Pulling SEC filings + quote and writing the call…

Owens Corning
Next earnings Aug 4, 2026 · consensus $3.14 EPS, $2.73B rev
Last earnings +0.1% on 2026-05-06
GAAP loss masks a cash-rich building-products franchise: OCF $1.79B, but charges, heavy capex and construction cyclicality keep it a hold.
Sources: SEC EDGAR (CIK 0001370946, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:34 PM.
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Owens Corning is a building-products leader across three segments — Roofing, Insulation and Doors — operating 126 continuing manufacturing facilities. FY2025 revenue edged up 2.6% to $10.1B, but the headline is jarring: a net loss of $522M and diluted EPS of -$6.22, versus net income above $1B in FY2021-FY2023 and $647M in FY2024. The key to the call is reading the loss correctly: operating income remained positive at $360M and operating cash flow was a robust $1.79B (down only 5.6%), so the bottom-line loss was driven by large non-cash/below-operating charges (consistent with impairment and the discontinued-operations/GR-business divestiture flagged in the filing), not an operating collapse. Gross margin held at 28.1%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $8.50B | $9.76B | $8.37B | $9.85B | $10.1B |
| Gross profit | $2.22B | $2.62B | $2.43B | $3.04B | $2.84B |
| Operating income | $1.44B | $1.71B | $1.64B | $1.48B | $360M |
| Net income | $995M | $1.24B | $1.20B | $647M | -$522M |
| Diluted EPS | $9.54 | $12.70 | $13.14 | $7.37 | -$6.22 |
| Net margin | 11.7% | 12.7% | 14.3% | 6.6% | -5.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1078 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 2 sales
| 2026-05-28 | Marcon Rachel Barthelemy President, Doors | Sell | 700.00 @ $120.71 | $84.5K |
| 2026-05-08 | FESTA ALFRED E Director | Award | 407.00 @ $121.67 | $49.5K |
| 2026-05-08 | Martin Paul Edward Director | Award | 382.00 @ $121.67 | $46.5K |
| 2026-05-08 | Nimocks Suzanne P Director | Award | 414.00 @ $121.67 | $50.4K |
| 2026-05-08 | Lonergan Edward F Director | Award | 750.00 @ $121.67 | $91.3K |
| 2026-05-08 | Doerfler Mari Vice President and Controller | Sell | 1.93K @ $120.92 | $233K |
| 2026-05-08 | Collins Michelle T Director | Award | 478.00 @ $121.67 | $58.2K |
| 2026-05-08 | Elsner Adrienne Director | Award | 382.00 @ $121.67 | $46.5K |