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OC · NYSE · Construction Materials

Owens Corning (OC)

Makes roofing, insulation, and door systems for residential and commercial construction.

$126.66
After hours−0.04 (−0.03%)
At close$126.70(+4.20%)
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Owens CorningOC
Materials

Sells roofing shingles and components, residential and commercial insulation, and interior and exterior door systems through three reportable businesses. Most sales come from North America, with Europe the main international region; demand depends on repair and remodeling, new construction, storms, distribution access, and energy and raw-material costs.

Manufactures laminate asphalt shingles, residential and commercial insulation, and interior and exterior door systems across the Roofing, Insulation, and Doors businesses. The portfolio includes PINK Next Gen FIBERGLAS, FOAMULAR, FOAMGLAS, Paroc, and Masonite products.

Generates most sales in North America, with Europe as the main international region. A fiberglass heritage dating to 1938 supports material expertise, while the PINK insulation trademark and contractor-facing roofing and door systems give the portfolio distinct market identities.

Depends on residential repair and remodeling, new-home construction, and non-residential building activity. Roofing demand can rise after major storms; insulation and doors also depend on energy and raw-material costs, pricing, distribution access, and construction volumes.

Company facts

CEOBrian D. Chambers
ListedNov 1, 2006
ExchangeNYSE
HeadquartersToledo, OH
CountryUnited States
Employees25,000
CIK0001370946
ISINUS6907421019

Market cap$9.79B
EPS (ttm)−$8.15
P/E (ttm)−14.92
ROE-17.1%
P/B2.60
P/S0.9944
Dividend yieldDiv yield2.52%
Beta1.45vs XLB 0.86

Price target$177.00+39.4%Average of 43 analysts
ConsensusHold25 of 43 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 11, 2026Wells FargoReiterate
Rating: —Target: $165
Rating: OverweightTarget: $150
Aug 24, 2026D.A. DavidsonTarget
Target: —
Target: $190
Aug 6, 2026Truist FinancialTarget
Target: $125
Target: $198
Aug 6, 2026BarclaysReiterate
Rating: —Target: $170
Rating: OverweightTarget: $177
Jul 23, 2026Evercore ISIReiterate
Rating: —Target: $188
Rating: OutperformTarget: $193

Next report
Nov 4, 26
in 43 days
EPS estimate
$3.11
Revenue estimate
$2.63B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$3.22$2.97$4.21$3.67$1.10$1.22$3.93Pending
Estimate$2.91$2.87$3.82$3.64$1.36$0.98$3.09$3.11
Surprise+10.7%+3.5%+10.2%+0.8%−19.1%+24.2%+27.2%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$2.84B$2.53B$2.75B$2.68B$2.14B$2.27B$2.76BPending
Estimate$2.77B$2.52B$2.71B$2.17B$2.17B$2.18B$2.66B$2.63B
Surprise+2.5%+0.6%+1.5%+23.7%−1.3%+4.0%+3.7%—
Estimate$3.11
ReportedDue Nov 4, 2026
Estimate$2.63B
ReportedDue Nov 4, 2026
View details

Debt to equity151.90%
Current ratio116.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$3.05B$2.84B$2.53B$2.75B$2.68B$2.14B$2.27B$2.76B
Net income$321.0M−$258.0M−$93.0M$363.0M−$494.0M−$297.0M−$105.0M$226.0M
Net margin10.5%0.0%0.0%13.2%0.0%0.0%0.0%8.2%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$597.0M$461.0M$428.0M$569.0M−$327.0M$222.0M$232.0M$482.0M
YoY growth+11.2%+12.4%+2.6%+1.4%Turned loss−51.8%−45.8%−15.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $271.0M · Total debt $5.73B · Total assets $12.73B · Shareholders' equity $3.77B

Revenue
$2.76B
Operating income
$482.0M
Net income
$226.0M
View details

Dividend yield
2.52%
Next ex-date
Oct 19, 26
in 27 days
Annual dividend
$3.06
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Mar '25Jul '25Oct '25Jan '26Mar '26Jul '26Oct '26
Dividend$0.69$0.69$0.69$0.69$0.79$0.79$0.79$0.79
Annual yield1.45%1.85%1.94%2.16%2.52%3.40%2.18%2.49%
Ex-dateJan 6Mar 10Jul 21Oct 20Jan 5Mar 9Jul 20Oct 19
Payment dateJan 17Apr 10Aug 7Nov 6Jan 21Apr 9Aug 6Nov 5
View details

Institutions≈ 109.74%86.74M shares
712 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.29%1.02M shares
24 holders · as of Sep 17, 2026
Adds to111.03%

79.05M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 111.03%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.15%8.81Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.92%5.47Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
4.65%3.68Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.59%3.63Mas of Jun 30, 2026
State Street CorpInstitution
3.92%3.10Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 28, 2026Rachel Barthelemy Marconofficer: President, Doors−900$144.07
May 28, 2026Rachel Barthelemy Marconofficer: President, Doors−700$120.71
May 8, 2026Mari Doerflerofficer: Vice President and Controller−1,926$120.92
View details

  • Amrize

    Direct overlap in shingles, roofing systems, and foam insulation.

  • JELD-WEN

    Door specialist across interior and exterior residential systems.

  • Fortune Brands Innovations

    Entry-door and composite-decking rival through leading brands.

  • Carlisle

    Building-envelope rival in commercial roofing and foam insulation.

CompareAfter hours

CompanyPriceChange
Owens Corning$126.66−0.03%$9.79B—11.51.0+0.3%
Amrize$39.000.00%$21.36B17.715.11.8+8.5%
JELD-WEN$1.840.00%$147.3M——0.0−0.7%
Fortune Brands Innovations$40.220.00%$4.72B32.213.31.1−4.1%
Carlisle$328.55−0.03%$12.86B18.314.52.5+8.3%
Median18.314.51.4+3.8%