Industrials·Building Products·$10.1B
Owens Corning is a leading manufacturer of building materials, particularly insulation and roofing products. Operating in the industrials sector, the company plays a crucial role in the construction industry, which is influenced by trends in housing and infrastructure development.
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Revenue figures provide insight into overall sales performance and market demand for Owens Corning's products.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
88%
Avg EPS Surprise
+5.65%
Avg Stock Reaction
-2.71%
In Q4 2025, Owens Corning reported an EPS of $1.10, which was below analysts' expectations of $1.33, resulting in a negative stock reaction. The company did not provide specific revenue figures for that quarter.
Management Promises & Guidance
Analysts expect Owens Corning to report an EPS of $0.90 and revenue of $2.2 billion for Q1 2026. The market is closely watching how the company navigates current economic conditions.
Bull Case
If Owens Corning beats EPS estimates, it may indicate strong demand for its products and effective cost management, potentially boosting investor confidence.
Bear Case
A miss on EPS or revenue could raise concerns about demand in the construction sector, leading to negative sentiment around the stock.
EPS
0.90Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
2.2BRevenue figures provide insight into overall sales performance and market demand for Owens Corning's products.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $0.90?
A strong EPS could indicate effective cost management and robust demand, which are critical for investor confidence.
Q2
What are the revenue figures compared to the expected $2.2 billion?
Revenue performance will provide insights into market demand and the company's growth trajectory in the current economic environment.
Why consensus could be wrong
The consensus may be underestimating the potential for Owens Corning to outperform due to strong demand in the insulation market, which is not fully reflected in the current estimates.
Supporting Evidence
The company has historically beaten EPS estimates 88% of the time, suggesting a pattern of stronger-than-expected performance.
Recent trends in housing starts indicate a potential uptick in demand for Owens Corning's products, which could drive revenue higher than anticipated.
Key Risk
If the company reports an EPS below $0.65, it could significantly shift market sentiment and validate bearish concerns.
Pre-commit to what would confirm each case.
The market is debating whether Owens Corning can maintain its profitability amidst fluctuating demand in the construction sector.
Bull Confirmed If
An EPS of $1.00 or higher would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $0.65 would signal potential issues in profitability and market conditions.
Implied Move
±4.2%
The options market is pricing in a moderate move for the stock following the earnings report, reflecting uncertainty about the results.
Cross-company pattern from 30 similar setups.
Prior-quarter miss setup in Industrials
n=30Fade rate: 5 of 17 (29%)
This setup has occurred 30 times across Industrials in the last 2 years. 12 of 17 (71%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of -0.4% (modestly negative historical bias).
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Owens Corning beats expectations, history suggests the stock could move up by around 4.89% on average, confirming a positive outlook.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.
Miss
A miss on earnings could lead to a decline of approximately 2.49%, reflecting investor disappointment and concerns over demand.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026