Owens Corning

Informe acción NYSE:OC

Capitalización de mercado: US$12.2b

Owens Corning Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Owens Corning han disminuido a una tasa media anual de -17.8%, mientras que en la industria Building los beneficios crecieron en un 10.9% anualmente. Los ingresos han ido creciendo a una tasa media de 4.7% al año.

Información clave

-17.79%

Tasa de crecimiento de los beneficios

-14.40%

Tasa de crecimiento del BPA

Crecimiento de la industria Building 13.32%
Tasa de crecimiento de los ingresos4.67%
Rentabilidad financiera-10.97%
Margen neto-4.12%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 25

OC: Dividend Policy And Q2 Outlook Will Shape Fairly Valued Upside Potential

The analyst price target for Owens Corning has been modestly revised from $144.80 to about $146.21. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the change.
Artículo de análisis Jun 20

Owens Corning (OC) Stock Could Be 11.5% Undervalued After Earnings Beat And 2026 Outlook

Owens Corning (OC) is back in focus after declaring a quarterly cash dividend of $0.79 per share, along with earnings that exceeded expectations and an updated fiscal 2026 outlook that investors are watching closely. See our latest analysis for Owens Corning. The recent dividend declaration and earnings beat come on top of a strong run in Owens Corning’s share price, with a 30 day share price return of 10.41% and a 90 day return of 28.19%. This is occurring even though the 1 year total...
Actualización de narrativa Jun 09

OC: Q2 2026 Guidance And Completed Buybacks Will Support Undervalued Upside

Analysts have made a modest adjustment to their price target framework for Owens Corning, keeping fair value at $144.80 while fine tuning assumptions for discount rate, revenue growth, profit margin, and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Owens Corning issued earnings guidance for the second quarter of 2026, stating that it expects to continue delivering strong financial performance based on structural changes to the business and its market positions.
Actualización de narrativa May 26

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

Analysts have adjusted their price target on Owens Corning slightly, to $144.80 from about $144.81, citing updated assumptions around revenue growth, profit margin, and future P/E expectations. What's in the News Owens Corning issued earnings guidance for the second quarter of 2026, expecting revenue from continuing operations in a range of $2.6b to $2.7b, tied to structural company changes and its market positions (Key Developments).
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
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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).
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
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

Desglose de ingresos y gastos

Cómo gana y gasta dinero Owens Corning. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:OC Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 269,838-4051,012152
31 Dec 2510,103-1881,015150
30 Sep 2510,5352201,041151
30 Jun 2510,6141,0021,059144
31 Mar 2510,3649241,025139
31 Dec 249,851947954131
30 Sep 249,5819521,039129
30 Jun 249,2971,002981126
31 Mar 249,3631,091959122
31 Dec 238,3721,064747110
30 Sep 239,6581,189823118
30 Jun 239,7081,322822115
31 Mar 239,7461,320809111
31 Dec 229,7611,241787106
30 Sep 229,6071,344779101
30 Jun 229,2911,13476696
31 Mar 228,9291,08975394
31 Dec 218,49899574591
30 Sep 218,2921,00070386
30 Jun 217,98394668185
31 Mar 217,36974464881
31 Dec 207,055-38365082
30 Sep 206,822-54269981
30 Jun 206,801-59869682
31 Mar 207,094-55672886
31 Dec 197,16040573287
30 Sep 197,19250368688
30 Jun 197,12751467388
31 Mar 197,03349768488
31 Dec 187,05754568089
30 Sep 186,93937071387
30 Jun 186,82430574588
31 Mar 186,59728070987
31 Dec 176,38428967485
30 Sep 176,16137963286
30 Jun 175,97639559284
31 Mar 175,92443758784
31 Dec 165,67739357682
30 Sep 165,59141655780
30 Jun 165,52041654778
31 Mar 165,37836952875
31 Dec 155,35033052573
30 Sep 155,29825450472

Ingresos de calidad: OC actualmente no es rentable.

Margen de beneficios creciente: OC actualmente no es rentable.


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: OC no es rentable, y las pérdidas han aumentado en los últimos 5 años a un ritmo de 17.8% al año.

Acelerando crecimiento: No se puede comparar el crecimiento de los beneficios de OC en el último año con su promedio de 5 años, ya que actualmente no es rentable.

Beneficios vs. Industria: OC no es rentable, por lo que resulta difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Building (-4.8%).


Rentabilidad financiera

Alta ROE: OC tiene una rentabilidad financiera negativa (-10.97%), ya que actualmente no es rentable.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/05 06:29
Precio de las acciones al final del día2026/07/02 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Owens Corning está cubierta por 31 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John EadeArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays