Owens Corning Croissance future
Future contrôle des critères 4/6
Owens Corning devrait augmenter ses bénéfices et son chiffre d'affaires de 110.8% et de 3.1% par an respectivement. Le BPA devrait croître de de 83.1% par an. Le rendement des capitaux propres devrait être 24% dans 3 ans.
Informations clés
110.8%
Taux de croissance des bénéfices
83.09%
Taux de croissance du BPA
| Building croissance des bénéfices | 20.4% |
| Taux de croissance des recettes | 3.1% |
| Rendement futur des capitaux propres | 24.03% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 11 May 2026 |
Mises à jour récentes de la croissance future
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
Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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 AlphaSeeking 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 AlphaSeeking 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
Nouveau récit • 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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 10,795 | N/A | N/A | N/A | 5 |
| 12/31/2027 | 10,279 | 891 | 927 | 1,600 | 16 |
| 12/31/2026 | 9,919 | 650 | 712 | 1,469 | 16 |
| 3/31/2026 | 9,838 | -405 | 827 | 1,681 | N/A |
| 12/31/2025 | 10,103 | -188 | 962 | 1,786 | N/A |
| 9/30/2025 | 10,535 | 220 | 1,108 | 1,872 | N/A |
| 6/30/2025 | 10,614 | 1,002 | 914 | 1,653 | N/A |
| 3/31/2025 | 10,364 | 924 | 1,121 | 1,819 | N/A |
| 12/31/2024 | 9,851 | 947 | 1,245 | 1,892 | N/A |
| 9/30/2024 | 9,581 | 952 | 1,328 | 1,914 | N/A |
| 6/30/2024 | 9,297 | 1,002 | 1,351 | 1,906 | N/A |
| 3/31/2024 | 9,363 | 1,091 | 1,387 | 1,907 | N/A |
| 12/31/2023 | 8,372 | 1,064 | 1,193 | 1,719 | N/A |
| 9/30/2023 | 9,658 | 1,189 | 1,166 | 1,696 | N/A |
| 6/30/2023 | 9,708 | 1,322 | 952 | 1,466 | N/A |
| 3/31/2023 | 9,746 | 1,320 | 941 | 1,438 | N/A |
| 12/31/2022 | 9,761 | 1,241 | 1,314 | 1,760 | N/A |
| 9/30/2022 | 9,607 | 1,344 | 941 | 1,420 | N/A |
| 6/30/2022 | 9,291 | 1,134 | 974 | 1,425 | N/A |
| 3/31/2022 | 8,929 | 1,089 | 1,018 | 1,457 | N/A |
| 12/31/2021 | 8,498 | 995 | 1,087 | 1,503 | N/A |
| 9/30/2021 | 8,292 | 1,000 | 1,239 | 1,586 | N/A |
| 6/30/2021 | 7,983 | 946 | 1,264 | 1,608 | N/A |
| 3/31/2021 | 7,369 | 744 | 1,092 | 1,391 | N/A |
| 12/31/2020 | 7,055 | -383 | 828 | 1,135 | N/A |
| 9/30/2020 | 6,822 | -542 | 822 | 1,158 | N/A |
| 6/30/2020 | 6,801 | -598 | 605 | 979 | N/A |
| 3/31/2020 | 7,094 | -556 | 695 | 1,136 | N/A |
| 12/31/2019 | 7,160 | 405 | N/A | 1,037 | N/A |
| 9/30/2019 | 7,192 | 503 | N/A | 893 | N/A |
| 6/30/2019 | 7,127 | 514 | N/A | 784 | N/A |
| 3/31/2019 | 7,033 | 497 | N/A | 742 | N/A |
| 12/31/2018 | 7,057 | 545 | N/A | 803 | N/A |
| 9/30/2018 | 6,939 | 370 | N/A | 828 | N/A |
| 6/30/2018 | 6,824 | 305 | N/A | 930 | N/A |
| 3/31/2018 | 6,597 | 280 | N/A | 919 | N/A |
| 12/31/2017 | 6,384 | 289 | N/A | 1,016 | N/A |
| 9/30/2017 | 6,161 | 379 | N/A | 958 | N/A |
| 6/30/2017 | 5,976 | 395 | N/A | 1,009 | N/A |
| 3/31/2017 | 5,924 | 437 | N/A | 887 | N/A |
| 12/31/2016 | 5,677 | 393 | N/A | 943 | N/A |
| 9/30/2016 | 5,591 | 416 | N/A | 1,011 | N/A |
| 6/30/2016 | 5,520 | 416 | N/A | 962 | N/A |
| 3/31/2016 | 5,378 | 369 | N/A | 921 | N/A |
| 12/31/2015 | 5,350 | 330 | N/A | 742 | N/A |
| 9/30/2015 | 5,298 | 254 | N/A | 800 | N/A |
| 6/30/2015 | 5,233 | 194 | N/A | 675 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: OC devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.5% ).
Bénéfices vs marché: OC devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.
Croissance élevée des bénéfices: OC devrait devenir rentable dans les 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de OC ( 3.1% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de OC ( 3.1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de OC devrait être élevé dans 3 ans ( 24 %)
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 18:28 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Owens Corning est couverte par 32 analystes. 16 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| John Eade | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |