summary Owens Corning's strong market position and pricing power are bolstered by strategic acquisitions like Masonite and a focus on energy-efficient building materials. Financially, the company faces higher debt levels and margin pressures, but maintains a strong balance sheet and sufficient free cash flow for dividends and share repurchases. Despite current market challenges, the DCF model indicates OC stock is slightly undervalued, with a price target of $202.24, contingent on Masonite acquisition synergies and European market recovery. Read the full article on Seeking Alpha
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Neues Narrativ Aug 22

Masonite Acquisition And Critical Investments Poised To Accelerate Growth And Value

The acquisition of Masonite is set to significantly increase Owens Corning's footprint in the residential building sector, aiming for enhanced revenue growth through market expansion.
Seeking Alpha Aug 13

Owens Corning Price Dips, While Acquisition Will Generate Growth

Summary Owens Corning is undervalued at $157.03, with a one-year target price of $186.46. Recent acquisition of Masonite is expected to boost revenue by 30.16% to $12.6 billion in 2025. Strong financial performance, with a dividend CAGR of 21.48% and solid growth potential in the building materials industry. Read the full article on Seeking Alpha

Aktionärsrenditen

OCUS BuildingUS Markt
7D-4.3%-3.8%-0.3%
1Y-16.0%5.2%26.7%

Rendite im Vergleich zur Industrie: OC unter dem Niveau der Branche US Building , die im vergangenen Jahr eine Rendite von 5.2% erzielte.

Rendite vs. Markt: OC hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 26.7 erzielte.

Preisvolatilität

Is OC's price volatile compared to industry and market?
OC volatility
OC Average Weekly Movement6.1%
Building Industry Average Movement6.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Stabiler Aktienkurs: OC hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: OCDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
193825,000Brian Chamberswww.owenscorning.com

Owens Corning bietet in den Vereinigten Staaten, in Europa, im asiatisch-pazifischen Raum und international Produkte für den Wohn- und Gewerbebau an. Das Unternehmen ist in drei Segmenten tätig: Bedachung, Isolierung und Türen. Das Unternehmen bietet Laminat und Streifen Asphalt Dachschindeln, Dachkomponenten und oxidierten Asphalt.

Owens Corning's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Owens Corning im Vergleich zum Marktanteil des Unternehmens?
OC grundlegende Statistiken
MarktanteilUS$8.69b
Gewinn(TTM)-US$405.00m
Umsatz(TTM)US$9.84b
0.9x
Kurs-Umsatz-Verhältnis
-22.6x
Kurs-Gewinn-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
OC Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$9.84b
Kosten der EinnahmenUS$7.16b
BruttogewinnUS$2.67b
Sonstige AusgabenUS$3.08b
Gewinn-US$405.00m

Zuletzt gemeldete Gewinne

Mar 31, 2026

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)-5.03
Bruttomarge27.18%
Nettogewinnspanne-4.12%
Schulden/Eigenkapital-Verhältnis141.2%

Wie hat sich OC auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

2.8%
Aktuelle Dividendenrendite
-60%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 08:08
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Owens Corning wird von 32 Analysten beobachtet. 16 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
John EadeArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays