OC
Owens-Corning Inc
OC—
Owens-Corning Inc AI Insights
Informational only. Not investment advice.Snapshot
- 1.3B asset impairment charge TTM drove net loss of -482M despite 1.8B operating income - one-time distortion masks underlying profitability[Asset Impairment Charge TTM]
- FCF of 1.1B TTM (9.5% yield on market cap) vs net loss shows cash generation intact despite accounting charges[Free Cash Flow TTM]
- Tangible book value negative (-239M) with goodwill at 46% of equity - acquisition-heavy balance sheet carries impairment risk[Tangible Book Value]
Watch Triggers
- Asset Impairment Charge TTM: Additional charges >200M — Would signal further goodwill deterioration and acquisition value destruction
- Total Revenue 1Y Growth: Turns positive >3% — Volume recovery would validate housing cycle thesis and earnings normalization
- Debt to Equity: Rises above 1.5x — Would indicate FCF being consumed by operations rather than deleveraging
Bull Case
Operating margin 15.7% TTM is 60% above industry median (9.8%) with 1.1B FCF - core business highly profitable despite headline loss
Operating Margin TTMFree Cash Flow TTM
P/CF of 5.1x vs industry 12.2x implies 58% discount; market pricing in impairment as permanent earnings destruction
P/CF RatioEnterprise Value
Bear Case
Debt/equity 1.27x with 5.6B total debt and interest expense 256M TTM - leverage limits flexibility if housing weakens
Debt to EquityTotal DebtInterest Expense TTM
Revenue declining -2.9% YoY with EPS -33% 3Y CAGR - secular headwinds may persist beyond cycle
Total Revenue 1Y GrowthEPS Growth 3Y
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Normalized earnings power of ~12 EPS suggests P/E under 10x once impairment charges roll off
1-3ymed
- Operating income 1.8B TTM unaffected by impairment
- FCF 1.1B supports dividend + debt paydown
- Housing/construction cycle recovery potential
EPS TTM 11.87 despite -482M net lossOperating margin 15.7% vs 9.8% industry medianP/CF ratio 5.1x vs 12.2x industry median
Valuation Context
Caveats
Public Strategies Rankings
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OC Fundamentals
Manufacturing → Nonmetallic Mineral Product Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$10.39B | — | ||
$15.71B | — | ||
10 | — | ||
$11.66B | +11.7% | — | |
$11.87 | +0.8% | — | |
15.7% | -0.6% | — | |
-4.13% | -14.1% | — | |
$1.11B | -16.6% | — | |
-0.10 | -28.9% | — | |
Beta 5Y (Monthly) | unknown | — |
OC Dividend History
47 dividends
2026
$0.790001/05/26$0.7900
2025
$2.760010/20/25$0.6900
07/21/25$0.6900
03/10/25$0.6900
01/06/25$0.6900
2024
$2.400010/18/24$0.6000
07/15/24$0.6000
03/01/24$0.6000
01/05/24$0.6000
2023
$2.080010/13/23$0.5200
07/14/23$0.5200
03/02/23$0.5200
01/03/23$0.5200
2022
$1.400010/14/22$0.3500
07/15/22$0.3500
03/03/22$0.3500
01/06/22$0.3500
2021
$1.040010/21/21$0.2600
07/15/21$0.2600
03/04/21$0.2600
01/07/21$0.2600
2020
$0.720010/19/20$0.2400
07/15/20$0.2400
03/05/20$0.2400
2019
$0.880010/11/19$0.2200
07/15/19$0.2200
03/07/19$0.2200
01/02/19$0.2200
2018
$0.630010/15/18$0.2100
07/16/18$0.2100
03/08/18$0.2100
2017
$0.810012/29/17$0.2100
10/13/17$0.2000
07/13/17$0.2000
03/08/17$0.2000
2016
$0.740012/29/16$0.2000
10/13/16$0.1800
07/14/16$0.1800
03/09/16$0.1800
2015
$0.680012/30/15$0.1700
10/15/15$0.1700
07/16/15$0.1700
03/11/15$0.1700
2014
$0.640012/31/14$0.1600
10/16/14$0.1600
07/10/14$0.1600
03/12/14$0.1600
OC Stock Splits
No stock splits
OC SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/05/25 | 09/30/25 | 10-Q | |
08/06/25 | 06/30/25 | 10-Q | |
05/07/25 | 03/31/25 | 10-Q | |
02/24/25 | 12/31/24 | Unknown | |
11/06/24 | 09/30/24 | 10-Q | |
08/06/24 | 06/30/24 | 10-Q | |
04/24/24 | 03/31/24 | 10-Q | |
02/14/24 | 12/31/23 | 10-K | |
10/25/23 | 09/30/23 | 10-Q | |
07/26/23 | 06/30/23 | 10-Q | |
04/26/23 | 03/31/23 | 10-Q | |
02/15/23 | 12/31/22 | 10-K | |
10/26/22 | 09/30/22 | 10-Q | |
07/27/22 | 06/30/22 | 10-Q | |
04/27/22 | 03/31/22 | 10-Q | |
02/16/22 | 12/31/21 | 10-K | |
10/27/21 | 09/30/21 | 10-Q | |
07/28/21 | 06/30/21 | 10-Q | |
04/28/21 | 03/31/21 | 10-Q | |
02/17/21 | 12/31/20 | 10-K | |
10/28/20 | 09/30/20 | 10-Q | |
07/29/20 | 06/30/20 | 10-Q | |
04/29/20 | 03/31/20 | 10-Q | |
02/19/20 | 12/31/19 | 10-K | |
10/23/19 | 09/30/19 | 10-Q | |
07/24/19 | 06/30/19 | 10-Q | |
04/24/19 | 03/31/19 | 10-Q | |
02/20/19 | 12/31/18 | 10-K | |
10/24/18 | 09/30/18 | 10-Q | |
07/25/18 | 06/30/18 | 10-Q | |
04/25/18 | 03/31/18 | 10-Q | |
02/21/18 | 12/31/17 | 10-K | |
10/25/17 | 09/30/17 | 10-Q | |
07/26/17 | 06/30/17 | 10-Q | |
04/26/17 | 03/31/17 | 10-Q | |
02/08/17 | 12/31/16 | 10-K | |
10/26/16 | 09/30/16 | 10-Q | |
07/27/16 | 06/30/16 | 10-Q | |
04/27/16 | 03/31/16 | 10-Q | |
02/10/16 | 12/31/15 | 10-K | |
10/21/15 | 09/30/15 | 10-Q | |
07/22/15 | 06/30/15 | 10-Q | |
04/22/15 | 03/31/15 | 10-Q | |
02/11/15 | 12/31/14 | 10-K | |
10/22/14 | 09/30/14 | 10-Q | |
07/23/14 | 06/30/14 | 10-Q | |
04/23/14 | 03/31/14 | 10-Q | |
02/12/14 | 12/31/13 | 10-K | |
10/23/13 | 09/30/13 | 10-Q | |
07/24/13 | 06/30/13 | 10-Q | |
04/24/13 | 03/31/13 | 10-Q | |
02/20/13 | 12/31/12 | 10-K | |
10/24/12 | 09/30/12 | 10-Q | |
08/01/12 | 06/30/12 | 10-Q | |
04/25/12 | 03/31/12 | 10-Q | |
02/15/12 | 12/31/11 | 10-K | |
10/26/11 | 09/30/11 | 10-Q | |
08/03/11 | 06/30/11 | 10-Q | |
04/27/11 | 03/31/11 | 10-Q | |
02/16/11 | 12/31/10 | 10-K | |
10/27/10 | 09/30/10 | 10-Q | |
08/04/10 | 06/30/10 | 10-Q | |
04/28/10 | 03/31/10 | 10-Q | |
02/17/10 | 12/31/09 | 10-K | |
10/28/09 | 09/30/09 | 10-Q | |
08/05/09 | 06/30/09 | 10-Q | |
04/30/09 | 03/31/09 | 10-Q | |
02/18/09 | 12/31/08 | 10-K | |
10/29/08 | 09/30/08 | 10-Q | |
07/30/08 | 06/30/08 | 10-Q | |
05/07/08 | 03/30/08 | Unknown | -- |
02/27/08 | 12/31/07 | 10-K | |
11/02/07 | 09/30/07 | 10-Q | |
08/01/07 | 06/30/07 | 10-Q | |
05/02/07 | 03/30/07 | Unknown | -- |
03/14/07 | 12/31/06 | 10-K | |
10/25/06 | 09/30/06 | 10-Q | |
08/04/06 | 06/30/06 | 10-Q | |
05/02/06 | 03/30/06 | 10-Q | |
05/02/07 | 03/30/06 | 10-Q | |
02/22/06 | 12/31/05 | 10-K | |
11/02/05 | 09/30/05 | 10-Q | |
08/03/05 | 06/30/05 | 10-Q | |
05/04/05 | 03/30/05 | 10-Q | |
03/08/05 | 12/31/04 | 10-K | |
11/05/04 | 09/30/04 | 10-Q | |
08/04/04 | 06/30/04 | 10-Q | |
05/05/04 | 03/30/04 | 10-Q | |
02/23/04 | 12/31/03 | 10-K | |
11/07/03 | 09/30/03 | 10-Q | |
08/12/03 | 06/30/03 | 10-Q | |
05/12/03 | 03/30/03 | 10-Q | |
03/28/03 | 12/31/02 | 10-K | |
10/29/02 | 09/30/02 | 10-Q | |
08/12/02 | 06/30/02 | 10-Q | |
05/10/02 | 03/30/02 | 10-Q | |
03/21/02 | 12/31/01 | 10-K405 | |
11/13/01 | 09/30/01 | 10-Q | |
08/13/01 | 06/30/01 | 10-Q | |
05/15/01 | 03/30/01 | 10-Q | |
04/02/01 | 12/31/00 | 10-K405 | |
11/14/00 | 09/30/00 | 10-Q | |
08/14/00 | 06/30/00 | 10-Q | |
05/08/00 | 03/30/00 | 10-Q |