US · Industrials · Building Products & Equipment
EPS came in at 3.93 against a street estimate of 3.06 — a beat of 28.4%.
Analysts rate Owens Corning Inc a buy (11 buy, 7 hold, 0 sell out of 18) with an average price target of $176.53.
CONFIDENT OC beat EPS estimates ($3.93 vs $3.06) on strong execution. Q2 revenue flat YoY; 24% EBITDA margin. Guiding Q3 revenue $2.6–2.7B, 20–22% margin. Tariff refunds and Iran inflation pressuring near term. Q2 2026 Europe showing green shoots; nonres driven by data centers and reindustrialization. Residential remains under pressure from discretionary remodel weakness. Analysts pressed on tariff refunds ($25M Q2, ~$20M pending), insulation margin pressure vs. 24% target, and roofing inventory normalization. Management emphasized refunds offset costs, not growth capital; margin recovery depends on pricing traction and mix improvement; channel inventory regional, clearing in Q3–Q4 if normal storms materialize. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.65% |
| Vanguard Portfolio Management, LLC | 6.97% |
| Vanguard Capital Management, LLC | 4.58% |
| State Street Corp | 3.88% |
| Dimensional Fund Advisors, Inc. | 3.73% |
| First Trust Advisors L.P. | 3.67% |
| AQR Capital Management LLC | 3.21% |
| American Century Companies Inc | 2.85% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 OWENS CORNING FORM 8-K SUMMARY HEADLINE NUMBERS • Board size expanded from 9 to 10 directors on September 16, 2026 • One new director appointment: M | 2026-09-16 |
| Quarterly report · Q2 2026 OWENS CORNING – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $2,756 million (vs. $2,747 million in Q2 2025) – essentially flat year-ov | 2026-08-05 |
| Results announced · Q3 2026 OWENS CORNING Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales from Continuing Operations: $2.8 billion in Q2 2026, flat versus prior year ($2.7 | 2026-08-05 |
| Board / officer change · Q3 2026 OWENS CORNING (OC) – FORM 8-K SUMMARY HEADLINE NUMBERS • New CFO appointment effective August 10, 2026: Jonathan M. Collins, age 47 • Collins base s | 2026-07-29 |
| Quarterly report · Q1 2026 OWENS CORNING Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales Q1 2026: $2,265 million (down from $2,530 million in Q1 2025; -10.5% decline) • Net | 2026-05-06 |
| Results announced · Q2 2026 OWENS CORNING Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Sales from Continuing Operations: $2,265 million, down 10% year-over-year from $2,530 | 2026-05-06 |
| Board / officer change · Q2 2026 OWENS CORNING (OC) - 8-K FILING SUMMARY Date: April 28, 2026 --- HEADLINE NUMBERS • Todd W. Fister promoted to Executive Vice President, Chief Fina | 2026-05-01 |
| Proxy statement · Q2 2026 OWENS CORNING PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine director nominees to the Board for one-year terms exp | 2026-03-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.79 / share ex-date Jul 20, 2026 · pay Aug 6, 2026 | 2026-07-20 |
| Dividend | $0.79 / share ex-date Mar 9, 2026 · pay Apr 9, 2026 | 2026-03-09 |
| Dividend | $0.79 / share ex-date Jan 5, 2026 · pay Jan 21, 2026 | 2026-01-05 |
| Dividend | $0.69 / share ex-date Oct 20, 2025 · pay Nov 6, 2025 | 2025-10-20 |
| Announcement | Date |
|---|---|
| Sale of global glass reinforcements business closed for $645 million Owens Corning completed the sale of its global glass reinforcements business to affiliates of Praana Group on April 30, 2026. The company received net after-tax cash proceeds of approximatel | 2026-05-01 |
| Sale of global glass reinforcements business to Praana Group affiliates Owens Corning is selling its global glass reinforcements (GR) business to Praana Group affiliates for a significantly reduced price. The deal terms worsened substantially: the enterprise val | 2026-04-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Owens Corning Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.