Owens Corning ofrece productos de construcción residenciales y comerciales en Estados Unidos, Europa, Asia Pacífico y a nivel internacional. Opera a través ...
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BPA est. $3.11 · Ingresos $2.63B · 10 analistas
BPA est. $1.80 · Ingresos $2.32B · 10 analistas
BPA est. $10.04 · Ingresos $9.98B · 10 analistas
BPA est. $1.93 · Ingresos $2.39B · 8 analistas
$3.06 por acción
$3.06 por acción
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $10.1B | -7.9% | +21.7% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-522.0M | -180.7% | +315.2% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +28.5% | -4.9% | +25.8% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +17.0% | -11.3% | +70.7% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -5.2% | -187.6% | +276.9% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $962.0M | -22.7% | +151.4% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +9.5% | -16.1% | +142.3% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 159.7% | +44.4% | -8.1% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.26x | -14.5% | -6.2% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $13.0B | -7.8% | -2.7% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -6.26 vs 12.21 | -151.3% | 2.80 vs 3.11 | -10.1% |
| Revenue Surprise | $10.1B vs $10.1B | -0.3% | $2.8B vs $2.6B | +4.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Marcon Rachel Barthelemy | officer: President, Doors | $.01 Par Value Common | D | 900 | $144.07 |
| Aug 10, 2026 | Marcon Rachel Barthelemy | officer: President, Doors | $.01 Par Value Common | A | 6,501 | $153.80 |
| Aug 10, 2026 | Collins Jonathan Mark | officer: EVP & Chief Financial Officer | $.01 Par Value Common | A | 19,504 | $153.80 |
| Aug 10, 2026 | Del Monaco Nicolas | officer: President, Roofing | $.01 Par Value Common | A | 6,501 | $153.80 |
| Aug 10, 2026 | Canovas De La Nuez Jose Manuel | officer: President, Insulation | $.01 Par Value Common | A | 3,250 | $153.80 |
Operator: Hello, everyone. Thank you for joining us, and welcome to Owens Corning's Second Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Darren Garvin, Director of Investor Relations. Please go ahead. Darren Garvin: Good morning, and thank you for joining us to discuss Owens Corning's Second Quarter 2026 Results. Joining me today are Brian Chambers, our Chair and Chief Executive Officer; and Todd Fister, our Chief Financial and Operating Officer. Our earnings release, Form 10-Q and presentation slides were issued earlier this morning and are available on the Investors section of our website at owenscorning.com. Following our prepared remarks, we will open the call for Q&A. [Operator Instructions] Before we begin, please refer to Slide 2. Today's remarks will include forward-looking statements, which are subject to risks and uncertainties that could cause actual results to differ materially. We undertake no obligation to update these statements, except as required by law. Please refer to the cautionary statements and risk factors identified in our SEC filings for more detail. This presentation also includes non-GAAP financial measures. Explanations and reconciliations to GAAP measures can be found in our earnings release and presentation materials available on our website. Financials and metrics discussed today reflect continuing operations, except for cash flow measures, which include amounts related to glass reinforcements. With the completed divestiture of glass reinforcements, Q2 will be the final quarter that cash flow includes the impact of discontinued operations. For those following along with the presentation, we will begin on Slide 4. And with that, I'll turn the call over to our Chair and CEO, Brian Chambers. Brian Chambers: Thanks, Darren. Good morning, everyone, and thank you for joining us today. During the call, I will provide an overview of our second quarter performance, including how a reshaped Owens Corning is continuing to outperform near-term markets while creating multiple paths for revenue, earnings and cash flow growth. Todd will then provide a more detailed review of our financial results, and I'll come back to share our outlook for the third quarter. Our team delivered outstanding results in the second quarter, demonstrating the strength of the company we have built and our ability to execute at a high level in any market condition. This performance is a direct result of our strategic pivot to build a large-scale residential-focused building products company with unique and unifying competitive advantages, our iconic brand, unparalleled commercial strength, leading product and process technologies and our winning cost positions. I'll share more about our financial performance in a moment. But first, I will begin, as always, with safety. We continue to demonstrate the engagement of our team and the strength of our safety processes through our Safer Together operating framework, …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Brian D. Chambers | Presidente, Director Ejecutivo y Presidente del Consejo | USD 2,965,180 | Male | 1967 | Active |
Nicolas Del Monaco | Presidente del negocio de techos | USD 1,595,159 | Male | 1978 | Active |
Todd W. Fister | Vicepresidente Ejecutivo, CFO y COO | USD 1,449,798 | Male | 1975 | Active |
Gina A. Beredo | Vicepresidente Ejecutivo, Jefe de Administración y Asesor Jurídico General | USD 1,220,843 | Female | 1975 | Active |
Rachel Marcon | Presidente del negocio de puertas | USD 1,066,930 | Female | 1978 | Active |
Jose L. Mendez-Andino | Vicepresidente Ejecutivo y Director de Innovación | — | — | 1974 | Active |
Dave Rabuano | Vicepresidente Senior y Director de Sostenibilidad | — | Male | — | Active |
Annie Baymiller | Vicepresidente Ejecutivo y Director de Información | — | Female | 1983 | Active |
Mari Doerfler | Funcionario Principal de Contabilidad, Vicepresidente y Controller | — | Female | 1983 | Active |
Darren Garvin | Director de Relaciones con Inversores | — | — | — | Active |
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Owens Corning (OC) and Installed Building Products (IBP). But which of these two stocks is more attractive to value investors?
Avalon Trust Co purchased a new stake in shares of Owens Corning Inc (NYSE: OC) in the undefined quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 4,000 shares of the construction company's stock, valued at approximately $636,000. A number of other hedge funds and other
Assenagon Asset Management S.A. raised its position in Owens Corning Inc (NYSE: OC) by 777.3% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,577 shares of the construction company's stock after purchasing an additional 35,066 shares during the quarter. Assenagon Asset
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
