Buy Or Sell Opportunity • Jun 30
Now 27% overvalued after recent price rise Over the last 90 days, the stock has risen 40% to €133. The fair value is estimated to be €104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Meanwhile, the company became loss making. Declared Dividend • Jun 25
Dividend of US$0.79 announced Shareholders will receive a dividend of US$0.79. Ex-date: 17th July 2026 Payment date: 6th August 2026 Dividend yield will be 1.9%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Announcement • Jun 19
Owens Corning Declares Second-Quarter 2026 Dividend, Payable on August 6, 2026 Owens Corning announced that its Board of Directors has declared a quarterly cash dividend of $0.79 per common share. The dividend will be payable on August 6, 2026, to shareholders of record as of July 20, 2026. New Risk • May 25
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.3% average weekly change). Minor Risks High level of debt (134% net debt to equity). Paying a dividend despite being loss-making. Board Change • May 21
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Michelle Collins was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • May 08
Owens Corning Provides Earnings Guidance for the Second Quarter of 2026 Owens Corning provided earnings guidance for the second quarter of 2026. For the second-quarter 2026, Owens Corning expects to continue delivering strong financial performance based on structural improvements made to the company and its market-leading positions. Revenue from continuing operations is expected to be approximately $2.6 billion to $2.7 billion. Announcement • May 02
Owens Corning Promotes Todd Fister from Executive Vice President and Chief Financial Officer to Executive Vice President and Chief Financial and Operating Officer, Effective May 1, 2026 Owens Corning announced that Todd Fister has been promoted to Executive Vice President and Chief Financial and Operating Officer, effective May 1, 2026. In this role, Fister will assume responsibility for executing key enterprise initiatives that drive growth and performance. By leveraging The OC Advantages™ – including Owens Corning’s iconic brand, unparalleled commercial strength, leading technology, and winning cost position – he will enhance the execution of the company’s integrated go-to-market strategy while simplifying and standardizing work across the enterprise. These efforts support the company’s ability to structurally lower costs, improve capital efficiency, and redeploy savings to fund organic growth and disciplined capital allocation. Fister has served as Owens Corning’s Executive Vice President and Chief Financial Officer since 2023, and will operate in a combined role providing both operational and financial leadership as the company conducts an external search for a Chief Financial Officer. Fister served as President of the company’s Insulation business from 2019 to 2023 where he led the transformation of the business to deliver growth and stronger margins. More recently, he was a key architect of the enterprise strategy that positions Owens Corning for organic growth and market-leading margins. Fister joined Owens Corning in 2014 after holding leadership roles across finance, corporate development, and strategy at MeadWestvaco, now part of Smurfit Westrock, as well as Kimberly-Clark and Procter & Gamble. Announcement • Apr 15
Owens Corning to Report Q1, 2026 Results on May 06, 2026 Owens Corning announced that they will report Q1, 2026 results Pre-Market on May 06, 2026 New Risk • Mar 30
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risks High level of debt (116% net debt to equity). Paying a dividend despite being loss-making. Board Change • Mar 18
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Michelle Collins was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Mar 16
Owens Corning, Annual General Meeting, Apr 14, 2026 Owens Corning, Annual General Meeting, Apr 14, 2026. Reported Earnings • Feb 26
Full year 2025 earnings released: US$2.24 loss per share (vs US$7.45 profit in FY 2024) Full year 2025 results: US$2.24 loss per share (down from US$7.45 profit in FY 2024). Revenue: US$10.1b (down 7.9% from FY 2024). Net loss: US$188.0m (down 129% from profit in FY 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.1% growth forecast for the Building industry in Europe. Announcement • Feb 25
Owens Corning Provides Earnings Guidance for the First Quarter of 2026 Owens Corning provided earnings guidance for the fourth quarter of 2026. for the quarter, the company expects Revenue from continuing operations is expected to be approximately $2.1 billion to $2.2 billion. Announcement • Feb 07
Owens Corning Announces Director Maryann T. Mannen Will Not Stand for Re-Election Owens Corning announced that Maryann T. Mannen, a director of Owens Corning, advised the Company's Board of Directors that she will not stand for re-election at the Company's 2026 Annual Meeting of Stockholders. Effective upon the 2026 Annual Meeting of Stockholders, the Board intends to reduce the number of directors on the Board from ten to nine. Announcement • Feb 06
Owens Corning Declares First-Quarter 2026 Dividend, Payable on April 9, 2026 Owens Corning announced that its Board of Directors has declared a quarterly cash dividend of $0.79 per common share for the First-Quarter of 2026 . The dividend will be payable on April 9, 2026, to shareholders of record as of March 9, 2026. Announcement • Feb 04
Owens Corning to Report Q4, 2025 Results on Feb 25, 2026 Owens Corning announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026 Board Change • Feb 03
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Michelle Collins was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Dec 05
Owens Corning Declares 15% Increased Quarterly Dividend, Payable on January 21, 2026 Owens Corning announced that its Board of Directors has declared a quarterly cash dividend of $0.79 per common share, a 15% increase compared to the prior quarterly dividend. The dividend will be payable on January 21, 2026, to shareholders of record as of January 5, 2026. Announcement • Dec 04
Owens Corning Elevates Annie Baymiller to Executive Vice President, Chief Information Officer Owens Corning has elevated Chief Information Officer Annie Baymiller to Executive Vice President, Chief Information Officer. Baymiller has served as the company’s Chief Information Officer since 2023. She joined Owens Corning in 2006 as part of the Information Systems Development Program, and has held a variety of leadership roles focused on digital technology expansion across the company’s market-leading businesses and key geographic regions. Throughout her nearly 20-year career with Owens Corning, she has advanced the company’s enterprise digital capabilities, expanded the use of analytics, and driven digital technology innovation to improve customer engagement and increase operational efficiencies. Her strategic vision has been instrumental in strengthening Owens Corning’s technology roadmap and enabling the company’s growth. Baymiller will continue reporting directly to Chair and Chief Executive Officer Brian Chambers and will serve as a member of the company’s Executive Committee. 
