Owens Corning manufactures and markets insulation, roofing, and fiberglass composite materials in the United States, Canada, Europe, the Asia Pacific, and inter…
$115.94-1.35%
报价 2026-11-13
市值
$8.94B
EV
$18.01B
PE (TTM)
–
预期 PE (FY2026)
14.4x
52 周区间距高点 -27.1%
$98.28$158.96
筛选结果
pipeline · 2026-11-13Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-13未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 8.69 → 8.71（1.0x） | 13.3 |
| FY+32028-12 | 1.1x | 8.69 → 11.05（1.3x） | 10.5 |
毛利率 26% · TTM 收入 $9652M · 基数 EPS 8.69（调整后）
电话会信号
辅助标签Q3 20262026-11-04
扩产供不应求
指引 无
信心 3
分析师 2
“We expect capital expenditures to trend towards approximately 4% of sales over the coming years.”
原文引用（2）
- 扩产：we're still moving forward with that project. But these are long lead time projects.
- 供不应求：We're actually currently sold out in our mineral wool business. We're sold out in our fiberglass pipe business within non-res.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
L2 2026-07-08全文 ↓尚未生成 L3 估值，没有三情景目标价。去生成估值 →
L2 报告格式无法提取要点，请看全文。
历史股价
加载中…
事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| OCOwens Corning | $8.94B | -1.4% | -5.1% | 28.8% | – | 26.4x | 22.8x | |
| TTTrane Technologies plc | $91.5B | -1.4% | – | 36.2% | 32.6x | 22.7x | – | |
| JCIJohnson Controls International plc | $84.4B | -2.3% | – | 36.5% | 24.8x | 26.9x | – | |
| MASMasco Corporation | $16.32B | +0.2% | +1.7% | 35.4% | 15.4x | 10.9x | 11.9x | |
| CSLCarlisle Companies Incorporated | $15.31B | +0.9% | +6.2% | 33.8% | 22.4x | 14.8x | 20.5x | |
| LIILennox International Inc. | $12.04B | +1.1% | +4.4% | 31.6% | 21.2x | 16.8x | 14.4x | |
| WMSAdvanced Drainage Systems, Inc. | $9.27B | +1.7% | +11.0% | 38.9% | 24.4x | 12.3x | 18.0x | GARP |
| AWIArmstrong World Industries, Inc. | $7.35B | +0.6% | +10.0% | 41.3% | 22.5x | 13.3x | 27.2x | |
| BLDRBuilders FirstSource, Inc. | $6.53B | +0.9% | -6.0% | 27.8% | 178.3x | 13.6x | 28.2x | |
| 同行中位数 | – | – | +5.3% | 35.8% | 23.5x | 14.2x | 19.3x |
研究全文
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.76B | $2.27B | $2.14B | $2.68B | $2.75B | $2.53B | $2.84B | $3.05B |
| Gross Margin | 28.8% | 22.9% | 23.9% | 28.2% | 31.6% | 28.6% | 28.4% | 29.9% |
| Operating Margin | 17.5% | 10.2% | 10.4% | -12.2% | 20.7% | 16.9% | 16.2% | 19.6% |
| Net Income | $226M | $-105M | $-297M | $-494M | $363M | $-93M | $-258M | $321M |
| Diluted EPS | 2.8 | -1.31 | -3.72 | -5.92 | 4.25 | -1.08 | -2.94 | 3.65 |
| Operating Cash Flow | $398M | $-154M | $590M | $918M | $327M | $-49M | $676M | $699M |
研究材料
Filing 摘要