Owens Corning (OC)

Owens Corning's stock price has declined in the past six months. As of March 26, 2026, the share price was $107.52, a decrease of 26.93% from March 27, 2025. Key events include the acquisition of Masonite International Corporation, the announcement of fourth-quarter and full-year 2025 financial results, and the declaration of a first-quarter 2026 cash dividend of $0.79 per common share.

Demand for Owens Corning's products exhibits seasonality, with the fourth quarter typically being slower. Roofing revenue is anticipated to be down significantly in the fourth quarter due to lower storm activity and general seasonality. The insulation business is cyclical and closely tied to housing starts.

Owens Corning specializes in insulation, roofing, and fiberglass composites, operating in the General Building Materials and Composites sectors. Its products include roofing shingles, asphalt materials, insulation, and glass reinforcements. Following the acquisition of Masonite International Corporation in mid-2024, the company also expanded its portfolio to include doors and door systems.

Owens Corning has a significant global presence with approximately 150 operations across North America, South America, Europe, and Asia Pacific, operating in over 30 countries. The company strategically focuses on strengthening its core competencies in building products in North America and Europe.

Owens Corning has maintained a strong brand reputation, being recognized as one of the best-managed companies in the U.S. by the Wall Street Journal. It was listed among the 100 Best Corporate Citizens in the United States by 3BL. The company is recognized as the top insulation brand in America and has been honored as "America's Most Recommended" shingle manufacturer, receiving the Women's Choice Award for the ninth consecutive year. The Pink Panther serves as the company's well-known mascot.

Institutional investors hold over 90% of Owens Corning's shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Insider ownership is relatively small, standing at 0.75% in March 2025. Harbinger Capital Partners Special Situations Fund LP owns 14.58% of the company.