Owens Corning (OC)

Over the past year, Owens Corning's stock has declined by 26.94%, with its 52-week range between $97.53 and $184.52. Key events include Q3 2025 earnings surpassing EPS estimates but falling short on revenue, a $780 million non-cash impairment charge on its Doors business, and the sale of its glass reinforcements business to Praana Group for $755 million. Q4 2025 earnings are scheduled for February 25, 2026.

Demand for Owens Corning's products is influenced by residential repair and remodeling activity, U.S. housing starts, and commercial construction activity. High interest rates have constrained new construction volumes, impacting the Insulation and Doors segments. The company anticipated a decline in near-term market demand for non-discretionary roofing repair activity in Q4 2025 due to lower storm activity and reduced distribution inventories. Residential new construction and remodeling markets were also expected to remain challenging.

Owens Corning is a global building materials company based in Toledo, Ohio, specializing in durable, sustainable, and energy-efficient solutions within the Industrials sector. Its major products include insulation, roofing, and doors, and it is the largest manufacturer of fiberglass composites worldwide.

Owens Corning has a significant global presence with approximately 25,000 employees across 31 countries. The company operates around 100 facilities in the United States, South America, Europe, and Asia Pacific, including 17 asphalt roofing and component plants in the U.S.

Owens Corning has maintained a strong brand reputation, consistently recognized for corporate responsibility and safety. The company has been listed in the top 10 of the 100 Best Corporate Citizens for the eighth consecutive year and upholds a high standard for workplace safety, reporting a Recordable Incident Rate (RIR) of 0.60 in Q2 2025. The 2023 Sustainability Report highlighted progress toward its 2030 sustainability goals, including product innovation and a 28% reduction in Scope 1 and 2 greenhouse gas emissions from a 2018 baseline.

Owens Corning's stock is predominantly held by institutional investors, who collectively own approximately 88.40% of the company's shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., State Street Corp., Price T Rowe Associates Inc /Md/, Dimensional Fund Advisors Lp, Davis Selected Advisers, and Geode Capital Management, Llc.