Owens Corning（OC）株式概要
オーエンズコーニングは、米国、欧州、アジア太平洋地域、および海外で住宅用および商業用の建築用製品を提供している。 詳細
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Analyst Price Targets
Owens Corning 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$147.16 |
| 52週高値 | US$159.91 |
| 52週安値 | US$97.53 |
| ベータ | 1.32 |
| 1ヶ月の変化 | 5.05% |
| 3ヶ月変化 | 25.33% |
| 1年変化 | -0.91% |
| 3年間の変化 | 7.48% |
| 5年間の変化 | 52.53% |
| IPOからの変化 | 450.13% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 06
OC: Leadership Transition And Capital Returns Will Shape Fairly Valued Upside Potential
Analysts have lifted their price target for Owens Corning by about $18 to approximately $165, citing updated assumptions that include a different fair value estimate, changes to the discount rate, revised revenue growth expectations, adjusted profit margin assumptions, and a lower projected future P/E multiple. What’s in the News for Owens Corning Owens Corning appointed Jonathan Collins as Executive Vice President and Chief Financial Officer, effective August 10, 2026, according to a company announcement.
ナラティブ更新 • Jul 23
OC: Takeover Proposals And Fair Valuation Will Shape Future Return Profile
For Owens Corning, analysts have adjusted their price target from $125.00 to about $134.96, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for this change. What’s in the News for Owens Corning Owens Corning received multiple unsolicited acquisition proposals from Carlisle Companies valued at over US$10b, structured as a mix of cash and stock at a premium to recent trading prices.Seeking Alpha • Jul 09
Owens Corning: Housing Pain Is Real, But So Is The Value
Summary Owens Corning remains a 'buy' as shares trade at the cheaper end of peers despite industry headwinds and recent business transformation. OC's Q1 revenue and profitability declined sharply across all segments, mainly due to lower volumes and pricing in the residential housing market. Management completed strategic divestitures, including the glass reinforcements business, with proceeds allocated to organic growth, shareholder returns, and potential debt reduction. Despite near-term uncertainty and deteriorating fundamentals, OC's dividend appears secure, and its valuation reflects both risks and turnaround potential. Read the full article on Seeking Alphaナラティブ更新 • Jul 09
OC: Takeover Interest And Housing Act Will Reshape Future Return Profile
Analysts have lifted their price target for Owens Corning from $110 to $125, citing updated assumptions that include projected revenue growth of 3.03%, a profit margin of 23.37%, a forward P/E of 4.66, and a slightly lower discount rate of 9.71%. What’s in the News for Owens Corning Owens Corning received multiple unsolicited acquisition proposals from Carlisle Companies, including at least one offer valued at over US$10b with a mix of cash and stock at a premium to the recent share price, according to recent news reports.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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 Alpha株主還元
| OC | US Building | US 市場 | |
|---|---|---|---|
| 7D | -5.6% | -3.8% | -0.8% |
| 1Y | -0.9% | 2.5% | 20.5% |
業界別リターン: OC過去 1 年間で2.5 % の収益を上げたUS Building業界を下回りました。
リターン対市場: OCは、過去 1 年間で20.5 % のリターンを上げたUS市場を下回りました。
価格変動
| OC volatility | |
|---|---|
| OC Average Weekly Movement | 7.2% |
| Building Industry Average Movement | 6.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: OC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1938 | 25,000 | Brian Chambers | www.owenscorning.com |
オーウェンズ・コーニングは、米国、欧州、アジア太平洋地域、およびその他の地域において、住宅用および商業用建築資材を提供しています。同社は、「屋根材」、「断熱材」、「ドア」の3つの事業セグメントで事業を展開しています。 同社は、ラミネートおよびストリップ型アスファルト屋根用シングル、屋根用部材、酸化アスファルトを提供しています。また、「オーウェンズ・コーニング PINK」、「 Next Gen、FIBERGLAS Insulationの各ブランド名で、ラミネートおよびストリップ型アスファルト屋根用シングル、屋根用部材、酸化アスファルトを提供している。また、FOAMULAR、FOAMGLAS、Parocの各ブランド名で、ガラス繊維製パイプ断熱材、高効率フレキシブルダクト用断熱材、結合型および粒状石綿断熱材、セルラーガラス断熱材、発泡断熱材を提供している。 さらに、同社は住宅用内外装ドア、ガラス、ガラス繊維、金属製のドア、およびドア枠、敷居、ウェザーストリップ、ヒンジ、錠前などのドア部品も提供しています。また、繊維やマットの形態をしたガラス繊維補強材の製造、加工、販売も行っています。 同社は、販売代理店、ホームセンター、材木店、施工業者、小売業者、住宅建設業者、請負業者、ディーラー、建築資材小売業者、リフォーム業者などに製品を供給している。オーウェンズ・コーニングは1938年に設立され、オハイオ州トレドに本社を置いている。
Owens Corning 基礎のまとめ
| OC 基礎統計学 | |
|---|---|
| 時価総額 | US$11.95b |
| 収益（TTM） | -US$429.00m |
| 売上高(TTM) | US$9.85b |
1.2x
P/Sレシオ-27.1x
PER（株価収益率OC は割高か？
公正価値と評価分析を参照収益と収入
| OC 損益計算書（TTM） | |
|---|---|
| 収益 | US$9.85b |
| 売上原価 | US$7.24b |
| 売上総利益 | US$2.61b |
| その他の費用 | US$3.04b |
| 収益 | -US$429.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -5.43 |
| グロス・マージン | 26.49% |
| 純利益率 | -4.36% |
| 有利子負債／自己資本比率 | 128.2% |
OC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
2.1%
現在の配当利回り-58%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/20 00:16 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Owens Corning 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| John Eade | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |