Owens Corning makes roofing shingles, insulation, and doors for homes and commercial buildings, selling through distributors, home centers, and contractors. Think of them as the behind-the-scenes supplier for what keeps buildings dry, warm, and secure.
Revenue came to USD 10.10B in 2025, with gross margin at 28.54% and operating margin at 17.02%, but a net loss of USD -0.52B dragged the bottom line negative. The money comes from recurring replacement and repair demand, though margins are cyclical with constr
Brand recognition (PINK insulation) and distribution relationships with big-box retailers like Home Depot and Lowe's create switching costs, but competition from GAF, CertainTeed, and Johns Manville keeps pricing pressure on. The moat is eroding as raw materia
Hold (sector percentile 34) — value C, growth D, profitability D, momentum B+, revisions A-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Earnings call highlights 24% adjusted EBITDA margin, adding detail to prior Q2 results
Cetera's 13F filing shows 5,788-share purchase, a 32.5% increase, indicating institutional capital move.
Q2 sales from continuing ops $2.8B, EPS beats consensus
Effective Aug 10, aims to advance strategic priorities and strengthen value creation
WSJ reports Carlisle made bids, but Owens Corning appears unreceptive so far
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Owens Corning is a materials maker in the builders group that may be poised for a breakout, indicated by a potential VCP pattern in the XLB ETF.
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