Owens Corning 경영진
경영진 기준 점검 4/4
Owens Corning CEO는 Brian Chambers, Aug2018 에 임명되었습니다 의 임기는 7.83 년입니다. 총 연간 보상은 $12.15M, 10.3% 급여 및 89.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $48.03M 가치에 해당하는 회사 주식의 0.49% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.2 년과 7.2 년입니다.
핵심 정보
Brian Chambers
최고경영자
US$12.2m
총 보수
| CEO 급여 비율 | 10.29% |
| CEO 재임 기간 | 7.8yrs |
| CEO 지분 보유율 | 0.5% |
| 경영진 평균 재임 기간 | 3.2yrs |
| 이사회 평균 재임 기간 | 7.2yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$405m |
| Dec 31 2025 | US$12m | US$1m | -US$188m |
| Sep 30 2025 | n/a | n/a | US$220m |
| Jun 30 2025 | n/a | n/a | US$1b |
| Mar 31 2025 | n/a | n/a | US$924m |
| Dec 31 2024 | US$12m | US$1m | US$947m |
| Sep 30 2024 | n/a | n/a | US$952m |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$11m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$11m | US$1m | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$10m | US$1m | US$995m |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$946m |
| Mar 31 2021 | n/a | n/a | US$744m |
| Dec 31 2020 | US$8m | US$1m | -US$383m |
| Sep 30 2020 | n/a | n/a | -US$542m |
| Jun 30 2020 | n/a | n/a | -US$598m |
| Mar 31 2020 | n/a | n/a | -US$556m |
| Dec 31 2019 | US$6m | US$918k | US$405m |
보상 대 시장: Brian의 총 보수(USD12.15M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.65M) 수준입니다.
보상과 수익: Brian의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Brian Chambers (59 yo)
7.8yrs
재임 기간
US$12,151,925
보수
Mr. Brian D. Chambers has been Chief Executive Officer and Director of Owens Corning since April 18, 2019 and serves as its President since August 1, 2018. He serves as Chair at Owens Corning since April 2...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.8yrs | US$12.15m | 0.49% $ 48.0m | |
| Executive VP | 2.8yrs | US$5.53m | 0.066% $ 6.4m | |
| Executive VP | 5yrs | US$3.26m | 0.045% $ 4.4m | |
| President of Roofing Business | 2.8yrs | US$3.17m | 0.025% $ 2.5m | |
| President of Doors business | 1.2yrs | US$2.42m | 0.020% $ 1.9m | |
| Principal Accounting Officer | 3.2yrs | 데이터 없음 | 0.0038% $ 375.5k | |
| Executive VP & Chief Information Officer | 3.4yrs | 데이터 없음 | 0.011% $ 1.1m | |
| Director of Investor Relations | less than a year | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Sustainability Officer | 4.1yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & Chief Innovation Officer | 5.2yrs | 데이터 없음 | 0.030% $ 3.0m | |
| President of Insulation Business | less than a year | 데이터 없음 | 0.021% $ 2.0m |
3.2yrs
평균 재임 기간
51yo
평균 나이
경험이 풍부한 관리: OC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| President | 7.2yrs | US$12.15m | 0.49% $ 48.0m | |
| Independent Director | 5.8yrs | US$289.15k | 0.015% $ 1.5m | |
| Independent Director | 6.8yrs | US$295.11k | 0.019% $ 1.9m | |
| Independent Director | 5.3yrs | US$280.02k | 0.0094% $ 919.3k | |
| Independent Director | 14.6yrs | US$280.01k | 0% $ 0 | |
| Independent Director | 13.8yrs | US$307.10k | 0.014% $ 1.4m | |
| Lead Independent Director | 12.8yrs | US$313.88k | 0.0025% $ 242.5k | |
| Independent Director | 8.3yrs | US$280.02k | 0.023% $ 2.2m | |
| Independent Director | 1.5yrs | US$280.05k | 0.0032% $ 309.0k |
7.2yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: OC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/14 18:07 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Owens Corning는 32명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Eade | Argus Research Company |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |