Owens Corning

NYSE:OC Stok Raporu

Piyasa değeri: US$10.3b

Owens Corning Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Owens Corning şirketinin kazançları yıllık ortalama -17.8% oranında azalırken, Building sektörünün kazançları yıllık 10.9% oranında artan oldu. Gelirler yıllık ortalama 4.7% oranında artan oldu.

Anahtar bilgiler

-17.79%

Kazanç büyüme oranı

-14.40%

EPS büyüme oranı

Building Sektör Büyümesi13.32%
Gelir büyüme oranı4.67%
Özkaynak getirisi-10.97%
Net Marj-4.12%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Makalesi 26m

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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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 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
Seeking 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

Gelir ve Gider Dağılımı

Owens Corning nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:OC Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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
30 Jun 155,23319448472

Kaliteli Kazançlar: OC şu anda kârlı değil.

Büyüyen Kar Marjı: OC şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: OC kârlı değildir ve zararlar son 5 yılda yılda 17.8% oranında artmıştır.

Büyüme Hızlandırma: OC 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: OC kârlı olmadığından, geçmiş yıl kazanç büyümesinin Building sektörüyle ( -7.9% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: OC hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -10.97% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/20 02:50
Gün Sonu Hisse Fiyatı2026/06/18 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Owens Corning 32 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John EadeArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays