Owens Corning provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally. It operates through three ...
예상 EPS $3.11 · 매출 $2.63B · 10 명의 애널리스트
예상 EPS $1.80 · 매출 $2.32B · 10 명의 애널리스트
예상 EPS $10.04 · 매출 $9.98B · 10 명의 애널리스트
예상 EPS $1.93 · 매출 $2.39B · 8 명의 애널리스트
$3.06 주당
$3.06 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $10.1B | -7.9% | +21.7% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-522.0M | -180.7% | +315.2% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +28.5% | -4.9% | +25.8% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +17.0% | -11.3% | +70.7% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -5.2% | -187.6% | +276.9% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $962.0M | -22.7% | +151.4% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +9.5% | -16.1% | +142.3% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 159.7% | +44.4% | -8.1% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.26x | -14.5% | -6.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $13.0B | -7.8% | -2.7% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -6.26 vs 12.21 | -151.3% | 2.80 vs 3.11 | -10.1% |
| 매출 서프라이즈 | $10.1B vs $10.1B | -0.3% | $2.8B vs $2.6B | +4.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| 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, …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Brian D. Chambers | CEO & Chair | USD 2,965,180 | Male | 1967 | Active |
Nicolas Del Monaco | President of Roofing Business | USD 1,595,159 | Male | 1978 | Active |
Jonathan Collins | Executive Vice President & Chief Financial Officer | USD 1,449,798 | Male | 1980 | Active |
Todd W. Fister | President & COO | USD 1,449,798 | Male | 1975 | Active |
Gina A. Beredo | Executive VP, Chief Administrative Officer & General Counsel | USD 1,220,843 | Female | 1975 | Active |
Rachel Marcon | President of Doors business | USD 1,066,930 | Female | 1978 | Active |
Jose L. Mendez-Andino | Executive VP & Chief Innovation Officer | — | — | 1974 | Active |
Dave Rabuano | Senior Vice President & Chief Sustainability Officer | — | Male | — | Active |
Annie Baymiller | Executive VP & Chief Information Officer | — | Female | 1983 | Active |
Mari Doerfler | Principal Accounting Officer, Vice President & Controller | — | Female | 1983 | Active |
Darren Garvin | Director of Investor Relations | — | — | — | 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.
