Owens Corning (OC) Stock Price & Analysis
Owens Corning (OC) closed at USD 116.49 on Thursday, October 22, 2026, up 3.80% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 116.49; the Oct 22, 2026 session ranged USD 110.72–117.12 on volume of 1,081,929 shares. Market capitalization is —, with a 52-week range of USD 97.53–159.91 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:21 UTC.
Also available as compact Markdown for AI agents: nexqual.com/OC.md
Key facts (OC)
- Last four reported quarters (through Jun 30, 2026): revenue $9.85B, net income -$671M (-6.8% margin), free cash flow $897M (SEC filings).
- 3 of 80 tracked superinvestors hold OC (13F, Q2 2026): 0 new, 1 added, 2 reduced, 0 unchanged.
- Total return with dividends: 1Y -7.0% vs S&P 500 +14.9%; 5Y +42.8% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 3.05, revenue estimate $2.62B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (OC)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $8.50B | $9.76B | $8.37B | $9.85B | $10.1B | $9.85B |
| Gross profit | $2.22B | $2.62B | $2.43B | $3.04B | $2.84B | — |
| Operating income | $1.44B | $1.71B | $1.64B | $1.48B | $360M | $50.0M |
| Net income | $995M | $1.24B | $1.20B | $647M | -$522M | -$671M |
| EPS (diluted) | $9.54 | $12.70 | $13.14 | $7.37 | -$6.22 | — |
| Free cash flow | $1.09B | $1.31B | $1.19B | $1.25B | $962M | $897M |
| Gross margin | 26.1% | 26.8% | 29.0% | 30.9% | 28.1% | — |
| Operating margin | 16.9% | 17.6% | 19.6% | 15.0% | 3.6% | 0.5% |
| Net margin | 11.7% | 12.7% | 14.3% | 6.6% | -5.2% | -6.8% |
| Revenue growth | +20.5% | +14.9% | -14.2% | +17.7% | +2.6% | — |
| Cash + short-term investments | $959M | $1.10B | $1.61B | $321M | $345M | — |
| Total debt | $2.98B | $3.02B | $3.05B | $5.10B | $5.12B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (OC)
P/E at fiscal year-ends: Dec 2024 23.1x, Dec 2023 11.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (OC)
3 of 80 tracked investors hold OC. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Harry Burn | Sound Shore | 2.86% | $92.9M | Reduced -1.3% |
| Christopher Davis | Davis Advisors | 1.42% | $331M | Reduced -0.9% |
| Bill Nygren | Oakmark Funds | 0.23% | $174M | Added +19.7% |
Analysts (OC)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Wells Fargo | Target lowered | Overweight | $150 → $125 |
| 2026-10-12 | Goldman Sachs | Target lowered | Neutral | $169 → $128 |
| 2026-10-08 | Truist Securities | Target lowered | Hold | $140 → $115 |
| 2026-10-07 | RBC Capital | Downgrade | Outperform → Sector Perform | $172 → $127 |
| 2026-10-06 | Barclays | Target lowered | Overweight | $177 → $162 |
| 2026-10-01 | Evercore ISI Group | Target lowered | Outperform | $194 → $185 |
| 2026-09-11 | Wells Fargo | Target lowered | Overweight | $172 → $150 |
| 2026-08-25 | DA Davidson | Initiated | Buy | $190 |
| 2026-08-07 | Citigroup | Target raised | Buy | $149 → $177 |
| 2026-08-06 | Truist Securities | Target raised | Hold | $125 → $140 |
| 2026-08-06 | Evercore ISI Group | Target raised | Outperform | $193 → $194 |
| 2026-08-06 | Barclays | Target raised | Overweight | $170 → $177 |
Total return (dividends reinvested) (OC)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -7.0% | +42.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -7.0% | +7.4% |
| Volatility (annualized) | 41.5% | 34.9% |
| Max drawdown | -30.3% (Aug 2026→Oct 2026) | -49.7% (Nov 2024→Mar 2026) |
OC revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Roofing | $1.31B | 47.6% | +0.8% |
| Insulation | $971.0M | 35.2% | +4.0% |
| Doors | $513.0M | 18.6% | -7.4% |
| Total revenue | $2.76B | 100% | — |
OC revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| North America | $2.45B | 89.0% | -0.1% |
| Europe | $335.0M | 12.2% | +14.3% |
| Rest of World | $9.0M | 0.3% | +12.5% |
| Asia Pacific | $1.0M | 0.0% | -97.2% |
| Total revenue | $2.76B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
OC suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Corning (GLW) | “Our CIO is responsible for our information security organization, which is comprised of internal Owens Corning employees and external security suppliers.” |
Quoted from the company's 10-K filed Feb 25, 2026.
OC company outlook (results filed Aug 5, 2026)
- “Revenue is expected to be approximately $2.6 billion to $2.7 billion, slightly below the prior year.”
- “The company expects to generate enterprise adjusted EBITDA margin of approximately 20% to 22%.”
- “Current 2026 Financial Outlook General Corporate EBITDA Expenses $245 million to $255 million Interest Expense $255 million to $265 million Effective Tax Rate on Adjusted Earnings 24% to 26%* Capital Additions Approximately $800 million Depreciation and Amortization Approximately $680 million * Cash taxes are anticipated to be lower.”
Analysts expect $2.62B for the current quarter, 1.1% below the midpoint of the company's guidance ($2.65B).
Quoted word-for-word from the SEC 8-K results press release.
OC analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $3.05 | $3.35 | -8.9% | $2.62B | 18 |
| Next quarter (ends Dec 2026) | $1.37 | $1.82 | -25.0% | $2.23B | 18 |
| Current fiscal year (ends Dec 2026) | $9.59 | $9.46 | +1.4% | $9.88B | 19 |
| Next fiscal year (ends Dec 2027) | $10.91 | $11.78 | -7.4% | $10.14B | 19 |
OC options: expected move
Options price a move of about ±10.6% (±$12.30) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±4.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 47.2% | ±10.6% |
| Dec 18, 2026 | 56 | 44.6% | ±13.9% |
| Feb 19, 2027 | 119 | 40.7% | ±18.4% |
| May 21, 2027 | 210 | 39.2% | ±23.2% |
30-day implied volatility 45.8% vs 35% realized over the last 30 trading days. Put/call ratio (volume) 0.11. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:21 UTC)
| Price | USD 116.49 |
|---|---|
| Change | ▲ 3.80% (up) |
| Previous Close | USD 116.49 |
| Open | USD 116.49 |
| Day Range | USD 110.72 – 117.12 |
| 52-Week Range | USD 97.53 – 159.91 |
| Volume | 1,081,929 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (OC)
Nexqual's technical model rates OC "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:21 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 43.89 (neutral) |
| vs SMA50 | Below (USD 128.46) |
| MACD | -4.12 (negative) |
Earnings (OC)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 3.05 |
| Revenue Estimate | $2.62B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 3.93 vs est 3.1 ▲ beat |
| 2026-03-31 | USD 1.22 vs est 0.96 ▲ beat |
| 2025-12-31 | USD 1.1 vs est 1.36 ▼ miss |
| 2025-09-30 | USD 3.67 vs est 3.72 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Financials & Fundamentals (OC)
| Total Revenue | $9.85B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +0.30% |
| Gross Margin | +26.23% |
| Operating Margin | +17.82% |
| Profit Margin | -6.81% |
| ROE | -9.45% |
| Debt / Equity | 1.5 |
| Current Ratio | 1.16 |
| Total Cash | $271.00M |
| Total Debt | $5.73B |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
Ownership (OC)
| Insider Ownership | +1.11% |
|---|---|
| Institutional Ownership | +109.92% |
| Shares Outstanding | 79.05M |
| Float | 78.23M |
| Short % of Float | +3.49% |
Source: Nexqual, October 23, 2026 at 09:21 UTC.
From Owens Corning's Latest SEC 10-K Filing (filed 2026-02-25)
Key Strengths & Strategy (as disclosed to the SEC)
- Our proprietary technology is not dependent on any single or group of intellectual property rights and the Company does not expect the expiration of existing intellectual property to have a material adverse effect on the business as a whole.
- Our products provide durable, sustainable, and energy-efficient solutions that leverage our unique capabilities and market-leading positions to help our customers win and grow.
- We are vertically integrated and have manufacturing facilities that process asphalt for use in our roofing shingles manufacturing process.
- The Doors segment's vertically integrated operations extend from raw material to final assembly and fabrication.
Partnerships
- Roofing also manufactures and sells glass mat and specialty veil materials used in building and construction applications We have been able to service the growing demand for longer lasting, aesthetically attractive laminate products with efficient capital investment.
Legal & Regulatory Risks (Item 1A, quoted)
- We could face potential product liability and warranty claims, we may not accurately estimate costs related to such claims, and we may not have sufficient insurance coverage available to cover such claims.
- We may be subject to liability under and may make substantial future expenditures to comply with environmental and emerging product-based laws and regulations.
- Our intellectual property rights may not provide meaningful commercial protection for our products or brands and third parties may assert that we violate their intellectual property rights, which could have a material adverse impact on our business, financial condition and results of operations.
- Laws or regulations aimed at addressing climate change, including, but not limited to, local building codes, Environmental Protection Agency regulations on greenhouse gas ("GHG") emissions, laws or regulations impacting energy supply, and associated disclosure requirements, may materially impact demand for our products or our cost of doing business.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| MAS | Masco Corporation | USD 78.05 | ▲ 4.68% |
| AWI | Armstrong World Industries Inc | USD 171.39 | ▲ 1.57% |
| LII | Lennox International, Inc. | USD 378.72 | ▲ 3.37% |
| MTZ | MasTec, Inc. | USD 171.55 | ▼ 5.2% |
| TRN | Trinity Industries, Inc. | USD 25.82 | ▲ 2.34% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:21 UTC. This page is informational and not investment advice.
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