Seeking Alpha·3d ago
Owens Corning (OC) Q3 2026 Earnings Call TranscriptOwens Corning (OC) Q3 2026 Earnings Call Transcript
Owens Corning's fundamentals are strained by cyclical demand volatility, with revenue growth stalling at 0.3% in 2026Q2 and gross margins compressing 410 bps from 32.9% (2024Q2) to 28.8% (2026Q2).
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stalled at 0.3% in 2026Q2, while gross margin compressed to 28.8% from 32.9% in 2024Q2, indicating persistent pricing and cost pressures.
Owens Corning's 23% stock decline from its 52-week high presents a valuation gap, with Q1 2026 EPS and revenue exceeding expectations.
The company highlights significant upside potential if its valuation discount to the stock market narrows even slightly.
A bullish thesis on Owens Corning suggests structural resilience and long-term growth potential, despite recent challenges.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $2.44-20.5% vs $3.07 | $2.5B-5.1% vs $2.6B |
Q3 2026 Aug 5, 2026 | $3.93+27.2% vs $3.09 | $2.8B+3.7% vs $2.7B |
Q2 2026 May 6, 2026 | $1.22+24.2% vs $0.98 | $2.3B+4.0% vs $2.2B |
Q1 2026 Feb 25, 2026 | $1.10-19.1% vs $1.36 | $2.1B-1.3% vs $2.2B |
Owens Corning (OC) Q3 2026 Earnings Call Transcript
Owens Corning (OC) came out with quarterly earnings of $2.44 per share, missing the Zacks Consensus Estimate of $2.96 per share. This compares to earnings of $3.67 per share a year ago.
TOLEDO, Ohio--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a branded building products leader, today reported third-quarter 2026 results. Reported Net Sales of $2.5 Billion, a 7% Decrease from Prior Year Generated Net Earnings Margin of (10)% and Adjusted EBITDA Margin of 20% Delivered Diluted EPS of $(3.15) and Adjusted Diluted EPS of $2.44, which excludes the impact of Non-Cash, Pre-Tax Impairment Charges of $476 Million related to the Doors Business Produced Operating Cash Flow of $813 Million.
Becton Dickinson and Co. reported strong quarterly results, improved cash flow and a higher earnings outlook. Kimberly-Clark's shares declined after management lowered its growth outlook amid softer demand trends and disruptions in China. The portfolio's underweight position in Apple relative to the benchmark detracted as optimism around its ecosystem and artificial intelligence opportunities supported the stock during the period.
Benchmark OC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Owens Corning (OC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $121.31 | $9.77B | -22.41 | -7.95% | -4.41% | -11.68% | 2.29% | |
| $220.06 | $5.93B | 24.75 | 1% | 7.87% | 34.75% | 1.47% | |
| $32.47 | $963.12M | 10.56 | -13.24% | 5.85% | 10.14% | — | |
| $57.19 | $4.68B | 30.06 | 20.11% | 8.24% | 17.21% | 0.69% | |
| $171.23 | $7.24B | 22.57 | 12.11% | 18.38% | 35.94% | 0.74% | |
| $54.74 | $5.69B | 31.30 | 1.98% | 13.89% | 17.59% | — |
Owens Corning (OC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Owens Corning (OC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 29, 2026·SEC
May 6, 2026·SEC
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Owens Corning (OC) stock FAQ — growth, dividends, profitability & financials explained
Owens Corning (OC) reported $9.65B in revenue over the trailing twelve months. Revenue was $10.10B in fiscal year 2025. That is 164% more than the $3.83B of fiscal year 1996.
Owens Corning (OC) revenue fell by 10.6% over the trailing twelve months, compared with the twelve months before.
No. Owens Corning (OC) reported a net loss of $426.0M over the trailing twelve months.
Yes. Owens Corning (OC) pays a dividend that yields 2.29% at the current price, a moderate yield.
Owens Corning (OC) had a return on equity (ROE) of -11.7% over the trailing twelve months. A negative ROE means the company lost money over the period.
Owens Corning (OC) generated $1.04B in free cash flow over the trailing twelve months.
