OC

D.R. Horton Inc. DHI is slated to report results for the third quarter of fiscal 2026 (ended June 30, 2026) on July 21, before the opening bell.In the last quarter, the company’s earnings beat the Zacks Consensus Estimate by 4.2% but revenues missed the same by 1.3%. However, both metrics declined 13.2% and 2.3% from the year-ago reported figures.Markedly, D.R. Horton reported better-than-expected earnings in three of the trailing four quarters and missed on one occasion, the average surprise being 4.1%. The Zacks Consensus Estimate for the quarter’s earnings per share (EPS) has been unchanged at $2.99 over the past 60 days. The estimated figure indicates a decline of 11% from the year-ago reported EPS of $3.36.The consensus mark for revenues is $9.18 billion, indicating a 0.4% year-over-year decline. D.R. Horton, Inc. price-eps-surprise | D.R. Horton, Inc. Quote D.R. Horton’s fiscal third-quarter revenues are expected to have benefited from higher home closing volumes, supported by its broad geographic footprint, entry-level product mix and continued focus on affordability. During the fiscal second-quarter earnings call, management noted that sales followed normal seasonal trends through March and remained encouraging into April. The company also reported an 11% increase in net sales orders in the fiscal second quarter, providing a stronger backlog to support third-quarter deliveries.However, affordability constraints and cautious consumer sentiment likely remained the biggest headwinds for D.R. Horton’s fiscal third quarter. Elevated mortgage rates and higher ownership costs continued to pressure buyer affordability, prompting the company to maintain elevated sales incentives to support demand. Management has consistently indicated that incentive levels would remain high through the remainder of fiscal 2026, depending on mortgage rates and market conditions.Despite these challenges, revenues are expected to have improved sequentially, supported by higher home closings and solid order momentum. Management guided for fiscal third-quarter consolidated revenues of $8.8-$9.3 billion and home closings of 23,500-24,000 units, implying a meaningful increase from the second quarter's 19,486 closings.D.R. Horton's affordable, entry-level product mix, broad geographic footprint and disciplined operations likely supported home closings during the quarter. However, ele...

TOLEDO, Ohio, July 15, 2026--(BUSINESS WIRE)--Owens Corning (NYSE: OC), a building products leader, is scheduled to announce its second-quarter financial results on Wednesday, August 5, 2026, before the New York Stock Exchange opens. The company will host a call to discuss its financial results at 9 a.m. ET the same day. Webcast https://events.q4inc.com/attendee/845257538 A webcast replay will be available for one year using the same link. Callers Please dial in 10-15 minutes before the conference call is scheduled to begin and use the meeting code 845257538. U.S. and Canada: 1.833.461.5787 Other international locations: +1.585.542.9983 About Owens Corning Owens Corning is a branded building products leader with three complementary market-leading businesses providing roofing, insulation, and doors primarily for residential markets in North America and Europe. The company operates with an integrated go-to-market strategy and a unique set of OC Advantages™ – including its iconic brand, unparalleled commercial strength, leading technology, and winning cost position – to help customers win and grow in the market. Owens Corning is committed to helping build better and achieve more through winning partnerships, leading performance, and engaging people. Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is listed on the New York Stock Exchange (NYSE: OC). For more information, visit www.owenscorning.com. Owens Corning Company News / Owens Corning Investor Relations News View source version on businesswire.com: https://www.businesswire.com/news/home/20260715471587/en/ Contacts Owens Corning Contacts Media Inquiries: Megan [email protected] Investor Relations: Darren [email protected]

TOLEDO, Ohio, June 18, 2026--(BUSINESS WIRE)--Owens Corning (NYSE: OC) today announced that its Board of Directors has declared a quarterly cash dividend of $0.79 per common share. The dividend will be payable on August 6, 2026, to shareholders of record as of July 20, 2026. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on the company’s earnings, financial condition, cash requirements, future prospects, and other factors. About Owens Corning Owens Corning is a branded building products leader with three complementary market-leading businesses providing roofing, insulation, and doors primarily for residential markets in North America and Europe. The company operates with an integrated go-to-market strategy and a unique set of OC Advantages™ – including its iconic brand, unparalleled commercial strength, leading technology, and winning cost position – to help customers win and grow in the market. Owens Corning is committed to helping build better and achieve more through winning partnerships, leading performance, and engaging people. Founded in 1938 and headquartered in Toledo, Ohio, Owens Corning is listed on the New York Stock Exchange (NYSE: OC). For more information, visit www.owenscorning.com. Owens Corning Company News / Owens Corning Investor Relations News View source version on businesswire.com: https://www.businesswire.com/news/home/20260618277123/en/ Contacts Media Inquiries: Megan [email protected] Investor Relations: Darren [email protected]

A month has gone by since the last earnings report for Owens Corning (OC). Shares have lost about 1.2% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Owens Corning due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Owens Corning turned in better-than-expected results for the first quarter of 2026, with adjusted earnings per share of $1.22, down 58.9% year over year but ahead of the Zacks Consensus Estimate of $1.01 by 20.8%. Sales of $2.27 billion declined 10.5% from the year-ago quarter yet topped the consensus mark of $2.18 billion by 3.9%.The quarter reflected soft residential demand, but OC’s structural cost actions helped preserve profitability. Adjusted EBITDA margin from continuing operations came in at 16%, underscoring the company’s ability to stay resilient through the cycle. Roofing revenues were $960 million, down from $1.12 billion in the year-ago period. Management cited a softer environment shaped by affordability challenges, consumer uncertainty and a quiet storm season in the second half of last year that reduced carryover demand. Segment EBITDA was $231 million, translating to a 24% margin versus 30% a year earlier.Insulation posted revenues of $867 million, down from $909 million a year ago. The decline was tied to softer North American residential demand, partly offset by steadier nonresidential activity and relatively stable markets in Europe. EBITDA was $167 million compared with $225 million in the prior-year quarter, with margin contracting to 19% from 25%.Doors generated $475 million in revenues, down from $540 million a year ago, reflecting a challenging residential construction backdrop and the impact of strategic actions within the segment. Management cited pressure in markets linked to existing home sales, which remain sensitive to higher mortgage rates. EBITDA for Doors was $34 million, down from $68 million in the year-ago quarter, with a margin at 7% versus 13% last year. The company reported operating cash outflow of $154 million and free cash outflow of $387 million in the quarter, reflecting typical early-year working-capital needs and higher capital spending. Capital additions for co...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how home construction materials stocks fared in Q1, starting with Owens Corning (NYSE:OC). Traditionally, home construction materials companies have built economic moats with expertise in specialized areas, brand recognition, and strong relationships with contractors. More recently, advances to address labor availability and job site productivity have spurred innovation that is driving incremental demand. However, these companies are at the whim of residential construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. Additionally, the costs of raw materials can be driven by a myriad of worldwide factors and greatly influence the profitability of home construction materials companies. The 10 home construction materials stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 4.6% on average since the latest earnings results. Credited with the discovery of fiberglass, Owens Corning (NYSE:OC) supplies building and construction materials to the United States and international markets. Owens Corning reported revenues of $2.27 billion, down 10.5% year on year. This print exceeded analysts’ expectations by 4.1%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS and adjusted operating income estimates. Owens Corning delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 2.1% since reporting and currently trades at $125.50. Is now the time to buy Owens Corning? Access our full analysis of the earnings results here, it’s free. Aiming to build safer and stronger buildings, Simpson (NYSE:SSD) designs and manufactures structural connectors, anchors, and other construction products. Simpson reported revenues of $588 million, up 9.1% year on year, outperforming analysts’ expectations by 6.4%. The business had a stunning quarter with a solid beat of analysts’ EBITDA estimates. The market seems content with the results as the stock is up 1.8% since reporting. It currently trades at $189.85. Is now the time to buy Simpson? Access our full analysis o...

Owens Corning trades at $117.16 and has moved in lockstep with the market. Its shares have returned 7.2% over the last six months while the S&P 500 has gained 10%. Is there a buying opportunity in Owens Corning, or does it present a risk to your portfolio? Get the full breakdown from our expert analysts, it’s free. We don't have much confidence in Owens Corning. Here are three reasons we avoid OC and a stock we'd rather own. Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can put up a good quarter or two, but the best consistently grow over the long haul. Regrettably, Owens Corning’s sales grew at a tepid 5.9% compounded annual growth rate over the last five years. This was below our standard for the industrials sector. Although long-term earnings trends give us the big picture, we like to analyze EPS over a shorter period to see if we are missing a change in the business. Sadly for Owens Corning, its EPS declined by 17% annually over the last two years while its revenue grew by 2.5%. This tells us the company became less profitable on a per-share basis as it expanded. We like to invest in businesses with high returns, but the trend in a company’s ROIC is what often surprises the market and moves the stock price. Unfortunately, Owens Corning’s ROIC has decreased significantly over the last few years. We like what management has done in the past, but its declining returns are perhaps a symptom of fewer profitable growth opportunities. Owens Corning falls short of our quality standards. That said, the stock currently trades at 11.3× forward P/E (or $117.16 per share). While this valuation is reasonable, we don’t see a big opportunity at the moment. There are better investments elsewhere. We’d recommend looking at a top digital advertising platform riding the creator economy. ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%, and 455%, respectively. Find out which 5 stocks it's flagging for this month - FREE. Get Our Top 5 Growth Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Comfor...

Owens Corning’s first quarter results reflected disciplined execution in a challenging environment for building products. While revenue declined year over year due to subdued repair and remodel activity and a quieter storm season, management credited strong operational performance and structural improvements for maintaining attractive margins. CEO Brian Chambers highlighted the company’s expanded contractor network and cost reduction efforts, stating, “We are demonstrating the durable performance of the new Owens Corning, a focused building products company that outperforms through the cycles.” Is now the time to buy OC? Find out in our full research report (it’s free). Revenue: $2.27 billion vs analyst estimates of $2.18 billion (10.5% year-on-year decline, 4.1% beat) Adjusted EPS: $1.22 vs analyst estimates of $0.96 (26.5% beat) Adjusted EBITDA: $369 million vs analyst estimates of $343.4 million (16.3% margin, 7.5% beat) Revenue Guidance for Q2 CY2026 is $2.65 billion at the midpoint, above analyst estimates of $2.57 billion Operating Margin: 5.3%, down from 16.1% in the same quarter last year Market Capitalization: $9.65 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. John Lovallo (UBS) asked about management’s confidence in maintaining guidance despite market uncertainty. CEO Brian Chambers replied that performance so far aligns with expectations, and he sees a “good year ahead of us given how we’re setting up the frame of the company.” Michael Rehaut (JPMorgan) inquired about drivers of Roofing margin strength and underperformance in volume versus the market. Chambers explained that higher volumes late in the quarter and manufacturing productivity offset some headwinds, while customer mix and timing influenced quarterly comparisons. Stephen Kim (Evercore ISI) requested insight into supply-demand dynamics across Insulation segments. Chief Financial and Operating Officer Todd Fister noted stable conditions in North America, strong demand in nonresidential sectors like data centers, and regional variations in Europe, with Germany lagging recovery. Philip Ng (Jefferies) pressed on the trajectory of inflati...

Interested in Owens Corning Inc? Here are five stocks we like better. Owens Corning reported first-quarter revenue of $2.3 billion, down 10% year over year, as weak residential construction and repair/remodel demand pressured volumes. Even so, management said operating performance remained strong and margins improved through portfolio changes and cost discipline. Roofing and Insulation both saw lower sales, but the company said Roofing margins held up well and expected second-quarter Roofing EBITDA margins in the low 30% range. Insulation remained relatively stable, with strength in non-residential demand tied to data centers and reindustrialization helping offset softer housing markets. The company said it has completed its portfolio reshaping and is on track for about $135 million in run-rate enterprise cost synergies by midyear, plus an additional $75 million in structural cost improvements. Owens Corning also reaffirmed shareholder returns and guided second-quarter revenue slightly below last year, while warning of tariff and inflation-related cost pressures. 3 High-Potential Stocks Analysts Say Could Soar Owens Corning (NYSE:OC) reported lower first-quarter revenue as weaker residential construction and repair-and-remodel demand continued to pressure volumes, but executives said the company’s reshaped building products portfolio is producing more durable margins through the cycle. The Toledo, Ohio-based company generated first-quarter revenue of $2.3 billion, down 10% year over year, and adjusted EBITDA of $369 million, representing a 16% adjusted EBITDA margin. Adjusted earnings were $1.22 per diluted share. Chair and Chief Executive Officer Brian Chambers said the results reflected “strong operating performance” despite affordability challenges, consumer uncertainty and limited storm-related carryover demand from the second half of last year. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? MarketBeat Week in Review – 8/5 - 8/9 “For the past several quarters, we’ve been operating through markets with declining volumes, but our ability to consistently deliver solid results highlights the strength of our enterprise and the structural improvements we’ve made,” Chambers said. The company returned $63 million to shareholders through dividends during the quarter and reiterated its commitment to return $1 billion to shareholders in 20...

Management attributes resilient 16% adjusted EBITDA margins to structural improvements that have increased margins by over 500 basis points compared to similar market cycles a decade ago. The company is leveraging an integrated go-to-market strategy across Roofing, Insulation, and Doors to increase customer share, specifically citing expanded placement at Lowe's as a key success. Operational performance is being driven by a 'winning cost position' supported by AI-enabled tools in nearly 40 plants to predict risks and reduce unplanned downtime. The divestiture of the glass reinforcements business marks the completion of the company's portfolio reshaping, focusing resources on core building products with higher cash flow potential. Roofing performance was bolstered by late-quarter inventory restocking, though it faced headwinds from a lack of storm-related carryover demand from the previous year. In the Doors segment, management is applying the same commercial and operational playbook used in legacy businesses to capture $135 million in run-rate enterprise cost synergies. Q2 revenue is projected between $2.6 billion and $2.7 billion, assuming continued pressure on discretionary remodel and residential new construction activity. Management expects enterprise adjusted EBITDA margins of 20% to 22% in Q2, driven by seasonal volume increases and ongoing cost optimization efforts. Guidance accounts for approximately $60 million in inflation headwinds related to the Iran conflict, primarily impacting asphalt costs in Roofing and chemical inputs in Insulation. The company remains committed to returning $1 billion to shareholders in 2026 through dividends and buybacks, supported by proceeds from the glass reinforcements sale. Roofing EBITDA margins are expected to reach the low 30% range in Q2, assuming successful realization of the April price increase and a second increase effective June 1. The company recorded $75 million in adjusting items during Q1, including costs for a product recall in the Paroc business and ongoing cost optimization charges. A potential $50 million tariff refund was identified following a Supreme Court ruling; however, this is excluded from the Q2 guidance due to timing uncertainty. The divestiture of the distribution business and an Oregon components facility will create a revenue headwind for the Doors segment throughout most of 2026. Manage...

Image source: The Motley Fool. Wednesday, February 25, 2026 at 9:00 a.m. ET Chair and Chief Executive Officer — Brian Chambers Chief Financial Officer — Todd Fister Director, Investor Relations — Amber Wohlfarth Amber Wohlfarth: Good morning. Thank you for taking the time to join us for today's conference call and review of our business results for the fourth quarter and full year 2025. Joining us today are Brian Chambers, Owens Corning's Chair and Chief Executive Officer; and Todd Fister, our Chief Financial Officer. Following our presentation this morning, we will open this 1-hour call to your questions. [Operator Instructions] Earlier this morning, we issued a news release and filed a 10-K that detailed our financial results for the fourth quarter and full year 2025. For the purposes of our discussion today, we have prepared presentation slides summarizing our performance and results, and we'll refer to these slides during this call. You can access the earnings press release, Form 10-K and the presentation slides at our website, owenscorning.com. Refer to the Investors link under the Corporate section of our homepage. A transcript and recording of this call and the supporting slides will be available on our website for future reference. Please reference Slide 2, where we offer a few reminders. First, today's remarks will include forward-looking statements that are subject to risks, uncertainties and other factors that could cause our actual results to differ materially. We undertake no obligation to update these statements beyond what is required under applicable securities laws. Please refer to the cautionary statements and the risk factors identified in our SEC filings for more detail. Second, the presentation slides and today's remarks contain non-GAAP financial measures. Explanations and reconciliations of non-GAAP to GAAP measures may be found in our earnings press release and presentation available on the Investors section of our website, owenscorning.com. Third, Financials and metrics for current and historical periods discussed on this call will be for continuing operations, except for 2025 capital expenditures and cash flow measures, which include amounts related to glass reinforcement. For those of you following along with our slide presentation, we will begin on Slide 4. And now opening remarks from our Chair and CEO, Brian Chambers. Brian? Bri...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 9:00 a.m. ET Chairman & Chief Executive Officer — Brian Chambers Chief Financial and Operating Officer — Todd Fister Brian Chambers: Thanks, Darren. Good morning, everyone, and thank you for joining us today. I know many of you have had the opportunity to speak with Darren, who recently assumed leadership of our Investor Relations function, and I want to welcome him to his first earnings call in this role. I also want to recognize and thank Amber Wohlfarth for all of her great work leading Investor Relations and wish her well in her new role leading our finance team in Roofing. To begin, I'll provide a brief overview of our first quarter performance and then discuss our progress in reshaping Owens Corning as a more focused and more integrated building products leader, which generates consistently strong margins and cash flows. Todd will then provide a detailed review of our first quarter financial results, and I'll come back to share our outlook for the second quarter. Entering the year, we continue to perform at a high level despite current residential market conditions. Repair and remodel demand and new residential construction activity continue to reflect affordability challenges and consumer uncertainty. Roofing activity was boosted by end-of-quarter inventory restocking, but remained impacted by low carryover demand from the uniquely quiet storm season in the second half of last year. Against that backdrop, our team executed well and delivered strong operating performance. For the past several quarters, we've been operating through markets with declining volumes, but our ability to consistently deliver solid results highlights the strength of our enterprise and the structural improvements we have made. We are demonstrating the durable performance of the new Owens Corning, a focused building products company that outperforms through the cycles and is poised for significant growth as repair and remodel investments and new construction activity increases in the future. I'll share more about our financial performance in a moment. But first, I'll lead with safety. Our Safer Together operating framework is driving improved results as we start the year with a first quarter recordable incident rate of 0.46. Our team's commitment to working safely achieved one of the best quarters on record in each of our...

Owens Corning (OC) came out with quarterly earnings of $1.22 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $2.97 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +20.52%. A quarter ago, it was expected that this construction materials company would post earnings of $1.33 per share when it actually produced earnings of $1.1, delivering a surprise of -17.29%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Owens Corning, which belongs to the Zacks Building Products - Miscellaneous industry, posted revenues of $2.27 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.04%. This compares to year-ago revenues of $2.53 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Owens Corning shares have added about 9.8% since the beginning of the year versus the S&P 500's gain of 6%. While Owens Corning has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Owens Corning was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list o...