$OC

Owens Corning (OC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 16, 2026, the Board of Directors (the “Board”) of Owens Corning (the “Company”) expanded the number of direct

Owens Corning (OC) officer Rachel Marcon plans to sell 900 shares of common stock, with restricted stock vesting on 02/25/2026. In the past 3 months, 700 shares were sold for $84,497. Fidelity Brokerage Services LLC is the broker, and shares are listed on the NYSE.

Owens Corning (OC) returned $264M to shareholders in Q2, including $200M in repurchases and $64M in dividends. The company completed the sale of its glass reinforcements business for $645M, expecting $280M in cash proceeds. OC plans to use the proceeds for growth and shareholder returns. Q3 earnings are expected to decline, with adjusted EPS estimated at $3.32, down 9.54% YoY. The average price target of $169.53 implies 9.8% upside.

A Q2 earnings roundup for home construction materials stocks reports group revenue 1.9% above analyst consensus and next-quarter guidance 1.7% higher. Hayward (HAYW) posted $318.4M revenue (+6.3% YoY), beating by 2.8%. JELD-WEN (JELD) revenue $817.8M, +3.2% vs expectations. Builders FirstSource (BLDR) revenue $3.86B (-8.8% YoY), missing by 1.5%.

Owens Corning (OC) reported Q2 2026 net sales of $2.8B, adjusted EBITDA of $660M (24% margin), and adjusted diluted EPS of $3.93 versus $4.21 a year earlier. Free cash flow rose to $199M. Q3 guidance calls for revenue of $2.6B to $2.7B and adjusted EBITDA margin of 20% to 22%, with Roofing most affected by Iran-related cost inflation.

Owens Corning said its Doors unit has reached $135 million in enterprise run-rate cost savings, above its $125 million target by mid-2026, and expects another $75 million from network optimization and operating efficiencies, taking realized and targeted savings to about $210 million. Q2 Doors sales were $513 million (-7% YoY) with EBITDA $57 million. Company Q2 net sales were $2.76 billion, adjusted EBITDA $660 million, adjusted EPS $3.93, and free cash flow $199 million.

Owens Corning (NYSE:OC) reported Q2 2026 results with sales of $2,756 million and net income of $226 million. The company completed share repurchases totaling about 13% of shares since 2022 and announced a leadership change, elevating Todd Fister to President and COO and appointing Jonathan Collins as CFO. The article links weaker profitability and the CFO shift to capital allocation and execution outlook.

Owens Corning (NYSE: OC) reported 2026 Q2 results from continuing operations: net sales of $2.8B, operating cash flow of $398M and free cash flow of $199M. Diluted EPS was $3.84, adjusted diluted EPS $3.93, with 11% net earnings margin and 24% adjusted EBITDA margin. The company returned $264M to shareholders and expects Q3 revenue of $2.6B to $2.7B.

After the U.S. July jobs report showed a loss of 23,000 jobs versus an expected gain, the unemployment rate stayed at 4.1% (BLS). Investors increased expectations for a Fed rate cut, lifting growth and other stocks. Redwire rose 14.8%, Enphase 5.2%, Core & Main 2.1%, Republic Services 3%, and Owens Corning 2.7%.

Owens Corning discussed its Q2 2026 earnings call, citing residential-focused building products strategy, Doors integration synergies of $135M run-rate cost savings by year two, and insulation diversification. The firm plans $800M capex for 2026, including a roofing plant in Alabama (mid-2028) and a Kansas City fiberglass line. It expects Q3 Iran-related net costs of $40M and targets returning $2B to shareholders in 2025-26.