Owens Corning (OC) AI Stock Analysis

Owens Corning manufactures and distributes insulation, roofing materials, and fiberglass composite products across North America, Europe, Asia Pacific, and other international regions. It operates through three main segments: Composites, Insulation, and Roofing. The Composites segment produces glass reinforcements and specialized glass fiber products used in building construction, renewable energy, infrastructure, pipes, and electrical equipment. The Insulation segment provides thermal and acoustical solutions, including glass fiber, mineral fiber, cellular glass, and foam insulation for residential, commercial, and industrial markets. The Roofing segment produces laminate and strip asphalt shingles, oxidized asphalt, and related components for residential and commercial construction applications.

Owens Corning delivered a 5-year revenue CAGR of 7.4% from FY2020 through FY2025. Annual revenue grew from $8.50B in FY2021 to a peak of $10.97B in FY2024 before decreasing 7.9% to $10.10B in FY2025. Operating margin was 17.0% in FY2025, down from 19.2% in FY2024. Net income dropped from $647.0M in FY2024 to -$522.0M in FY2025, resulting in a net margin of -5.2%. For the trailing twelve months, revenue reached $9.85B with an operating margin of 17.8% and net EPS of -$5.07. In the quarter ended June 30, 2026, quarterly revenue rose 0.3% year-over-year while quarterly earnings declined 34.2%.

As of June 30, 2026, Owens Corning held $271.0M in cash and short-term investments against $5.73B in total debt, resulting in net debt of $5.46B. Shareholders' equity was $3.77B, resulting in a debt-to-equity ratio of 1.52 and a current ratio of 1.16. In FY2025, operating cash flow was $1.79B and free cash flow reached $962.0M. Capital deployment in FY2025 included $824.0M in capital expenditures, $815.0M in share buybacks, and $232.0M in dividends paid. Over the past 5 years, the company's share count has decreased 20.7%.

Owens Corning trades at an enterprise value of $15.17B and a market cap of $8.92B. Its forward P/E of 10.1x and price-to-sales of 0.9x sit below the median of its US-listed Industrials peers (17.2x and 1.5x, respectively). However, its EV/EBITDA of 19.9x trades higher than the peer median of 13.9x. Over the past 1 year, the stock fell 8.4%, trailing the S&P 500 (SPY) return of 16.8%. Over a 5-year period, the stock gained 35.1% compared to 83.0% for the S&P 500.

Owens Corning has paid dividends for 13 consecutive years and currently distributes an annual forward dividend of $3.16 per share, yielding 2.80%. The payout ratio is 31.9%, and dividends are distributed on a quarterly frequency. The company achieved a 5-year annualized dividend growth rate of 23.5%, with its last ex-dividend date on October 19, 2026.

Wall Street coverage includes 10 Strong Buy, 1 Buy, 5 Hold, 0 Sell, and 2 Strong Sell recommendations. The mean price target of $146.94 represents a 30.3% upside compared to the last close of $112.80. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $9.61 on revenue of $9.88B. For the following fiscal year, 19 analysts project EPS of $10.95 and revenue of $10.15B. The company beat EPS estimates in 3 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of Owens Corning (OC). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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