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Earnings transcript
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OC
Owens Corning
$122.9
3.76
(3.16%)
| Exchange: | NYSE |
| Market Cap: | 9.897B |
| Shares Outstanding: | 41.509M |
Delayed data
About The Company
| Sector: | Industrials | |||||
| Industry: | Construction | |||||
| CEO: | Brian D. Chambers | |||||
| Full Time Employees: | 25000 | |||||
| Address: |
| |||||
| Website: | https://www.owenscorning.com |
Owens Corning, a company established in 1938 and headquartered in Toledo, Ohio, is a prominent global producer and marketer of insulation, roofing, and fiberglass composite materials. Its operations span the United States, Canada, Europe, the Asia Pacific region, and other international markets. The company is structured around three core business segments: Composites, Insulation, and Roofing. The Composites division engineers and supplies glass reinforcements, including fibers, and a variety of glass fiber-based goods such as fabrics, non-woven materials, and other specialized items. These essential components are integral to applications like building frameworks, roofing shingles, tubs and showers, swimming pools, flooring, pipelines, electrical equipment, and wind-energy turbine blades. They cater to the building and construction, renewable energy, and infrastructure industries, channeling their offerings directly to part molders, fabricators, and shingle manufacturers. The Insulation segment provides a comprehensive range of insulating solutions for residential, commercial, and industrial settings, addressing both thermal and sound management needs. Its portfolio encompasses glass fiber pipe insulation, flexible duct media, bonded and granulated mineral fiber insulation, cellular glass insulation, and foam insulation products specifically designed for construction purposes. These offerings are distributed predominantly through insulation installers, home improvement stores, lumber suppliers, retailers, and distributors, under well-known brands such as Thermafiber, FOAMULAR, FOAMGLAS, Paroc, Owens Corning PINK, and FIBERGLAS Insulation. Finally, the Roofing segment manufactures both laminate and strip asphalt roofing shingles, oxidized asphalt products, and ancillary roofing components for use in residential and commercial construction and specialty applications, alongside synthetic packaging materials. Its robust distribution network encompasses distributors, home centers, lumberyards, retailers, and general contractors, as well as directly to roofing contractors for built-up asphalt roofing systems, and industrial manufacturers within the automotive, chemical, rubber, and construction sectors.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 9,677,000 | 10,975,000 | 10,103,000 |
| Gross Profit | 2,837,000 | 3,292,000 | 2,883,000 |
| EBITDA | 2,166,000 | 1,749,000 | 975,000 |
| Operating Income | 1,885,000 | 2,106,000 | 1,720,000 |
| Net Income | 1,196,000 | 647,000 | -522,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,237,000 | 14,075,000 | 12,980,000 |
| Total Liabilities | 6,027,000 | 8,955,000 | 9,087,000 |
| Total Stockholders Equity | 5,166,000 | 5,077,000 | 3,853,000 |
| Total Debt | 3,273,000 | 5,616,000 | 1,018,000 |
| Cash and Cash Equivalents | 1,615,000 | 361,000 | 345,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,719,000 | 1,892,000 | 1,786,000 |
| Capital Expenditure | -526,000 | -647,000 | 0 |
| Free Cash Flow | 1,193,000 | 1,245,000 | 1,786,000 |
| Net Income | 1,196,000 | 647,000 | -522,000 |
| Net Change in Cash | 516,000 | -1,254,000 | 38,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 10,779,626.040 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 10,779,718.080 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 10,779,672.060 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,975,705.818 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,975,722.688 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,975,714.253 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,152,580.365 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,218,231.506 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,187,634.361 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 972,906.095 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 972,914.402 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 972,910.248 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 14.230 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 14.600 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 13.810 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: Owens Corning reported a 10% increase in revenue for Q2 2025, as highlighted in the earnings call transcript, indicating strong top-line performance amid competitive market conditions. This growth aligns with effective operational strategies and product demand.
- Positive Financial Metrics: Key metrics such as net income and operating cash flow (as inferred from historical income and cash flow statements) demonstrate consistent profitability and liquidity, supporting the company’s ability to fund operations and investments.
- Strategic Market Positioning: The earnings call summary emphasizes the company’s focus on strategic investments, which have bolstered its competitive stance within the industry (specific industry details available in the sector data). This positions OC favorably against peers.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates OC intrinsic value between $199.87 – $208.41 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about OC valuation
Is Owens Corning (OC) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Owens Corning (OC) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is OC a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether OC trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is OC’s P/E ratio?
You can see OC’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for OC?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is OC a good long-term investment?
Whether OC fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
OC
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Daily snapshot
3.16
Trading Metrics:
| Open: | 120.36 | Previous Close: | 119.14 | |
| Day Low: | 119.42 | Day High: | 123.22 | |
| Year Low: | 97.53 | Year High: | 159.42 | |
| Price Avg 50: | 117.93 | Price Avg 200: | 122.7 | |
| Volume: | 952645 | Average Volume: | 1.299M |
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Login — it's freeOC full analysis
Welcome to MARKETSNAP’s SWOT analysis for Owens Corning, a major player in the building materials space. If you’re not familiar with Owens Corning, they’re a well-established company in the construction and industrial sectors, known for their innovative solutions in insulation, roofing, and composites. Headquartered in the U.S., they’ve got a global footprint with thousands of employees driving their operations. Today, we’re diving deep into what makes this company tick, looking at their strengths, weaknesses, opportunities, and threats—all through the lens…
