Owens Corning Inc Common Stock New (OC)

Turnaround

FairStock Score: 44/100 — MIXED

Key Financials

Current Price$114.23
Market Cap$9.0B
P/E Ratio-23.7
ROE-9.45%
Dividend Yield2.55%
SectorIndustrials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for consistent earning power at a sensible price. Owens Corning is a real building-products franchise in roofing, insulation, and doors, with 25,000 employees. But the record is uneven. In fiscal 2025, the year ended 2025-12-31, revenue was $10.1B and net income was a loss of $522.0M, or diluted EPS -$6.22, after fiscal 2024, the year ended 2024-12-31, earned $647.0M, or EPS $7.37. In fiscal Q3 2025, the quarter ended 2025-09-30, it lost $494.0M; in fiscal Q1 2026, the quarter ended 2026-03-31, it lost $105.0M. Then in fiscal Q2 2026, the quarter ended 2026-06-30, it earned $226.0M, or $2.80 per diluted share, on $2.8B revenue, versus fiscal Q2 2025, the quarter ended 2025-06-30, net income of $363.0M on $2.7B revenue. That is why FairStock labels it a TURNAROUND: a loss in the latest year after earlier profits. Financial health is mixed. FairStock calculates debt-to-equity at 1.50 and an Altman Z-Score of 1.48, which signals strain; yet the Piotroski F-Score is 8/9 and trailing free cash flow is $897.0M, a 10.1% FCF yield. At the $112.79 close on 2026-10-13, FairStock's figures show P/B 2.36, P/E -23.40, EV/EBITDA 18.86, ROE -9.45%, and ROCE 5.79%. Those are not the marks of a wide-moat compounder. The business may have some advantage in brands and distribution, but building products are cyclical and leverage can punish. I would want several quarters of profit and debt reduction before viewing this as a Graham-style bargain. For now, it is a speculative turnaround.

In plain English: Owens Corning makes roofing, insulation, and doors for homes and commercial buildings. The business looks uneven: it lost money in fiscal 2025 and early 2026, but the most recent quarter was profitable and it still produces a lot of cash. At the recent price, the stock looks roughly fair rather than clearly cheap or expensive, because the company's net worth and cash generation give some support while recent losses and high debt weigh on the picture.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer