Owens-Corning (OC)
Market Price (9/14/2026): $131.81 | Market Cap: $10.6 BilSector: Industrials | Industry: Building Products
Owens-Corning (OC)
Market Price (9/14/2026): $131.81Market Cap: $10.6 BilSector: IndustrialsIndustry: Building Products
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18% Attractive yieldDividend Yield is 2.3%, FCF Yield is 8.5% Stock buyback supportStock Buyback 3Y Total is 1.9 Bil Low stock price volatilityVol 12M is 41% Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Advanced Materials, and Renewable Energy Transition. Themes include Energy Efficient Building Materials, Show more. | Weak multi-year price returns2Y Excs Rtn is -54%, 3Y Excs Rtn is -73% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 52% Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 212x Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.2% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.2% Key risksOC key risks include [1] increased leverage and potential goodwill impairment from its significant acquisition strategy and [2] the operational and financial challenges of integrating large acquired companies like Masonite. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Attractive yieldDividend Yield is 2.3%, FCF Yield is 8.5% |
| Stock buyback supportStock Buyback 3Y Total is 1.9 Bil |
| Low stock price volatilityVol 12M is 41% |
| Megatrend and thematic driversMegatrends include Sustainable & Green Buildings, Advanced Materials, and Renewable Energy Transition. Themes include Energy Efficient Building Materials, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -54%, 3Y Excs Rtn is -73% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 52% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 212x |
| Weak revenue growthRev Chg LTMRevenue Change % Last Twelve Months (LTM) is -7.2% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.2% |
| Key risksOC key risks include [1] increased leverage and potential goodwill impairment from its significant acquisition strategy and [2] the operational and financial challenges of integrating large acquired companies like Masonite. |
Qualitative Assessment
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Owens-Corning (OC) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Owens Corning reported stronger-than-expected financial results for fiscal Q2 2026, which ended June 30, 2026. The company announced on August 5, 2026, an adjusted earnings per share (EPS) of $3.93, significantly beating analysts' consensus estimates of $3.09 by $0.84, or 28%. Revenue also surpassed expectations, reaching $2.8 billion against a consensus estimate of $2.65 billion. This strong performance led to an initial surge in stock price, with shares jumping 6.6% in the afternoon session after the earnings release. The company maintained a robust adjusted EBITDA margin of 24% for the quarter and saw an improvement in free cash flow to $199 million from $129 million in the prior year's period.
2. The company's strategic portfolio adjustments and successful execution of cost synergy initiatives contributed positively. Owens Corning completed the sale of its glass reinforcements business on April 30, 2026, enabling a sharper focus on residential building products in North America and Europe, which is expected to drive higher margins and cash flows. Additionally, the company exceeded its initial target for cost synergies from its Doors business, achieving $135 million in enterprise run-rate savings, surpassing the $125 million commitment by mid-2026. An additional $75 million in structural cost improvements are also on track.
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Owens-Corning (OC) stock has gained about 5% since 5/31/2026 because of the following key factors:
1. Owens Corning reported stronger-than-expected financial results for fiscal Q2 2026, which ended June 30, 2026. The company announced on August 5, 2026, an adjusted earnings per share (EPS) of $3.93, significantly beating analysts' consensus estimates of $3.09 by $0.84, or 28%. Revenue also surpassed expectations, reaching $2.8 billion against a consensus estimate of $2.65 billion. This strong performance led to an initial surge in stock price, with shares jumping 6.6% in the afternoon session after the earnings release. The company maintained a robust adjusted EBITDA margin of 24% for the quarter and saw an improvement in free cash flow to $199 million from $129 million in the prior year's period.
2. The company's strategic portfolio adjustments and successful execution of cost synergy initiatives contributed positively. Owens Corning completed the sale of its glass reinforcements business on April 30, 2026, enabling a sharper focus on residential building products in North America and Europe, which is expected to drive higher margins and cash flows. Additionally, the company exceeded its initial target for cost synergies from its Doors business, achieving $135 million in enterprise run-rate savings, surpassing the $125 million commitment by mid-2026. An additional $75 million in structural cost improvements are also on track.
3. Owens Corning's commitment to returning capital to shareholders bolstered investor confidence. The company reiterated its plan to return $2 billion in cash to shareholders through dividends and share repurchases across fiscal years 2025 and 2026. In fiscal Q2 2026 alone, Owens Corning returned a substantial $264 million to shareholders, comprising $200 million in share repurchases and $64 million in dividends. Through the first half of fiscal 2026, the company had returned $327 million.
4. Positive analyst sentiment and increased price targets following the strong fiscal Q2 results signaled confidence in future performance. Several financial analysts upgraded their ratings and raised price targets for Owens Corning stock in August 2026. DA Davidson, for example, upgraded the stock to "strong-buy" on August 26, 2026. Other firms, including RBC, Deutsche Bank, and Truist Financial, increased their price objectives, with Truist setting a target of $198.00. The consensus analyst rating for OC remained largely positive, indicating a "Moderate Buy" or "Buy" with an average price target generally implying significant upside from its trading price during the period.
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Stock Movement Drivers
Fundamental Drivers
The 5.4% change in OC stock from 5/31/2026 to 9/13/2026 was primarily driven by a 4.8% change in the company's P/S Multiple.| (LTM values as of) | 5312026 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 125.13 | 131.90 | 5.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9,838 | 9,847 | 0.1% |
| P/S Multiple | 1.0 | 1.1 | 4.8% |
| Shares Outstanding (Mil) | 81 | 80 | 0.5% |
| Cumulative Contribution | 5.4% |
Market Drivers
5/31/2026 to 9/13/2026| Return | Correlation | |
|---|---|---|
| OC | 5.4% | |
| Market (SPY) | 1.0% | 50.4% |
| Sector (XLI) | -0.4% | 58.6% |
Fundamental Drivers
The 9.4% change in OC stock from 2/28/2026 to 9/13/2026 was primarily driven by a 10.1% change in the company's P/S Multiple.| (LTM values as of) | 2282026 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 120.53 | 131.90 | 9.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,103 | 9,847 | -2.5% |
| P/S Multiple | 1.0 | 1.1 | 10.1% |
| Shares Outstanding (Mil) | 82 | 80 | 2.0% |
| Cumulative Contribution | 9.4% |
Market Drivers
2/28/2026 to 9/13/2026| Return | Correlation | |
|---|---|---|
| OC | 9.4% | |
| Market (SPY) | 11.7% | 56.1% |
| Sector (XLI) | -2.4% | 63.5% |
Fundamental Drivers
The -9.9% change in OC stock from 8/31/2025 to 9/13/2026 was primarily driven by a -8.3% change in the company's P/S Multiple.| (LTM values as of) | 8312025 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 146.44 | 131.90 | -9.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,614 | 9,847 | -7.2% |
| P/S Multiple | 1.2 | 1.1 | -8.3% |
| Shares Outstanding (Mil) | 85 | 80 | 5.9% |
| Cumulative Contribution | -9.9% |
Market Drivers
8/31/2025 to 9/13/2026| Return | Correlation | |
|---|---|---|
| OC | -9.9% | |
| Market (SPY) | 19.5% | 47.2% |
| Sector (XLI) | 14.6% | 58.3% |
Fundamental Drivers
The -2.9% change in OC stock from 8/31/2023 to 9/13/2026 was primarily driven by a -15.1% change in the company's P/S Multiple.| (LTM values as of) | 8312023 | 9132026 | Change |
|---|---|---|---|
| Stock Price ($) | 135.85 | 131.90 | -2.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 9,708 | 9,847 | 1.4% |
| P/S Multiple | 1.3 | 1.1 | -15.1% |
| Shares Outstanding (Mil) | 90 | 80 | 12.7% |
| Cumulative Contribution | -2.9% |
Market Drivers
8/31/2023 to 9/13/2026| Return | Correlation | |
|---|---|---|
| OC | -2.9% | |
| Market (SPY) | 75.7% | 55.6% |
| Sector (XLI) | 65.9% | 63.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| OC Return | 21% | -4% | 77% | 17% | -33% | 16% | 86% |
| Peers Return | 38% | -26% | 53% | 2% | 4% | -9% | 50% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 11% | 102% |
Monthly Win Rates [3] | |||||||
| OC Win Rate | 58% | 42% | 67% | 67% | 42% | 56% | |
| Peers Win Rate | 65% | 37% | 55% | 55% | 50% | 44% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| OC Max Drawdown | -22% | -26% | -24% | -20% | -48% | -27% | |
| Peers Max Drawdown | -21% | -41% | -26% | -27% | -34% | -35% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CSL, IBP, AWI, HUN, ROCK. See OC Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/11/2026 (YTD)
How Low Can It Go
| Event | OC | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -15.1% | -9.5% |
| % Gain to Breakeven | 17.8% | 10.5% |
| Time to Breakeven | 20 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -11.3% | -6.7% |
| % Gain to Breakeven | 12.8% | 7.1% |
| Time to Breakeven | 34 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -16.9% | -24.5% |
| % Gain to Breakeven | 20.3% | 32.4% |
| Time to Breakeven | 28 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -52.4% | -33.7% |
| % Gain to Breakeven | 110.2% | 50.9% |
| Time to Breakeven | 137 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.2% | -19.2% |
| % Gain to Breakeven | 32.0% | 23.8% |
| Time to Breakeven | 50 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -13.9% | -3.7% |
| % Gain to Breakeven | 16.1% | 3.9% |
| Time to Breakeven | 34 days | 6 days |
In The Past
Owens-Corning's stock fell -7.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 8.2% gain to breakeven.
Preserve Wealth
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Asset Allocation
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| Event | OC | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -52.4% | -33.7% |
| % Gain to Breakeven | 110.2% | 50.9% |
| Time to Breakeven | 137 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -24.2% | -19.2% |
| % Gain to Breakeven | 32.0% | 23.8% |
| Time to Breakeven | 50 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -42.9% | -17.9% |
| % Gain to Breakeven | 75.1% | 21.8% |
| Time to Breakeven | 162 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -74.1% | -53.4% |
| % Gain to Breakeven | 286.7% | 114.4% |
| Time to Breakeven | 152 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -24.5% | -8.6% |
| % Gain to Breakeven | 32.4% | 9.5% |
| Time to Breakeven | 961 days | 47 days |
In The Past
Owens-Corning's stock fell -7.5% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 8.2% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Owens-Corning (OC)
Owens Corning (OC) is a global building and construction materials company specializing in insulation, roofing, and fiberglass composite materials. The company operates through three primary segments: Composites, Insulation, and Roofing, providing essential products for various applications from residential homes to large-scale infrastructure projects across the United States, Canada, Europe, and Asia Pacific regions.
The Composites segment manufactures glass reinforcements and glass fiber products like fabrics, which are vital components in building structures, wind-energy turbine blades, and various industrial applications. Its Insulation segment produces a wide range of thermal and acoustical insulation products for residential, commercial, and industrial markets, sold under recognized brands such as Owens Corning PINK, FOAMULAR, and FOAMGLAS. These insulation products are primarily distributed to insulation installers, home centers, lumberyards, and retailers.
The Roofing segment focuses on asphalt roofing shingles, oxidized asphalt materials, and roofing components for residential and commercial construction. These products are sold through distributors, home centers, lumberyards, and direct to contractors. Across its segments, Owens Corning's main customers include parts molders, fabricators, shingle manufacturers, insulation installers, contractors, and various manufacturers in the automotive, chemical, rubber, and construction industries, underscoring its broad market reach in foundational building and industrial materials.
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Here are 1-3 brief analogies for Owens-Corning:
- Sherwin-Williams, but for insulation and roofing materials.
- The 'Intel Inside' for your home's thermal envelope and roof.
- A Weyerhaeuser focused on fiberglass, insulation, and roofing products.
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- Composites: Glass fiber reinforcements and products, such as fabrics and non-wovens, utilized across various industries including construction, renewable energy, and infrastructure.
- Insulation Products: A broad range of thermal and acoustical insulation materials, including glass fiber, mineral fiber, cellular glass, and foam, for residential, commercial, and industrial applications.
- Roofing Materials: Asphalt roofing shingles (laminate and strip), oxidized asphalt materials, and roofing components primarily for residential and commercial construction, along with synthetic packaging materials.
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Owens-Corning (OC) primarily sells its products to other businesses rather than directly to individuals. The provided company description categorizes its customers rather than naming specific customer companies. Based on this information, the major categories of Owens-Corning's business customers are:
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Distributors, Home Centers, Lumberyards, and Retailers: These businesses serve as crucial channels for Owens Corning's insulation and roofing products. They resell these materials to contractors, builders, and direct consumers. This category includes major home improvement retailers, regional building material suppliers, and various distributors.
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Contractors and Installers: This category includes professional insulation installers, roofing contractors, and other construction-related contractors who purchase Owens Corning's products for direct use in residential, commercial, and industrial construction and renovation projects.
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Industrial and Specialty Manufacturers: Owens Corning sells fiberglass composites and other specialized materials to various manufacturers. This includes parts molders, fabricators, shingle manufacturers (for composites), and manufacturers in the automotive, chemical, rubber, and other construction-related industries that integrate Owens Corning's materials into their own products or manufacturing processes.
As the company description does not name specific customer companies, public company symbols for Owens Corning's direct customers cannot be provided.
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Mr. Chambers was appointed Chief Executive Officer in 2019 and elected Board Chair in 2020. He has over 20 years of global business and leadership experience with Owens Corning, holding various senior roles including President and Chief Operating Officer from 2018 to 2019, and President of the Roofing business from 2014 to 2018. Before rejoining Owens Corning in 2011, Mr. Chambers served as President of Saint-Gobain's distribution business in North America from 2007, a move that occurred with the divestiture of Owens Corning's siding business to Saint-Gobain. He also held commercial and operational roles at Honeywell and BOC Gases. Mr. Chambers serves on the Board of Directors of Lincoln Electric Holdings, Inc.
Todd Fister, Chief Financial OfficerMr. Fister assumed the role of Chief Financial Officer on September 15, 2023, succeeding Ken Parks. Prior to this, he served as President of the company's global Insulation business since 2019. He brings 27 years of global experience from Fortune 500 companies in the building materials, consumer products, and packaging industries. Before joining Owens Corning in 2014, he spent seven years at MeadWestvaco (now WestRock) in finance, corporate development, and strategy roles. His career also includes experience at Kimberly-Clark and Procter & Gamble. He has also led over $1.5 billion in M&A activity.
Annie Baymiller, Executive Vice President and Chief Information OfficerMs. Baymiller was appointed Executive Vice President and Chief Information Officer in December 2025, having previously served as Senior Vice President and Chief Information Officer since March 2023. She joined Owens Corning in 2006 and has held various leadership roles focused on expanding digital technology across the company's businesses and regions.
Jose Canovas, President, InsulationMr. Canovas was appointed President of the Owens Corning Insulation business in July 2025. Immediately prior to this role, he was Vice President and General Manager of Commercial and Industrial Insulation. Since joining Owens Corning in 2012, Mr. Canovas has held roles in strategy and corporate development and has led multiple Insulation businesses, including general manager of Insulation Latin America and general manager of the XPS foam insulation business in the U.S. and Canada.
Nico Del Monaco, President, RoofingMr. Del Monaco was appointed President of Owens Corning's Roofing business in July 2025. Before this appointment, he served as President of Insulation. With nearly 25 years of experience at Owens Corning, he has held multiple leadership roles across various markets, businesses, functions, and regions, and also served as Senior Vice President and Managing Director of the company's European operations.
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The key risks to Owens-Corning's business include:
- Macroeconomic and Housing Market Cyclicality: Owens Corning's performance is highly sensitive to the cyclical nature of the residential and non-residential construction markets, including housing starts, renovation activity, and overall economic conditions such as interest rates and consumer confidence. Weakening demand in these markets can lead to reduced sales volumes and pressure on profit margins across its Insulation and Roofing segments.
- Input Cost Volatility and Inflationary Pressures: As an energy-intensive manufacturer, Owens Corning faces significant risks from fluctuations in raw material prices, particularly for materials like asphalt used in its roofing products, and energy costs. If the company is unable to effectively pass these increased input costs and inflationary pressures on to its customers through price increases, its profit margins can be negatively impacted.
- Integration Risks from Acquisitions: The company's strategy involves acquisitions, such as the recent purchase of Masonite International Corporation. While these acquisitions aim to strengthen its market position, they introduce integration risks, including the challenge of realizing targeted synergies and ensuring the acquired businesses perform as expected. A significant goodwill impairment charge related to the Doors segment, which includes Masonite, was reported, indicating potential challenges in this area.
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Owens-Corning (OC) Addressable Market Sizes
Owens Corning operates in three main segments: Insulation, Roofing, and Fiberglass Composites. The addressable market sizes for these key product areas are as follows:
Insulation Market
- Global: The global insulation market size was estimated at USD 74.05 billion in 2025 and is projected to reach USD 127.70 billion by 2033, growing at a compound annual growth rate (CAGR) of 7.1% from 2026 to 2033. Another estimate places the global insulation market at USD 74.81 billion in 2025, with a projection to reach approximately USD 148.67 billion by 2035, exhibiting a CAGR of 7.11% from 2025 to 2035.
- U.S.: The U.S. insulation market size was valued at USD 10.92 billion in 2025 and is predicted to increase to approximately USD 22.95 billion by 2035, expanding at a CAGR of 7.71% from 2026 to 2035. Another source indicates the U.S. insulation market size was USD 14.2 billion in 2025, with a forecast to reach USD 24.6 billion by 2034, growing at a CAGR of 6.10% from 2026-2034.
Roofing Market
- Global: The global roofing market size was valued at USD 213.76 billion in 2023 and is expected to reach USD 280.29 billion by 2029, growing at a CAGR of 4.62%. The global roofing materials market size was estimated at USD 129.62 billion in 2023 and is projected to reach USD 168.25 billion by 2030, with a CAGR of 3.9% from 2024 to 2030.
- U.S.: The U.S. roofing market was valued at USD 49.50 billion in 2024 and is expected to reach USD 67.65 billion by 2032, at a CAGR of 4.1% during the forecast period. Another report estimates the U.S. roofing market at USD 31.38 billion in 2026, with a 6.17% CAGR.
Fiberglass Composites Market
- Global: The global glass fiber composites market size was estimated to be worth USD 25.3 billion in 2024 and is anticipated to reach USD 43.5 billion by 2035, at a CAGR of 5.05% during the forecast period 2025–2035. The global fiberglass market size was valued at USD 21.02 billion in 2025 and is projected to grow to USD 34.67 billion by 2034, exhibiting a CAGR of 5.80% during the forecast period.
- U.S.: The United States fiberglass market size reached USD 3.2 billion in 2025 and is expected to reach USD 5.0 billion by 2034, exhibiting a growth rate (CAGR) of 4.99% during 2026-2034. The fiberglass market in the United States generated a revenue of USD 3.949 billion in 2025 and is expected to reach USD 5.4872 billion by 2033, growing at a CAGR of 4.3% from 2026 to 2033.
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Owens Corning (OC) is expected to drive future revenue growth over the next 2-3 years through several key strategies and market dynamics:
- Strategic Acquisition of Masonite: The acquisition of Masonite International Corporation in February 2024 significantly expands Owens Corning's addressable market into the global doors segment. This move is projected to contribute substantially to the company's revenue, with pro forma enterprise sales expected to be in the low-to-mid tens of billions once fully consolidated. Owens Corning aims to achieve approximately $200 million in cost synergies within 24-36 months from the Masonite integration, which will enhance overall financial performance and support growth initiatives.
- Innovation and New Product Development: Owens Corning consistently invests in research and development to foster product leadership and innovation. The company focuses on developing durable, energy-efficient building materials, enhancing indoor comfort, and integrating smart-home compatibility. Key initiatives involve combining R&D, digitalization, and sustainability to drive growth across its Insulation, Roofing, and Composites segments. This includes expanding multi-material solutions and developing prefabricated building solutions, as well as investing in new manufacturing facilities for laminate shingles, fiberglass insulation, and FOAMULAR NGX products.
- Pricing Discipline and Favorable Product Mix: The company has demonstrated its ability to implement positive pricing strategies, particularly in its Roofing segment, which has contributed to revenue increases. Alongside pricing, a favorable product mix, driven by strong demand for comprehensive multi-material roofing systems and components, has also positively impacted sales.
- Market Recovery in Residential Construction and Remodeling: Despite recent headwinds such as weaker U.S. residential demand and distribution destocking in late 2025, Owens Corning anticipates improvements in residential new construction and remodeling later in 2025 and into 2026. The company is focused on strengthening its position in core building and construction products to capitalize on these expected market recoveries.
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Share Repurchases
- Owens Corning's Board of Directors authorized a new share repurchase program for up to 12 million shares in May 2025. This authorization is in addition to approximately 5.7 million shares remaining under a previous program as of March 31, 2025.
- In 2025, the company returned $1.0 billion to shareholders through dividends and share repurchases, which included repurchasing 5.9 million shares for $770 million.
- Over the five years ending 2025, Owens Corning repurchased 29 million shares of common stock, totaling $3.2 billion.
Share Issuance
- The number of outstanding shares has consistently decreased over the past few years due to share repurchases.
- Shares outstanding were 84 million at the end of 2025, representing a 4.33% decline from 2024.
- Shares outstanding were 88 million in 2024, a 3.52% decrease from 2023.
Outbound Investments
- In February 2024, Owens Corning announced the acquisition of Masonite International Corporation for approximately $3.9 billion, aiming to expand its residential building products offering into doors and door systems. The acquisition closed in March 2024.
- In February 2025, Owens Corning agreed to sell its glass reinforcements business to Praana Group, a move intended to sharpen the company's focus on residential and commercial building products in North America and Europe. This transaction is expected to close in 2025.
- During 2022, Owens Corning completed the acquisitions of Natural Polymers and WearDeck, though specific financial details were not disclosed.
Capital Expenditures
- Capital expenditures totaled $824 million in 2025, an increase from $647 million in 2024 and $526 million in 2023.
- Capital expenditures are expected to be approximately $800 million for 2026, with more than half allocated to capacity expansion and efficiency improvements.
- The primary focus of these investments is on modernizing assets, increasing operating efficiencies, and strengthening market-leading positions within the Roofing and Insulation businesses to support future growth.
Peer Outperformance in Building Products
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| OC | Owens-Corning | 2.6% | -15.8x | -11.2% | 0.1% | 54.6% | — |
| GFF | Griffon | 1.6% | 23.6x | 25.2% | 142.8% | 406.7% | +352pp |
| JCI | Johnson Controls International | 5.4% | 24.8x | 37.5% | 170.1% | 117.0% | +62pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 12.7% | 109.6% | 196.6% | CDNL 2642% · FIX 2380% · STRL 2143% |
| Marine Transportation | 5 | 78.1% | 61.8% | 168.4% | HOS 46637% · MATX 193% · KEX 168% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 8.1% | 59.5% | 124.7% | CAT 341% · ALSN 275% · WAB 226% |
| Aerospace & Defense | 54 | -1.3% | 64.3% | 71.0% | ATI 1047% · FTAI 949% · HWM 637% |
| Rail Transportation | 7 | 34.0% | 64.5% | 45.3% | FSTR 144% · CSX 72% · UNP 56% |
| Passenger Ground Transportation | 3 | -21.7% | 35.1% | 42.4% | UBER 84% · CAR 42% · LYFT -70% |
| Trading Companies & Distributors | 19 | 6.3% | 35.0% | 40.9% | DXPE 580% · AIT 293% · WCC 230% |
| Industrial Machinery & Supplies & Components | 71 | 7.9% | 43.0% | 38.3% | CRS 1375% · PSIX 994% · EROC 630% |
| Diversified Support Services | 32 | 12.7% | 30.3% | 34.0% | LIME 3588% · TH 447% · WLFC 368% |
| Cargo Ground Transportation | 16 | 37.5% | 5.4% | 33.5% | XPO 264% · R 247% · CVLG 230% |
| Electrical Components & Equipment | 41 | 14.4% | 56.4% | 21.7% | POWL 2288% · BE 1304% · VRT 993% |
| Building Products ← | 33 | -11.2% | 2.7% | 18.3% | LMB 640% · GFF 407% · PPIH 312% |
| Industrial Conglomerates | 17 | 6.4% | 9.4% | 7.0% | RCMT 482% · CSW 145% · CSL 81% |
| Environmental & Facilities Services | 29 | -9.0% | 26.7% | -1.7% | CECO 1049% · ADUR 387% · NVRI 384% |
| Agricultural & Farm Machinery | 17 | 12.3% | -5.7% | -4.0% | BLBD 218% · DE 103% · GENC 56% |
| Research & Consulting Services | 13 | -12.8% | -25.5% | -11.5% | HURN 206% · CRAI 91% · GRNQ 79% |
| Data Processing & Outsourced Services | 6 | -33.5% | -15.9% | -25.2% | EXLS 42% · BR 8% · G -24% |
| Passenger Airlines | 11 | 1.9% | 2.8% | -26.9% | LTM 3321% · UAL 150% · SKYW 113% |
| Office Services & Supplies | 9 | 8.9% | 22.2% | -30.2% | PBI 198% · TILE 145% · HNI 54% |
| Air Freight & Logistics | 12 | -10.2% | -24.7% | -38.3% | CHRW 91% · FDX 68% · EXPD 59% |
| Security & Alarm Services | 10 | -34.4% | 15.9% | -38.4% | CIX 150% · MG 110% · NL 70% |
| Human Resource & Employment Services | 22 | 0.4% | -21.9% | -38.7% | BBSI 90% · ADP 50% · PAYX 23% |
| Airport Services | 3 | -71.3% | -79.6% | -57.6% | JOBY -21% · ASLE -58% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 147.88 |
| Mkt Cap | 6.2 |
| Rev LTM | 4,030 |
| Op Inc LTM | 346 |
| FCF LTM | 269 |
| FCF 3Y Avg | 245 |
| CFO LTM | 359 |
| CFO 3Y Avg | 329 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.3% |
| Rev Chg 3Y Avg | 2.5% |
| Rev Chg Q | 9.7% |
| QoQ Delta Rev Chg LTM | 2.7% |
| Op Inc Chg LTM | -13.5% |
| Op Inc Chg 3Y Avg | -1.1% |
| Op Mgn LTM | 12.4% |
| Op Mgn 3Y Avg | 14.1% |
| QoQ Delta Op Mgn LTM | -0.0% |
| CFO/Rev LTM | 15.0% |
| CFO/Rev 3Y Avg | 16.0% |
| FCF/Rev LTM | 9.5% |
| FCF/Rev 3Y Avg | 11.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.2 |
| P/S | 1.5 |
| P/Op Inc | 12.9 |
| P/EBIT | 14.7 |
| P/E | 4.7 |
| P/CFO | 14.2 |
| Total Yield | 0.7% |
| Dividend Yield | 1.5% |
| FCF Yield 3Y Avg | 5.4% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -9.6% |
| 3M Rtn | 2.6% |
| 6M Rtn | -1.4% |
| 12M Rtn | -13.6% |
| 3Y Rtn | 13.2% |
| 1M Excs Rtn | -10.2% |
| 3M Excs Rtn | -1.3% |
| 6M Excs Rtn | -15.7% |
| 12M Excs Rtn | -30.9% |
| 3Y Excs Rtn | -54.1% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Roofing | 4,437 | 4,630 | 4,626 | 3,658 | 3,209 |
| Insulation | 3,700 | 3,926 | 3,888 | 3,714 | 3,184 |
| Doors | 2,125 | 1,448 | 0 | 0 | |
| Eliminations | -159 | -153 | -142 | -271 | -236 |
| Composites | 2,660 | 2,341 | |||
| Total | 10,103 | 9,851 | 8,372 | 9,761 | 8,498 |
| $ Mil | 2025 | 2024 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|
| Roofing | 1,411 | 1,532 | 266 | 232 | |
| Insulation | 848 | 945 | 160 | 108 | |
| Doors | 232 | 232 | |||
| Gains on sale of certain precious metals | 45 | 19 | |||
| Acquisition-related transaction costs | 0 | -49 | |||
| Gain on sale of Santa Clara, California Site | 0 | 0 | |||
| Impairment of venture investment | 0 | -15 | |||
| Pension settlement losses | 0 | 0 | |||
| Recognition of acquisition inventory fair value step-up | 0 | -18 | |||
| Strategic review-related charges | 0 | -46 | |||
| Paroc marine recall | -2 | -58 | |||
| Acquisition-related integration costs excluding amortization | -26 | -73 | |||
| Restructuring excluding depreciation and amortization | -27 | -73 | |||
| Gain (Loss) on sale of businesses | -30 | -91 | |||
| Intangible assets impairment charge | -39 | 0 | |||
| General corporate expense and other | -223 | -241 | |||
| Depreciation and amortization | -694 | -581 | |||
| Goodwill impairment charge | -1,135 | 0 | |||
| Composites | 232 | 149 | 98 | ||
| Corporate Eliminations | -110 | -97 | -139 | ||
| Building Materials | 426 | ||||
| Total | 360 | 1,483 | 548 | 392 | 385 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Insulation | 4,548 | 4,231 | 3,934 | 3,930 | 3,937 |
| Doors | 3,234 | 4,454 | |||
| Roofing | 3,223 | 3,107 | 1,863 | 1,897 | 1,884 |
| Corporate property, plant and equipment, other assets and eliminations | 878 | 862 | 619 | 536 | 559 |
| Current assets of discontinued operations | 426 | 427 | |||
| Cash and cash equivalents | 345 | 321 | 1,615 | 1,099 | 959 |
| Non-current assets of discontinued operations | 254 | 579 | |||
| Investments in affiliates | 62 | 86 | 29 | 27 | 45 |
| Non-current deferred income taxes | 10 | 8 | 24 | 16 | 31 |
| Assets held for sale | 0 | 45 | 1 | ||
| Composites | 3,153 | 3,202 | 2,599 | ||
| Total | 12,980 | 14,075 | 11,237 | 10,752 | 10,015 |
Price Behavior
| Market Price | $131.90 | |
| Market Cap ($ Bil) | 10.6 | |
| First Trading Date | 11/01/2006 | |
| Distance from 52W High | -17.0% | |
| 50 Days | 200 Days | |
| DMA Price | $143.47 | $124.46 |
| DMA Trend | up | up |
| Distance from DMA | -8.1% | 6.0% |
| 3M | 1YR | |
| Volatility | 51.6% | 41.4% |
| Downside Capture | 180.89 | 155.45 |
| Upside Capture | 198.68 | 112.79 |
| Correlation (SPY) | 47.6% | 47.1% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.48 | 1.40 | 1.86 | 1.88 | 1.51 | 1.32 |
| Up Beta | 1.77 | 0.86 | 2.97 | 2.59 | 2.39 | 1.45 |
| Down Beta | 2.95 | 1.85 | 1.57 | 1.50 | 1.22 | 1.08 |
| Up Capture | 89% | 104% | 190% | 196% | 117% | 178% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 7 | 17 | 28 | 58 | 111 | 359 |
| Down Capture | 165% | 201% | 132% | 157% | 129% | 109% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 14 | 25 | 36 | 69 | 139 | 389 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OC | |
|---|---|---|---|---|
| OC | -11.7% | 41.4% | -0.20 | - |
| Sector ETF (XLI) | 15.1% | 17.2% | 0.65 | 58.2% |
| Equity (SPY) | 18.3% | 12.8% | 1.03 | 47.7% |
| Gold (GLD) | 19.0% | 29.2% | 0.59 | 14.7% |
| Commodities (DBC) | 48.3% | 20.6% | 1.80 | -28.7% |
| Real Estate (VNQ) | 7.6% | 13.6% | 0.29 | 32.8% |
| Bitcoin (BTCUSD) | -32.4% | 43.8% | -0.77 | 9.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OC | |
|---|---|---|---|---|
| OC | 8.4% | 36.0% | 0.30 | - |
| Sector ETF (XLI) | 12.0% | 17.6% | 0.52 | 67.3% |
| Equity (SPY) | 12.5% | 17.2% | 0.55 | 60.8% |
| Gold (GLD) | 18.7% | 18.8% | 0.81 | 9.8% |
| Commodities (DBC) | 11.4% | 19.5% | 0.46 | 1.6% |
| Real Estate (VNQ) | 0.7% | 18.9% | -0.07 | 51.8% |
| Bitcoin (BTCUSD) | 9.4% | 52.6% | 0.36 | 25.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with OC | |
|---|---|---|---|---|
| OC | 10.9% | 36.0% | 0.39 | - |
| Sector ETF (XLI) | 13.3% | 20.1% | 0.58 | 68.0% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 62.8% |
| Gold (GLD) | 12.3% | 16.3% | 0.62 | 7.4% |
| Commodities (DBC) | 8.7% | 18.1% | 0.39 | 15.3% |
| Real Estate (VNQ) | 4.7% | 20.7% | 0.19 | 53.7% |
| Bitcoin (BTCUSD) | 63.2% | 66.2% | 1.03 | 17.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Updated 9/8/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 4.8% | 9.2% | -7.8% |
| 5/6/2026 | 0.1% | -2.5% | -2.1% |
| 2/25/2026 | -2.5% | -9.5% | -14.1% |
| 11/5/2025 | -9.5% | -16.1% | -7.4% |
| 8/6/2025 | 4.9% | 6.2% | 8.2% |
| 5/7/2025 | -8.6% | -0.0% | -5.0% |
| 2/24/2025 | -1.6% | -6.9% | -8.2% |
| 11/6/2024 | 1.1% | 4.4% | 9.6% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 2 |
| # Negative | 4 | 5 | 6 |
| Median Positive | 3.0% | 6.2% | 8.9% |
| Median Negative | -5.5% | -6.9% | -7.6% |
| Max Positive | 4.9% | 9.2% | 9.6% |
| Max Negative | -9.5% | -16.1% | -14.1% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 4.8% | 9.2% | -7.8% |
| 5/6/2026 | 0.1% | -2.5% | -2.1% |
| 2/25/2026 | -2.5% | -9.5% | -14.1% |
| 11/5/2025 | -9.5% | -16.1% | -7.4% |
| 8/6/2025 | 4.9% | 6.2% | 8.2% |
| 5/7/2025 | -8.6% | -0.0% | -5.0% |
| 2/24/2025 | -1.6% | -6.9% | -8.2% |
| 11/6/2024 | 1.1% | 4.4% | 9.6% |
| SUMMARY STATS | |||
| # Positive | 4 | 3 | 2 |
| # Negative | 4 | 5 | 6 |
| Median Positive | 3.0% | 6.2% | 8.9% |
| Median Negative | -5.5% | -6.9% | -7.6% |
| Max Positive | 4.9% | 9.2% | 9.6% |
| Max Negative | -9.5% | -16.1% | -14.1% |
Recent Forward Guidance
Updated 8/6/2026Latest: Q2 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Revenue | Reported | 2.60 Bil | 2.65 Bil | 2.70 Bil | 0 | Same New | Actual: 2.65 Bil for Q2 2026 | |
| Q3 2026 Enterprise Adjusted EBITDA Margin | Reported | 20.0% | 21.0% | 22.0% | 0 | Same New | Actual: 21.0% for Q2 2026 | |
| 2026 Capital Additions | Reported | 800.00 Mil | 0 | Affirmed | Guidance: 800.00 Mil for 2026 | |||
| 2026 Depreciation and Amortization | Reported | 680.00 Mil | 0 | Affirmed | Guidance: 680.00 Mil for 2026 | |||
| 2026 General Corporate EBITDA Expenses | Reported | 245.00 Mil | 250.00 Mil | 255.00 Mil | 0 | Affirmed | Guidance: 250.00 Mil for 2026 | |
| 2026 Interest Expense | Reported | 255.00 Mil | 260.00 Mil | 265.00 Mil | 0 | Affirmed | Guidance: 260.00 Mil for 2026 | |
| 2026 Effective Tax Rate on Adjusted Earnings | Reported | 24.0% | 25.0% | 26.0% | 0 | Affirmed | Guidance: 25.0% for 2026 | |
Prior: Q1 2026 Earnings Reported 5/6/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Revenue | Reported | 2.60 Bil | 2.65 Bil | 2.70 Bil | 23.3% | Higher New | Guidance: 2.15 Bil for Q1 2026 | |
| Q2 2026 Adjusted EBITDA Margin | Reported | 20.0% | 21.0% | 22.0% | ||||
| 2026 Capital Additions | Reported | 800.00 Mil | 0 | Affirmed | Guidance: 800.00 Mil for 2026 | |||
| 2026 Depreciation and Amortization | Reported | 680.00 Mil | 0 | Affirmed | Guidance: 680.00 Mil for 2026 | |||
| 2026 General Corporate EBITDA Expenses | Reported | 245.00 Mil | 250.00 Mil | 255.00 Mil | 0 | Affirmed | Guidance: 250.00 Mil for 2026 | |
| 2026 Interest Expense | Reported | 255.00 Mil | 260.00 Mil | 265.00 Mil | 0 | Affirmed | Guidance: 260.00 Mil for 2026 | |
| 2026 Effective Tax Rate on Adjusted Earnings | Reported | 24.0% | 25.0% | 26.0% | 0 | Affirmed | Guidance: 25.0% for 2026 | |
Q4 2025 Earnings Reported 2/25/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | Reported | 2.10 Bil | 2.15 Bil | 2.20 Bil | ||||
| 2026 Capital Additions | Reported | 800.00 Mil | 0.0% | Affirmed | Guidance: 800.00 Mil for 2025 | |||
| 2026 Depreciation and Amortization | Reported | 680.00 Mil | 4.6% | Raised | Guidance: 650.00 Mil for 2025 | |||
| 2026 General Corporate EBITDA Expenses | Reported | 245.00 Mil | 250.00 Mil | 255.00 Mil | 4.2% | Raised | Guidance: 240.00 Mil for 2025 | |
| 2026 Interest Expense | Reported | 255.00 Mil | 260.00 Mil | 265.00 Mil | 2.0% | Raised | Guidance: 255.00 Mil for 2025 | |
| 2026 Effective Tax Rate on Adjusted Earnings | Reported | 24.0% | 25.0% | 26.0% | 0.0% | Affirmed | Guidance: 25.0% for 2025 | |
Q3 2025 Earnings Reported 11/5/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | Reported | 2.10 Bil | 2.15 Bil | 2.20 Bil | -21.8% | Lower New | Guidance: 2.75 Bil for Q3 2025 | |
| Q4 2025 Adjusted EBITDA Margin | Reported | 16.0% | 17.0% | 18.0% | -7.0% | Lower New | Guidance: 24.0% for Q3 2025 | |
| 2025 Capital Additions | Reported | 800.00 Mil | 0 | Affirmed | Guidance: 800.00 Mil for 2025 | |||
| 2025 Depreciation and Amortization | Reported | 650.00 Mil | 0 | Affirmed | Guidance: 650.00 Mil for 2025 | |||
| 2025 General Corporate EBITDA Expenses | Reported | 240.00 Mil | -4.0% | Lowered | Guidance: 250.00 Mil for 2025 | |||
| 2025 Interest Expense | Reported | 250.00 Mil | 255.00 Mil | 260.00 Mil | 0 | Affirmed | Guidance: 255.00 Mil for 2025 | |
| 2025 Effective Tax Rate on Adjusted Earnings | Reported | 24.0% | 25.0% | 26.0% | 0 | Affirmed | Guidance: 25.0% for 2025 | |
Insider Activity
Updated 9/1/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Marcon, Rachel Barthelemy | President, Doors | Direct | Sell | 9012026 | 144.07 | 900 | 129,663 | 3,090,157 | Form |
| 2 | Marcon, Rachel Barthelemy | President, Doors | Direct | Sell | 5292026 | 120.71 | 700 | 84,497 | 1,913,012 | Form |
| 3 | Doerfler, Mari | Vice President and Controller | Direct | Sell | 5122026 | 120.92 | 1,926 | 232,884 | 373,993 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Marcon, Rachel Barthelemy | President, Doors | Direct | Sell | 9012026 | 144.07 | 900 | 129,663 | 3,090,157 | Form |
| 2 | Marcon, Rachel Barthelemy | President, Doors | Direct | Sell | 5292026 | 120.71 | 700 | 84,497 | 1,913,012 | Form |
| 3 | Doerfler, Mari | Vice President and Controller | Direct | Sell | 5122026 | 120.92 | 1,926 | 232,884 | 373,993 | Form |
Investor Activity (13F)
Updated Sep 14, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Lodge Hill Capital, LLC | $39.3 Mil | 7.6% | 22 | ADD +14.1% | 13F |
| Clean Energy Transition LLP | $62.2 Mil | 5.1% | 14 | Hold | 13F |
| Cincinnati Specialty Underwriters Insurance CO | $9.1 Mil | 2.2% | 46 | New | 13F |
| Sound Shore Management Inc /CT/ | $64.1 Mil | 2.1% | 40 | New | 13F |
| Triodos Investment Management BV | $16.9 Mil | 1.3% | 49 | Hold | 13F |
| Goldentree Asset Management LP | $19.0 Mil | 1.1% | 29 | TRIM -66.6% | 13F |
| Shapiro Capital Management LLC | $11.4 Mil | 0.7% | 50 | ADD +23.6% | 13F |
| Active Manager | Value | % of Portfolio | Total Positions | QoQ | Filing |
|---|---|---|---|---|---|
| Sound Shore Management Inc /CT/ | $64.1 Mil | 2.1% | 40 | New | 13F |
| Clean Energy Transition LLP | $62.2 Mil | 5.1% | 14 | Hold | 13F |
| Lodge Hill Capital, LLC | $39.3 Mil | 7.6% | 22 | ADD +14.1% | 13F |
| Goldentree Asset Management LP | $19.0 Mil | 1.1% | 29 | TRIM -66.6% | 13F |
| Triodos Investment Management BV | $16.9 Mil | 1.3% | 49 | Hold | 13F |
| Shapiro Capital Management LLC | $11.4 Mil | 0.7% | 50 | ADD +23.6% | 13F |
| Cincinnati Specialty Underwriters Insurance CO | $9.1 Mil | 2.2% | 46 | New | 13F |
Owens-Corning — Investor Video Playlist
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Building Products Resources |
| Building Design+Construction |
| Construction Dive |
| Architectural Record |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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