Owens Corning provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally. It operates through three ...
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Est. EPS $3.11 · Revenue $2.63B · 10 analysts
Est. EPS $1.80 · Revenue $2.32B · 10 analysts
Est. EPS $10.04 · Revenue $9.98B · 10 analysts
Est. EPS $1.93 · Revenue $2.39B · 8 analysts
$3.06 per share
$3.06 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $10.1B | -7.9% | +21.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-522.0M | -180.7% | +315.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +28.5% | -4.9% | +25.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.0% | -11.3% | +70.7% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -5.2% | -187.6% | +276.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $962.0M | -22.7% | +151.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.5% | -16.1% | +142.3% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 159.7% | +44.4% | -8.1% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.26x | -14.5% | -6.2% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $13.0B | -7.8% | -2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Brian D. Chambers | President, Chief Executive Officer & Chair | USD 2,965,180 | Male | 1967 | Active |
Nicolas Del Monaco | President of Roofing Business | USD 1,595,159 | Male | 1978 | Active |
Todd W. Fister | Executive VP, CFO & 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
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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.
