Owens Corning trades at a very attractive forward P/E of 10.4x with a PEG of 0.03, and has recovered its technical momentum with a golden cross and rising on-balance volume, but quality fundamentals fall well below the investment floor with a low moat score and declining revenue of minus 10% year-over-year.
Thesis pillars
- Revenue Decline Quality Floor→Stable
- Deep Valuation Discount→Stable
- Technical Momentum Recovery↑Improving
- +1 more pillar — see the Why tab for full reasoning
Owens Corning Inc (OC) Stock Analysis
Industrials · Building Products & Equipment
Sell if holding. Engine safety override at $138.72: Quality below floor (3.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 2.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality.
Owens Corning makes building products in three segments: Roofing (43% of segment net sales), Insulation (36%), and Doors (21%), generating $10.1 billion in net sales in 2025 with roughly 25,000 employees in 31 countries. Revenue comes from asphalt shingles, fiberglass... Read more
Sell if holding. Engine safety override at $138.72: Quality below floor (3.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 2.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.3/10, moderate confidence.
Passes 8/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 59d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
About Owens Corning Inc
About Owens Corning Inc
Owens Corning generated $10.1 billion in net sales in 2025 across three reportable segments: Roofing at 43% of segment net sales, Insulation at 36%, and Doors at 21%. The company employed roughly 25,000 people in 31 countries. The Doors segment entered the portfolio via the May 2024 acquisition of Masonite International Corporation; the Glass Reinforcements business was classified as discontinued operations following a February 2025 agreement to sell it for roughly $474 million net of cash, with an additional loss on sale of approximately $140 million disclosed in April 2026 due to revised transaction terms.
Roofing demand is driven by residential repair and remodeling, new construction, and storm-intensity variability; oxidized asphalt, a key input, correlates to crude oil prices. One raw material in the Roofing segment is sourced from a sole supplier under a long-term supply contract; a supply disruption would halt production until the source is replaced or the product is reformulated, per the 10-K. The company is the second-largest producer of asphalt shingles in the United States and North America's largest producer of residential, commercial, and industrial fiberglass insulation. Insulation demand in North America follows housing starts on a roughly three-month lag, with a geographic mix spanning the United States, Canada, Europe, and Latin America. Doors are distributed through one-step and two-step wholesale distributors to homebuilders and contractors, plus retail home centers in the United States, Canada, and the United Kingdom. Two customers represented 16% and 12% of annual net sales in 2025; loss or consolidation of either could materially reduce revenues. Environmental compliance operating costs totaled approximately $78 million in 2025.
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Natural gas is the primary energy source for Owens Corning's European Insulation operations, exposing those facilities to European gas price volatility and potential energy rationing if supply shortages occur. U.S. tariffs — including baseline tariffs across all countries and individualized reciprocal tariffs on China — may raise raw material costs and reduce margins; the company implemented short- and long-term mitigation efforts but cannot assure these strategies will succeed. In April 2026, CFO Todd Fister was promoted to a combined Chief Financial and Operating Officer role while the company conducts an external search for a dedicated Chief Financial Officer, creating a transitional leadership structure.
See also: Industrials · Building Products & Equipment
From Owens Corning Inc's most recent 10-K filing, extracted June 11, 2026.
Recent developments
updated 2026-09-05Recent Developments — Owens Corning Inc
Latest news
- NEWS DA Davidson Initiates Coverage On Owens-Corning with Buy Rating, Announces Price Target of $190 — benzinga Aug 25, 2026 positive
- NEWS Citigroup Maintains Buy on Owens-Corning, Raises Price Target to $177 — benzinga Aug 7, 2026 positive
- NEWS Truist Securities Maintains Hold on Owens-Corning, Raises Price Target to $140 — benzinga Aug 6, 2026 positive
- NEWS Evercore ISI Group Maintains Outperform on Owens-Corning, Raises Price Target to $194 — benzinga Aug 6, 2026 positive
- NEWS Barclays Maintains Overweight on Owens-Corning, Raises Price Target to $177 — benzinga Aug 6, 2026 positive
Generated 2026-09-05T19:47:00Z.
Upcoming dated catalysts
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Quality Signals
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Rating Breakdown
3 floor-breakers
Growth below the gate floor. Component breakdown shows what dragged the score down.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Unprofitable operations — net margin -6.8%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $138.72: Quality below floor (3.2 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 2.3:1 is above the 1.5:1 BUY gate. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $129.82. Score 5.3/10, moderate confidence.
Take-profit target: $158.88 (+14.5% upside). Prior stop was $129.82. Stop-loss: $129.82.
Quality below floor (3.2 < 4.0).
Owens Corning Inc trades at a P/E of N/A (forward 11.5). TrendMatrix value score: 8.3/10. Verdict: Sell.
28 analysts cover OC with a consensus score of 4.0/5. Average price target: $177.
What does Owens Corning Inc do?Owens Corning makes building products in three segments: Roofing (43% of segment net sales), Insulation (36%), and...
Owens Corning makes building products in three segments: Roofing (43% of segment net sales), Insulation (36%), and Doors (21%), generating $10.1 billion in net sales in 2025 with roughly 25,000 employees in 31 countries. Revenue comes from asphalt shingles, fiberglass insulation, and interior/exterior doors sold through distributors, home centers, and retail channels. Two customers represented 16% and 12% of 2025 annual net sales.