OC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $119.78
Market Cap (MRQ) $9.46B
P/E (TTM) -15.2
EPS (TTM) $-7.88
Revenue (TTM) $9.85B
Div Yield 2.4%
ROE (TTM) -15.0%
Debt/Equity (MRQ) 1.1
52W Range $98–$160

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About Owens Corning Inc Common Stock New Company overview from Wikipedia

05 · wikidata

Owens Corning is an American company that develops and produces insulation, roofing, and fiberglass composites and related products. It is the world's largest manufacturer of fiberglass composites. It was formed in 1935 as a partnership between two major American glassworks, Corning Glass Works and Owens-Illinois. The company employs approximately 19,000 people around the world. Owens Corning has been a Fortune 500 company every year since the list was created in 1955. The Pink Panther is the company's mascot and appears in most of their advertisements.

History

1935–1980

Owens-Corning Fiberglas Company was formed in 1935 through a joint venture of Owens-Illinois and Corning Glass Works. It became a separate company in 1938 with its headquarters established in Toledo, Ohio. In 1938, the company sales reached $2.6 million.

The company held its initial public offering on the New York Stock Exchange in 1952. In 1955, Owens-Corning purchased land for a research and testing facility near Granville, Ohio. Also in 1955, Owens-Corning made the first Fortune 500 company list. The company has been on the Fortune 500 list every year since its creation.

In 1965, Owens-Corning Fiberglas Europe was formed. In 1966, Owens-Corning established a partnership with Armstrong Rubber Co. to produce fiberglass-reinforced automobile tires. By 1971, Owens-Corning's annual revenue was over $500 million. In 1974, the company opened a temporary plant to produce insulation for the Trans-Alaska Pipeline System. In 1977, Owens-Corning acquired Frye Roofing and began production of fiberglass mat to replace traditional paper mat used in roofing. Owens-Corning sales surpassed $1 billion in 1976, and sales were over $2 billion by 1979.

In 1980, Owens Corning entered into a long-standing agreement with United Artists to use the Pink Panther as its brand mascot. "He has become an important part of our brand," said Christian Nolte, director of strategic marketing for the manufacturer of building materials and fiberglass. "The Pink Panther is as relevant today as he was over 25 years ago. He brings our trademark color pink to life."

Asbestos controversy

In 1978, two shipyard workers filed a class action lawsuit against which alleged that Owens-Corning and 14 other manufacturers had known about asbestos-containing products. Over the next three decades, the company was named in hundreds of thousands of asbestos lawsuits. By 2000, it had settled with 440,000 people who claimed Owens Corning's products caused them to develop asbestos-related illnesses such as mesothelioma.

1981–present

In 1985, Owens-Corning acquired Aerospace and Strategic Metals Group in Newport Beach, California for $415 million from Armco Inc. The color PINK was trademarked through Owens-Corning in 1986, making it the first company to trademark a color.

The company opened an Asia/Pacific division in 1993. In May 1994, Owens-Corning acquired UC Industries, which produced Foamular polystyrene insulation, as a wholly owned subsidiary. In 1996, the company changed its name to Owens Corning. In May 1997, Owens Corning acquired Fibreboard Corporation, a vinyl siding and other industrial material manufacturer, which became a wholly owned subsidiary of Owens Corning. The company was ordered to pay $5 million to an asbestos victim in 1997, making it the highest jury verdict in the history of the United States for a single non-malignant asbestos case. In 1999, a jury in federal district court in Florida awarded $1.8 million compensatory damages and $31 million punitive damages against the company for asbestos products.

The company filed for Chapter 11 bankruptcy in 2000. In 2002, Owens Corning removed its shares from the New York Stock Exchange. In 2006, the company was listed on the New York Stock Exchange again under ticker "OC". In 2007, Owens Corning announced a joint venture with Saint-Gobain named OCV Reinforcements.

Owens Corning partnered with DuPont in 2011 to create a steel and foam energy reduction (SAFER) barrier around auto racetracks. In July 2015, the company announced it would be moving a manufacturing center for mineral wool insulation into an empty plant west of Joplin, Missouri.

In May 2024 the company completed the acquisition of Masonite International, a provider of interior and exterior door systems, for $3.9B.

Products

In 1939, the US Navy Bureau of Ships made Owens-Corning insulation standard in new warship construction. Warship insulation, called Navy Board, was a permanent form-board insulation covered with woven continuous fiber cloth. Owens-Corning produced a prototype boat hull constructed of fiber glass-reinforced plastic in 1944.

In 1945, the company worked with an automaker to produce the first fiberglass-reinforced plastic car body. In 1953, General Motors used this type of body in the Chevrolet Corvette. In 1954, the company invented a process to make centrifugally-spun fiberglass wool, which became the standard process for producing fiberglass insulation.

In 1955, Owens-Corning introduced its Perma-Ply roofing material for built-up room insulation covering. The company created its first all fiber (AF) fiberglass wool in 1956. To distinguish its product, the company dyed their insulation pink by adding red dye to the AF wool. However, considering that the coloring made the insulation look pink, the company was concerned that the color would discourage the predominantly male-oriented market away from the material. As such, they decided to remove the coloring from their insulation, only to receive customer requests for the coloring to be restored. The company resumed the coloring in the face of such customer interest to the point of licensing the United Artists cartoon character the Pink Panther in 1979 as the product's mascot. Furthermore, the company trademarked the coloring in 1987, the first time a color was used for that purpose.

After the January 27, 1967, Apollo 1 fire which killed three astronauts, NASA worked with Owens-Corning and DuPont to develop beta cloth, a fireproof cloth of woven fiberglass coated with Teflon, as a replacement for the nylon outer layer of the Apollo/Skylab A7L space suit.

In February 2017, Owens Corning received the Asthma and Allergy Friendly certification for its Pure Safety high-performance insulation. "Owens Corning now joins a select group of manufacturers that are focused on product innovation to address people's exposure to allergens and irritants in their homes," said Julian Francis, president of insulation, Owens Corning.

At the TCT Show in Birmingham, the XStrand family of materials was introduced. These composites are used for 3D printing.

Plants

The company has 30 composites facilities and 31 insulation facilities.

Environmental work

In the Kansas City metropolitan area, Owens Corning purchases locally sourced recycled glass from Ripple Glass to manufacture fiberglass insulation in its local manufacturing plant. The joint effort between Owens Corning and Ripple Glass is helping to greatly reduce the amount of glass that would have been deposited in local Kansas City landfills. The Owens Corning Roofing and Asphalt Shingle Recycling Program was launched in 2009 to keep shingles out of landfills.

In 2013, Constellation Energy built a 2.7-megawatt solar power system at an Owens Corning insulation plant in Delmar, New York. The power system, which is leased to Owens Corning, can produce 3.3 million kilowatt hours of electrical energy in a year.

The National Safety Council awarded Owens Corning the Green Cross for Safety medal in 2014. Owens Corning received a perfect score of 100 percent on the 2015 Corporate Equality Index released by the Human Rights Campaign. Owens Corning has been recognized on the Dow Jones Sustainability World Index for six consecutive years as of 2015. It is also ranked number 1 in the 100 Best Corporate Citizens ranking by Corporate Responsibility Magazine in 2022.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorIndustrials industryBuilding employees25,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$10.10B
2016-12-31 → 2025-12-31
EPS$-6.22
2016-12-31 → 2025-12-31
Free Cash Flow$962M
2016-12-31 → 2025-12-31
Net margin-6.8%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend OC 5Y avg Peer Median Verdict
P/E (TTM) -15.25Y avg ≈6.5 ≈6.5 · ·
P/S (TTM) 1.05Y avg ≈1.2 ≈1.2 2.9 Undervalued
P/B (MRQ) 2.55Y avg ≈2.3 ≈2.3 5.1 Undervalued
EV / EBITDA 13.35Y avg ≈7.9 ≈7.9 15.4 Undervalued
Price / FCF (TTM) 10.55Y avg ≈9.2 ≈9.2 · ·
Price / Cash Flow (TTM) 5.45Y avg ≈6.1 ≈6.1 14.5 Undervalued
EV / Revenue 1.45Y avg ≈1.5 ≈1.5 · ·
EV / FCF 14.65Y avg ≈11.8 ≈11.8 · ·
Price / Tangible Book (MRQ) 7.25Y avg ≈5.4 ≈5.4 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield2.4%
Payout Ratio-44.4%
Annualized Payout≈$3.16Paid quarterly
5Y Div CAGR≈23.5%Per share, split-adjusted
Growth Streak≈10Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Jul 20, 2026$0.79USD≈2.2%
Mar 9, 2026$0.79USD≈2.8%
Jan 5, 2026$0.79USD≈2.5%
Oct 20, 2025$0.69USD≈2.2%
Jul 21, 2025$0.69USD≈1.9%
Mar 10, 2025$0.69USD≈1.8%
Jan 6, 2025$0.69USD≈1.5%
Oct 18, 2024$0.60USD≈1.3%
Jul 15, 2024$0.60USD≈1.3%
Mar 1, 2024$0.60USD≈1.5%
Jan 5, 2024$0.60USD≈1.5%
Oct 13, 2023$0.52USD≈1.6%
Jul 14, 2023$0.52USD≈1.4%
Mar 2, 2023$0.52USD≈1.8%
Jan 3, 2023$0.52USD≈1.8%
Oct 14, 2022$0.35USD≈1.7%
Jul 15, 2022$0.35USD≈1.6%
Mar 3, 2022$0.35USD≈1.3%
Jan 6, 2022$0.35USD≈1.2%
Oct 21, 2021$0.26USD≈1.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 5.2%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 4, 2026 $3.93 $3.17 24.0%
March 31, 2026 $1.22 $0.98 24.5%
Dec. 31, 2025 $1.10 $1.40 -21.2%
Sept. 30, 2025 $3.67 $3.82 -3.9%
June 30, 2025 $4.21 $3.93 7.1%
March 31, 2025 $2.97 $2.95 0.52%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $10.10B$9.85B$8.37B$9.76B$8.50B$7.05B$7.16B$7.06B$6.38B$5.68B$5.35B$5.26B
Cost of Revenue $7.26B$6.81B$5.94B$7.14B$6.28B$5.45B$5.55B$5.42B$4.82B$4.30B$4.20B$4.28B
Gross Profit $2.84B$3.04B$2.43B$2.62B$2.22B$1.61B$1.61B$1.63B$1.57B$1.38B$1.15B$976M
R&D Expense $150M$131M$110M$106M$91M$82M$87M$89M$85M$82M$73M$76M
SG&A Expense $1.01B$959M$748M·········
Operating Expenses $2.48B$1.56B$791M$902M$779M$1.75B$822M$825M$772M$680M$605M$584M
Operating Income $360M$1.48B$1.64B$1.71B$1.44B$-138M$787M$807M$797M$697M$548M$392M
Interest Expense $256M$208M$74M$109M$126M$132M$131M$117M$107M$108M$100M$114M
Pretax Income $104M$1.27B$1.42B$1.61B$1.31B$-256M$590M$704M$559M$590M$453M$232M
Income Tax $293M$334M$364M$373M$319M$129M$186M$156M$269M$188M$120M$5M
Net Income $-522M$647M$1.20B$1.24B$995M$-383M$405M$545M$289M$393M$330M$226M
EPS (Basic) $-6.22$7.45$13.27$12.85$9.61$-3.53$3.71$4.94$2.59$3.44$2.82$1.92
EPS (Diluted) $-6.22$7.37$13.14$12.70$9.54$-3.53$3.68$4.89$2.55$3.41$2.79$1.91
Shares (Basic) 84,000,00086,900,00090,100,00096,600,000103,500,000108,600,000109,200,000110,400,000111,500,000114,400,000117,200,000117,500,000
Shares (Diluted) 84,000,00087,800,00091,000,00097,700,000104,300,000108,600,000110,100,000111,400,000113,200,000115,400,000118,200,000118,300,000
EBITDA $1.05B$1.80B$2.42B$2.25B$1.94B$355M$1.24B$1.24B$1.11B$1.04B$300M·
Balance Sheet 29
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $345M$321M$1.61B$1.10B$959M$717M$172M$78M$246M$112M$96M$67M
Receivables $937M$1.14B$987M$961M$939M$919M$770M$794M$806M$678M$709M$674M
Inventory $1.47B$1.33B$1.20B$1.33B$1.08B$855M$1.03B$1.07B$841M$710M$644M$817M
Other Current Assets $165M$163M$117M$117M$121M$115M$86M$76M$80M$74M$47M$233M
Current Assets $3.35B$3.38B$3.92B$3.56B$3.10B$2.61B$2.06B$2.02B$1.99B$1.59B$1.51B$1.81B
PP&E (Net) $4.17B$3.82B$3.84B$3.73B$3.87B$3.81B$3.85B$3.81B$3.42B$3.11B$2.96B$2.90B
PP&E (Gross) $7.61B$6.86B$7.50B$7.13B$7.21B$6.91B$6.70B$6.39B$5.76B$5.13B$4.81B$4.62B
Accum. Depreciation $3.44B$3.04B$3.66B$3.40B$3.34B$3.10B$2.84B$2.58B$2.33B$2.02B$1.85B$1.72B
Goodwill $1.68B$2.75B$1.39B$1.38B$990M$989M$1.93B$1.95B$1.51B$1.34B$1.17B$1.17B
Intangibles $2.54B$2.68B$1.53B$1.60B$1.62B$1.67B$1.72B$1.78B$1.36B$1.14B$999M$1.02B
Other Non-current Assets $480M$456M$313M$262M$249M$228M$188M$169M$211M$194M$204M$207M
Total Assets $12.98B$14.07B$11.24B$10.75B$10.02B$9.48B$10.01B$9.77B$8.63B$7.74B$7.33B$7.54B
Accounts Payable $1.26B$1.30B$1.22B$1.34B$1.09B$875M$815M$851M$834M$615M$535M$542M
Short-term Debt $50M$1M$1M$1M$6M$1M$20M$16M$1M$1M$6M$31M
Current Liabilities $2.66B$2.30B$2.32B$2.10B$1.70B$1.44B$1.33B$1.28B$1.28B$963M$1.06B$983M
Capital Leases $450M$348M$165M$152M$109M$99M$138M$0····
Deferred Tax $737M$719M$427M$388M$376M$332M$272M$141M$37M$36M$8M$22M
Other Non-current Liabilities $323M$286M$315M$299M$304M$213M$200M$208M$223M$164M$137M$130M
Total Liabilities $9.09B$8.96B$6.03B$6.13B$5.68B·······
Long-term Debt $5.12B$5.10B$3.05B$3.02B$2.98B$3.15B$2.99B$3.37B$2.41B$2.10B$1.86B$1.99B
Total Debt $4.77B$5.16B$2.65B$3.02B$2.99B$3.15B$3.01B$3.37B$2.41B$2.10B$1.87B·
Common Stock $1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M$1M
Paid-in Capital $4.26B$4.23B$4.17B$4.14B$4.09B$4.06B$4.05B$4.03B$4.01B$3.98B$3.96B$3.95B
Retained Earnings $4.46B$5.22B$4.79B$3.79B$2.71B$1.83B$2.32B$2.01B$1.57B$1.38B$1.05B$805M
Treasury Stock $4.43B$3.69B$3.29B$2.68B$1.92B$1.40B$1.13B$1.10B$911M$803M$612M$518M
AOCI $-437M$-691M$-503M$-681M$-581M$-588M$-610M$-656M$-514M$-710M$-670M$-550M
Stockholders' Equity $3.85B$5.08B$5.17B$4.58B$4.30B$3.90B$4.63B$4.28B$4.16B$3.85B$3.74B$3.69B
Liabilities + Equity $12.98B$14.07B$11.24B$10.75B$10.02B$9.48B$10.01B$9.77B$8.63B$7.74B$7.33B$7.54B
Shares Outstanding 80,200,00085,400,00087,200,00091,900,000100,400,000105,600,000109,500,000109,500,000111,500,000112,700,000115,900,000117,800,000
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $694M$677M$609M$531M$502M$493M$457M$433M$371M$343M$300M$304M
Stock-based Comp $71M$93M$51M$51M$50M$41M$39M$47M$44M$41M$30M$29M
Deferred Tax $27M$11M$-11M$30M$63M$79M$119M$141M$183M$136M$64M$-15M
Amort. of Intangibles $148M$129M$92M$55M$49M$48M$49M$49M$31M$25M$22M$21M
Restructuring ·$309M$-20M$-39M$20M$41M$28M$22M$48M$28M$2M$36M
Other Non-cash $1.52B$567M$-125M$-93M$-107M$905M$17M$-363M$129M$30M$18M·
Operating Cash Flow $1.79B$1.89B$1.72B$1.76B$1.50B$1.14B$1.04B$803M$1.02B$943M$742M$452M
CapEx $824M$647M$526M$446M$416M$307M$447M$537M$337M$373M$401M$391M
Investing Cash Flow $-765M$-3.39B$-356M$-623M$-377M$-205M$-394M$-1.59B$-901M$-815M$-369M$-297M
Debt Issued $0$1.97B$0$0$0$297M$445M$389M$588M$395M$0$390M
Net Debt Issued $-29M$1.09B$0$0$-193M$297M$-39M$389M$237M$232M$-8M·
Stock Repurchased $815M$491M$657M$795M$570M$318M$61M$236M$159M$247M$138M$44M
Net Stock Activity $-815M$-491M$-657M$-795M$-570M$-318M$-61M$-236M$-159M$-247M$-138M·
Dividends Paid $232M$208M$188M$136M$108M$104M$95M$92M$89M$81M$78M$56M
Financing Cash Flow $-1.07B$334M$-877M$-974M$-881M$-358M$-573M$647M$3M$-88M$-333M$-142M
Net Change in Cash $38M$-1.25B$516M$141M$242M$545M$94M$-168M$135M$22M$29M$10M
Taxes Paid $264M$423M$428M·········
Free Cash Flow $962M$1.25B$1.19B$1.31B$1.09B$828M$590M$266M$679M$529M$331M·
Levered FCF $1.43B$1.10B$1.14B$1.23B$992M$629M$500M$175M$623M$455M$257M·
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 28.1%29.6%27.7%26.8%26.1%22.8%22.5%23.1%24.6%24.3%21.6%·
Operating Margin 3.6%10.3%18.7%17.6%16.9%-2.0%11.0%11.4%11.5%12.3%··
Net Margin -5.2%5.9%12.4%12.7%11.7%-5.4%5.7%7.7%4.5%6.9%6.2%·
Pretax Margin 1.0%8.3%16.4%16.5%15.4%-3.6%8.2%10.0%8.8%10.4%8.5%·
EBITDA Margin 10.4%16.4%25.0%23.0%22.8%5.0%17.4%17.6%17.4%18.4%5.6%·
ROA -3.9%5.1%10.9%11.9%10.2%-3.9%4.1%5.9%3.5%5.2%4.4%·
ROE -11.7%12.6%24.6%28.0%24.3%-9.0%9.1%12.9%7.2%10.4%8.9%·
ROIC -7.6%7.7%17.3%17.3%14.9%-2.9%7.0%8.2%5.8%8.0%··
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 1.31.51.71.71.81.81.61.61.51.61.4·
Quick Ratio 0.50.71.11.01.11.10.70.70.80.80.7·
Debt / Equity 1.21.00.50.70.70.80.70.80.60.50.5·
LT Debt / Equity 1.21.00.50.70.70.80.60.80.60.50.5·
Interest Coverage 1.45.323.815.711.4-1.06.06.96.96.5··
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.70.90.90.90.90.70.70.80.80.80.7·
Inventory Turnover 5.25.55.55.96.55.85.35.76.26.35.7·
Receivables Turnover 9.79.89.910.39.18.49.28.88.68.27.7·
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $48.04$59.45$59.24$49.78$42.79$35.79$42.49$39.11$37.33$34.15$32.26·
Revenue / Share $120.27$125.00$106.34$99.91$81.48$64.96$65.03$63.35$56.40·$45.26·
Cash Flow / Share $21.26$21.55$18.89$18.01$14.41$10.45$9.42$7.21$8.98·$6.28·
Cash / Share $4.30$4.23$18.52$11.96$9.55$6.58$1.58$0.71$2.21$0.99$0.83·
Dividend / Share $2.86$2.49$2.16$1.57$1.13$0.98$0.90$0.85$0.81$0.74$0.68$0.64
Dividend Paid / Share ···········$0.16
EPS (TTM) $-6.22$7.37$13.14$12.70$9.54$-3.53$3.68$4.89$2.55$3.41$2.79$1.91
Growth Rates 8
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 2.6%17.7%-14.2%14.9%20.4%·······
Revenue CAGR 3Y 1.1%5.1%5.9%·········
Revenue CAGR 5Y 7.4%···········
EPS YoY ·-43.9%3.5%33.1%········
EPS CAGR 3Y ·-8.2%··········
Net Income YoY ·-45.9%-3.6%24.7%········
Net Income CAGR 3Y ·-13.4%··········
Dividends Paid CAGR 5Y 17.4%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $10.10B$9.85B$8.37B$9.76B$8.50B$7.05B$7.16B$7.06B$6.38B$5.68B$5.35B$5.26B
Net Income TTM $-522M$647M$1.20B$1.24B$995M$-383M$405M$545M$289M$393M$330M$226M
Market Cap $8.98B$14.55B$12.93B$7.84B$9.09B$8.26B$7.10B$4.82B$10.25B$5.81B$5.45B·
Enterprise Value $13.40B$19.34B$13.96B$9.76B$11.12B$10.69B$9.94B$8.11B$12.42B$7.80B$7.23B·
P/E -18.023.111.36.79.5-21.517.79.036.115.116.918.7
P/S 0.91.51.50.81.11.21.00.71.61.01.0·
P/B 2.32.92.51.72.12.11.51.12.51.51.5·
P / Tangible Book ··5.84.95.46.6······
P / Cash Flow 5.07.77.54.56.07.36.86.010.16.27.3·
P / FCF 9.311.710.86.08.410.012.018.115.111.016.5·
EV / EBITDA 12.710.75.84.35.730.18.06.511.27.524.1·
EV / FCF 13.915.511.77.410.212.916.830.518.314.721.8·
EV / Revenue 1.32.01.71.01.31.51.41.11.91.41.4·
Dividend Yield 2.6%1.4%1.5%1.7%1.2%1.3%1.3%1.9%0.87%1.4%1.4%·
Earnings Yield -5.6%4.3%8.9%14.9%10.5%-4.7%5.7%11.1%2.8%6.6%5.9%5.3%
Payout Ratio -44.4%32.1%15.7%11.0%10.8%-27.2%23.5%16.9%30.8%20.6%23.6%·
Annual Payout $232M$208M$188M$136M$108M$104M$95M$92M$89M$81M$78M$56M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $10.10B $9.85B $8.37B $9.76B $8.50B
Gross Margin % 28.1% 29.6% 27.7% 26.8% 26.1%
Operating Margin % 3.6% 10.3% 18.7% 17.6% 16.9%
Net Income $-522M $647M $1.20B $1.24B $995M
Diluted EPS $-6.22 $7.37 $13.14 $12.70 $9.54

Institutional owners (13F) 755 filers · $13.4B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 755
Value held $13.4B
New positions 135
Exited positions 69
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
135 (+16 vs prior Q) 69 (-30 vs prior Q) 234 (-20 vs prior Q) 223 (+43 vs prior Q) -735K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,401,160,809 8,814,550 10.43% Shares
VANGUARD GROUP INC $1,092,882,733 9,765,729 8.14% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $869,299,783 5,468,670 6.47% Shares
AQR CAPITAL MANAGEMENT LLC $577,888,337 3,679,060 4.30% Shares
VANGUARD CAPITAL MANAGEMENT LLC $577,055,161 3,630,191 4.30% Shares
STATE STREET CORP $492,380,031 3,097,509 3.67% Shares
DIMENSIONAL FUND ADVISORS LP $469,228,347 2,951,985 3.49% Shares
FIRST TRUST ADVISORS LP $460,936,665 2,899,702 3.43% Shares
AMERICAN CENTURY COMPANIES INC $358,537,396 2,255,518 2.67% Shares
Davis Selected Advisers $330,714,230 2,081,213 2.46% Shares
GEODE CAPITAL MANAGEMENT, LLC $324,751,022 1,925,106 2.42% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $240,176,435 2,219,335 1.79% Shares
NORDEA INVESTMENT MANAGEMENT AB $198,662,973 1,255,057 1.48% Shares
Point72 Asset Management, L.P. $193,490,245 1,217,226 1.44% Shares
NORGES BANK $175,472,288 1,103,877 1.31% Shares
HARRIS ASSOCIATES L P $174,143,382 1,095,517 1.30% Shares
JPMORGAN CHASE & CO $167,044,363 1,066,825 1.24% Shares
GENDELL JEFFREY L $160,122,793 1,007,315 1.19% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $152,263,810 957,875 1.13% Shares
Allspring Global Investments Holdings, LLC $150,787,801 1,001,380 1.12% Shares
BANK OF AMERICA CORP /DE/ $133,684,960 840,997 1.00% Shares
GOLDMAN SACHS GROUP INC $123,602,274 777,568 0.92% Shares
MORGAN STANLEY $115,004,938 723,481 0.86% Shares
NORTHERN TRUST CORP $113,731,747 715,474 0.85% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $113,615,388 714,742 0.85% Shares
Clean Energy Transition LLP $112,112,263 705,286 0.83% Shares
VICTORY CAPITAL MANAGEMENT INC $107,811,726 678,232 0.80% Shares
Sound Shore Management Inc /CT/ $92,932,626 584,629 0.69% Shares
FMR LLC $92,899,952 584,425 0.69% Shares
RAYMOND JAMES FINANCIAL INC $92,119,765 579,516 0.69% Shares
Bank of New York Mellon Corp $91,829,348 577,688 0.68% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $91,661,117 587,383 0.68% Shares
Balyasny Asset Management L.P. $84,405,852 530,988 0.63% Shares
TWO SIGMA INVESTMENTS, LP $84,194,436 529,658 0.63% Shares
DEUTSCHE BANK AG\ $82,499,288 518,994 0.61% Shares
BANQUE PICTET & CIE SA $81,223,950 510,971 0.60% Shares
VANGUARD FIDUCIARY TRUST CO $81,011,421 509,634 0.60% Shares
FRANKLIN RESOURCES INC $74,652,226 469,629 0.56% Shares
LGT Group Foundation $73,690,360 463,578 0.55% Shares
UBS Group AG $71,108,370 447,335 0.53% Shares
MILLENNIUM MANAGEMENT LLC $68,731,920 432,385 0.51% Shares
PRINCIPAL FINANCIAL GROUP INC $66,174,685 416,306 0.49% Shares
Gotham Asset Management, LLC $63,698,769 400,722 0.47% Shares
River Road Asset Management, LLC $54,062,773 340,103 0.40% Shares
Lodge Hill Capital, LLC $53,707,815 337,870 0.40% Shares
Nuveen, LLC $53,440,245 336,187 0.40% Shares
Bank Pictet & Cie (Europe) AG $49,623,020 312,173 0.37% Shares
TWO SIGMA ADVISERS, LP $48,837,524 436,400 0.36% Shares
ALLIANCEBERNSTEIN L.P. $48,003,470 443,573 0.36% Shares
Callodine Capital Management, LP $46,119,065 290,130 0.34% Shares

Show all 755 institutional owners →

Activists & 5%+ owners 11 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Owens Corning/Fibreboard Asbestos Personal Injury Trust FEIN ×4 filings April 9, 2014 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 31, 2009 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 3, 2009 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 11, 2009 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 28, 2008 · Initial filing · SEC
Owens Corning/Fibreboard Asbestos Personal Injury Trust, PI Trust Advisory Committee, appointed under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006., Michael J. Crames, in his capacity as the Future Claimants’ Representative under the Owens Corning/Fibreboard Asbestos Personal Injury Trust Agreement, dated October 31, 2006. ×2 filings July 2, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 22, 2007 · Initial filing · SEC
D. E. Shaw Laminar Portfolios, L.L.C. FEIN, D. E. Shaw Oculus Portfolios, L.L.C. FEIN, D. E. Shaw & Co., L.P. FEIN, D. E. Shaw & Co., L.L.C. FEIN, David E. Shaw ×2 filings April 12, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person April 11, 2007 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 11, 2006 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Nov. 9, 2006 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 66 insiders · 11 officers · 8 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Prithvi Gandhi Interim CFO Aug. 7, 2020 A 50,845 0 0 $0
Michael C. Mcmurray Sr. VP and CFO Aug. 2, 2019 A 95,683 0 0 $0
Nicolas Del Monaco President, Roofing Sept. 15, 2026 F 26,330 0 0 $0
Todd W Fister President and COO Sept. 15, 2026 F 52,138 0 0 $0
Rachel Barthelemy Marcon President, Doors Aug. 28, 2026 S 21,449 0 2 $-214,160
Julian Francis President, Insulation April 30, 2019 S 76,662 0 0 $0
Arnaud Genis President, Composites March 14, 2018 M 28,875 0 0 $0
Daniel T Smith EVP and Chief Growth Officer Aug. 4, 2023 A 46,895 0 0 $0
Kelly J. Schmidt Vice President and Controller Feb. 7, 2023 F 15,472 0 0 $0
Ava Harter Sr. VP & General Counsel Nov. 6, 2020 A 38,164 0 0 $0
Michael H Thaman Executive Chairman April 3, 2020 A 788,832 0 0 $0
Brian J Ferguson Director April 2, 2021 A 72,082 0 0 $0
Ralph F Hake Director April 2, 2021 A 56,861 0 0 $0
Cesar Conde Director April 2, 2019 A 12,037 0 0 $0
James J Mcmonagle Director April 3, 2018 A 48,287 0 0 $0
Philip F Handy Director April 3, 2018 A 66,210 0 0 $0
Ann Iverson Director April 3, 2017 A 49,129 0 0 $0
David Lyon Director May 5, 2009 A 0 0 0 $0
Owens Corning/Fibreboard Asbestos Personal Injury Trust 10% owner May 6, 2010 S 7,100,000 0 0 $0
De La Nuez Jose Manuel Canovas · Aug. 10, 2026 A 18,955 0 0 $0
Jonathan Mark Collins · Aug. 10, 2026 A 19,504 0 0 $0
Michelle T Collins · Aug. 7, 2026 A 2,918 0 0 $0
Adrienne Elsner · Aug. 7, 2026 A 19,099 0 0 $0
Paul Edward Martin · Aug. 7, 2026 A 8,338 0 0 $0
Edward F Lonergan · Aug. 7, 2026 A 54,958 0 0 $0
Suzanne P Nimocks · Aug. 7, 2026 A 36,938 0 0 $0
John David Williams · Aug. 7, 2026 A 54,752 0 0 $0
Alfred E Festa · Aug. 7, 2026 A 13,296 0 0 $0
Eduardo E Cordeiro · Aug. 7, 2026 A 16,311 0 0 $0
Jose Mendez-Andino · Aug. 6, 2026 A 24,507 0 0 $0
Mari Doerfler · May 8, 2026 S 3,093 0 1 $-232,892
Maryann T. Seaman · April 9, 2026 A 27,410 0 0 $0
Ann Lizabeth Baymiller · Feb. 25, 2026 F 8,797 0 0 $0
Gina A. Beredo · Feb. 25, 2026 F 36,351 0 0 $0
Brian Chambers · Feb. 25, 2026 F 395,537 0 0 $0
Russell Paula · April 10, 2025 A 25,988 0 0 $0
Howard W Morris · April 10, 2025 A 41,915 0 0 $0
Christopher O Ball · Feb. 27, 2025 F 25,255 0 0 $0
Gunner Smith · Feb. 24, 2025 F 30,053 0 0 $0
Marcio A Sandri · Feb. 5, 2025 A 57,470 0 0 $0
Kenneth Scott Parks · Sept. 8, 2023 F 43,464 0 0 $0
Norman P Blake JR · April 2, 2015 A 50,233 0 0 $0
John William Christy · Feb. 20, 2015 S 28,420 0 0 $0
Charles E Dana · July 29, 2014 A 170,611 0 0 $0
Joseph F Neely · April 3, 2014 A 38,423 0 0 $0
Gaston Caperton · Feb. 25, 2013 A 37,417 0 0 $0
David L Johns · Dec. 11, 2012 M 57,141 0 0 $0
Landon Hilliard · Feb. 21, 2012 A 51,340 0 0 $0
Mark W Mayer · Feb. 6, 2012 F 15,185 0 0 $0
Duncan Palmer · Feb. 6, 2012 F 181,605 0 0 $0
Stephen K Krull · Feb. 28, 2011 A 108,757 0 0 $0
Ann W Reynolds · Feb. 22, 2011 A 24,880 0 0 $0
Robert B Smith JR · Feb. 22, 2010 A 20,155 0 0 $0
Daniel Tseung · Feb. 22, 2010 A 20,631 0 0 $0
Karel K Czanderna · Feb. 4, 2010 F 75,618 0 0 $0
COLVILLE WILLIAM W · Nov. 2, 2009 A 18,751 0 0 $0
John B Hillenbrand Jr · March 31, 2008 A 12,927 0 0 $0
Scott Deitz · Feb. 7, 2008 A 13,013 0 0 $0
William E Lebaron · Feb. 7, 2008 A 33,914 0 0 $0
Charles W Stein Jr · Feb. 7, 2008 A 47,635 0 0 $0
Bernini Frank C Obrien · Feb. 7, 2008 A 41,445 0 0 $0
Roy D Dean · Feb. 7, 2008 A 65,697 0 0 $0
Joseph C High · Feb. 7, 2008 A 63,409 0 0 $0
Sheree L Bargabos · Feb. 7, 2008 A 66,002 0 0 $0
Ronald R Ranallo · June 25, 2007 A 8,873 0 0 $0
David T Brown · June 25, 2007 A 139,521 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 95 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ITB · iShares Trust 2.41% 391,462 SH Sept. 11, 2026 Daily
PKB · Invesco Exchange-Traded Fund Trust 2.34% 55,111 SH Oct. 5, 2026 Daily
CVSM · Elevation Series Trust 2.01% 13,697 NS July 31, 2026 N-PORT
ABLD · Abacus FCF ETF Trust 1.92% 12,803 NS July 31, 2026 N-PORT
NAIL · Direxion Shares ETF Trust 1.85% 70,749 NS July 31, 2026 N-PORT
OSCV · ETF Series Solutions 1.59% 80,788 NS July 31, 2026 N-PORT
DUSA · Davis Fundamental ETF Trust 1.53% 140,039 NS July 31, 2026 N-PORT
SRHQ · Elevation Series Trust 1.41% 21,587 NS July 31, 2026 N-PORT
CCSO · Tidal Trust II 1.07% 3,526 NS July 31, 2026 N-PORT
MCOW · Pacer Funds Trust 0.99% 76 NS July 31, 2026 N-PORT
ASLV · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 0.75% 11,793 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.74% 69,163 SH Aug. 19, 2026 Daily
GSY · Invesco Actively Managed Exchange-T… 0.53% 20,000,000 Oct. 5, 2026 Daily
RCGE · EA Series Trust 0.51% 3,704 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.43% 449,757 NS July 31, 2026 N-PORT
FVAL · FIDELITY COVINGTON TRUST 0.42% 40,409 NS July 31, 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0.42% 9,909 NS July 31, 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.40% 11,916 SH Aug. 19, 2026 Daily
LSVD · ADVISORS' INNER CIRCLE FUND 0.40% 18,519 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.37% 40,049 SH Oct. 5, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.35% 130,160 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.32% 8,912 NS July 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.30% 43,077 SH Oct. 5, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 9,570 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.27% 1,172,551 SH Aug. 19, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.27% 12,552 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.24% 7,982 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.24% 1,182 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 34,182 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.22% 11,675 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.21% 45,447 SH Sept. 11, 2026 Daily
FSMD · FIDELITY COVINGTON TRUST 0.20% 36,518 NS July 31, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.18% 105,581 NS July 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.17% 97,530 SH Aug. 19, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.17% 9,963 NS July 31, 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0.16% 26,410 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.15% 1,847,181 SH Aug. 19, 2026 Daily
SMMD · iShares Trust 0.14% 42,509 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.14% 924,162 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.13% 141,363 NS July 31, 2026 N-PORT
IYJ · iShares Trust 0.13% 18,948 SH Sept. 11, 2026 Daily
REVS · Columbia ETF Trust I 0.12% 2,873 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.12% 150,000 Oct. 5, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.12% 5,194,000 Oct. 5, 2026 Daily
TILT · FlexShares Trust 0.11% 16,748 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.10% 119,404 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.10% 5,115 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.08% 34,199 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.08% 327,214 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.07% 11,576 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.06% 2,540 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.06% 68,327 NS July 31, 2026 N-PORT
VIG · VANGUARD SPECIALIZED FUNDS 0.06% 454,947 SH Aug. 19, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.06% 4,906 SH Oct. 5, 2026 Daily
DGRO · iShares Trust 0.06% 192,426 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.05% 42,662 SH Oct. 5, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 176,522 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.05% 318,104 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.04% 10,185 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.04% 2,756 SH Oct. 5, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 48,101 SH Aug. 19, 2026 Daily
VEGN · ETF Series Solutions 0.04% 471 NS July 31, 2026 N-PORT
PFM · Invesco Exchange-Traded Fund Trust 0.04% 2,293 SH Oct. 5, 2026 Daily
IUSV · iShares Trust 0.03% 71,122 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.03% 12,447 SH Sept. 10, 2026 Daily
IWD · iShares Trust 0.03% 178,382 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 20,020 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.02% 2,556,041 SH Aug. 19, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.02% 1,097 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 13,174 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 6,705 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 18,003 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 25,085 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.02% 2,687 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.01% 3,515 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 55,023 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 107,596 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 21,879 SH Sept. 10, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 68,023 SH Aug. 19, 2026 Daily
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 3,178 SH Oct. 2, 2026 Daily
FTLS · First Trust Exchange-Traded Fund III -0.15% -27,421 NS July 31, 2026 N-PORT
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 14, 2026 Daily
IJH · iShares Trust · 2,825,678 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 411,230 SH Aug. 31, 2026 Daily
IFRA · iShares Trust · 126,084 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 11,000 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 3,515 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 17,313 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 38,910 SH Sept. 11, 2026 Daily

OC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 28 analysts BUY
Median target $175.00 +46.1%
8 28.6% Strong Buy
12 42.9% Buy
8 28.6% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

15 analysts · 2026-10-01

Mean target $172.20 +43.8%

← Below all targets Current price $119.78
Low$140.00 Mean$172.20 High$198.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OC $8.98B -18.0 2.6% -5.2% -11.7% 28.1%
CSL $13.11B 18.7 0.33% 14.8% 37.8% ·
LII · 21.3 -2.7% 15.5% 78.1% 33.4%
MAIR · · · · · ·
WMS $9.96B 25.2 5.0% 14.0% 25.2% 38.3%
MOD · 95.9 23.1% 3.8% 11.6% 23.0%
ZWS $7.76B 40.4 8.3% 11.7% 12.5% 45.1%
AOS · 17.4 0.32% 14.3% 29.2% 38.8%
AAON $6.23B 59.1 20.1% 7.5% 12.4% 26.8%
SSD $6.66B 19.6 4.5% 14.8% 17.4% 45.9%
AWI $8.20B 27.0 12.1% 19.1% 35.5% 40.6%

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 5, 2026