Owens Corning
Makes roofing, insulation, and door systems for residential and commercial construction.
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Profile
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
Key statistics
Year to date +25.4% · Average volume (30d) 810.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 24, 2026 | D.A. Davidson | Target | $190 | |||
| Aug 6, 2026 | Truist Financial | Target | $125 | $198 | ||
| Aug 6, 2026 | Barclays | Reiterate | Overweight | $170 | $177 | |
| Jul 23, 2026 | Evercore ISI | Reiterate | Outperform | $188 | $193 | |
| Jul 14, 2026 | Wells Fargo | Reiterate | Overweight | $135 | $165 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $3.09 | $3.93 | +27.2% | $2.66B | $2.76B | +3.7% | +4.77% |
| May 6, 2026Q1 FY26 | $1.01 | $1.22 | +20.8% | $2.18B | $2.27B | +4.0% | −0.99% |
| Feb 25, 2026Q4 FY25 | $1.36 | $1.10 | −19.1% | $2.17B | $2.14B | −1.3% | −0.97% |
| Nov 5, 2025Q3 FY25 | $3.64 | $3.67 | +0.8% | $2.17B | $2.68B | +23.7% | −5.49% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.53B | $2.75B | $2.68B | $2.14B | $2.27B | $2.76B | |
| Gross profit | $724.0M | $868.0M | $757.0M | $511.0M | $518.0M | $793.0M | |
| Operating income | $428.0M | $569.0M | −$327.0M | $222.0M | $232.0M | $482.0M | |
| Net income | −$93.0M | $363.0M | −$494.0M | −$297.0M | −$105.0M | $226.0M | |
| Diluted EPS | −$1.08 | $4.25 | −$5.92 | −$3.72 | −$1.31 | $2.80 | |
| Gross margin | 28.6% | 31.6% | 28.2% | 23.9% | 22.9% | 28.8% | |
| Operating margin | 16.9% | 20.7% | -12.2% | 10.4% | 10.2% | 17.5% |
Fiscal years (4-quarter sums)FY21 $8.50B · FY22 $9.76B · FY23 $9.68B · FY24 $10.40B · FY25 $10.10B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $271.0M · Total debt $5.73B · Total assets $12.73B · Shareholders' equity $3.77B
Dividends
Raised for 11 straight years — most recently to $0.79 from $0.69 in Jan 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 20, 2026 | Jul 20 | Aug 6 | $0.79 | |
| Mar 9, 2026 | Mar 9 | Apr 9 | $0.79 | |
| Jan 5, 2026 | Jan 5 | Jan 21 | $0.79 | raised from $0.69 |
| Oct 20, 2025 | Oct 20 | Nov 6 | $0.69 | |
| Jul 21, 2025 | Jul 21 | Aug 7 | $0.69 | |
| Mar 10, 2025 | Mar 10 | Apr 10 | $0.69 | |
| Jan 6, 2025 | Jan 6 | Jan 17 | $0.69 | raised from $0.60 |
| Oct 18, 2024 | Oct 18 | Nov 4 | $0.60 |
Ownership
Shares outstanding 80.53M · Float 79.39M · 98.6% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 8.81M | 10.95% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 5.47M | 6.79% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 3.68M | 4.57% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 3.63M | 4.51% | 13F | Aug 13, 2026 |
| State Street Corp | 3.10M | 3.85% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 28, 2026 | Rachel Barthelemy Marcon | officer: President, Doors | −700 | $120.71 |
| May 8, 2026 | Mari Doerfler | officer: Vice President and Controller | −1,926 | $120.92 |
Peers
- 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 close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Owens Corning | $143.13 | −0.03% | $11.53B | — | 13.0 | 1.2 | +0.3% |
| Amrize | $44.51 | −0.35% | $24.73B | 20.5 | 16.7 | — | +8.5% |
| JELD-WEN | $2.48 | −1.98% | $218.0M | — | — | 0.1 | −0.7% |
| Fortune Brands Innovations | $45.50 | −0.02% | $5.43B | 37.0 | 15.1 | 1.2 | −4.1% |
| Carlisle | $356.53 | −0.05% | $14.43B | 20.5 | 15.7 | 2.8 | +8.3% |
| Median | 20.5 | 15.7 | 1.2 | +3.8% |